Client Invoicing

Client Invoicing and Statement Generation Tool For a Financial Services Group

What We did

We replaced a system for the Invoicing and statement generation of investments made by over 1000 clients. The output was regular statements to all the clients detailing the status of their investments and there accrued value.

How We did

We were asked to build a tool that would replace another system that wasn’t performing. We worked with the client to track the investments made by clients and issue monthly statements having calculated the returns.

The SCAD Software approach is to achieve a 40% code reduction, leading to 75% faster to market and typically 30% lower cost. In this instance, the benefit to the client was time to market (1 month), the reduction in manual processing and improved experience for the end customer.

Wave

Head Office

Swift Channel Application Development Pty (Ltd) The Campus, Twickenham Building, Ground Floor, Corner Sloane and Main Road Bryanston 2021

Contact Number: +27 11 575 0659

International

3 The Old Estate Yard, High Street, East Hendred, Wantage, Oxfordshire, OX12 8JY

Contact Number: +44 7900 681725

North America

c/o ForesightOne Inc., 45 Old Cart Path, Holliston, MA 01746.

Contact Number: +1-617-733-8161


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