FinanceCenter provides a flexible, integrated workflow and process management engine that can be configured easily to match your way of doing business – from high touch, low volume commercial relationships or sophisticated commercial real estate mortgages to low touch, high volume small ticket lending or leasing. Using rules-based checklists that are flexible and dynamic, your front office process can be configured with the appropriate steps, assignments and policy controls for each line of business, type of product and size of relationship.

Your origination and account management process - no matter how unique - can be mapped into FinanceCenter and each transaction can be

routed from sales to credit to contracts or wherever your process requires information to flow. All team members involved in supporting a customer or completing a transaction know what needs to be done by whom, to keep everyone working as effectively a possible.


FinanceCenter lets you process all types of finance transactions - lines, loans, leases, mortgages, cards and more - with just one system. Create, review, renew and amend finance transactions across business lines and functions - from sales to credit to contracts - with one integrated platform.

Each line of business can be handled differently from dedicated relationship teams requiring flexible collaboration to large centralized operations requiring step by step automation. Each team or business unit can define their own process so your entire institution can use the same system, but process business differently according to their needs. Flexible business rules automatically route transactions to the right person on the right team at the right time, according to channel, product, size of deal/relationship, credit rating/score or any other parameters you select.


Your front office works more effectively as a team across functional responsibilities. Sales and relationship managers, branch managers, customer service personnel, credit analysts, risk managers, contracts and operations along with executive management can collaborate more effectively as they share information instantly over the Web. Customers and partners also become part of the team as they monitor and participate in the process - building stronger relationships through close collaboration.

Learn how FinanceCenter can be configured to meet your business and technical requirements >>