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Sage for Financial Services

Financial Services organisations are increasingly facing challenges to provide effective services to their customers, and provide their employees with the tools they need. This can have a negative effect on response times, project costs and ultimately, customer satisfaction.

Financial businesses strive to remain competitive and meet the standards of a highly regulated sector. Though there is also a requirement to expand product portfolio, extend market share, and increase revenue and overall profitability. However, this is difficult when faced with challenges around:

  • Real-time visibility of data
  • Multi-dimensional and Multi-entity reporting
  • Fast consolidation
  • Data security
  • Customer satisfaction

Customer Success Story

Read our Customer's Story of migrating from Sage 300 to Sage Intacct with Acuity

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How can Sage help?

Sage software provides you with real-time consolidations with intercompany exclusions, and multi-currency support. You also gain access to dozens of built-in reports and sophisticated custom reporting and analytics.

Solutions such as Sage Intacct or Sage X3 give financial and investment management companies immediate access to the right data and information as and when they need it.

Sage solutions empower financial leaders to make smarter decisions, which lead to increased investment returns  Outdated quarterly reporting is replaced with continuous consolidation and real-time reporting, saving your team hours (or even days) of manual effort when using a solution capable of meeting your specific business needs.


Watch an overview of Sage Intacct Reporting

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Useful Stuff for Financial Services

CFO 3.0 - Digital transformation beyond financial management

Discover how you can grow and prepare yourself and your business for the future!

Download the white paper

Financial management system fundamentals eBook

Discover the 5 essential considerations for making the right financial management system purchase.

Download eBook

7 Reasons to move to cloud financials now - white paper

Find out why you should migrate to the cloud!

Download the white paper
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