Our Focus, Your Business! Financial Software since 1992 Call us! 973-884-1020
Smarter Software Solutions
Corporate operations and front & back office functions constantly need to ensure new compliance needs are met across multiple departments.
With the ever changing corporate environment, shouldn't your software allow for flexibility?
The Synergy Corporate Suite gives your business the functionality it deserves
Our cloud based products are designed to facilitate smooth and efficient processing of trade finance transactions, as well as other crucial business functions, between your customers and your banks
Synergy Corporate Suite
Synergy Corporate Suite Overview:
Products
• Complete control over entry & processing from multiple sources
• Edit & finalize a wide variety of business documents
• Seamless handling of requests for financing
• Improved efficiency for any guarantee activities
• Digitize all related transactions and documents
• Track outstanding limits & facilities and monitor fees & charges
• Logical finance management in one platform
• Total management of all trade interactions
General Features
• Seamless & efficient interaction with multiple financial institutions (C2B & B2C)
• Secure cloud based solution with encrypted password protection
• Allows for handling of trade finance related tasks such as applications, amendments, presentations, drawings, payments, and requests for finance
• Fully automate applicable parameters and information exchanges
• Real time tracking & status updates via email notifications to defined users
• Seamless interfacing to systems such as SWIFT
• Digitize all trade finance related transactions & documents
• Auto generation of SWIFT MT7 series messages
• Innovative protection against risks of all kinds
• Human resources tools to manage and view employee activity and details
Documents
Document processing for today,
with the needs of tomorrow in mind
Easy creation is at your fingertips with a system that utilizes input data and allows for standard templates to suit all your business documentation needs.
• Create documents such as collection letters, invoices, packing & weight lists
• Manage document defects and track corrections via the required document interface
• Finalize documents with outputs for various Microsoft & Adobe products (Microsoft Word, Excel, PDF)
• Full customization of document outputs and layouts including custom letter heading as well as watermarking
Financing
Handle all requests directly through Synergy's Corporate Services, allowing for higher efficiency and less time spent on duplicative processes
• Handle any financing requests (pre/post shipment)
• Arrange and set repayment schedules and maturity dates
• Interact directly with all of your financial institutions
Guarantees
• Manage & transmit all guarantee activity, either on your behalf (corporate side) or in your favor (banking side)
• Receive up to date responses from all involved parties & financial institutions
• Repetitive text and templates are automatically stored to streamline your workflow and process
• Set automatic amendments or perform them on demand
Establish uniformity quickly and easily to expedite essential data entry, saving your organization time and money all while avoiding costly errors
Letters of Credit
Effective management all in one system
to maximize performance and accuracy
• Apply for, issue and amend import & standby letters of credit
• Receive timely updates regarding acceptance, presentation, drawings, payments, under letters of credit
• Receive updates and advise related to export, standby and subsequent letters of credit through the system
• Confirmations and advises can be transmitted though the system
Open Accounts
An efficient, cost effective solution to ensure transactions are remediated and finalized
• Fast deal entry allows for increased remediation & authentication
• Track multiple advances and deals all in one place
• Maintain up to date statuses on shipments
• Send timely payment requests for faster operations
Presentations and Payments
• Supports letters of credit and documentary collections
• Automation for every needed step of trade finance processes
• Improved transaction planning
• Enhanced management monitoring and workflow control,
including assessing risk factors
• Allows for transaction capturing, verification, document acceptance, acceptance with discrepancies, correspondence, accounting and payments
Today's operations require more robust data that shows detailed trade information as well as real time synchronization for more dynamic business management
Security
Safeguard features that are intuitive just as they are strong, so you can have peace of mind that your data is secure 24/7
• SSL encryption by default
• Two step entry/verification available for all transactions
• User & password protected access with enforced rules
• Dynamic menu options based on user access credentials
• Offsite Hosting provides state of the art data and hardware protection as well as uninterrupted business resumption capabilities
Human Resources
• Manage employee access credentials
• View employee user details such as department, last access date,
payroll history & much more
• View employee Due Diligence and set employee accounts
to active/inactive or disable and/or delete
• View & generate employee activity reports
Manage employee user account information and view statistics of usage and other various details
