Software and Services for Financial Institutions

  • Investment Portfolio Reporting Services
  • Regulation E Management
  • Asset/Liability Management
  • News
    • Market Commentary
    • Economic Outlook
    • Notices
Develop
better solutions with FinSer on your team
Understand
your Interest Rate Risk
Solutions
for daily tasks
Perform
at peak levels using FinSer's tools
Bring Focus
to your investment portfolio
  1. Home
  2. Software
  3. Back Office

Customer transaction dispute resolution is an important function at your institution that requires special consideration and timely action to properly handle. With FinSer's Regulation E Management software, you will be able to accurately manage and track each dispute with an orderly and well documented process.

Read more …

Automate the documentation required for public funds deposits - including safekeeping correspondence. With the automatic interface to your host system for accurate balance download, generation of the necessary documentation when pledging or releasing volumes, and the easy operation of the pledge and un-pledge process, you save time and effort managing your public funds clients. An important bonus for you and your public funds clients is the extensive audit information that is available at the click of a button.

Read more …

up arrow block

FinSer — Software and Services for Financial Institutions

McAllister Plaza• 9601 McAllister Fwy, Suite 301•San Antonio, Texas 78216• phone: 210-224-5492
Site by San Antonio Web Design & Development Full Fusion