ERP for banking and financial services firms
Leap ahead of the competition with NetSuite, a comprehensive business management solution specifically tailored for banking and financial institutions. With its robust financial capabilities, meaningful customer insights, and intelligent automation, NetSuite empowers financial institutions to outperform their competitors and drive success.
Our Client Success
Discover the ERP platform for banking and financial services firm success
Financials
Business intelligence
CRM
Sales & marketing
Automation
Make data-driven decisions
Enable everyone to make faster, data-driven decisions.
NetSuite brings secure, role-based access and powerful dashboards to improve visibility and efficiency.
The NetSuite advantage
NetSuite's 100% cloud-based solution removes hardware and maintenance costs, while adding advanced security.
Your teams are empowered to work wherever (and whenever) they need from a flexible, unified platform.
Complete communication history, all in one place.
Customer 360 view of AR ageing, sales and service activities and KPIs.
Case management directly from customer records.
Selective calendar sharing.
See marketing campaign histories on customer records.
Fully customisable alerts and reminders.
ERP Requirements Planning Tool Kit
Simplify the complex task of selecting the right ERP solution for your business with our comprehensive Requirements Planner. Our expertly designed tool helps you identify, prioritise, and articulate your organisations specific ERP needs, ensuring that you find the perfect fit for your unique requirements.
Manage Your ERP Evaluation Team
Assign roles, track progress, and facilitate effective communication within the team, ensuring seamless collaboration and a well-coordinated evaluation process.
Define Your ERP Module Requirements
Streamline your ERP evaluation by defining and prioritising the vital modules for your organisation's success. Select the ideal ERP solution customised to meet your module requirements and optimise your business operations.
Refine Your ERP Functionality Requirements
Enhance your ERP evaluation process by fine-tuning your functionality requirements with our comprehensive feature list, organised by module. Simplify the task of identifying and prioritising the specific functionalities your business needs to streamline operations.
Create Your ERP Evaluation and Implementation Timeline With Your Target Milestones
Effortlessly outline your ERP evaluation and implementation journey with our customisable timeline feature. Set target milestones and track progress as you navigate through the process. Our intuitive tool empowers you to plan and visualise key stages, ensuring a structured and successful ERP evaluation and implementation within your desired timeframe.
Get a Visual Representation of Your ERP Project Implementation Progress
Gain a clear and visual representation of your ERP project implementation progress with our dynamic tracking feature. Our tool provides intuitive charts and graphs that showcase key milestones, tasks, and their completion status. Stay informed, monitor progress, and ensure a smooth and successful implementation of your ERP solution.
NetSuite highlights for banking and financial services firms
Customer acquisition
Boost customer acquisition and retention with integrated CRM. Understand your customers in greater detail and have value-driven interactions. Turn acquisition into long-term retention with targeted activity.
Get your complimentary eBook
"Why CRM Software Is Vital to Your Revenue Generation Strategy".
NetSuite highlights for banking and financial services firms
In-built business intelligence
NetSuite's SuiteAnalytics reporting and powerful role-based dashboards bring real-time transparency into the organisation's performance.
Personalised reporting tools make understanding your business faster and easier for all users.
Get the full datasheet on NetSuite SuiteAnalytics.
NetSuite highlights for banking and financial services firms
Advanced automation
Operate more efficiently thanks to advanced automation capabilities.
Automate and streamline processes across AP, salesforce and lead management, proposal and contract management, commission and transaction reporting, customer service, and more.
Learn more about automation.
NetSuite highlights for banking and financial services firms
A unified solution
Gain a unified business management platform that seamlessly integrates Financials, CRM, Sales and Marketing, customer service, omnichannel commerce, and more.
How can you determine the digital transformation ROI for a unified ERP system? Get your complimentary business guide to find out.
NetSuite highlights for banking and financial services firms
Your cloud-native platform
In 1998, NetSuite pioneered cloud technology as the first company dedicated to delivering business applications over the internet.
Today, NetSuite helps over 31,000 customers worldwide to unify business processes, automate, and amplify their success through their award-winning cloud-native solution.
See NetSuite's recent awards.
Robust financial capabilities
Native multi-currency support
In-built bank feeds and reconciliation
Revenue recognition and recurring revenue
Complete expense management
Purchase orders, requisitions & approvals
End-to-end customer management
Role-based access with advanced security features
Traceability of all actions with a full audit history
NetSuite ERP: a Capable Core for Banking and Finance Firms
In response to consumers expecting frictionless digital-first experiences, FinTechs and Neobanks have brought significant innovation to the financial services industry.
Incumbent banks and finance firms are catching up – but there is still an experiential gap compared to their digital-native competitors.
Banking and finance firms need a future-focused digital framework to increase flexibility, operational efficiency, and meet evolving customer needs.
Your complimentary business guide new guide explores how banking and finance firms can:
➡️ Identify legacy system inefficiencies.
➡️ Effectively evaluate ERP platforms.
➡️ Quickly build your lasting competitive advantage.
Download your business guide
Unlock the Power of NetSuite: Download the Buyer's Guide Today
Navigating the diverse landscape of ERP software solutions can be daunting. With the NetSuite Buyer's Guide, you'll gain access to insider knowledge that empowers you to make the best decisions for your company. Get detailed insights into NetSuite's capabilities from operations, financial management, customer relationship management, and more.
Book your live ERP demo
and start amplifying your success
DWR delivers the tools to amplify success; by bringing the right technology, process framework, and team of business experts together.
We're an award-winning NetSuite ERP partner based in Sydney and Melbourne.
Talk to a business technology expert about your challenges, needs, and business growth goals.
