Financial Services

Providing you with innovative solutions that help your business reduce costs and accelerate growth.

For the financial sector change is the only constant. Existing regulations evolve, and new regulations are introduced; systems of internal control are paramount for operational compliance.

Financial services, wealth management, and superannuation companies need the flexibility to adapt to meet changes within the company structure. Easily and quickly addressing these shifting demands is a necessity for the finance team.


We have helped Financial Services companies to:

Automate and orchestrate processes for audit and compliance.

Automate and orchestrate processes for audit and compliance.

Improve client relationships to deliver a more personalised service.

Improve client relationships to deliver a more personalised service.

Improve budgeting, forecasting, scenario planning and reporting.

Improve budgeting, forecasting, scenario planning, and reporting.

Speed up processing, improve cash flow, save time and back office administration costs.

Speed up processing, improve cash flow, and save time and back office administration costs.

Keep confidential data protected against advanced and persistent cyber threats.

Keep confidential data protected against advanced and persistent cyber threats. 

Empower a modern workplace with better ways of collaborating and communicating.

Empower a modern workplace with better ways of collaborating and communicating. 


How we help the Financial Services industry through technology

Our solutions for the Financial Services industry are a combination of technologies that allow you to plan and forecast budgets, report and analyse performance, manage customer interactions, and promote collaboration and security. Click on any of the solutions below to find out more or speak to our experts today to learn how you can improve your business operations.

Financial Management

Financial Management

Empower your business with the ability to gain control of your financials, manage expenses, and drive growth. With powerful, easy to use functionality for financial management, business intelligence, and more, Microsoft Dynamics will equip your business to turn your vision into a reality.

Enterprise Planning and Forecasting

Enterprise Planning and Forecasting

Get a complete view of your organisation’s performance in one interface. BOARD provides financial service organisations with visibility across all data sources, giving you the information you need to make smarter decisions and unlock more value from existing technology investments.

Business Intelligence

Business Intelligence

Make smarter decisions with actionable insights using intuitive, self-service reporting and analytics tools. Empower your users with Business Intelligence solutions that drive your business forward with capabilities that meet your requirements in functionality, flexibility, ease-of-use, security, and reliability.

Collaboration and Content Management

Collaboration and Content Management

Bring your team together effortlessly, wherever they are. Provide them with a better way to collaborate, communicate, and share information using Microsoft SharePoint, the best team collaboration platform for organisations of all sizes.

Dynamics CRM

Customer Relationship Management

Provide your sales and marketing people with the tools they need to build great client relationships and to drive sales. Whether cloud or on-premise, Dynamics CRM from Professional Advantage delivers end-to-end sales and marketing productivity.

Security and Compliance

Security and Compliance

Protect your business against cyber threats while complying with new data privacy laws. Get in-depth security reviews, advanced security protocols, vulnerability scans, and data protection tools to guard against future data breaches and malware.

Learn how we can help your organisation to achieve more with industry-leading technologies

Contact Professional Advantage

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Call us today 1800 126 499
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Discover How Our Clients Are Succeeding with Our Solutions

As a trusted partner to many organisations, we continually deliver solutions that meet evolving business needs. Take a look at some of our featured clients who we helped in achieving more through effective delivery of their IT Projects. More success stories here.

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Scania has enabled greater analysis, data interrogation and forecasting capabilities – without having to rely on IT.