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Banking & Finance

Challenges faced in Banking and Finance

Financial Institutions operate in a competitive and complex environment, and are affected by industry consolidation, far-reaching regulation, and increasingly sophisticated customers whose continued loyalty cannot be taken for granted. Many Financial Institutions however remain over-burdened by paper-based processes and a lack of integrated business automation software applications, which hamper their ability to gain both wallet and market share.


In addition to these challenges, Financial Institutions have to balance the need for cost reduction with the requirements for higher levels of service and new portfolio offerings. With Data World Financial Solutions, you can do both and anticipate improvements in efficiency, customer satisfaction, and overall visibility.



Solutions for Banking and Finance
Accounting and Financial Management

An effective accounting / financial management application offers better decision-making capabilities, accurate information and control, improves cash flow and paces with company growth.   From basic features such as creating and issuing purchasing orders, handling invoices, managing budget to complex project-based accounting, Data World provides a range of scalable, web-based, proven and award-winning accounting and financial solutions that assist organizations to operate efficiently, comply with fiscal regulations, underpin strong corporate governance and drive enterprise performance.


  1. Comprehensive accounting and financial management

- General Ledger

- Accounts Payable

- Accounts Receivable

- Bank Reconciliation

- Check and form printing

- Multicurrency Support

- Consolidated financials across multiple companies

  1. Effective Budgeting and Planning

With more control over your budgeting and planning process, you can create effective, more accurate budgets and forecasts, and render a true analysis of enterprise performance.

  1. Manage payables with ease
  2. Get paid faster
  3. Bank reconciliation in minutes
  4. Allow users to further understand the corporate’s financial status by multi-dimensional analysis
  5. Drill-down financial and management reporting tool
  6. Easily manage multiple companies
  7. Simplify international commerce and user support


Purchase Management

Strengthen vendor relationships, interaction with streamlined purchasing

Make the right decisions sooner by automating—and adding visibility—to every facet of your purchasing process. Our Purchase Management solution keeps you in sync across purchase requisitions, purchase orders, receipts, invoices, and returns to save you time. All that transparency means everyone works from the same, real-time intelligence.


Purchase Order

The core component of an effective purchasing system, Purchase Order fully integrates with Accounts Payable, Inventory Control and Order Entry to power up efficiency, maximize savings and enhance vendor and customer relations.

  1. Track your top vendors to get the best price, terms and delivery.
  2. Automatically update active, standing, future and blanket purchase orders.
  3. Combine multiple purchase orders on a single receipt and multiple receipts on a single invoice.
  4. Support various costing methods, such as Most Recent Cost, Standard Cost, Average Cost, Vendor Cost, and Last Unit Cost.
  5. Automatically produce purchase orders from Inventory Control reorder information or from Order Entry orders.


Business Intelligence (BI)

Gain better visibility to make fast, effective decisions

Intelligence Reporting gives you a holistic view of your business by seamlessly consolidating your data from ERP, reducing spreadsheet chaos, and improving collaboration. With Intelligence Reporting, you can automatically run and distribute fully customizable reports in Microsoft Excel, so you spend more time analyzing the data, and less time locating and preparing it. You have the choice to either customize the ready-to-use reports or create new reports to suit your business’s unique requirements, ensuring that visibility of your information is always just a click away.


With BI and reporting, you could enjoy benefits including,

  1. Software that suits your business’s needs
  2. Better insights for more informed business decisions
  3. Save time with report automation
  4. Reports are ready to use
  5. Complete control over your finances
  6. Complete control over the level of detail in reports
  7. Automated report distribution


Customer Relationship Management (CRM) and e-Marketing

Win new business, retain and grow existing customer business

With CRM and e-Marketing, you can have end-to-end visibility of your sales and marketing activities and a single view of the customer across your organization. Open up new opportunities for growth with greater insight into business performance, better efficiency and productivity, and more effective communications.


You have the tools at your fingertips to find new customers, reduce sales cycles, and build lasting, more profitable relationships.

  1. Track your sales opportunities from lead generation to close.
  2. Exceed your customers’ expectations with outstanding customer service and support.
  3. Provide the customer care team with the ability to record customer queries/incidents which need to be followed-up
  4. Plan, execute, and evaluate the success of your marketing campaigns with ease.
  5. Enable your workforce to access customer information anytime, anywhere with mobile access.
  6. Reduce duplication of data and work by giving employees a means of updating a single, central database.
  7. Make more informed business decisions by providing managers a better view of your business and of customers.


Human Resource Management (HRM)

We believe every organization, large or small, desires to have a complete and integrated management solution that fits for its most important asset and resource – its people. DW-iHR is an end-to-end human resource management system suitable for organizations of all sizes from simple single-user single-office to complicated large organization environments with multiple locations in any industries. DW-iHR provides you a full suite of powerful, reliable, scalable and integrated HRM solutions that fits your own HR management practice to effectively manage personnel, employment, contract, leave, attendance, roster, payroll, MPF and taxation in compliance with local employment regulations by streamlining and optimizing your HR management processes and workflows. With industry-specific designs, DW-iHR is optimized to meet the unique HR management needs and challenges of various businesses.


DW-iHR Modules:

  1. Staff and Employment Management
  2. Company and Contract Management
  3. Payroll Management
  4.  Recruitment and Training Management
  5. MPF and Taxation Management
  1. Leave Management
  2. Attendance and Roster Management
  3. Staff Self-Service Portal
  4. Security Controls and System Administration
  5. Business Intelligence


Brochure Download
Sage 300 (Accpac) 2017 Brochure PDF - 3 MB
Epicor ERP Financial Services Overview (English version) PDF - 2.1 MB
Success Stories
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