ERP for Banking & Financial Services

Banking ERP

ERP software enables banks, investment funds and insurance companies to improve customer satisfaction, increase efficiencies across their value chains and enforce compliance.

At ERP Research, we help banking organizations to decide which ERP system suits their business needs best.

Top 10 ERP Systems 

Learn everything you need to know about the best ERP solutions for banking. in our detailed solution comparison report. We review some the best ERP software for banks including Netsuite, SAP, Microsoft, Workday, Acumatica and more.

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erp for banking

Small Business Banking ERP Software

Here are some examples of ERP solutions used by small and medium sized banking organizations and financial services, banking and insurance providers around the world. 

Banking ERP

Oracle NetSuite
Oracle Netsuite

Netsuite is a popular choice for growing banking organizations and investment firms for its integrated CRM, projects, financials and billing capabilities. Netsuite gives banking and financial services firms small and large the competitive edge.

FULL GUIDE
Banking ERP

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Sage Intacct

Sage Intacct is popular with financial services firms from investment organizations to VCs, insurance providers and more. Intacct provides great capabilities for growing banking firms wanting Cloud ERP capabilities.

FULL GUIDE
Banking ERP

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SAP Business ByDesign

SAP Business ByDesign is SAP's small and medium business Cloud ERP offering and is used by various growing businesses in the banking space. It features inbuilt finance, expenses management and more.

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Banking ERP

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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a powerful ERP system for services companies, offering expandability into CRM, sales and service.

FULL GUIDE
Banking ERP

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Acumatica

Acumatica Cloud ERP is used by many small business service companies in the professional services, financial services and project based industries and offers rich functionality for finance, projects and more in one SaaS Cloud ERP solution.

FULL GUIDE
Banking ERP

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Infor

Infor is popular in the financial services space and is used by both banking companies and insurance companies. Many Infor partners specialize in providing banking ERP and insurance ERP using the Infor ERP platform.

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Banking ERP

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SAP S/4 HANA

SAP S/4 HANA supports some of the largest professionals services organizations in the world including top consulting firms, engineering organizations and more with its integrated billing,  financials and project systems.

FULL GUIDE
Banking ERP

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Microsoft Dynamics 365

Microsoft Dynamics 365 has become extremely popular with professional services firms looking for a best of breed approach to customer engagement plus traditional ERP modules such as financials and billing capabilities.

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Banking ERP

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IFS Applications

IFS Applications is a popular ERP solution offering integrated professional services automation capabilities across human capital management, customer engagement, financials and project management plus financials.

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Cloud ERP Software for Banking

Large professional services firms require integration across their enterprise, with best of breed professional services automation to increase efficiencies and customer satisfaction. See our top recommendations for large professional services firms below:

ERP for Banking

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SAP S/4 HANA

SAP S/4 HANA supports some of the largest professionals services organizations in the world including top consulting firms, engineering organizations and more with its integrated billing,  financials and project systems.

FULL GUIDE
ERP for Banking

acumatica-erp-it-solutions-enterprise-resource-planning
Acumatica

Acumatica Cloud ERP is used by many small business service companies in the professional services, financial services and project based industries and offers rich functionality for finance, projects and more in one SaaS Cloud ERP solution.

FULL GUIDE
ERP for Banking

Oracle NetSuite
Oracle Netsuite

Netsuite is a popular choice for growing professional services firms for its integrated CRM, projects, financials and billing capabilities. Netsuite gives professional services firms small and large the competitive edge.

FULL GUIDE
ERP for Banking

sage-intacct-logo
Sage Intacct

Sage Intacct has become incredibly popular with professional services firms from architects to marketing agencies, law firms and more. Intacct provides great capabilities for growing firms wanting Cloud ERP capabilities.

FULL GUIDE
ERP for Banking

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SAP Business ByDesign

SAP Business ByDesign has several thousands of professional services customers that use it's ERP capabilities to run standardized processes across borders for projects, financials, HCM and more.

FULL GUIDE
ERP for Banking

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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a powerful ERP system for services companies, offering expandability into CRM, sales and service.

FULL GUIDE
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Banking ERP Blogs

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erp for financial services
Banking ERP Resources

ERP Requirements Gathering (RFI, RFP) Template Excel

Start your ERP evaluation process with our RFI & RFP Excel template for the professional services industry.

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Banking ERP Resources

ERP Project Budget Calculator Template

Calculate the costs of your ERP project with our prebuilt budget calculator.

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Banking ERP Guide

What is Banking ERP?

ERP for professional services companies allows firms including legal services, lawyers, architecture and design, consulting and other services business to centralise data in their organizations. Typically, professional services ERP software typically includes modules for financial management and accounting, billing, human resources, project management, giving your employees across these departments the ability to exchange information and complete end to end business processes.

What are the benefits of Banking ERP?

Banking ERP software enables companies to increase efficiencies by positively impacting critical KPIs and processes for legal firms, architecture companies and other services companies.

  • Increased Efficiency
  • Improved Cashflow
  • Customer Satisfaction
  • Resource Utilization

A key metric for banking and financial services companies is their ability to monetize the expertise and time of their employees. Banking services ERP software typically enables you to measure the rate of resource utilization across your firm, to understand how to positively impact your profit margins and assess your ability to cover new customer demand.

Start Your ERP Journey With ERP Research

We help banks, wealth management organizations and investment firms to prepare for ERP change by guiding them through each stage of the process:

  • Build An ERP Business Case 2-3 weeks
    A solid business case is a foundation you need if you are going to persuade your organization to consider enterprise resource planning (ERP) implementation. Download Business Case Template
  • Compare ERP Vendors 2-3 weeks
    It’s critical to understand which ERP vendor is right for your business. Before you decide on the vendor for your company, take a look at our solution pages to find out which vendor would be best. Compare ERP Vendors
  • Get Pricing Estimates 1-2 weeks
    Our exclusive process removes all the salesmen from the equation and gets you real pricing estimates from every qualified vendor. Contact Us For Pricing
  • Organize A Solution Demo 1-2 weeks
    During a demo, you will learn about how large corporations are making use of ERP software and how they are improving their business practices. Book A Demo
  • Build ERP Requirements 3-4 weeks
    If you're looking to buy an Enterprise Resource Planning (ERP) system or upgrade your internal systems you will need a clear definition of all the functions, features and capabilities that you expect. You can approach this challenge by building what's called an ERP requirements document. Download ERP Requirements Template
  • Shortlist 4-8 Vendors 1 week
    One of the most important phases in the ERP project lifecycle is selecting the right software vendor. Ideally, you should shortlist 4-8 vendors - based on their credentials and your requirements. Contact Us To Shortlist Vendors