Testimonials

We have benefited tremendously from CentrePoint’s help, learning a great deal under their detailed and concise tuition.

Justine Pearson, PIP Organic

Finance

Financial services is one of today’s most dynamic industries.  Choosing the correct software enables you to manage growth, control costs and respond rapidly to change. 

CentrePoint Software has successfully worked with a number of organisations in the financial sector, to see how we can help you contact us on 020 7831 3050.

 

Bullet Point  Accounts Software  

Sage 50 Accounts & Sage 200 is used by Hedge Funds, Venture Capital Partnerships, Insurance Brokers and many other Financial Instruments/Organisations.

Using Sage 50 Accounts or Sage 200 allows you to provide important information to your directors and or partners such as; Profit & Loss, Balance Sheet, Trial Balance – for the whole organisation or by departments. 

Sage 50 Accounts and Sage 200 allows you to set budgets against nominal codes and departments, where CentrePoint Software can help apply budgets to Projects and through using Sage you will have centralisation of data.

If you show us the reports you require for compliance, Financial Conduct Authority (FCA) and other statutory reporting then we can show you how it can be achieved using Sage 50 Accounts or Sage 200.

 

Bullet Point  Customer Relationship Management (CRM) Software

Maximizer CRM provides one holistic customer centric view of information for the banking and financial services industry – helping you identify trends for faster and more informed decision making. 

Maximizer CRM can provide customer relationship management for investment houses, asset management organisations, insurance services, stockbrokers and other financial services.  This proven and affordable CRM system will help you enhance the customer experience via cutting-edge marketing, sales and services software, while streamlining business processes via innovative tools and integrations with common office software and even ERP software should you need to.  

 

Contact CentrePoint Software on 020 7831 3050 for a demonstration to see what software best fits your needs