How to get the best out of Office 365 in Financial Services

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.

Author bio

Ricky Wallace
Ricky Wallace
Marketing Manager
I manage the delivery of ClearPeople’s marketing strategy. When I’m not getting excited about delighting customers with exceptional experiences, researching the latest tech trends or analysing data to glean insight, I’m often seen dancing to Little Mix or watching Emmerdale.


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