1,500+ global banks, insurance firms, and financial services organisations trust Infor enterprise software

financial services

Banking and Financial services

Infor helps power financial services, banking, insurance, and capital markets institutions that are more informed, proactive, and competitive than ever before—and ready to address their most pressing challenges. Here are just some of the obstacles we partner with customers to overcome.

Business insights

Both real-time decision and evaluation of growth strategies are difficult and complex

Operational inefficiencies

Financial, workplace and operational processes are interconnected, but are processed in different systems

Customer loyalty

New customer expectations challenge traditional approaches to brand excellence, customer engagement and loyalty

Security and compliance

Security breaches and associated compliance concerns put enormous pressure on legacy technology solutions and IT departments

Talent management

Identifying, training and managing the workforce is difficult and often left to individual branch or manager discretion

Micro-vertical expertise delivers business value faster

retail commercial banking
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credit market
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Solutions for your most critical challenges

CloudSuite Corporate is the leading suite of ERP and related applications, integrated and delivered in a multi-tenant cloud.

finance service dashboard

Connect teams and applications for smarter decisions

Deliver enterprise banking intelligence and a networked analytics platform.

  • Embedded in-context analytics at the point of decision
  • Personalised self-service with smart AI-generated insights
  • Patented automated data refinement from any data source
  • Meet business objectives based on key service-line metrics
  • Maximise efficiency and margins, while identifying and minimising cost and risk
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Unify systems with a platform designed to power your enterprise

Accelerate productivity with mobile-first design, open source compatibility, and robust integration.

  • Drive spending and cost reduction with comprehensive source-to-settle solution
  • Increase productivity with continuous accounting with AI and automation
  • Expanded ledger dimensionality improves insights and reporting
  • 100% visibility into cash positions with real real-time intraday liquidity monitoring, real-time payments processing across your banking relationships
finance service industry

Enrich the customer experience

Manage and improve customer interactions across all channels with financial services customer engagement software tools.

  • Coordinate sales efforts throughout the customer lifecycle
  • Predictive models form next best action for future decisions
  • Closed-loop analysis enables self-learning system to retain all information for future use
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Select, retain, and develop the right talent

Keep critical talent engaged and motivated using behavioral science-infused applications.

  • Automate resume screening and prioritise candidates
  • Eliminate candidate cultural bias evaluation
  • Leverage role-specific predictive models
  • Develop employees through personalised plans, behavioral data insight, and performance management
  • Leverage interactive career planning and retention
  • Promote continuous learning with on-demand learning content
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Support compliancy and auditability

Ensure high availability, security, and elasticity.

  • Scalable and secure cloud solution with FedRAMP® authorisation
  • Designed to meet ongoing industry security regulations including NIST®, ITAR, and CMMC Cybersecurity Maturity Model Certification®
  • Reduce risk and costs associated with disaster recovery, continuous monitoring and mitigation
  • Embedded governance, risk and compliance controls to mitigate segregation of duties (SOD) while identifying fraudulent transactions and suspicious behaviors

Productivity by the numbers



Banking and financial services solutions


Infor CloudSuite™ Corporate

CloudSuite Corporate powers all your financial, supply management, human capital management, and enterprise performance management needs. Role-based, data driven, consumer-inspired, and mobile enabled, you can grow your business and work the way you live.


  • Unlimited ledgers and basis reporting
  • Establish a single close process across the entire organisation
  • Real-time visibility into customer payments and approval processes
  • Get complete, end-to-end project accounting for capital projects, cost, and revenue activities and efficiently manage day-to-day grant transactions
  • Access it anywhere, anytime using any number of mobile devices


  • Infor Financials & Supply Management
  • HCM
  • Payroll
  • Infor OS
  • Infor Birst

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Infor Financials & Supply Management

Infor Financials & Supply Management is an integrated finance and supply management software solution suite that couples modern financial functionality with tools to track supplies and streamline order processes. End-to-end, fully integrated capabilities are designed specifically for today’s users.


  • Personalized home pages
  • Beautiful and intuitive role-based user interface
  • Unlimited financial calendars
  • Unlimited ledgers and basis reporting
  • Unlimited dimension strings
  • Full visibility of indirect spend
  • Strengthened supplier relationships
  • Increased policy compliance
  • Multiple cost savings opportunities
  • Powered by data science
  • Embedded analytics directly in users’ work streams


  • Infor Financials & Supply Management
  • Infor OS

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Infor HCM

Infor HCM is a leading-edge, end-to-end talent-focused solution that helps organizations strategically align people initiatives and talent capabilities to overall business strategies.


  • Get all the human capital management functionality you need in one complete solution, with the broad capabilities from a single cloud HR vendor.
  • Utilize a consumer-grade, personalized, role-based user interface with prebuilt, interoperable components across your HR organizational structures-world-wide.
  • Use relevant and timely data, based on behavior science and analytics to engage employees and reach their greatest potential.
  • Apply modern HR cloud technology to give you complete employees visibility; optimally hire, develop and retain the right talent.
  • Boost employee performance, improve workforce effectiveness, and maintain control over your company’s talent strategy and HCM technology with a flexible, secure, and cost-effective cloud infrastructure.


  • HCM
  • Talent Management
  • Global HR
  • Talent Science
  • LMS
  • HRSD

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Infor Workforce Management

Optimize every aspect of labor management and productivity with Infor® Workforce Management. Strategically enhance workforce planning, execution, and analysis with an engaging, industry-specific, enterprise workforce management software solution built on a proven technology platform that delivers time and attendance, demand-driven scheduling, workforce scheduling, and absence management tools.


  • Enable your people to access workforce data anywhere, anytime
  • Track employee time and get the right data to payroll—every time
  • Leverage vertically specialized shift- or demand-driven scheduling tools
  • Take advantage of intuitive, industry specialized software for budgeting, planning, and forecasting labor demand

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Infor Talent Science

Put the right talent in the right roles with Talent Science, a patented, cloud-based predictive talent analytics solution. By leveraging large quantities of behavioral and performance data, Talent Science helps organizations build diverse teams and personalized career pathing strategies.


  • Create distinctive talent algorithms to fit your organization
  • Expand talent pools, support succession planning, and deliver intelligence into talent mobility
  • Discover a person’s Behavioral DNA from a single assessment
  • Use Infor Team Dynamics to bring self-awareness to teams
  • Drive workforce diversity with better science to remove bias and uncover hidden talent

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Complete Billing System

With Infor Complete Billing System, banks like yours can transform enterprise revenue management and billing into a powerful system for increasing revenue, controlling risk, forecasting demand, and reducing costs. Implementing these pricing and billing systems can help position you for future growth and stability.


  • Powerful and scalable platform
  • Deal forecasting and modeling
  • On-demand billing summary
  • Support for workflow review and approvals
  • Multi-currency support
  • VAT/GST compliant

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Realiti Liquidity Management

Realiti® is the only liquidity management software on the market with the proven ability to manage intraday cash and liquidity in real time. Realiti’s suite of insight and analytics modules combine a deep knowledge of the financial industry, intraday experts, and an innovative regulatory compliance management system in one modern software solution.


  • Business configuration and drill-down
  • Approvals workflow
  • Industry standard message formats, such as SWIFT
  • Grid views and graphical insight
  • Regulatory reporting including BCBS248
  • Security and alerts
  • Export charts, summarized data, and detailed transactions

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Interaction Advisor

As demand for personalized, multi-channel marketing experiences increases, you have to find new ways to reach customers in such a crowded digital marketplace. Interaction Advisor can deliver real-time, targeted content that has the greatest statistical chance of appealing to the recipient. By optimizing the experience to intuitively deliver the information and offers that will interest these users the most, you can increase conversion rates.


  • Predictive analytics and self-learning offer management engine
  • Real-time campaign updates
  • Maximum enterprise scalability
  • Closed-loop response tracking
  • Personalized interactions

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Infor Birst

Infor industry analytics deliver relevant and meaningful insights for everybody from the boardroom to the shop floor. Infor Birst® makes business intelligence and analytics easy to consume with pre-built industry and role-specific content and metrics embedded wherever business users need information. Improve decision-making with Birst.


  • Best in class pre-built industry content
  • C-suite dashboards for prescriptive analysis
  • Intelligent drill-back with in-context insights
  • Open ecosystem for democratized analytics
  • Enterprise-wide solution for integrated data

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