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Financial Services


The banking and finance sector is highly regulated and subjected to high degrees of prudential scrutiny. That's why it's critical for organisations in this sector to maintain appropriate records compliance.

Key Features & Benefits

Deliver workflow efficiencies, cost savings, and greater productivity
Intelligent Information Management

Intelligent Information Management

Automate the association of critical metadata when capturing content. When saving emails and attachments, automatically promote email attributes to Microsoft SharePoint columns. Streamline the completion of additional metadata when saving.

Intuitive Records & Compliance Management

Intuitive Records & Compliance Management

Ensure unstructured forms of information, including email and documents, are managed for regulatory and compliance requirements. Seamlessly capture true and accurate records to Microsoft 365 without leaving the familiar Microsoft applications where employees are most productive.

Digital Transformation

Digital Transformation

Accelerate digital transformation by engaging employees with solutions delivered on Microsoft 365. Simplify day to day collaboration, Information workflows and document management by delivering business solutions to where employees work.

Secure Access with Simplicity

Secure Access with Simplicity

Remain productive from familiar applications such as Outlook, Office and Microsoft Teams when connecting to solutions delivered on Microsoft 365. OnePlace Solutions offers simplicity for employees to capture, classify and access Microsoft 365 content.

Simplify SharePoint today

See the OnePlace Solutions product suite in action

Trusted & used by

 fin afm
 fin asb
 fin aztec
 fin challenger
 fin lloyds

Financial Services customers

  • Nice and friendly solution both for end users as for application management. The software has a small footprint.

    Tonny Blind, Authority Financial Market  -  June 2022

  • User-friendly, functional.

    Anna Forcella, LCI Partners  -  October 2021

Schedule a demo

See the OnePlace Solutions product suite in action and unlock the potential of your data by leveraging the SharePoint platform.

Try free

Download and try the full OnePlace Solutions product suite for Windows Desktop and Apps for Microsoft 365.

Contact us

We're here to help, so please don’t hesitate to get touch with any questions you may have.