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Oracle ERP and EPM Cloud for banking and insurance

Implementation, support and migration of Oracle ERP (enterprise resource planning) and EPM (enterprise performance management) Cloud at financial institutions.

Our consultants have taken part in Oracle ERP and EPM Cloud implementations at banks and insurers in Peru, Mexico, Colombia, Ecuador, Guatemala and Chile, mainly in Accounting Hub, close, profitability and planning. We offer this service directly to financial institutions and, as team reinforcement, to Oracle consulting firms and partners.

Areas of work

  • Accounting Hub: design of accounting rules by product and event, integration of core systems as sources, Financials (general ledger, payables and receivables, fixed assets, cash).
  • Close and reconciliations: Financial Close, Account Reconciliation, support through the first close in production.
  • Profitability and planning: Profitability and Cost Management, EPM Planning, reporting and close narratives.
  • Migration from Oracle E-Business Suite and Financial Accounting Hub (FAH) to Oracle Cloud.
  • Support and stabilization of platforms in production.
  • Training and knowledge transfer.
  • Oracle’s artificial intelligence features: anomaly detection in journal entries and reconciliations, predictive planning, document recognition in accounts payable, narrative generation. Activation, training with the institution’s data and definition of controls.

How we approach it

Before configuring, our consultants review the financial product with the business area. The accounting for a loan disbursement, an insurance policy or an airline ticket follows different rules, and the configuration must reflect them precisely.

In more detail

Frequently asked questions

Is SAVI an Oracle partner?

No. We work with Oracle consulting firms and partners that need specialists, and directly with institutions that already run the platform.

Do you work under another consulting firm’s brand?

Yes, under a confidentiality agreement.

Is the work remote?

Mostly, with on-site presence at the agreed milestones.

First step

Tell us about your case. A person on the team replies within one business day.

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