Digital approvals
Configurable approval rules with a full, time-stamped audit trail.
Industry solution
Banking Industry
Secure, auditable operations for financial institutions. Banks and financial services firms need strict controls, complete audit trails and efficient back-office processes. Odoo supports approvals, procurement, HR and customer service with the security and transparency the sector demands.
6 connected Odoo appsTailored for banking
Common challenges
What holds banking businesses back.
These are the problems we hear most often from banking leaders before an Odoo implementation.
- Approval chains that rely on paper and email
- Strict audit and compliance requirements
- Back-office procurement and vendor management
- Customer requests handled across many channels
- Large workforces with complex HR processes
- Reporting that depends on manual consolidation
Our solution
How Odoo solves it
How Odoo solves it
for banking.
Customer service
Centralise customer requests with SLAs and automatic routing.
Procurement control
Vendor management, purchase approvals and three-way matching.
Document & e-signature
Sign and archive documents securely without paper.
Recommended apps
The Odoo apps behind
The Odoo apps behind
this solution.
Before you start
Should you implement
Should you implement
an Odoo ERP system?
Six factors we review with every client before recommending an implementation plan.
Business size & growth
Odoo suits companies of any size and scales as you add users, companies and apps.
Complexity of operations
Your processes and growth plans should shape which apps you start with.
Expert implementation
An experienced partner avoids costly mistakes and speeds up go-live.
Total cost
Plan for implementation, customisation, training and ongoing support, not just licences.
Change management
Adoption depends on involving users early and showing them the benefits.
Training
Well-trained teams get value from the system from the first week.
Your banking ERP consultant
Start your digital transformation with AnaConEx as your implementation partner. The future of your business starts now.
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