Getting the best out of Office 365 in Financial Services

Posted 7 September 2018 12:00 AM by Ricky Wallace, Marketing Manager @ ClearPeople

A recent report from CBI highlights the importance of innovation in the financial services sector with the main reasons for investment being: 

  • To increase efficiency/speed (56% of respondents)
  • Statutory legislation and regulation (52%)
  • To provide new services (50%)

Andrew Kail, Head of Financial Services at PwC, said: “While there are clear challenges, the sector is still full of opportunity for those businesses who keep a sharp focus on customers’ needs and provide high quality products and services, while embracing digital technology across all channels.”

We are currently working with a number financial services organisations who are planning to increase the efficiency of their processes and better cross-sell services to their existing customers and prospects alike.

Office 365 and Financial Services

Our Office 365 consulting and development services are helping financial services firms to improve workplace productivity, reduce internal pressures on IT, and cut costs, all while remaining secure and compliant in a heavily regulated industry. 

Office 365 enables your workforce to engage with a set of familiar tools and applications and collaborate from anywhere on any device, securely. 

Whether you need to gain better insights to find and retain clients by centralising your data, integrate with other systems or analyse financial reports and prepare audits, our Office 365 consultants can help. 

We’ll work with you to improve staff communication across locations with real-time collaboration tools and resources as well as keeping you prepared for the unexpected – you’ll be safe in the knowledge of efficient back-up and recovery from Microsoft Azure.

Microsoft Office 365 is the right choice for your financial services business. Find out more by talking to one of our specialist consultants today.



Add your comment





intranet Modern SharePoint teamwork employee engagement digital workspace SharePoint JavaScript Windows Azure Digital Transformation staff satisfaction productivity Microsoft Teams Office 365 Yammer cms content management system agile GDPR Microsoft Graph collaboration Microsoft sharepoint 2016 upgrade migration SharePoint Online 2016 Tech Trends Digital Disruption Context marketing marketing SharePoint 2010 SharePoint 2013 TFS Git security kentico Analytics jquery QA Quality Assurance testing content management websites Sitecore sitecore marketplace sitecore module cloud Microsoft Cloud Storage digital strategy technical consulting sitecore modules Experience database Sitecore 7 Sitecore 8 support account management customer experience Data Storage cms integration front end front end development prototype Cloud Storage StorSimple Front-end Development Layout SharePoint 2013 colour palette UI design website design log viewer sitecore cms website Azure big data business-critical sharepoint accessibility android apple chrome clear people clearpeople debug emulator ios mobile testing opera resize adobe desktop flash ie10 internet explorer 10 metro windows 8 bcsp Advanced System Reporter reporting framework ControlMode form control master page placeholder publishing console SharePoint 2007 SharePoint error search search results search values software testing testing scenario audit content information architecture retention schedules PowerShell QuickLaunch scripts SharePoint server 2010 business solutions metalogix replication replicator storagepoint stena technet UK Technet picture library slideshow web part RTM released to manufacturing caml caml query MOSS 2007 query infopath