Financial Services

Compete and accelerate in the financial services industry by leveraging a comprehensive business management solution.


Your Clients Deserve the Best

To give your clients the best financial advice, protection, and resources you need to be versed and up to date in regulatory and market changes. Working within accounting systems that are not integrated to seamlessly bring information together make it difficult to handle change and complexity.

Use Cases

Having a reliable, scalable system that can help your organization keep track of planning, budgeting, and forecasting gives your team a leg-up, by improving visibility and allowing staff to focus on growing the business.

Gain Total Control Over Projects

NetSuite’s powerful and configurable project management capabilities include resource scheduling, project financial management, and flexible billing engine. Gain real-time insight for project planning and budgeting.

Professional Services Automation (PSA)

Optimize the Entire Services Business Lifecycle

Complete projects efficiently and manage budget more effectively leading to improve customer relationships.

Services Resource Planning (SRP)

Deploy the Right Resources to the Right Project

Optimize your staffing and utilization by minimizing your bench and ensuring that qualified resources are working on the right projects.

Open Air Resource Management

Gain Total Control Over Projects

Constant access to real-time data makes it simple to track and optimize the performance of your business and improve sales and forecasting, project management and resourcing with a single source of truth.

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