Financial Industry Software Solutions

Get complete financial technology consulting for your business. Deliver better products to the market, manage risks and build a stonger customer base – with innovative solutions from Evolvous.

From SharePoint and Power BI, to Dynamics 365 and AI Copilot, we offer a comprehensive range of solutions, developed and implemented by our team of experts. You also get effective training that boosts adaptation and confidence.

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Software Solutions for Insurance Industry - Evolvous

Microsoft Software Solutions for Financial Industry - Evolvous

Microsoft Software Solutions for the Financial Industry

The financial industry is getting increasingly competitive for the past few years. As global markets remain volatile and the demand for better financial services continue to grow, financial businesses are looking to enhance their operational efficiency and meet the demand of the clients. Is your organization facing any of these issues.

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  • Managing large volumes of data generated by clients, market trades, policies etc.
  • Keep an audit trail of the revisions to your drawings, diagrams, or schematics.
  • Meeting US SEC, Canadian provincial security commissions as well as GDPR & HIPAA compliance codes.
  • Analyzing vast volumes of data.
  • Managing workflows to facilitate processes like client onboarding, process approvals etc.

Manage Data and Improve Collaboration with SharePoint

Microsoft SharePoint allows businesses to manage their documents on the cloud and develop intranets that facilitate information exchange among teams.

Evolvous offers customized SharePoint development services, where we understand your specific requirements and develop a SharePoint environment that helps you enhance operational efficiency and achieve your business goals.


You can efficiently organize, store, and share financial documents such as contracts, client records, reports, and compliance forms. With features like version control, document check-in/check-out and approval workflows, you can ensure that the most up-to-date and accurate documents are available to the authorized personnel.


With SharePoint intranet, discussion boards, shared calendar, planner, OneDrive and Yammer employees and other stakeholders can enjoy a seamless collaboration environment on real time and make better decisions.


SharePoint comes with enterprise-level security features such as access controls, permissions, and encryption, which ensures that sensitive financial data is protected from unauthorized access. This helps you to meet compliance requirements set forward in GDPR, HIPAA, US SEC and Canadian provincial security commissions.

Analyze Your Data with Power BI

Our dedicated team will help you set up your Power BI dashboard and integrate it with your existing reporting and monitoring systems so that you can unlock the full potential of your data.

Power BI is a powerful business intelligence and data visualization tool, which is a constituent of the Power Platform family of applications from Microsoft. Thanks to our in-depth expertise in Power BI, your financial business will get the following advantages:

Power BI comes with advanced analytics capabilities to uncover hidden insights, identify market trends, and predict future financial outcomes with greater accuracy. Forecast financial performance and identify investment opportunities and mitigating risks.


We help you to create interactive and visually appealing dashboards and reports based on the Power BI platform, helping you understand financial trends, patterns, and performance indicators, enabling better, data-driven decisions to fuel performance.


Power BI supports real-time data connectivity, which means that you can connect data from different external sources like accounting systems, financial databases etc., You can generate real-time reports and monitor the data from your Power BI dashboard.

Enhance Efficiency by Automating Workflows with Power Automate for Financial Industry

Power Automate is a cloud-based tools which is also a constituent of the Power Platform line of applications. This tool comes with advanced automation capabilities which helps you to enhance your operational efficiency.

  • Power Automate allows you to automate repetitive tasks and workflows, like data entry, document generation and approval processes. This helps to save time, avoid manual errors, and improve efficiency.
  • You can automatically generate and distribute financial reports such as balance sheets, income statements and cash-flow statements.
  • With Power Automate, you can automate compliance and risk management processes, including Know Your Customer (KYC) checks, Anti-Money Laundering (AML) and risk assessments.
Microsoft Software Solutions for Financial Industry - Evolvous

Build Profit & Loss statement app and more with Power Apps

Power Apps is a low-code application development platform in the Power Platform family. You can build profit and loss statement app that will give you real time updates and 360-degree view of your financial performance, right at your fingertips. Our team can help you customized apps with the help of Power Apps which you help you with the following:

  • Monitor operations, check reports, and execute critical actions with a few clicks, from your mobile phone or tablet.
  • Create customer-centric applications for better service delivery. For example, you can build an app that allows customers to apply for loans, track their investments, and manage their accounts.
  • You can build an app that can be used to collect data from various sources like financial transactions, customer interactions, and market data. You can integrate your app with the powerful analytical capabilities of Power BI and gain better insights from it.

The Advantages You Get

At Evolvous, we have worked with financial businesses from across the globe and designed customized solutions that helped them unlock their growth potential. Here are some of the advantages that you get.

Microsoft Software Solutions for Financial Industry - Evolvous Digital Transformation By migrating your documents and processes to more efficient, ‘online’ storage, you get a more seamless and collaborative work environment - Evolvous

Digital Transformation

By migrating your documents and processes to the cloud, you get a more seamless and collaborative work environment that increases responsiveness.

Quality Assurance With RPA, you reduce your dependency on human effort which can often result in errors. This gives you assurance of quality - Evolvous

Develop Better Financial Products

With insights from Power BI, you can identify market trends and customer demands and build better products that serves your customer and helps to achieve your goals.

With our Manufacturing Solutions Boost Productivity With efficient document management and process automation, you can boost productivity by focusing on things that matter - Evolvous

Lower Operational Costs

With our custom solutions, our clients from the financial industry have been able to reduce operational costs by 30%

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    Why Choose Evolvous?

    Evolvous is a Microsoft Gold certified SharePoint and Power Platform consultants in Canada, helping financial businesses in Canada, the US and across the globe. Here are some of the reasons that make us one of the most recommended names in the industry.

    • Experience – We have a team of experts with extensive experience in developing solutions for the financial industry.
    • Innovation – Our team constantly innovates to identify the right processes and implement more efficient solutions to solve critical and emerging problems facing the financial industry.
    • Committed to Satisfaction – We have a detailed discussion with you and all other stakeholders to form a clear objective so that we deliver complete satisfaction. Projects are delivered on time, while achieving all the set goals.

    So, if you are looking for a reliable partner who would help you to leverage SharePoint, Power Platform and other Microsoft Enterprise products for the growth of your financial business, contact us today.