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NetSuite for Financial Services,

Financial Services businesses are facing challenges around high competition, a rapidly changing industry landscape due to technological advancements and the need to deliver goods to customers quickly all over the globe (the amazon effect).

To consolidate your position in the marketplace you need to be able to:

  • Offer a slick supply chain process
  • Be able to analyse your customers and inventory across multiple channels
  • Be able to pivot your business to new products and regions rapidly while meeting regulations

NetSuite is built for the most ambitious Financial Services businesses in the world.

Check out the strategic and product features below.


Strategic Benefits of NetSuite for Financial Services Businesses

  • Built for financial services. The world’s No. 1 solution for cloud financial management. Real-time business analytics and flexible business processes to monitor and respond to change, with speed and ease.

  • Drive Operational Effectiveness. Unite fragmented data, automate processes and control costs with a single unified application that combines CRM and ecommerce capabilities with back-office ERP applications.

  • Streamline Reporting and Compliance. Provide internal controls and audit trails, automatic upgrades and built-in capabilities to handle global currency, tax and reporting requirements.

Product Features


Real time financials and accounting across the whole business. Automated processes. Improved insights. Managing risk and compliance.

Integrated Budgeting and Forecasting

Equip your organization with planning, budgeting and forecasting tools to ensure financial stability and growth.


360 degree view of customer. Automate multi-channel marketing. Improve customer satisfaction. Accelerate case resolution.

Revenue Management

Automate revenue recognition with financially intelligent capabilities to report results in accordance with accounting standards..


Automate the procure-to-pay process and drive greater visibility into spend.

Global Business Management

Manage multiple subsidiaries, business units and legal entities all from a single cloud ERP system.



NetSuite is a powerful system that can help streamline your business processes. It has all the tools you need to automate workflows, improve efficiency, and expand globally. 

We would love to hear about the challenges your business is currently facing. Get in touch today and we will work together to create the perfect system for you.



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