Fintech ERP's MS Office integration solution allows Financial Brokers to integrate their Microsoft Office applications, such as Word, Excel, and Outlook, into their business operation for a streamlined workflow. This module offers several advantages and features that make it an ideal choice for brokers.
Automate daily operations, such as client onboarding and reporting, by integrating MS Office applications into your workflow.
Streamline communication with clients and stakeholders by unifying data from different sources.
Create documents with consistent formatting and layout across all applications.
Access documents and data stored in MS Office applications from one centralized location.
Create custom reports and documents, such as financial statements, easily.
Automate data entry and transfer between applications
Synchronize data between applications
Create custom reports in MS Excel
Automate documentation creation and presentation
Create custom forms in MS Word
Automate emails, reminders and notifications in MS Outlook
Integrate with MS Office 365 for easy access to documents and data
The MS Office Integration solution from Fintech ERP is an ideal choice for Financial Brokers who want to streamline their workflow, automate their operations and create custom documents and reports. With this module, brokers can access data from multiple sources, create documents with consistent formatting and layout, and automate emails, reminders and notifications.