Financial Services

Value Proposal

TOTVS Financial Services offers specialized solutions for the following areas: Credit, Financing, Private Label Cards and Investment Management; covering from business environment to Accounting and Operational Area, and also managerial and compliance controls.

Jointly with added-value services of Consulting, BPO, Infrastructure and E-learning.

Reference Materials

Vídeo
Video

Financial Services

Financial Services
Folder
Folder

CARD ADMINISTRATORS

To improve the control, planning, execution and management of activities involving card operations, for both company-owned labels or third-party...

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DEVELOPMENT AGENCIES

Improve the control, planning, execution and management of activities involving concession and management of credit, whether mass (microcredit),...

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Banks and Credit Companies

To improve control, planning, execution and management of activities involving: resource capture, loans, financing, billing and discounts, receivables...

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CREDIT COOPERATIVES

Improve the control, planning, execution and management of activities involving concession and management of credit, specially capital accounts,...

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BROKERS

To offer the best market solution for outsourced management of Investment Clubs and Funds as well as all other types of investment portfolios in an...

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CUSTODY, CONTROLLERSHIP, AND INVESTMENT FUNDS

Improve control, planning and execution of management, custody and investment controllership activities.

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SUPPLEMENTARY PENSION ENTITIES

Improve control, planning , credit concession and management and management of investments from Public/Supplementary Pension Closed Entities.

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INVESTMENTS AND PRIVATE BANKING MANAGERS

Improve control, planning and execution of investment management activities, supporting decision taking process.

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INSURANCE COMPANIES

Improve control, planning and execution of subscription activities (risk, fraud, claims and issue of policies) and investment management.

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Cases

Cases


Concretomix restructures itself with TOTVS system

The consultancy scheduled a visit in a company that used TOTVS software. We really enjoyed seeing the system working and after giving it a lot of...

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Blog

Blog
O que é Big Data?
By Blog TOTVS, On 5/14/13
Tags: 3 três vs, big data, business analytics, cloud computing, conectar, conectividade, dados, excesso de informação, grande quantidade, internet, pequenas e médias, pme, produção de informação, rede virtual, tendência
Por que o MSN Messenger morreu
By Blog TOTVS, On 5/6/13
Tags: ciclo de vida, compartilhar, comunicação, comunicar, devices, dividir, instantaneidade, mensagem instantânea, mobilidade, msn messenger, redes sociais, smartphone, tablet
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