ERP for Financial Services, Collection & Financing in Saudi Arabia
Finance, insurance and fintech firms are supervised by SAMA and the Insurance Authority. SERP manages contracts, installments, collection, commissions and regulatory reports with multi-company controls.
Why SERP for this sector?
ZATCA Phase 2 e-invoicing included at no extra fee
SAMA requirements
IFRS 9 and IFRS 17 reporting
SIMAH credit bureau
SADAD and banks
Nafath and e-signature
Hosted in Saudi Arabia, aligned with the PDPL
Activities in this sector (7)
Finance Companies
For consumer and real-estate finance companies: applications, contracts, installment schedules and collection.
- Finance applications and assessment
- Contracts and installment schedules
- Deferred profit recognition
Financial Leasing
For equipment and vehicle leasing companies: leased assets, rentals and residual value.
- Leased asset register
- Rental schedules
- Residual value and buyout
FinTech & Payments
For fintech, payment and wallet companies: settlements, fees, merchants and regulatory reports.
- Transaction import and reconciliation
- Merchant fees
- Customer and merchant accounts
Insurance
For insurers: policies, premiums, claims, reinsurance and IFRS 17 reporting.
- Policy and premium posting
- Claims and settlements
- Reinsurance
Insurance Brokerage
For insurance brokers and agents: insurer quotes, policies, renewals and commissions.
- Multi-insurer quote requests
- Policy register
- Renewal alerts
Asset Management & Investment
For asset-management and investment firms: funds, investors, fees and reporting.
- Funds as companies
- Investor register
- Management and performance fees
Debt Collection & Portfolio Management
For collection and portfolio-management companies: assigned portfolios, cases, calls, settlements and commissions.
- Portfolio import
- Case allocation to collectors
- Calls and promises to pay
How do we start?
- Pick your activity and your database is created from a ready template
- We configure workflows, access rights and document layouts with your team
- We activate ZATCA and the required integrations and load your data
- Training, acceptance testing, then go-live and hypercare
Frequently asked questions
We have a core system
SERP covers finance, collection and HR linked to it
Regulation is strict
access rights and full audit trail
Data is sensitive
in-Kingdom hosting and segregated environments
Ready to run your business on SERP?
Talk to the Noptechs team in Riyadh and Cairo and start a free 15-day trial.
Book a demo