Financial Services

Our financial management solutions are suitable for companies large and small, local and global, and across every type of financial services organisation, from insurance and brokering companies to merchant bankers, private equity firms and more.

Industry Focus

Financial Services

Financial Services

Why choose financial services solutions from Sapphire?

We have over 20 years’ experience implementing and supporting world-class financial management and ERP solutions for businesses in the financial sector. Our systems are suitable for companies large and small, local and global, and our customers can be found in every type of financial services organisation including: 

  • Insurance (MGA, syndicates, underwriters, reinsurers and brokers)
  • Traders (financial and commodity)
  • Brokers
  • Private equity
  • Credit/Leasing
  • Asset, fund and hedge fund managers (including pensions)
  • Banking

With over 150 existing customers in financial services, we have a proven track record in helping businesses enhance their financial management processes, and maximise growth, income and opportunities whilst minimising risk.

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  Software Solutions  

Financial Management

Our powerful financial management solution offers you the flexibility and control to quickly adapt to the demands of even the most challenging business environment.

Automate processes, improve analysis and reduce costs with:

  • A unified ledger and support for multiple budgets/currencies
  • Self-service planning, budgeting, forecasting, and reporting tools
  • Local and regulatory reporting requirements for more than 190 countries
  • Pre-designed accounting structures for managing agents, syndicates, brokers and general insurance companies
  • Powerful, multi-dimensional analysis

 

The system integrates with other business systems to create efficiencies for financial services companies in back-office accounting and processes such as:

  • Invoice approval
  • Employee expense processing 
  • Supplier on boarding 
  • Straight-through processing between various systems

 

Our core financial management solution, Infor SunSystems, is functionally rich and flexible and offers a comprehensive solution for financial organisations.

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Business Intelligence

Our world-class business intelligence solutions convert raw data into meaningful information to improve operational insight, analysis and reporting. Integrate data from any system to simplify the reporting process and conduct predictive business forecasting scenarios in order to improve strategic planning.

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  Product Demo  

See how our financial services software can streamline operations and take your business forward, faster.

 Expertise 
 

Around the Clock Support

24 hour unparalleled customer support

 

Global Functionality

Multi-lingual and global implementation capabilities

 

Industry Knowledge

Experts with the experience to support your business

 Resources  
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financial_brochure_thumb.jpg

Financial services remains a dynamic industry sector, with IT playing a critical role to help prioritise strategies around globalisation, mergers, acquisitions and the shift towards full visibility of a company’s performance and real time processing.

Read Brochure

SunSystems is very widely used, especially in the financial services sector, but the Sapphire team are very knowledgeable and provide excellent support – we have always been able to speak to someone whenever assistance is needed.

- Jamie Duncan - Seven Investment Management

Executive-Briefing-thumbnail.jpg

A collection of five Executive Briefings designed to help you gain the most out of your IT strategy and empower your future decisions. The series covers areas from the benefits of Business Intelligence to the accounting challenges of globalisation.

Read Executive Briefing

 Contact Us 

Get in touch today and one of our financial services industry specialists will contact you to discuss your requirements.

+44 (0)207 648 2000

Insurance

Insurance

Why choose insurance solutions from Sapphire?

We have over 20 years’ experience working with the UK and international insurance markets including start-up and established carriers, managing agents across the Lloyds and London Market, general insurance and reinsurance.

Our unique global infrastructure means we are the only implementation and support partner able to offer 24 hour support to our clients.

With over 150 existing customers in financial services, we have a proven track record in helping businesses enhance their financial management processes, and maximise growth, income and opportunities, whilst minimising risk.

Read More
  Software Solutions  

Financial Management

Our leading, multi-currency financial management software offers a scalable solution to automate processes and streamline operations. The system provides analysis and reporting capabilities in addition to:</>

  • Claims and policy management analysis
  • Risk reporting
  • Asset accounting
  • Global general ledger
  • Intercompany billing and loans
  • Reporting simultaneously in up to five currencies
  • Regulations for reporting with multiple perspectives (i.e. GAAP, IFRS)
  • Consistent risk management and visibility
  • Optimised capacity utilisation across multiple locations
  • Local and regulatory reporting requirements for more than 190 countries

 

Our solutions are suitable for small or large companies and can be used locally or globally with unrivalled multi-currency functionality. Our industry leading solutions can help you:

  • Produce risk reports by product, customer, location and more
  • Generate Bordereau reports seamlessly
  • Work in conjunction with risk, underwriting and policy administration systems for modelling, forecasting and ‘what if’ scenarios
  • Support Solvency II Pillar 3 reporting and other regulatory requirements.
  • Streamline intercompany billing, with the ability to consolidate separate ledgers for group/company reporting
  • Handle sales, purchase and nominal ledgers with transparent finances and accountability
  • Use Principal to Principal functionality to keep track of premiums that are owed and due, and release the funds only when claims are settled
  • Consolidate information from both accounting and non-accounting data to create reports with ease and speed
  • Automatically post Lloyds daily settlement advices and monthly LCA reconciliation
  • Access financial performance information in real time and analyse by class of business, year of account, loss type, underwriter, broker, agent or customer

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Business Intelligence

Our world-class business intelligence solutions convert raw data into meaningful information to improve operational insight, analysis and reporting. Integrate data from any system to simplify the reporting process and conduct predictive business forecasting scenarios in order to improve strategic planning.

Find Out More

 Resources  
download.jpg

financial_brochure_thumb.jpg

Insurance is becoming an increasingly international sector, with business systems playing a critical role in delivering accurate information in order to maximise equity financing and revenue through shareholdings and premiums, whilst minimising risk and liability.

Read Brochure

SunSystems is very widely used, especially in the financial services sector, but the Sapphire team are very knowledgeable and provide excellent support – we have always been able to speak to someone whenever assistance is needed.

- Jamie Duncan - Seven Investment Management

Executive-Briefing-thumbnail.jpg

A collection of five Executive Briefings designed to help you gain the most out of your IT strategy and empower your future decisions. The series covers areas from the benefits of Business Intelligence to the accounting challenges of globalisation.

Read Executive Briefing