Rating: 4.9. Number of organizations: 267

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

Management in a financial and credit organization

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Program screenshot

A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

Management in a financial and credit organization can also be automated, as well as accounting in it — this type of management is offered by the USU Software, which is, in fact, an automation program for organizations specializing in the provision of financial and credit services. Thanks to automated management, a financial and credit organization receive savings in various resources, such as financial resources and employees’ time, as well as a lot of other different ones, which can be used to expand credit activities or reduce staff size at the financial credit organization. Management in financial and credit organizations, like management in any other organization, is interested in increasing profits by increasing the efficiency of core activities without attracting additional expenses, just this opportunity is presented by automation of management.

An automated management system in a financial and credit organization operates with local access without an Internet connection, but if a financial credit organization has geographically remote offices or branches, then their activity will be generalized with the activities of the financial credit organization, by unifying the information into a single network and it is functioning via the Internet connection with remote control from the head office. Moreover, each financial and credit department will work autonomously, in order to form their own financial indicators, compile their own documentation, and keep reports separately from the rest, while the head enterprise will have access to the entire network — all documents, financial indicators, and reporting — the credit organization will receive an overall picture of activities, taking into account the work each remote office branch.

Who is the developer?

The management system in a financial and credit organization is installed by USU Software’s specialists, there is only one requirement for digital devices — they have to run on Windows operating system, the other parameters do not matter, as well as the user qualities of employees since the management program in a financial and credit organization has very simple interface and easy navigation, which makes it accessible to everyone who is admitted to the system, no matter their computer skills or experience. This quality of the system makes it possible to involve all the services of a financial and credit organization in it since for a full reflection of the work process, diverse information is required, which can be provided by employees of different profiles and levels. Special training is not required for keeping records in the system, especially since the developer offers a small training seminar to present all the functions and services, besides, only one thing is required from the staff — prompt data entry as they become available. The management system in a financial and credit organization conducts all other types of work independently.

All credit activities require a mandatory compilation of financial statements, which are submitted to the government regulator within strictly defined terms. The control system solves this problem — the built-in task scheduler gives a start to those works for which a schedule has been drawn up, and the required document is prepared by the date set for it. It is very convenient and there is no need to control the readiness of documents, at the right time they will be saved in the appropriate place. The list of scheduler tasks also includes regular backups of the organization’s information, which guarantees its safety. Time and work management is an automation function to save staff time, as this is one of its main tasks.

Download demo version

When starting the program, you can select the language.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.

Who is the translator?

Document management also has a useful action function of sentence auto complete, it freely operates with all data and distributes it according to independently selected forms, according to the purpose of the document and the request. The area of its management includes accounting document flow, standard service contracts, cash orders, security tickets, acceptance certificates, etc. The finished documents fully meet all the requirements and design standards, automatic generation allows you to avoid mistakes that are often made during manual paperwork.

Our financial control system assumes differentiation of access to service information in accordance with the duties performed and the existing level of authority. This makes it possible to preserve its confidentiality and give the user a separate work in the general information space, assigning them a zone of responsibility in personal digital forms, where they place their work data generated in the course of performing tasks. The management also has access to such forms to regularly check the compliance of user information with the real state of affairs. To assist and speed up this process, there is a specialized audit function, which task is to highlight the data that has been posted in the logs since the last check. The management system marks the information of users with their logins in order to control the quality and terms of work execution.

Order a management in a financial and credit organization

Buy a ready-made program

Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!

Management in a financial and credit organization