SharePoint, Power BI and Power Apps for financial services teams
We help banks, insurers, lenders and finance teams keep policies and contracts in order, route approvals with a clear trail, track audits and report on performance, built in the Microsoft 365 you already use.
Talk to a consultant about financial services
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What teams ask us for
What financial services teams ask us to build
Policies, contracts and audit trails need a clear record in financial work. These are the tools we most often build for compliance, operations and finance teams.
Policies and procedures
Controlled documents with approvals, versions and read receipts, so staff work from the current one.
SOP management →Contracts and agreements
Contract records, review steps, renewal dates and approvals with a clear history.
Contract management →Approvals with a trail
Requests, exceptions and sign-offs that route to the right people and keep a record.
Approval workflow →Audit and compliance checks
Audit plans, findings and follow-up actions tracked until they close.
Audit management →Claims and case handling
Claims or case requests logged, assigned and tracked from first contact to closure.
Claims management →Management dashboards
Budgets, collections, portfolio and branch performance in one clear view, from the data you already hold.
Power BI development →How we work
Built with controls and an audit trail
We agree the approval limits, access rules and retention needs before we build. Every approval and change is recorded, and the data stays in your Microsoft 365 tenant.
- Access by roleEach person sees only the files and records their role allows.
- A trail for every approvalWho approved what, and when, is kept with the record.
- Reports from your own dataManagement figures built on the data you already hold.
- Your data stays with youContent, security and sign-in stay in your tenant. We do not host your data.
Financial services: questions we hear often
Can you connect to our core banking or policy system?
Often, yes. We connect Microsoft 365 to other systems through standard connectors, APIs and database access, after we review what your system offers.
How do you handle sensitive data?
Everything is built in your own Microsoft 365 tenant, under your security settings and your admin. We do not host your data.
Have you worked in financial services?
The processes in financial services are common to many industries: controlled documents, approvals, contracts, audits and reporting. We have built these on Microsoft 365 for clients across 15+ industries. On the first call we tell you honestly how close our existing work is to your case.
Do you only build on Microsoft 365?
Our work is built on Microsoft 365 and the Power Platform: SharePoint, Power BI, Power Apps, Power Automate and Copilot. We connect them to your other systems where needed.
Where does our data stay?
In your own Microsoft 365 tenant and your own systems. We build inside your environment and do not copy your data to systems of our own.
How do we get a price?
Book a free consultation. After a short scoping call we send a proposal with one price for the core scope, separate prices for optional add-ons, and the assumptions written down.
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