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Finance & Insurance

If you run a finance or insurance company, chances are you're not going to be a great risk taker. In fact, you're going to be looking for a finance or insurance software solution that you can bank your business on. Greentree is at the forefront of finance management software for those who are in the business of managing risk. Check out the ERP case studies below that outline why finance companies, insurance brokers and other high- risk managers have chosen Greentree to run their business.

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First Nonprofit

Based in Chicago, First Nonprofit has been dedicated to serving non-profit organisations through innovative insurance and financial services for more than 25 years. First Nonprofit entered into the unemployment insurance field in 1995 to develop a product to help its non-profit policyholders reduce the rising costs of unemployment insurance.

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National insurance-broking firms Rothbury and Commercial & General merged on 1 April 2005 to form C & G Rothbury Insurance Group, making them one of New Zealand’s largest insurance-broking operations.

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Tata Ltd stuck to its guns, opting for a business system that was fully integrated, intuitive and user-friendly.

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Greentree was the software of choice for one of Australia’s Hospital Benefit Funds, GMHBA Limited, when it decided to upgrade its CBA Financial system. Streamlined reporting via the ‘impressive’ integration between Greentree and Excel made the decision to change reasonably easy.

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“Now to get our financial reports directly out of Excel, we just press a button and they are there immediately. The integration between Excel and Greentree is very impressive and our month-end reporting is now much more streamlined.”

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