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Unlocking Financial Agility: ERP Migration & MIS Automation for a Leading Financial Services Group

Enhancing Accuracy & Efficiency with Technology-Driven Finance Transformation

In today’s fast-paced financial sector, outdated systems can slow down growth and create bottlenecks in decision-making. A leading financial services group with diversified business verticals spanning share broking, NBFC, private equity, and investment banking faced similar challenges as their legacy Tally system struggled to keep pace with increasing complexity. Manual MIS processes further delayed reporting accuracy and hindered timely strategic decisions. To overcome these limitations, the client partnered with Wisecor to execute a seamless ERP migration to Sun System and implement MIS automation, unlocking scalability, compliance, and efficiency across their financial operations.

Seamless ERP migration with minimal disruption

End-to-end MIS automation for reporting accuracy

Enhanced financial transparency and compliance

Client

The client is a prominent financial services group with diverse business verticals, including share broking, NBFC (Non-Banking Financial Company), private equity fund, and investment banking. With a fast-growing business, the client needed modern financial systems to maintain agility, accuracy, and scalability.

Scope of work

Wisecor was engaged for an 8-month transformation project to migrate the client’s financial systems from Tally to Sun System ERP and to implement MIS automation solutions. A team of 4 Senior Executives was deployed onsite to manage execution, collaboration, and process optimization while ensuring minimal disruption to ongoing operations.

Geography Serviced

On-site at Client Premises – Close collaboration with the client’s finance team ensured seamless execution and real-time integration into existing workflows.

Industry Serviced

Financial Services – A highly regulated and dynamic industry that demands strict compliance, transparent reporting, and reliable systems for decision-making.

Client’s Challenges

  • Outdated Tally system lacked scalability and advanced financial capabilities
  • Manual MIS processes caused reporting delays and inaccuracies
  • Inefficient systems slowed down decision-making across business verticals
  • Lack of automation led to higher compliance risks and operational inefficiencies

Impact Generated

✅ Improved Data Accuracy – Automated processes reduced human errors
✅ Faster Reporting – Real-time MIS insights accelerated decision-making
✅ Enhanced Scalability – New ERP supported expanding business needs
✅ Better Compliance – Audit-ready processes strengthened regulatory trust
✅ Operational Efficiency – Freed up internal resources for strategic priorities

Wisecor’s Solution

📌 ERP Migration – Seamlessly transitioned financial systems from Tally to Sun System ERP with minimal operational disruption
📌 MIS Automation – Deployed automated reporting solutions to ensure timely, accurate, and real-time insights
📌 Collaborative Approach – Onsite deployment of 4 Senior Executives to work closely with the client team for smooth implementation

Outcome

Over the course of 8 months, Wisecor successfully modernized the client’s financial system, delivering:
✔ Advanced financial capabilities with Sun System ERP
✔ Streamlined MIS processes with real-time reporting
✔ Improved compliance with reliable audit-ready systems
✔ Enhanced decision-making through accurate financial insights
✔ Scalability & efficiency to support long-term growth

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