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

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

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

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

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 OnePlaceSolutions product suite in action

Trusted & used by

Financial Services customers

  • OnePlace seamlessly blends the online experience of SharePoint with the very familiar desktop environment of Office 365. If you’re going to implement SharePoint, make sure OnePlace Solutions is part of your project plan.

    Steve Gothard, Kistler-Tiffany Advisors - May 2021

  • Easy to use. Great support. Many of our staff prefer to use OnePlaceDocs over the browser-based SharePoint UI.

    Scott Rooney, Te Tuma Paeroa - April 2021

  • OnePlace Solutions is an easy to use and inexpensive set of apps that provide much-improved usability for Office 365.

    Paul Haley, Cormorant Partnership - April 2021

  • OnePlace Solutions have streamlined our use of Office365 and reduced administration time. I also like the function in email where it lets you know that you've either replied or saved the message as it makes cleaning up your inbox and folders a lot quicker.

    Janet Stevenson, Novatax Financial Planners - April 2021

  • Great product. Best in its class.

    David Tigani, ISPT - April 2021

  • Product is great, and customer support is excellent, very responsive.

    Gillian Mead, Willis Towers Watson - November 2020

  • Great product and fantastic customer service.

    Peter Koumakis, APL Financial - November 2020

  • Software works seamlessly

    Allan Kay, Alternative Bridging - August 2020

  • Great software, awesome customer service!!!!

    Craig Healy, Willis Towers Watson - Jan 2020

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.

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