About Impact

Developers and integrators of technological solutions focused on the financial area.

Impact develops and implements software solutions since 2002. Its technical capacity, top standards and deep functional expertise have allowed a sustainable evolution from the first software specialized in regulatory compliance, risk management and money laundering prevention to the completion of a robust platform for the administration, control and operation of the financial activity.

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AM iTech
The Activity Manager supports the provision of services to clients, allowing the creation of requests, the planning and monitoring of activities according to their deadline and priority, and the subsequent registration of the hourly dedication by officer.
Efficient organization of work
The Activity Manager provides the support for the provision of services to clients, allowing the creation of requests, the planning and monitoring of activities according to their deadline and priority, and the subsequent registration of the hourly dedication by officer.
Inbox
The inbox displays all the activities under the responsibility of the user. Activities contain the information on the requests to be fulfilled, their due date and the staff involved. It is possible to attach files relevant to the task to be undertaken, to manage reminders and recurrent activities.
Guides the execution of tasks
It is possible to create checklists that serve as guidelines for the execution of tasks according to established procedures.
In addition, the activities follow a sequence of states which can be configured to match the reality of the Organization.
Automatic generation of activities from administrative and transactional information
By integrating systmes like CAMS-iTech and IBS-iTech, the Organization makes the most of the operational information by automatically generating tasks into the Activity Manager:
  • Maturity of Powers of Attorney issued by administered companies
  • Follow-up of pending or expired documents
  • Tax Payment
  • Submission of formal required documents to Authorities
  • Maturity of Fixed Term Deposits
  • Operations to be settled
Integration with Messaging
The system allows the creation of activities from the messaging service (for example a received e-mail) and enables the sending of e-mails from the activities.
From an activity the user can decide to send a report with different levels of detail to a group of receivers or even set the system so that it automatically sends e-mails to all the users involved in a tasks upon the ocurrence of a given event.
Quick entry mode
The quick entry mode allows the agile recoding of time dedicated to an activity, maintainin the necessary detail and parametrization for later reporting and analysis.
Analytical capacity for quality management
The solution’s design esures the availability of the data for the analysis of productivity, efficiency and performance for the implementation of mquality management processes.
A supervision and management solution
The systematization of the registration of business related activities, in addition to the parametrization capacity, grants the Organization interesting supervision tools, among which we can name the following:
  • Know the state oe outstanding tasks in real time.
  • Know the state of the tasks assigned to each officer and their maturity.
  • Assign tasks among staff according to hierarchy and security criteria defined by the Organization.
  • Calculate the effort (time and resources) necessary to undertake different kind of activities.
  • Establish invoicing criteria accordingn to the actual efforts required to the provision of services.
  • Acknowledge the dedication required by each client and calculate their profitability.
  • Obtain quantitative indicators for the evaluation of staff and business areas.