Invest in transformation with financial services

Nothing, it seems, ever gets easier. And standing out in the challenging financial services sector is no exception. Yet, new financial services technologies promise increased agility, more opportunities, and smarter ways to transform.

From generative AI to CRM, ERP and digital contact centres, data analytics to innovative always-on cybersecurity services, there are myriad ways to streamline and automate processes, improve customer relationships and support, enable new products and services, and ensure legislative compliance and security.

That’s why it’s critical to have a partner who understands what makes your business tick and can help you align the right technology with your growth strategy.

These financial services organisations are in the best of hands with Fusion5

Success stories from the financial services sector

Insights into financial services technology

How to become a leader in the transformed financial services industry

Crude indicators are no longer enough to sell to customers. You need to understand, consider, and accurately predict the full customer lifecycle, including their history, current, and future financial capacity. A few questions on the phone won’t do - you need cutting-edge ways to extract data from existing and potential customers.

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Are you losing the financial relay race?

Has the gap between what your team need to achieve and the systems and processes they have to run between grown? At year-end, your finance staff must pay attention to as many as half a dozen different applications – increasing the risk of errors. Closing on time has become more of a challenge for many. So, how do you reduce the gap?

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Business Finance, accounting, contract, advisor investment consulting marketing plan for the company with using tablet and computer technology in analysis.

Accelerate your financial close from 10 to 3 days

If your team is exhausted by a prolonged and chaotic financial close process - you can shift the dial for them! Enable your finance team to achieve more without additional headcount. Our clever infographic will help you move to an accelerated financial close.

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Frequently Asked Questions

What is the best software for financial services?
Commonly used software solutions include:
- Enterprise Resource Planning (ERP)
- FP&A (financial planning and analysis)
- Business intelligence and analytics tools
- Customer relationship management (CRM)
- Human resources (HR) or human capital management (HCM)
- Digital contact centres
What are the key features of financial services software?

A priority for all modern financial services organisations is to do more, with less – with an emphasis on hands-off speed, accuracy, and efficiency. This makes automation a key ‘must have’ feature for all financial services software solutions – from ERP to CRM to digital contact centres.

Other key features will vary depending on the purpose of the software. For example, with CRM, digital contact centres, and self-service portals, the ability to streamline service and support and enable customer preferences across multiple channels is critical.
What is financial CRM software
Looking for CRM for financial services? Cloud-based financial CRMs are designed to keep your focus firmly on growing your business and your customers’ portfolios through:
- Automating tasks and workflows
- Centralising contact information and financial data
- Tracking customer activity and communications across multiple channels
- Seamless integration with your financial solution
- Sales funnels, reporting and pipeline management
- Ready-to-use or native integration to marketing, comms, and social media platforms
What is the best ERP for financial service

Let’s ask the experts. CFO Connect surveyed 180+ finance leaders, asking them about their favourite financial ERP solutions. In short, Oracle NetSuite and Microsoft Dynamics 365 were rated as the top two solutions. Both of these solutions provide functionality specifically designed to support the financial services sector.
What are the benefits of ERP for financial services?
ERPs, in general, enable growth, improve processes, automate manual tasks, and centralise financial data. Financial services, in particular, benefit from:
- The ability to adapt to changing markets and real-time insights for decision making.
- Accelerated generation of financial statements and improved reporting.
- Streamlined consolidation across companies, charts of accounts, currencies, and countries.
- Accurate visibility of and reporting on all business activities and performance.
- Simplified financial operations while complying with regulations.

Ready to level up your financial services? Get in touch.

LET'S TALK

Great outcomes start with great conversations

Interested in finding out how we could help your business achieve its potential?

Put our customers front and centre

Safeguard my data, staff, customers from cyber criminals

Help me make better, more confident decisions

Make sure I don’t fall foul of regulatory requirements

Transform us into a digital organisation

Enable our systems to share data

Kiwibank invest in success with Jade Star HR and Payroll

NZ Funds focus on the future with Microsoft Dynamics CRM

How to become a leader in the transformed financial services industry

Are you losing the financial relay race?

Accelerate your financial close from 10 to 3 days

Frequently Asked Questions

What is the best software for financial services?

What are the key features of financial services software?

What is financial CRM software

What is the best ERP for financial service

What are the benefits of ERP for financial services?

LET'S TALK

Great outcomes start with great conversations

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