Financial services solutions for modern teams

Connect operations, reduce risk, and act on insights faster. Infor’s cloud-based, AI-powered financial services solutions help teams work smarter in a rapidly changing industry.

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Industry Expertise

Overcome unique challenges in the financial services industry

Financial services teams face non-stop pressure to modernise, comply with new regulations, and stay secure – all while serving increasingly complex customer needs. Infor brings deep financial sector expertise and a secure, multi-tenant cloud to help connect core financials, operations, and people. With built-in analytics and proven deployment patterns, teams gain real-time visibility, shorten change cycles, and move with confidence.

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See how Infor measures up. Compare vendors across industry fit, cloud platform capabilities, AI, implementation, and support.

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Benefits

Key benefits of our financial services software

Smarter decision making

Make fast, informed decisions with AI-powered analytics and real-time dashboards. Spot trends, control risk, and get clear, actionable insights from your financial data.

Better customer experiences

Improve customer interactions across all channels. Deliver faster service, coordinate sales, and use real-time insights to adapt quickly to client needs.

Stronger talent management

Find, develop, and retain top talent. Automate hiring, support employee growth, and keep the right people in the right roles as your business evolves.

Simpler compliance and auditability

Stay audit-ready with built-in controls and real-time reporting. Cut down on manual work, meet regulations, and protect sensitive data with ease.

Sub-Industries

Support for different types of financial services companies

Our purpose-built software is designed by experts with an in-depth understanding of financial services – including the micro-verticals that make up the industry.

Banking

Banks face pressure to modernise legacy cores, handle real-time payments, and stay compliant. Infor banking software solutions unify finance, billing, and liquidity so you can process transactions securely and manage capital with precision.

Insurance

Insurance firms juggle complex administration and strict standards. Infor insurance industry software solutions streamline underwriting, automate processes, and integrate data – helping you reduce exposure, improve service, and stay audit-ready.

Infor CloudSuite Corporate

Financial services solutions in the cloud

Infor CloudSuite Corporate is an integrated, intelligent, industry-specific platform for financial services firms. In addition to a powerful core ERP, Infor CloudSuite Corporate offers tools for workforce management, talent analytics, customer interactions, expense management, and more in a secure, multi-tenant cloud. Take advantage of automatic upgrades, an intuitive user experience, embedded AI and analytics, robotic process automation (RPA), and other next-gen platform technologies.

Explore our financial services software solutions

Browse the software solutions in Infor CloudSuite Corporate. Fully integrated and modular, you can start with AI-powered ERP and add on, depending on your business needs and level of complexity.

ERP for financial services

Unify core financial services operations with a cloud-based, AI-powered Infor ERP solution that is purpose-built for the complex tasks and processes of this sector. It increases visibility, reduces risk, and supports smarter strategic planning across the enterprise. Designed for today’s teams, it delivers:

Role-based, intuitive user experiences
Unlimited ledgers, calendars, and flexible reporting
Real-time visibility into spend and supplier performance
Embedded analytics and automation in daily workflows
Tools to strengthen compliance and uncover cost savings

Infor HCM

Human capital management

Empower your workforce, reduce manual effort, and align talent strategy to business goals. From core HR and payroll to talent and benefits, the cloud-based Infor Human Capital Management (HCM) solution delivers a modern, intuitive experience that helps your frontline workers stay focused, efficient, and compliant.

Streamline HR operations and unify employee data
Automate payroll and benefits to reduce risk and errors
Adapt to evolving labour laws and reporting demands
Enable strategic workforce planning with real-time insights
Support re-skilling and retention with AI-powered tools embedded right in the flow of work

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Infor Workforce Management

Workforce management

Give employees more control over their schedules. Cloud-based Infor Workforce Management software provides you with clear visibility into staffing coverage while improving overall operational efficiency. It helps ensure compliance with labour regulations – and brings accuracy to time, attendance, and scheduling processes.

Automate time-tracking, attendance, and payroll
Streamline workflows with approval automation
Gain real-time visibility with actionable alerting
Ensure compliance with latest internal policies and labour laws
Use rule-based and demand-driven scheduling

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Infor Talent Science

Predictive talent analytics

Apply predictive talent analytics to improve hiring, support mobility, and strengthen manager effectiveness. Infor Talent Science uses behavioural science and performance data to make workforce decisions accurate, more personalised, and better aligned to business goals.

Support hiring, development, and mobility with one assessment
Empower managers with data-driven coaching insights
Identify top talent based on potential, not just experience
Scale across roles from client-facing teams to analysts and leaders

Data sheet: Infor Talent Science for Financial Services

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Infor Complete Billing System

Billing for commercial banks

Leverage Infor Complete Billing System to modernise enterprise billing with precision, compliance, and scale. Centralise review management across services and clients, for clear visibility into billing and account activity. With built-in analytics and global functionality, teams can increase revenue, manage exposure, and grow with confidence.

Scalable platform for complex billing needs
Support for deal modelling, forecasting, and relationship-based pricing models
On-demand billing summaries with workflow reviews
Multi-currency support with VAT/GST compliance

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Infor Interaction Advisor

Customer interaction advisor

Deliver real-time, personalised experiences across every digital channel with Infor Interaction Advisor. Using advanced analytics and an offer management engine that learns as it goes, you’ll have the power to target customers with tailored content and offers. Smart, AI-powered tools help you improve engagement, increase conversion rates, and maximise the impact of each interaction.

Predictive analytics for targeted outreach
Real-time updates for campaigns and offers
Self-learning engine to optimise recommendations
Closed-loop response tracking for measurable results
Personalised interactions at scale

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Infor Expense Management

Expense management

Control costs, strengthen compliance, and simplify expense processing with Infor Expense Management. Automated workflows and audit-ready tools help you increase transparency, reduce fraud risk, and ensure spending aligns with regulatory requirements.

Gain real-time visibility into expenses and integrate seamlessly with your core financial systems.
Automate expense capture across mobile, desktop, and receipt upload.
Enforce policy rules with alerts and audit trails.
Deliver live insights into expense and spending behaviour.
Integrate smoothly with financial and ERP systems Mobile and device-friendly tools.

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Infor Industry Cloud Platform

Industry cloud platform

The Infor Industry Cloud Platform is the technology layer that ties financial services systems together. It offers secure integration, workflow automation, and centralised data with AI-driven insights. Your teams can simplify compliance, speed reporting, and connect new tools without disruption – creating a single scalable foundation for growth.

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INFOR VELOCITY SUITE

Become an agentic enterprise with our AI suite

Infor Velocity Suite is an all-inclusive AI package that pairs with every Infor CloudSuite – industry-specific AI agents, GenAI, process mining, and automations, plus a team of experts to implement it for you. One flat fee, no matter where you’re starting from. It’s the simplest way to put AI to work across your business – and ultimately, to become an agentic enterprise.

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Customer Story

Manulife sees near-immediate ROI with Infor

Learn how Manulife Financial, a large financial services enterprise, implemented Infor solutions and recognised significant ROI almost immediately. You’ll hear about the easy implementation process and how Infor truly partners with customers to set them up for success.

Resources

Financial services industry insights

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WHITE PAPER

CFO guide: Leading the future of finance

Discover how modern financial software solutions help CFOs cut through rising complexity. From data silos to shifting regulations, finance leaders can gain clarity, maintain control, and make confident decisions.

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HOW-TO GUIDE

How to boost cash management revenue

Learn how financial services organisations can use predictive insights and scenario testing to move beyond spreadsheets, approach pricing events with confidence, and uncover new paths to revenue growth.

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HOW-TO GUIDE

Get the best value from cloud software

Discover ways to remain competitive and agile in financial services. Learn about simple steps banks, global corporates, and other organisations take to harness the value of cloud technology.

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HOW-TO GUIDE

AI in finance: 4 things to consider

Explore four practical ways that CFOs are embracing AI in finance. From cloud deployment to user-friendly interfaces, learn how you can cut costs, uncover insights, and drive enterprise-wide performance.

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NEWS AND BLOGS

News and blogs for finance leaders

Browse the software solutions in Infor CloudSuite Corporate. Fully integrated and modular, you can start with AI-powered ERP and add on, depending on your business needs and level of complexity.

How Infor empowers service industries in uncertain times

Explore how automation, AI, cloud, and smarter tools can ease admin overload, close staffing gaps, and break down data silos. Discover how your frontline teams can work smarter, not harder.

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3 steps to creating business value from advanced tech

Discover practical steps to boost productivity and ROI across your organisation. By using process mining, cloud automation, and embedded generative AI, you can streamline operations and unlock greater value.

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3 ways to power AI initiatives with good data

Learn how data-driven AI initiatives transform unstructured “dark” data into trusted insights by breaking silos, improving governance, and driving smarter, cross-enterprise decisions.

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Infor Velocity Suite: Your fastest path to process innovation

Rapidly diagnose, automate, and optimise your processes with Infor Velocity Suite – a powerful combination of process mining, RPA, and generative AI backed by industry-ready solutions and services.

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Overcome unique challenges in the financial services industry

Financial services solutions in the cloud

Become an agentic enterprise with our AI suite

Financial services solutions for modern teams

Overcome unique challenges in the financial services industry