Solutions for Financial Services
Reimagining Financial Services Through Smart Technology
Empowering financial organisations to enhance compliance, reduce risk, and improve client outcomes
Financial services organisations operate in one of the most fast-paced, regulated, and trust-dependent industries in the world. From retail banks to wealth management firms, the pressure to deliver seamless digital experiences, comply with evolving regulations, and operate securely has never been greater. Yet, many still rely on fragmented systems and manual processes that increase operational risk and reduce agility.
To thrive in a data-driven, client-first era, financial institutions need to modernise, without compromising on security or compliance. That’s where CPS comes in. We empower financial organisations to take control of their digital transformation with secure Microsoft technologies that improve collaboration, automate operations, and enable better client outcomes.
Whether you’re a fintech start-up, a mid-sized wealth firm, or a large-scale investment bank, we help you evolve, strategically, securely, and sustainably.
Financial Services Challenges We Commonly See:
Financial institutions face a unique mix of pressure points:
- Fragmented systems and disjointed client data – Data scattered across multiple platforms makes delivering consistent, personalised experiences difficult
- Regulatory burden and audit requirements – Staying compliant with shifting standards like FCA and GDPR adds pressure on internal teams
- Time-consuming manual reporting – Generating critical reports via spreadsheets leads to inefficiencies and missed insights
- Inadequate cyber protection and risk monitoring – Increasingly sophisticated cyber threats make data protection and compliance harder to manage
- Aging systems hindering customer experience – Outdated infrastructure slows agility and impacts service quality
- Integration challenges between legacy and modern systems – Linking banking or CRM systems with new digital platforms creates barriers to seamless operations
- Cybersecurity risks from outdated tech – Old systems are vulnerable to breaches and hard to secure against emerging threats
- Regulatory pressure to modernise – Modernising infrastructure while maintaining compliance is a growing challenge
- Difficulty accessing real-time data for decisions – Inaccurate or delayed data impacts client advisory and investment decisions
- Economic volatility increasing resource demands – Rising pressure to achieve more with fewer resources and tighter budgets
Facing similar challenges?
We help financial services firms streamline operations with secure, integrated Microsoft solutions, improving efficiency and compliance without increasing costs or complexity.
Software and Solutions We Offer Finance Organisations
Modern Work
(Microsoft 365, Teams, Copilot)
Today’s clients expect real-time responses, personalised advice, and always-available service. With Microsoft 365, Teams, and Copilot, your teams can collaborate securely, wherever they are.
Draft investment proposals, automate policy documentation, and collaborate on compliance responses, all with the help of Copilot’s AI. Microsoft’s tools don’t just support your team, they supercharge them.
Challenges Addressed:
- Inefficient internal collaboration
- Manual documentation and reporting
Key Benefits:
- Secure, streamlines client communication across locations
- Faster production of financial documents, audits, and dashboards
What You Gain:
Improved client experiences, faster service delivery, and a more agile, compliant workforce
Interested in discussing your Financial Services needs?
Get in touch with us today – click below to complete a form and we will call you back.
Managed IT Services
Managing critical infrastructure while also innovating isn’t easy. Our Managed IT Services take the pressure off your internal teams, ensuring system performance, resilience, and compliance so you can focus on what matters: client trust and business growth.
We provide proactive support, monitoring, and secure updates, all underpinned by deep expertise in the regulatory needs of financial institutions.
Challenges Addressed:
- In-house IT stretched too thin
- Complex and outdated infrastructure
Key Benefits:
- Reliable, always-on systems
- Enhanced resilience and uptime for essential business applications
What You Gain:
Reduced risk, optimised operations, and scalable IT aligned with your compliance needs
Business Applications
(Dynamics 365, Power Platform, Copilot)
Imagine all your client, risk, compliance, and finance data in one place, accessible, secure, and intelligent. With Microsoft Dynamics 365 and Power Platform, you can eliminate silos, automate KYC (Know Your Customer)/AML (Anti-Money Laundering) processes, and gain holistic insight into your client relationships.
Copilot adds another layer of efficiency, helping you process data faster, surface insights, and ensure decision-makers are equipped with real-time information.
Challenges Addressed:
- Disconnected platforms for client and regulatory data
- Manual, error-prone workflows
Key Benefits:
- End-to-end visibility of the client lifecycle and compliance posture
- Faster decisions and improved customer interactions
What You Gain:
A smarter, more connected organisation that reduces risk and elevates service
Interested in discussing your Finance Organisations needs?
Get in touch with us today – click below to complete a form and we will call you back.
Project Portfolio Management (PPM)
Whether rolling out new software, merging systems, or responding to regulatory change, transformation in financial services must be tightly managed. With CPS’s PPM solutions, you gain the control and visibility to ensure every project lands on time, on budget, and aligned with strategic goals.
No more guesswork, just clear insights into progress, risk, resources, and ROI.
Challenges Addressed:
- Delayed or unaligned strategic initiatives
- Difficulty tracking multi-site or cross-functional programmes
Key Benefits:
- Real-time project and programme insights
- Transparent resource allocation and risk management
What You Gain:
Higher success rates for digital transformation and regulatory initiatives
AI & Automation (Copilot Studio, Power Automate)
Repetitive, admin-heavy tasks take up valuable time. Time that your teams could spend advising clients or innovating. AI and automation tools from Microsoft help streamline everything from onboarding and reporting to internal approvals and regulatory checks.
With Copilot Studio and Power Automate, you can reduce human error, increase consistency, and create smarter workflows that deliver faster results.
Challenges Addressed:
- High admin burden on client services teams
- Slow customer onboarding and reporting
Key Benefits:
- Shortened client onboarding times
- Quicker access to key insights and reports
What You Gain:
Greater efficiency, better client outcomes, and more time for high-value activities
Financial Services Businesses We Support
Data & Security
In financial services, data is your most valuable, and vulnerable, asset. CPS helps you implement Microsoft’s world-class security tools to protect sensitive client and financial information, meet regulatory demands, and ensure business continuity.
From encryption and access control to threat detection and compliance auditing, we help you secure your data at every level.
Challenges Addressed:
- High-value data vulnerable to cyber threats
- Difficulty demonstrating compliance
Key Benefits:
- Enterprise-grade threat detection and rapid response capabilities
- End-to-end data governance and protection
What You Gain:
Confidence, trust, and resilience in an ever-changing threat landscape
Why CPS for Financial Services?
We’re not just technologists, we’re sector specialists. CPS consultants have decades of combined experience supporting financial services organisations across banking, wealth management, insurance, and fintech.
We understand the critical balance between innovation and risk, and we tailor every solution to meet the compliance, agility, and performance demands of your business. As a trusted Microsoft Solutions Partner, we help you get the most from your Microsoft investment, with a clear focus on security, scalability, and sector relevance.
What sets us apart:
- Deep experience in regulated financial environments
- Proven success with Microsoft tools across CRM, data, and automation
- Tailored deployments that reduce overhead and strengthen compliance
- Trusted by leading firms to modernise systems without disruption
With CPS, digital transformation isn’t daunting, it’s a strategic advantage built for long-term growth.
Ready to Discuss Your Financial Services Needs?
Complete the form opposite and we will call back you back within 24 hours. </
We are business consultants, not sales people! We aim to provide you with the most suitable solution to meet your business needs based on our conversations. Put your trust in the experts and help your business grow.
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