Financial services

Financial services thrive on accuracy and speed, and Sage Intacct delivers both. This cloud-based financial management system automates complex accounting processes, reducing manual work and freeing up your team to focus on high-value tasks. Sage Intacct integrates with a range of other business applications, streamlining workflows across departments and boosting overall productivity. Microsoft 365 brings powerful tools like Excel, Outlook, and Teams into one cohesive ecosystem. With real-time file sharing, remote access, and seamless integration between apps, Microsoft 365 enables your team to work efficiently from anywhere. Together, these tools empower financial teams to manage their workload more effectively, stay organised, and drive business performance.

Effective collaboration is the backbone of any successful financial services business. Microsoft Teams brings your team together in a single hub for chat, meetings, and file sharing. Whether you’re working remotely or in the office, Teams ensures that everyone stays connected and on the same page. Say goodbye to endless email threads and hello to streamlined communication. SharePoint enhances collaboration by providing a centralised platform for document management and sharing. With SharePoint, you can create team sites, manage content, and collaborate on projects in real-time. This means no more searching for files or dealing with version control issues – everything you need is right at your fingertips.

Efficiency is key to staying competitive in the financial services industry. Managed IT support ensures that your technology runs smoothly, minimising downtime and maximising productivity. With proactive monitoring and maintenance, you can focus on your core business while experts handle your IT needs. The Microsoft Power Platform enhances efficiency by allowing you to automate routine tasks and build custom solutions. For instance, Power Automate can streamline client onboarding by automating document approvals and notifications, while Power BI provides real-time insights through detailed financial reports and dashboards. These tools help you reduce errors, speed up processes, and make data-driven decisions faster than ever before.

In the high-stakes world of financial services, security isn’t just important—it’s essential. Implementing robust cyber security measures protects your sensitive data from threats like phishing, ransomware, and data breaches. With continuous monitoring and swift incident response, you stay ahead of cyber criminals and ensure your business remains safeguarded. Further enhancing your security posture, Cyber Essentials provides an extra layer of defence against common cyber threats. Earning Cyber Essentials certification demonstrates your commitment to safeguarding your business and gives you peace of mind, knowing you’re fortified against potential attacks. Having a plan in place for unexpected disruptions, such as cyber attacks, hardware failures, or natural disasters, is crucial. Regular backups and a solid recovery plan ensure that your data is safe and can be quickly restored in the event of these incidents, allowing you to resume business with minimal disruption.