Providing independent business systems advice to financial services 

Sector - Financial Services




Microguide's financial services team appreciate the constant changes and developments within this dynamic sector.

The key to success in the financial services sector is finding relevant and appropriate application software which is sufficiently intuitive and easy to use by front office users and at the same time provides back-office users and staff with sufficient controls, functionality and flexibility in order to manage key processes.

Financial services companies often have multiple offices based in the leading financial capitals of the world. Any IT solutions must be scaleable in order to service the requirements of both the single office organisation and the multi-located business. 

Functional areas where technology can assist financial services companies are vast and include:

  • customer relationship management (CRM)

  • marketing and reciprocity

  • research

  • document management

  • investor relations

  • deal management

  • loan administration

  • fund administration

  • portfolio management

  • financial ledgers

  • communication with remote staff

  • web portals for investors, investee's and staff.


Provider of mezzanine finance - Business systems review and selection of new loan administration and reporting system. 

Investment Bank - Reviewed existing computer systems and made recommendations on internal and external IT support.

Private equity house - Definition and selection of new PE reporting system.

Specialist service supplier to marine insurance sector - Defined IT strategy and functional user specifications for case/claim processing.

Investment bank - Reviewed existing infrastructure and advised on systems improvements. 

Contact Details:

Microguide Corporate Computer Consultants, 82 Shortlands Road, Kingston-upon-Thames, KT2 6HE

Tel: 020 8549 7152

Fax: 020 8549 8112

2007 Microguide. All rights reserved.