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

Intro - NetSuite ERP for Banking and Financial Services Firms

Discover the ERP platform for banking and financial services firm success




Business intelligence




Sales & marketing



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.

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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.

ERP Requirements Planner
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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.

Build Your ERP Evaluation Team
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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.

Select Your ERP Module Requirements
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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.

Refine Your ERP Functionality Requirements
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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.

Create a Detailed ERP Implementation Project Plan
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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.

Visualise Your ERP Evaluation Project
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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".

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.

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.

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.

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.

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Financial Capabilities - NetSuite ERP for Banking and Financial Services Firms

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

DWR-Business Guide-NetSuite-ERP-a-Capable-Core-for-Banking-and-Finance-Firms-Cover-440h

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

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


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

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    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.

    NetSuite Buyers Guide 2023

    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.