CAM Financial Services Overview

CAM Financial Services is a robust workflow management software tailored for the financial services industry. The platform helps businesses automate and optimize their internal processes, ensuring smooth and efficient operations. CAM Financial Services offers tools for task management, document routing, and approval workflows, reducing bottlenecks and improving productivity. The software supports real-time collaboration, enabling teams to track progress, share information, and resolve issues quickly. CAM Financial Services also features advanced reporting tools that provide insights into workflow performance, helping businesses identify inefficiencies and make data-driven improvements. With its user-friendly interface and integration capabilities, CAM Financial Services streamlines financial operations, ensuring compliance, reducing errors, and enhancing overall efficiency for businesses in the financial sector.

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Contact Details

  • Vendor Name SCHUMANN
  • Founded 1997
  • Location Germany

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Farming, Financial Services, Information Technology & Services, Management Consulting, Outsourcing/Offshoring

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CAM Financial Services Features

  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Strategic Planning
  • Arrow Icon Dashboard
  • Arrow Icon Real Time Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Data Transformation
  • Arrow Icon Scorecards
  • Arrow Icon Metadata Management
  • Arrow Icon Customizable Reports
  • Arrow Icon Trend Analysis
  • Arrow Icon Data Import/Export
  • Arrow Icon Collaboration Tools
  • Arrow Icon Key Performance Indicators
  • Arrow Icon Data Extraction
  • Arrow Icon Data Visualization
  • Arrow Icon Forecasting
  • Arrow Icon Data Connectors
  • Arrow Icon Data Synchronization
  • Arrow Icon Self Service Data Preparation
  • Arrow Icon Visual Analytics
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Mapping
  • Arrow Icon Predictive Analytics
  • Arrow Icon Dashboard Creation
  • Arrow Icon Performance Metrics
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Business Process Automation
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Configurable Workflow
  • Arrow Icon Process Change Tracking
  • Arrow Icon Business Process Control
  • Arrow Icon Forms Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon No-Code
  • Arrow Icon Third Party Integrations
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Process Modeling & Designing
  • Arrow Icon Task Management
  • Arrow Icon Audit Trail
  • Arrow Icon Customizable Fields
  • Arrow Icon Monitoring
  • Arrow Icon Email Management
  • Arrow Icon Data Visualization
  • Arrow Icon Calendar Management
  • Arrow Icon User Management
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Forms Automation
  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Invoice Management
  • Arrow Icon Customer Account Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Online Payments
  • Arrow Icon Credit Management
  • Arrow Icon Aging Tracking
  • Arrow Icon Collections Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Receivables Ledger
  • Arrow Icon Subscription Billing
  • Arrow Icon Dispute Resolution
  • Arrow Icon Revenue Recognition
  • Arrow Icon Reminders
  • Arrow Icon Customer Communication
  • Arrow Icon Receipt Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Cash Flow Management
  • Arrow Icon Document Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Fraud Detection
  • Arrow Icon Investigation Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Case Management
  • Arrow Icon Identity Verification
  • Arrow Icon Workflow Management
  • Arrow Icon Watch List
  • Arrow Icon PEP Screening
  • Arrow Icon Behavioral Analytics
  • Arrow Icon Compliance Management
  • Arrow Icon SARs
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Risk Management
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Credit Reporting
  • Arrow Icon In-House Collections
  • Arrow Icon Client Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Callback Scheduling
  • Arrow Icon Workflow Management
  • Arrow Icon Transaction Management
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Automated Notices
  • Arrow Icon Multiple User Accounts
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Compliance Management
  • Arrow Icon Collection Agencies
  • Arrow Icon Commission Management
  • Arrow Icon Payment Plans
  • Arrow Icon For Banking
  • Arrow Icon Internal Fraud Monitoring
  • Arrow Icon For Insurance Industry
  • Arrow Icon Customer Accounts
  • Arrow Icon Check Fraud Detection
  • Arrow Icon Custom Fraud Rules
  • Arrow Icon Data Discovery
  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Metadata Management
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Relationship Mapping
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Connectors
  • Arrow Icon Data Profiling
  • Arrow Icon Data Governance
  • Arrow Icon Visualization
  • Arrow Icon Data Import/Export
  • Arrow Icon Match & Merge
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Capture and Transfer
  • Arrow Icon Workflow Management
  • Arrow Icon Risk Scoring
  • Arrow Icon Audit Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Exceptions Management
  • Arrow Icon Mobile Access
  • Arrow Icon Business Process Control
  • Arrow Icon Legal Risk Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Operational Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Corrective and Preventive Actions (CAPA)
  • Arrow Icon Internal Controls Management
  • Arrow Icon Risk Assessment
  • Arrow Icon IT Risk Management
  • Arrow Icon Reputational Risk Management
  • Arrow Icon Response Management
  • Arrow Icon Incident Management
  • Arrow Icon Audit Trail
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Document Storage
  • Arrow Icon Risk Alerts

CAM Financial Services Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CAM Financial Services FAQs

CAM Financial Services is a robust workflow management software tailored for the financial services industry. The platform helps businesses automate and optimize their internal processes, ensuring smooth and efficient operations. CAM Financial Services offers tools for task management, document routing, and approval workflows, reducing bottlenecks and improving productivity. The software supports real-time collaboration, enabling teams to track progress, share information, and resolve issues quickly. CAM Financial Services also features advanced reporting tools that provide insights into workflow performance, helping businesses identify inefficiencies and make data-driven improvements. With its user-friendly interface and integration capabilities, CAM Financial Services streamlines financial operations, ensuring compliance, reducing errors, and enhancing overall efficiency for businesses in the financial sector.

  • No, CAM Financial Services does not offer a free version.

  • Yes, CAM Financial Services offers a free trial.

  • No, Credit Card details are not required for the CAM Financial Services trial.

  • No, CAM Financial Services does not offer an API.

  • CAM Financial Services offers support with the following options:
    • 24x7 Support , Chat

  • CAM Financial Services offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • CAM Financial Services supports the following languages:
    • English

  • Following are the typical users of the CAM Financial Services:
    • Self-Employed , Small-Business , Midsize-Business

  • CAM Financial Services supports the following deployment:
    • Cloud Hosted

  • CAM Financial Services supports the following devices and operating systems:
    • Web-Based