Infor Financial Services

Infor Financial Services

Solutions for Banking, Financial Services, and Insurance

Drive greater efficiency and agility

Whether your organization is a bank, financial services provider, wealth or asset manager, insurance company, or an advisory services provider, the challenges you face are volatile and complex. You need to optimize your customer and employee experience, improve your pricing strategies, support global growth and expansion, and take advantage of new markets—all while mitigating risk and staying compliant with an ever-changing landscape of regulations.

Infor Financial Services has all the tools you need to streamline operations, gain deeper insights into business performance, and monitor transactions across a diverse set of systems.

Achieve sustainable growth

We help you gain organization-wide visibility into the operational and transactional areas that impact your organization’s bottom line.


Reduce revenue leakage

Reveal unrealized revenue from missed cross-sell opportunities, and detect and minimize revenue leakage from multiple sources. This lost opportunity income can be measured from both unintended concessionary pricing and incorrect pricing models.


Increase customer profitability

Gain unprecedented insight into customer interactions. You’ll get industry-specific, in-context analytics that can give you the confidence to prescribe the best programs and services to increase each customer's profitability.


Modernize financials

Redefine what financial management technology can be. You’ll get role-based, data-driven, consumer-inspired, and mobile-enabled tools that are built for the cloud. You can choose solutions designed to offer your users end-to-end capabilities.


Hire the best talent

Apply science to your talent management processes to increase sales revenue per employee, retain talent, and reduce turnover. You'll be able to better manage performance, track top talent, and support succession planning.


Drive growth

Gain unprecedented insight into your business performance with sophisticated business intelligence. You'll be able to leverage those insights during your strategic planning process to help you more accurately identify trends, forecast growth, and adapt your business plans accordingly.


Optimize the workforce

Overcome the complex challenges of labor management. By improving your ability to adhere to payroll best practices, increasing labor cost visibility and control, and improving compliance, you can better increase net profit margins, reduce labor costs, and cut administrative task completion time.


We can now record all details corresponding to each operation, even the individual credit price, making our accounting process much easier. What we used to do manually is now automatic, and we can see data in real time without asking the IT department for the information.

Hugo Mourão Regional IT Manager

Infor knows your organizational needs

Infor provides a range of solutions to help you engage customers, monitor global financial transactions, support the implementation of sound internal controls, manage talent, optimize customer profitability, control unnecessary costs, streamline operations, and improve financial integrity.


As a bank, you need to create experiences that delight customers and drive meaningful business results. Infor Banking is changing the way bankers work. We help connect team members across your organization to provide a 360° view of the customer, and an integrated product catalogue that allows you to interact with in-stream social contexts.

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  • Offer your users billing across the bank, with unlimited client hierarchy and multi-language, currency, and invoice formats that are channel agnostic and client-defined.
  • Get pricing that includes enterprise capabilities, flexible scenarios, and global complexity.
  • Leverage offer management with product catalogs, service definitions, and CRM integration.
  • Gain deeper insight with analytics that offer interactive dashboards.

Financial Services

Infor offers an end-to-end business management suite that provides financial services organizations with deep visibility into every facet of their business, from financials and human resources to supply chain, project, and customer relationship management. With easy-to-use collaboration and analytic tools, your team can make better decisions, faster—from any location.


  • Grow smarter with a robust financial management solution
  • Maximize your budget and improve bottom-line performance
  • Use real-time analytics for smarter growth and better risk management
  • Empower HR for more valuable hires and increase workforce productivity
  • Create stronger customer relationships through greater visibility and communication


Your focus is on enhancing your relationships with policyholders, brokers, and agents to achieve profitable and sustainable growth. And you also need to cope with the challenges of increased competition, a complicated selling process, and a complex IT infrastructure. With Infor, you get industry-specific tools that streamline complexity and maximize visibility.


  • Build stronger, more profitable customer relationships
  • Get consistent visibility into risk management
  • Get a single view of your policyholders and deliver relevant service and offers
  • Integrate your processes into a comprehensive system and streamline usage across multiple applications

The accounting key is virtually unlimited, which makes reporting very flexible. Attributes only need to be defined once, eliminating the need for combination edits; this has drastically reduced user encoding errors.

Bill Coffin Corporate Controller, AVP IFS Business Support
Manulife Financial

Infor knows your business

Infor understands the diverse challenges that financial services organizations face. You strive to build and maintain strong customer relationships while providing robust software solutions that offer competitive advantage, all of which occur in an often-changing regulatory environment. Infor has a comprehensive set of solutions to address your specific needs.

Infor CloudSuite Financials & Supply Management

Infor CloudSuite Financials & Supply Management delivers tools to manage your budgeting, planning, and forecasting needs, allowing you to operationalize strategic plans and seamlessly consolidate multiple sets of books. Role-based, data driven, consumer-inspired, mobile enabled, and delivered in the cloud, it delivers end-to-end financial management capabilities.

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Infor Human Capital Management

Financial institutions in banking and securities, investment management, insurance, and other related areas are working to control costs and evaluate infrastructure across their organizations. Regulatory reform, rising competition, and growing stakeholder expectations in the marketplace have prompted institutions to reconsider not only how they approach business and operations, but also talent. Infor HCM empowers organizational leaders with the critical tools and information they need to optimize the workforce and HR. 

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Infor Talent Science

Infor Talent Science is a patented, cloud-based Predictive Talent Analytics solution that helps ensure you have the right people in the right positions to achieve your business objectives. By leveraging large quantities of behavioral and performance data, this software creates predictive models that let you better select, retain, and develop the right talent across the entire employee life cycle and, over time, completely transform your business. 

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Infor Customer Experience Suite

You can deliver personalized online experiences with tailored content, marketing messages, and offers that align with user activity and buying behavior to maximize sales. The Infor Customer Experience Suite gives you the tools to accelerate customer engagement, drive profitability, and deliver an enriched customer experience.

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Infor Workforce Management

Infor Workforce Management is a comprehensive solution that aligns labor management with corporate strategy. Integrated modules address forecasting and budgeting, scheduling, time and attendance, performance management, and compliance, streamlining processes to increase efficiency across your business, while encouraging employees to focus on activities that generate more value. 

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Infor Dynamic Enterprise Performance Management

Infor d/EPM delivers business and financial performance management applications with support tools that allow you to centralize your data, build plans tailored to your business, forecast more accurately, analyze your business more effectively-and ultimately gain greater insight, so you can make more informed decisions.

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Infor Banking

Infor Banking software is beautifully designed with the features and flexibility you need today—and tomorrow—to deliver relevant, memorable experiences for your customers and effectively manage your employees' evolving needs. In addition to the solutions above, Infor Banking also offers these innovative industry-specific tools.

Your bank needs tools to elevate pricing, billing, and the analysis of fee-based and payment-related products and services. The Infor Complete Billing System is a market-leading enterprise pricing and billing application with a robust user experience, integrated enterprise business intelligence, and analytics. This solution is designed with your bank in mind because we understand the enterprise billing and pricing solution you choose can have a significant impact on your success.

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Deliver regulatory compliance configured to comply with the BCBS agenda and gain the insight to manage intraday liquidity. With Infor Intraday Liquidity, you get comprehensive coverage across your bank’s entire operations, including all settlement accounts across the globe. Plus, unique liquidity usage insight allows you to net together accounts and set intraday liquidity buffers in a robust and defendable manner.

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Infor Core Banking builds on Infor’s decades of experience in creating financial management systems that help banks work more efficiently, accurately, and profitably. It offers a powerful set of solutions to help you achieve the best possible results. The application’s main modules address the most important and specific banking industry requirements.