Microsoft 365 for Financial Services

Microsoft 365 is especially useful for financial services firms, where the sheer volume of data flowing from multiple sources creates a host of time consuming and tedious tasks. Microsoft's Power Platform and SharePoint can help eliminate manual, repetitive tasks, saving time and money.

  • Vance Smith

    Guidestone, Senior SharePoint Developer

    "Your technology has helped us successfully route almost 15,000 forms received from our customers saving over 400-man hours. Our company has derived tremendous value"

Financial Services customers who already trust in Encodian products

How we help?

  • Business Process & Workflow Automation

    We are one of Microsoft's global leaders for the delivery of Power Automate and Power Platform solutions. For the financial sector there is a plethora of use-cases for Power Automate and Power Apps such as multi-stage approval, internal and external portals, on-boarding, process automation, monitoring progress and more. Encodian have experience in all these areas and can support you with maximising potential from native Microsoft 365 capabilities and providing SaaS or bespoke products to achieve your aspirational objectives.

  • SharePoint Document Management

    SharePoint is not only the market leader for document management and data security, it is seamlessly integrated with the 30+ other Microsoft 365 applications. Making it perfect for financial firms to access data from multiple sources with ease and maximise workflow automation. Encodian support customers with both expert consultancy and proprietary SaaS solutions to immediately uplift your SharePoint capabilities to include robust document management features. Removing the need for standalone solutions and allowing you the benefits of an agile Microsoft 365 first approach.

  • Microsoft 365 Consultancy & Support

    Our accredited team provides expert professional services and support for Microsoft 365. Working with your organisation, Encodian will deliver industry-leading process automation and information management solutions.

  • Bespoke Applications

    As a software company we can provide product grade bespoke applications built on latest generation technologies and cloud platforms, tailoring a solution to address your explicit requirements whilst benefiting from our agile and continuous improvement delivery approach.


Enhance your Power Automate and SharePoint capabilities

Encodian’s Flowr and Filer products complement and enhance Microsoft 365 capabilities enabling you to deliver increased benefits from your existing technology investment through intelligent automation and information management experiences.

  • Encodian Filer

    for Microsoft 365

    Request a demo

    Encodian Filer

    Encodian 'Filer' enables Financial Services firms to deliver an end-to-end Electronic Document Management & Record Management System within SharePoint that is fully integrated into the existing system landscape. Our experts will work with you to ensure your organisation benefits from best practice data storage approaches, providing users with an intuitive interface for locating and accessing information securely from anywhere.

    Request a demo
  • Encodian Flowr

    for Microsoft Power Automate and Azure logic apps

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    Encodian Flowr

    Encodian’s Power Automate connector ‘Flowr’ is used by Financial Services firms to deliver value add automation steps such as document generation from structured data, document format conversion, image optimisation, redaction, OCR, automated notifications and more.

    Activate Free Trial

Talk to us!

Are you looking to complete the Microsoft 365 puzzle to deliver transformation, automation and collaboration? Our team will be able to help you progress your project.

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