We’ve worked with the financial services sector across New Zealand and Australia for over 20 years. Over that time, we’ve helped our customers to adopt technologies that keep them ahead of the digital curve and to leverage seamlessly integrated systems that transform their approach to customer service and support.
As customer expectations of convenience and service grow, the financial services sector is under constant pressure to evolve.
Building stronger customer relationships, ensuring rock-solid legal compliance, and protecting your data from cyberattacks are all non-negotiable in a modern world.
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
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?
What is the best software for financial services?
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
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?
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