Financial services NetSuite case studies

Our technology and management consulting team have brilliant credential in the financial services sector. 

These include Target Operating Model design, system selection and system implementation. The team have performed these projects for a wide range of organisations in the sector as detailed in the case studies below. 

If you would like further information on our technology and management consulting practice, please get in touch with Theresa Guermellou.

Asset manager

23 July 2019

The existing finance system was not scalable and could not support the businesses strong growth plans and the requirement for improved management information, find out what RSM did to help.

Financial services regulator

23 July 2019

This organisation was seeking to understand the financial impact in the sector of ‘open banking’ and focussed on three specific areas and this is how RSM helped them gain some insight.

FTSE 250 fund manager

23 July 2019

This group's statutory reporting and monthly management reporting was being performed solely in Excel and it was hard for them to get useful MI out of the system. This is why NetSuite was the answer for them and why RSM were the firms chosen to implement it globally.

Asset manager – real estate

23 July 2019

A separately implemented version of Xero and a totally different system in Germany meant this organisation were unable to easily track intercompany transactions. Our TMC team helped them overcome this. Find out more here.