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Investment Management Firm

Challenge

The investment firm has used Oracle Cloud ERP since 2016. Creoal, now part of SMX, has been the company’s trusted advisor on Oracle Solutions since 2018. As a SEC-regulated entity, the firm is focused on full regulatory and security compliance.

Solution

Creoal resources worked closely with Oracle Sales to demonstrate the benefits of using Financial Close and Consolidation (FCCS) to automate the close process as well as of migrating from legacy Planning and Budgeting Cloud Service Applications to Enterprise Planning and Budgeting.

Result

The firm implemented the proposed FCCS solution, which streamlined and optimized the financial close process and workflows. We employed an Agile approach, implementing FCCS in increments to support rapid time to value. The solution enables the company to quickly and easily produce consolidated financial reporting for regulatory and management purposes.

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