Video-NetSuite-ERP-Financial-Management-Software
CRM Software Integrated with an ERP System

ERP for banking and financial services firms

Leap ahead of the competition with robust financial capabilities, meaningful customer insights and intelligent automation.

CRM-Software-Australia
Intro - NetSuite ERP for Banking and Financial Services Firms

Discover the ERP platform for banking and financial services firm success

Icon-Financial-Management

Financials

Icon-Business-Intelligence

Business intelligence

Icon-CRM

CRM

Icon-Sales-and-Marketing

Sales & marketing

Icon-Automation

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.

DWR-NetSuite-CRM-Software-Features-02
DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Intro-02

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.

Icon-Tick

Complete communication history, all in one place.

Icon-Tick

Customer 360 view of AR ageing, sales and service activities and KPIs.

Icon-Tick

Case management directly from customer records.

Icon-Tick

Selective calendar sharing.

Icon-Tick

See marketing campaign histories on customer records.

Icon-Tick

Fully customisable alerts and reminders.

CRM-Software-Australia
Financial Capabilities - NetSuite ERP for Banking and Financial Services Firms

Robust financial capabilities

Icon-White-Multi-Currency

Native multi-currency support

Icon-White-Bank-Feeds

In-built bank feeds and reconciliation

Icon-White-Revenue-Recognition

Revenue recognition and recurring revenue

Icon-White-Expense-Management

Complete expense management

Icon-White-Purchase-Orders

Purchase orders, requisitions & approvals

Icon-White-Customer-Service

End-to-end customer management

Icon-White-Role-Based-Access

Role-based access with advanced security features

Icon-White-Traceability

Traceability of all actions with a full audit history

Business-software-customer-success-stories
Business-software-customer-success-stories
Business-software-customer-success-stories
Business-software-customer-success-stories
Business-software-customer-success-stories
NetSuite ERP - Customer Acquisition
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".

DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Customer-Acquisition
NetSuite ERP - Business Intelligence
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.

DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Business-Intelligence
NetSuite ERP - Automation
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.

DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Business-Processes
NetSuite ERP - A Unified Solution
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.

DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Unified-Solution
NetSuite ERP - A Cloud-Native Solution
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.

DWR-NetSuite-ERP-for-Banking-and-Financial-Services-Cloud-Native
previous arrowprevious arrow
next arrownext arrow
Why-CRM-Software-Is-Vital-to-Your-Revenue-Generation-Strategy
Business Guide - 7 Ways CFOs can Amplify Success

7 Ways CFOs Can Amplify Success

with an ERP System

DWR-Business-Guide-7-Ways-CFOs-can-Amplify-Success-with-an-ERP-System
DWR-Business-Guide-7-Ways-CFOs-can-Amplify-Success-with-an-ERP-System

Modern CFOs are the true drivers of business transformation with broad responsibility for company performance.
 
Find out how improved data accuracy, risk minimisation, and process automation can boost profitability and amplify your success.
 
You'll learn more about:

  1. Why it's crucial to gain real-time visibility across the business
  2. How a consolidated view can improve cost control
  3. Common problems CFOs are facing with single-purpose systems
  4. The effect of disparate system data on forecasting
  5. How automation and streamlined processes reduce time and costs

And much more. Download your guide now.

Modern CFOs are the true drivers of business transformation with broad responsibility for company performance.
 
Find out how improved data accuracy, risk minimisation, and process automation can boost profitability and amplify your success.
 
You'll learn more about:

  1. Why it's crucial to gain real-time visibility across the business
  2. How a consolidated view can improve cost control
  3. Common problems CFOs are facing with single-purpose systems
  4. The effect of disparate system data on forecasting
  5. How automation and streamlined processes reduce time and costs

And much more. Download your guide now.

Business-software-customer-success-stories
NetSuite ERP - Customer Stories
NetSuite banking and financial customer stories in APAC

Australian Ethical

ASX-listed managed fund and superannuation firm, Australian Ethical, recognised technology's critical role in amplifying its success and supporting future growth goals.

Virgin Money Australia

Virgin Money chose NetSuite to bring its outsourced accounting function in-house and leverage automation to boost efficiency across bank reconciliation, purchase orders, and more.

Tranglo

Tranglo unified its processes for greater efficiency with NetSuite. The company can now easily manage three currencies simultaneously for reporting, transaction and wallet activity.

Harcourts

By centralising finance, Harcourts reduced monthly reporting time significantly and consolidated its accounts and payroll into a globally accessible environment.

Talk-to-an-ERP-expert
Talk to an expert

Talk to an expert

about 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.

Take the next step to amplify your business success.

Talk to a business technology expert about your challenges, goals and needs.

DWR-Contact-Trusted-NetSuite-Partner-1800w