SAP FOR FINANCIAL SERVICES
Banking
Connect finance and enterprise operations with the banking systems that run customer transactions.
BUSINESS PRIORITIES
A roadmap grounded
in your operations
Start by identifying the gaps between operational information and financial decisions. These priorities frame a focused discovery workshop for banking.
- Fragmented financial data
- Cost allocation complexity
- Integration with core banking
PROCESSES TO CONNECT
Define what your SAP landscape needs to support
Cost and profitability analysis
Procurement and supplier controls
Reconciliation interfaces with core banking
We assess the required SAP products, integrations, and industry extensions during discovery so the solution scope fits your operating model.
THE BUSINESS FLOW
Connect decisions across the value chain
- 01
Capture source data
- 02
Reconcile and account
- 03
Analyze performance
- 04
Report and plan
IN PRACTICE
Reconcile core transactions with enterprise finance
Use controlled interfaces and exception queues to reconcile source-system totals with accounting entries and management reporting.
Prepare for a focused discovery workshop
Define the core-banking boundary, reconciliation frequency, cost-center hierarchy, and data access controls.
Use a real transaction, the relevant reports, and known exceptions to test the proposed process from start to finish.
ENVIRONMENT & RESOURCE EFFICIENCY
Make sustainability
part of the operating picture
Consolidate branch electricity, travel, and procurement data with documented source records; financed-emissions analysis needs additional specialist data and methodology.
Establish a baseline, assign data owners, and review evidence before reporting improvements.
Explore our sustainability approachMEASURE WHAT MATTERS
Agree the measures before implementation
Set a baseline and realistic targets with your business owners.
- Close cycle time
- Reconciliation exceptions
- Cost-to-income analysis
WORK WITH SUNFIX
From requirements
to a practical delivery plan
Bring your existing systems, process challenges, and reporting priorities. We’ll work with you to define requirements, assess solution fit, and agree a phased approach.
- Business discovery and fit assessment
- Data, integration, and reporting scope
- Implementation, testing, and team readiness
- Support and continuous improvement planning
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