Financial Services

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Financial Services

Make smarter decisions, faster

For management teams in Financial Services the challenges can be relentless. Regulatory requirements, a changing economic environment, as well as evolving consumer behaviours, all drive the need to be agile and make decisions faster. Technology advancements are changing the way companies in this sector do business.

What's Top of Mind for Financial Services?


Manage Risk

Ensure business continuity and create an agile organisation that is able to change to meet market disruption.


Modernise Systems

Modernise core systems to improve productivity – a further step from simple cost cutting.


Customer Satisfaction

Understand evolving consumer behaviour and satisfy customer expectations with a personalised customer experience.



You need to ensure that the business is complying with legislative and regulatory requirements.


Global Management

Managing multi-entity businesses, in multiple currencies, on a global scale.

How Sage Solutions Benefit Financial Services

With a comprehensive and accurate financial management system, you can make confident business decisions
and slash the time and cost of complex accounting and financial processes along the way.

Automating and streamlining processes

for improved productivity, and to free up teams to focus on more strategic tasks.

Real-time consolidations

across the your firm at any time – no waiting for month-end.

Multi-dimensional analysis

of key metrics, providing real-time visibility and insights, anytime, anywhere.

Improved compliance

these capabilities are provided by audit tracking and real-time visibility of operations.


Seamlessly scale as your business grows – without adding headcount.

Open architecture

for easy integration with current systems and facilitating new technology.

Creating the flexibility

to adopt new business models and adapt to changing market conditions.

People Management

By adding the Sage 300 People solution you will gain HR, Payroll & Employee Self-service in one integrated system.

Latest Financial Services Client Case Studies

Stay updated with the latest developments in the industry and all recent news at SynergERP by reading our blog.

Find Out More About the Sage Solutions for Financial Services

Enhancements for Financial Services

SynergERP has worked on a number of enhancements for our clients in financial services. Some examples include:


Advanced Bank Manager

Import bank statements using the bank format, into your Sage solution. Automatically match the lines in the bank statement to the lines in the GL.


Foreign Exchange Import Tool

Automate the importing of the daily currency exchange rates from online services.


Advanced Worflows

Define more complex validation or approval criteria that are not catered for in your core system.


Loan Management

Manage the repayment schedule and amortization of loans.


Property Management

Provides a centralised function for you to manage your property contracts and associated invoicing from within Sage.

View All Solution Enhancements

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