Moebius offers a comprehensive suite of applications designed to streamline operations for financial services. It supports customer onboarding, compliance management, transaction monitoring, and document handling. Integrating seamlessly with leading tools like MemberCheck, LexisNexis, and banking systems ensuring smoother regulatory adherence. Automated workflows reduce manual tasks, improving efficiency and accuracy.
A specialist module designed for Financial Service providers to bring all the details of complex projects into one secure, easy-to-manage location. Leverage the power of Moebius by seamlessly integrating contacts, documents, time tracking, and billing data, giving you a comprehensive view of every project.
Centralize all your contact details in one place for easy access and management of client, partner, and vendor information. Improve data accuracy while ensuring security and compliance with regulations such as GDPR.
A powerful tool for compliance professionals, offering a fully customizable Risk Rules Engine with integrated background checks and statistical analysis for regulatory reporting.
Maximize revenue with accurate, efficient billing based on time, expenses, or services, and gain valuable insights into productivity and profitability with detailed financial analysis reports on time, revenue, and collections.
Fast filing and retrieval, improved collaboration and fewer user mistakes improve the management of your documents and ramp-up the efficiency of your organization.
Transform your HR operations with our suite of tools, designed to manage leave requests, working hours, employee documents, performance appraisals, and training plans including tracking CPD requirements.
