NetSuite for Financial Services: The Platform for Industry Leaders

Forget legacy systems and use the power of automation to grow your business with NetSuite for financial services.

Talk To An Expert

Why NetSuite for Financial Services?

More and more businesses are opting for NetSuite for financial services because they recognize that resilience will be one of the key differentiators this year. Facing exceptional competitive pressure, financial service providers realize that implementing state-of-the-art management tools like NetSuite for financial services is one of the most effective ways to tackle change and complexity.

More than 31,000 organizations trust NetSuite business solutions because they help streamline operations across organizations with domain-specific benefits. As Seller Universe’s clients have learned, NetSuite for financial services can optimize their business processes and improve a broad range of functions.

When you get NetSuite for financial services, you are not getting a solution that’s a marginal improvement over legacy systems. What you are getting is a fully-fledged, automated, and intelligent platform that declutters financial reporting, analysis, budgeting, and accounting to give you real-time insights to improve your business performance.

No items found.

NetSuite
Financial Services
Features

Don't just take our word for it.
Hear it from our customers.

icon

"Your team has been a 95/100.
Absolutely solid with our NetSuite implementation."

Juan Paul Ramirez

Chief Technology

OfficerBoosted Commerce

icon

“Your team has been professional, and flexible. They have really demonstrated their expertise. All departments have given good feedback, particularly (our) supply chain who is a key stakeholder, has been really impressed."


Raj Ramoutar

Supply Chain Director

Olsam Group

icon

“Working with you guys went very well with amazing response."


Vicky Bagwalla

Chief Technology Officer

OVO

Juan Paul Ramirez

Chief Technology

OfficerBoosted Commerce
icon

"Your team has been a 95/100.
Absolutely solid with our NetSuite implementation."

Juan Paul Ramirez
Chief Technology Officer
Boosted Commerce

Grow your Business with SUEG & NetSuite

Let's Grow Together

How
Financial Services
Can Benefit from NetSuite

NetSuite for financial services offers compelling benefits to organizations looking to streamline their processes and increase efficiency.

1

You get real-time data

With NetSuite for financial services, you get real-time analytics to track and respond to changes. There will be fewer missed opportunities or problems since the platform will generate insights to help you spot them early on.

You get real-time data
You can streamline your processes
2

You can streamline your processes

To be agile, financial service businesses have to let go of the burdensome legacy systems that operate in silos to give disjointed information. NetSuite for financial services empowers businesses with a comprehensive view of all their finances. This helps businesses streamline their functionalities across all aspects of financial management.

3

You get a flexible tool

Financial service providers looking for a flexible solution should consider NetSuite because it can easily accommodate the specific requirements of any domain. It can generate industry-relevant reporting, business-specific planning and budgeting, and seamless revenue recognition. 

You get a flexible tool
You can customize the platform
4

You can customize the platform

Considering the various regulatory requirements, niche specializations, and scale of businesses, NetSuite offers a platform that you can customize to your needs. Through custom implementation and tools, you can make the most of this solution to address the specific demands of your sector.

5

You get the benefits of automation

Why rely on spreadsheets and domain-neutral software when you can get an advanced platform that reduces errors associated with manual processing? NetSuite is not just an easy-to-use solution but also an intuitive tool that automates all the chores associated with financial management. This enables you to focus on revenue-generating tasks.

You get the benefits of automation
6

7

8

Types of Manufacturers Who Utilizes NetSuite

At Seller Universe, we find that typically NetSuite for financial services is needed by companies in the following verticals:

General Contractors

Create and update work orders with ease, inspect designs, and trace them back to labor or particular parts. These tools can help you streamline your field operations and work more efficiently.

Construction Management

Accelerate procedures to prevent delays that might significantly impact a construction company's cash flow.

Commercial Builders

Oversee the moving parts of a complicated project, from the initial planning through to the final assessment, including estimates of time and money spent.

Residential Builders

Streamline the process by which pre-assembled goods are transported to a job site and billed to the client.

Learn more about how Seller Universe can empower your business with NetSuite for financial services for improved efficiencies, business-specific financial intelligence, and revenue growth.

NetSuite Implementation Process

Step 1

Project Planning and Discovery

We’ll work with your team to identify the current state of your data, the ideal state for going live on NetSuite, and how we’ll get from A to Z. This phase of the NetSuite implementation will involve discovery, scoping, and solutions architecture.

Step 2

System Design

Based on the agreed upon requirements and vision, our team of NetSuite implementation consultants with setup, configure, and optimize NetSuite.

Step 3

Data Migration

Whether you’re migrating off of spreadsheets, QuickBooks, or any other collection of systems, we’ll take a secure and low-risk approach to migrating your data to NetSuite. We’ll preserve historical data and adhere to strict security standards.

Step 4

Testing

To ensure a successful go-live, we’ll work with your team to ensure that all key aspects of the NetSuite implementation are set up and working properly including dashboards, workflows, integrations, logic and more.

Step 5

User Training

Enabling your team is key to adoption to a new system. We’ll make sure staff members know what they need to do and how they need to do it so you can hit the ground running with your new ERP.

Step 6

Go Live

Ready, set, go-live! We’ll get your business live on NetSuite while ensuring a seamless transition from the old system.

Step 7

Post Go-Live Support

Post go-live, your team might identify areas for improvement or optimization that were not identified in the project planning phase. Our NetSuite consultants can provide any post-implementation support to get you exactly where you need to be.

Don't just take our word for it.

Hear it from our customers.

icon

“I just wanted to comment as well on how impressed we were with these images. The look/feel of them is way better than what we had. To be honest, we are going to copy this format and update our other listings moving forward. Good job."


Mike Jackness

President & CEO

Terran

icon

"We had a tight window to leverage our product and we needed a team who was able to execute quickly and effectively. You were that team."


Derek Diehl

Director of Ecommerce

Anovus

icon

“I've been super happy with the work.”


Leo Trottier

Founder and CEO

FluentPet

Juan Paul Ramirez

Chief Technology

OfficerBoosted Commerce
icon

"Your team has been a 95/100.
Absolutely solid with our NetSuite implementation."

Juan Paul Ramirez
Chief Technology Officer
Boosted Commerce