MetaServ: Specialist solutions for financial and insurance organisations

Dynamics NAV for legal and financial organisations

Metaserv: Service Management Software for Financial Services and Legal Organisations

There are many different types of company in this sector. There are those offering direct financial services like insurance, and others that deliver indirect services, like patent control or registration of copyright. For each of these types of business, with their different functional needs, MetaServ service management software has the power to help manage the organisation more effectively.

Managing clients in CRM, billing time and reporting on contract profitability are all offered by our solution. Microsoft Dynamics NAV offers all the financial control you need. Multi-currency, multi-company and even multi-country functions with local languages are available. Whether your services are solely people based or involve materials, MetaServ service management software gives you the function you need to handle every area of your business.

Document management, using SharePoint and other tools, allows tight control over your key documents – including emails, faxes and printed matter, incoming or outgoing. The specialist workflow functionality we offer will allow you to tailor the way our system works to make sure that it responds in the way you want it to – triggering actions and reactions to critical events. MetaServ offers the full range of financial services function that service industry users need.

Service Customers

Haseltine Lake

Haseltine Lake is one of the largest independent IP firms in Europe. They are dedicated to IP protection – safeguarding the inventions, creative designs and brand identities of clients at the forefront of innovation and product development…

RailwayMutual

The Railway Enginemen’s Assurance Society is a mutual society established in 1865 to serve the needs of railwaymen and rail industry workers in general, providing financial services and products for members of the railway family to invest…

ITAD

ITAD is a consultancy company that works in partnership with governments, companies and NGOs to deliver projects and roll-out programmes. Their services include monitoring, evaluation, aid effectiveness, poverty and governance, institutional…

NEBOSH

NEBOSH (National Examination Board in Occupational Safety and Health) is an independent examining board and awarding body with charitable status offering vocational qualifications designed to meet the health, safety, environmental and risk management…

Form IT

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Form IT offers a vendor-independent service to all its clients, ensuring that customers always get the right IT product or service for their needs. Offering a wide range of technical services using their own highly skilled team, Form IT has…

InsureAndGo

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With a comprehensive range of products from well-known UK insurers, InsureAndGo offers travel insurance policies at the very best prices. Whatever type of policy you are looking for, they offer the best cover available at highly competitive…

Case studies

 
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MetaServ offers support for companies delivering direct financial services such as insurance, and others that deliver indirect services, like patent control or registration of copyright.

Managing clients in CRM, billing time and reporting on contract profitability are all offered by our solution. Dynamics NAV offers all the financial control you need. Multi-currency, multi-company and even multi-country functions with local languages are available.

Document management, using SharePoint and other tools, allows tight control over your key documents – including emails, faxes and printed matter, incoming or outgoing.

Whether your services are solely people-based or involve materials, MetaServ gives you the function you need to handle every area of your business.