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TaskMap: Processes Made Easy

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Company >> Financial Services Customers

Financial Services

 

TaskMap in Financial industries

APPLICATIONS

Policies and procedures

Accounting, Information Technology, back office and governance procedures are a breeze with the TaskMap tool.

Sarbanes-Oxley

Many organizations face an uphill struggle effectively documenting and improving their processes and procedures to meet the SOX requirements. TaskMap can help anyone in the operation document their processes and procedures.

Staff training and customer service

Rolling out new applications, training new staff, providing guidance for governance. TaskMap has web broadcast technology that can help you and the clients understand what comes next. and procedures to meet the SOX requirements. TaskMap can help anyone in the operation document their processes and procedures.

WHAT CLIENTS ARE SAYING

Financial industry quotes"You can’t beat the simplicity and ease-of-use of TaskMap", according to Karl Scott, both for people creating maps and for those using them. “TaskMap does what it advertises.” And the simplicity is saving him money – he estimates that it takes much longer to document each of Synagro’s processes with ANY other solution.

Karl Scott
Vice President of Corporate Development and IT
Synagro in Houston

CLIENTS


Commercial

  • Fidelity Investments
  • Bank of America
  • Union Bank of California
  • Northwestern Mutual
  • Pennsylvania Insurance Department
  • Texas State Auditors
  • CTX Mortgage
  • FiServ
  • Citizens Property Insurance
  • Erie Insurance
  • QA3 Financial Corp
  • Wells Fargo
  • ScotiaBank
  • Washington Trust Bank
  • RLI Insurance Company

Government

  • Pennsylvania Insurance Department
  • Texas State Auditors
  • Fannie Mae
  • IMF