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Proactis for
Financial Services 

Speed, accuracy and performance is essential for success for financial services organisations

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Financial services companies often take an entrepreneurial and dynamic approach to purchasing, yet sometimes miss out on major strategic rewards.

A lack of real-time data means banks and others can fail to spot opportunities to take advantage of purchasing trends, manage suppliers better and improve sourcing – on everything from office and IT supplies to building maintenance.

While companies understand the value of risk management and the threat of fines, they don't always see serious vulnerabilities that exist within their supplier base – or know how to manage due diligence across thousands of suppliers, categories and countries.

Organisational challenges can flare up too. Mergers, acquisitions and the separation of some retail and investment operations – ordered by regulators – can cause problems when disparate teams, legacy systems and data fail to fit the new shape of an organisation.
Taking spend management to the next level
Recognise and seize opportunities that others miss – transform the way you source, purchase and pay for all types of goods and services.

With Proactis, you can use new capabilities to further reduce cost and risk, and to ensure regulatory compliance in the way you buy everything from office and IT supplies to temporary staffing. You can streamline the way you interact with your supplier base and you can use supporting technology frameworks with the flexibility to smoothly evolve with inevitable organisational and regulatory change over time.
We’ve teamed up with leading financial services companies to make it happen:
Kundenerfolge
Our solutions don't just add technology for the sake of it,
they create savings, value and competitive advantage
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One of the UK’s largest motor insurers with more than £300 million annual turnover, 1,500 employees and two million policy holders...

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…has replaced multiple legacy systems accumulated through a period of acquisition with a single organisation-wide Proactis Purchase-to-Pay (P2P) system. This automates purchase authorisations, PO placement and invoice processing for the company’s three main offices and 60 high street branches.
A large regional bank in the US with over $140 billion in assets and over 1,200 full-service banking centres in 10 states...

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…initially deployed Proactis solutions to streamline their P2P process while improving visibility and control, and providing the agility to respond to future compliance and regulatory demands. They have since licensed the entire Proactis suite and are now deploying a full range of Source-to-Contract solutions, beginning with supplier management.
A global currency exchange company that provides extensive financial services for millions of customers across over 50 countries...

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…recently selected Proactis Purchase-to-Pay and the Invoice Capture Managed Service to replace largely manual and paper-based processes. Initial deployment is in the UK and the US, and ultimately across Asia Pacific, Europe Africa and the Middle East.
A US-based financial services and retirement benefits provider, with many individuals and businesses relying on their ability to manage money...

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…proceeded with a full deployment of an enterprise-wide eProcurement solution, including implementation for multiple locations with 1,200 users and over 1,000 suppliers to manage. They also opted to deploy a sourcing and spend analytics application to complement the eProcurement solution and promote strategic sourcing going forward.
An established Middle Eastern banking group with entities in several countries...

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…has deployed Proactis Purchase-to-Pay and related solutions to help address the company’s rapid growth through mergers and acquisitions. Proactis solutions provide the framework to standardise and streamline purchasing processes across all areas, enable centralised procurement of certain categories and leverage the company’s full buying power.
A large health insurance company covering 2.8 million members...

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…is deploying the full Proactis Source-to-Contract suite as the organisation’s new generation solution for supplier relationship management, sourcing, contract management, content management and all forms of supplier engagement.