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Streamlining Operations: How a Financial Services Leader Consolidated Accounting Systems for Over 150 Affiliate Firms With Hosted Lawson Software
Overview Founded in 1998, National Financial Partners is a national network of independent financial advisors offering financial services to high net worth individuals and growing entrepreneurial companies. To achieve true economies of scale, National Financial Partners needed to standardize and consolidate their accounting processes across all affiliates while meeting Sarbanes-Oxley compliance deadlines. In addition, business leaders were challenged to control the quality of information while limiting inefficiencies and ensuring maximum automation for workflow optimization. With a blended team of 13 functional and technical consultants, EDL leveraged Lawson's Accounts Payable, Cash Ledger, General Ledger and other modules to craft a customized solution that helped NFP to transfer over 150 financial advisory firms using different accounting systems onto the same platform.
| Publisher | EDL Consulting | File Format | |
|---|---|---|---|
| Date Published | July 2007 | ||
| Format | Case Studies | ||
| Topics | |||
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