Financial Services

Tackle the challenges and increasing complexity of a fast-moving sector with innovative thinking and advanced technology.

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We know your challenges

Financial services is a rapidly changing sector, with advancing technologies, increasingly high customer expectations and a changing regulatory landscape which opens doors to disruptive innovation. There are also the increasingly sophisticated tactics of cybercriminals.

We’ll transform your future

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Strengthen your defences

Our team of cloud security experts have many years’ experience of understanding and building reliable, resilient solutions to defend against the ever-increasing risk of cyber-attacks on financial institutions.

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Remain compliant

With regulatory expectations rapidly increasing, all financial services companies should expect high levels of supervision and enforcement activity. Our uniquely close relationship with Microsoft gives us direct access to industry leaders and subject matter experts who give us advice and support on upcoming changes to regulation and compliance. Using this insight enables us to help our customers to address change proactively.

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Deliver a better customer experience

Increased competition from people-centric challengers in financial services means that customer expectations are at an all time high. To help you exceed these expectations, we adopt a holistic approach to customer-focused solutions and advocate the use of a full business application suite. This empowers financial institutions to create unified and memorable customer experiences which improve satisfaction, retention and referral rates.

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Stay competitive

Through innovative new ways of engagement, fintech organisations have contributed hugely to the increase in customer power and demand. For most financial institutions this represents a sizable challenge. With the help of our Digital Innovation and Cloud Solutions teams, you can turn this challenge into an opportunity to innovate, so that you remain competitive with the very latest technology.

Our Financial Services experts

Get to know just a few of our experts with extensive experience of working with our Financial Services clients.

Harry Crouch

Harry Crouch

Business Development Director

Having worked with a broad range of Financial Services organisations, Harry has developed an eager focus on delivering value and success to the sector. Harry’s experience, willingness to help, and meticulous planning, enable financial institutions to overcome challenges and achieve key objectives by leveraging expertise and Microsoft technologies.

Jeremy Ward

Jeremy Ward

Project Director

Jeremy has responsibility for the successful delivery of complex business solutions to clients, underpinned by the establishment of effective relationships. Great results are normally achieved from team efforts; high levels of communication with his team, his clients and with management are integral to this success.  

Peter Moss

Peter Moss

Solution Director

Pete has worked with Microsoft Business Applications since 2005, starting with Microsoft CRM 3.0 for an end-user before moving into Consultancy across a range of industries. Pete has experience across Dynamics 365, Power Platform and Azure, working with customers to support and deliver technology, following and defining best practices.

Rahul Bharath

Rahul Bharath

Solution Director

Rahul is an experienced innovator and collaborator, focused on his approach to helping Financial Services institutions strategically navigate their way to their ultimate goals and ambitions.

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“I feel really good the partnership with Hitachi has really worked, that’s been proven. And we now have CRM in our branches and in our contact centres. So we have an awful lot of work done and now is the time to move forward and leverage moving forward.”

Karl Manning, Head of Customer Sales and Revenue, Bank of Ireland.

No other approach
comes close

Proven processes, leading-edge Microsoft technology and highly experienced experts with in-depth knowledge all combine to create our unique approach to meeting even the most complex of organisational challenges.

Financial Services news and insights

News

How Catalyst can support your organisation’s transformation

Microsoft Catalyst is a framework (The IDEA framework) of activities designed to support organisations that are about to embark upon some form of transformation. Carl Gallagher discusses more in his latest blog.