GeoSOFT ERP for Financial Leasing

Financial Leasing Module is designed for the management of leasing financing, ensuring the management of the entire flow from the first offer until the conclusion of the contract. It is a complete module, which includes sale, risk, management, logistics, refinancing and collection activities for lease contract.

  Benefits:

  • Full treatment of all financial lease activities, from the first contact with the client until the final analyses of the results;
  • The module is part of the ERP integrated system which also allows proper accounting treatments;
  • Direct / online access of dealers to the status of granted financing and new financing applications.

Features:

  • A powerful security system featuring restriction possibilities up to the level of each field in the application;
  • Full and quick traceability through end-to-end document flow;
  • Integrated lease transaction management through offers, files and approval, contracts, deliveries, recoveries of financed assets, changes brought throughout the contract term, re-sales;
  • Customer portfolio and financed assets management by effective capture of information and specific properties on each asset or category of asset;
  • Types of various payment schedule configurable based on accessible formulas covering all needs of the customers;
  • Complete history of contract changes for the amendment of the financial parameters, re-scheduling of installments or residual values, advance payments, assignments, terminations, total losses; 
  • Framework agreements for multi-asset orders carried out under several lease agreements treated as a whole;
  • Tracking all expenses and revenues at contract level, with the possibility to invoice the client;
  • Automatic calculation of penalties and / or exchange rate differences for late payments, with the possibility of automatic or manual invoicing, separately or included in the monthly invoices;
  • Configurable document flows with various statuses and complex validation conditions;
  • Template-based document printing facilities;
  • Complex profit calculation at contract level;
  • Accrual and deferral of revenues and expenses for a full IFRS treatment.

 

CRM

Customer Information Management

A specialized product for the banking sphere which is concentrated on formation of single data base of clients as the basis for formation and development of the selling strategy for banking products.

Payment by installments

It stipulates synthetic and analytical account of transactions for installments providing & repayment.

Marketing Management

Complex environment for control of all types of communication with clients.

Sales & Customer Service Management

The system makes it possible to manage the complex of sales and services of customers in the retail and corporate segments. The branch product specificity facilitates the process of product adaptation to bank business conditions.

Collection

The system for construction, implementation and management of processes of collection and prevention of bank clients` debts.

Order Placement & Workflow

The system optimizes terms of decisions taking on credit provision, it increases bank capacities, including number and speed of orders procession due to minimization of documentation circulation when credits are provided to private persons.

 

Front to back

 Budget

The system of company’s production and financial performance planning by making up the total Budget based on budgets of separate departments.

Wealth Management

The system will allow to effectively carry out wealth management of grantor's assets and to realize, whose monetary resources, in what amount and where they were invested.

Treasury Operations

The system makes it possible to fully automate transactions with securities of a dealer, broker and bank accountant.

Custody

The system for effective account and performance of transactions with securities.

 

BI

Regulatory reporting

System developed for banks to collect, process and provide information.

IFRS reporting

Automation of the bank and subsidiaries accounting preparation process in accordance with IFRS requirements.

Enterprise Risk Management

Complex approach to the risk management problem on the bank level on the whole, which gives the required balance between complexity of basic methods and management on the “common sense” principle.

Performance Management

The system for coverage of banks` requirements of in Performance Management, as well as for provision of the summarized information about bank activities management.

 

Core Banking

Core Banking Corporate

Broad opportunities of automation of banking automation accounting in accordance with the legislation.

Core Banking Consumer

It concentrates automation of the whole range of bank transactions which could be demanded during sales or services rendering for clients – physical persons.

 

Risk Management

 Enterprise Risk Management

Complex approach to the risk management problem on the bank level on the whole, which gives the required balance between complexity of basic methods and management on the “common sense” principle.

Collateral

The system allows to automate the full cycle of bank operation with collateral. The use of modern technologies allows to easily integrate the system to the existing IT-landscape of the bank.

Collection

The system for construction, implementation and management of processes of collection and prevention of bank clients` debts.

Order Placement & Workflow

The system optimizes terms of decisions taking on credit provision, it increases bank capacities, including number and speed of orders procession owing to minimization of documentation circulation when credits are provided to private persons.

 

Accounting & Reporting

HR & Payroll

Complex automation of personnel accounting, wages and taxes calculation, as well as high quality organization of human resources processes in the bank or in a company.

Enterprise Resource Management

Organizational strategy of production integration and transactions, human resources management, financial management, assets management.

 

Retail Trade

 Payment by Installments

It stipulates synthetic and analytical account of transactions for installments providing & repayment.

E-Wallet

E-Wallet is a modern platform which guarantees for customer’s clients easy and simple use of modern payment services.