Automation and reporting that stands up to an audit
Microsoft Solutions for Financial Services
We help financial services firms automate high-volume processing and tighten reporting with Microsoft Dynamics 365, Power Platform, and UiPath — with the audit trail and access control the sector requires.
What We Usually Find
- High-volume reconciliation and onboarding checks done manually
- Regulatory reporting assembled by hand each period
- Client data spread across systems with inconsistent access control
- Limited audit trail over who changed what and when
How We Fix It
Each of these links through to the practice that delivers it.
Automate reconciliation and onboarding
UiPath robots perform account reconciliation, KYC document gathering, and data validation with a complete execution log.
RPA & Intelligent Automation
Client and finance management
Dynamics 365 for client relationship management and financial operations with role-based access and change history.
Dynamics 365 Services
Governed cloud infrastructure
Azure landing zones with policy enforcement, encryption, and retention aligned to your regulatory obligations.
Azure Cloud & MigrationWhat Changes
- Reconciliation cycles measured in hours rather than days
- Reporting produced from source data with a traceable lineage
- Documented, reviewable access control
Financial Services Questions
Is RPA appropriate in a regulated environment?
It is widely used in financial services precisely because a robot executes the same steps identically every time and logs each action. That produces a stronger audit trail than manual processing. Robots run under their own controlled identities with scoped permissions, and we document each automated process for review.
How do you handle data residency requirements?
Azure lets you pin resources to specific regions. During landing zone design we agree which regions are permitted for which data classifications and enforce it with Azure Policy, so a non-compliant resource cannot be deployed rather than being caught later in review.
Talk to someone who has done this in financial services
Bring us the process that is causing the most pain. We will tell you what it would take to fix it, and whether it is worth fixing.