Custom Finance Software for Financial Businesses
Streamline financial management, automate client interactions with software solutions.
Addressing Key Challenges in Finance & Banking
Small financial businesses, including financial advisers, mortgage brokers, and insurance brokers, must balance client management, compliance, and administrative efficiency while ensuring a high level of customer service. Many firms rely on manual processes or outdated systems, leading to inefficiencies, errors, and compliance risks. A custom finance automation solution can help businesses increase productivity, automate compliance, and improve client interactions.
Managing Client Portfolios & Financial Records
Handling large volumes of client data, transaction histories, and financial plans can be overwhelming. A financial adviser software solution could:
✔ Automate client record-keeping & document storage
✔ Provide real-time portfolio tracking & reporting
✔ Ensure secure data encryption for compliance
Navigating Regulatory Compliance & GDPR Requirements
Financial services must adhere to strict compliance regulations to protect clients and ensure transparency. A custom finance automation system could:
✔ Automate compliance tracking & audit reporting
✔ Generate secure client consent forms & GDPR logs
✔ Reduce compliance risks with real-time alerts
Why Choose us?
At GBA Solutions, we will create tailored finance automation software that helps financial advisers, mortgage brokers, and insurance firms streamline operations and improve service delivery.
✅ Expertise in Financial Automation
We understand the unique challenges of small financial businesses and develop bespoke software solutions that optimise workflows and improve efficiency.
✅ Secure & GDPR-Compliant Solutions
We can build finance automation tools with end-to-end encryption, compliance tracking, and secure cloud storage, ensuring full regulatory compliance.
✅ Seamless Integration with Financial Platforms
Our custom financial adviser software can integrate with:
✔ Accounting & payroll software (Xero, QuickBooks, Sage)
✔ CRM & client management tools
✔ Financial analysis & reporting systems
✅ AI-Powered Automation to Save Time & Reduce Costs
We develop smart automation features, including:
✔ Automated client onboarding & document processing
✔ Predictive analytics for financial planning & risk assessment
✔ AI-driven customer service chatbots
✅ Cost-Effective & Scalable Solutions
Our bespoke software development is designed to fit small financial businesses’ budgets, with scalability optionsfor future growth.
✅ Ongoing Support & Future Enhancements
We offer continuous support, software updates, and compliance adaptations, ensuring your financial software remains competitive.
Key Benefits of Custom Finance Automation Software & Apps
A custom-built finance app or financial adviser software solution can help small businesses increase efficiency, improve compliance, and deliver better client service.
✅ Streamlined Financial Management & Reporting
✔ Automate financial record-keeping & transaction tracking
✔ Generate real-time performance insights & risk analysis
✅ Custom CRM & Client Engagement Solutions
✔ Manage client interactions & automate follow-ups
✔ Improve customer experience with AI-powered communication tools
✅ Compliance & Regulatory Automation
✔ Automate compliance reporting & audit logs
✔ Reduce human errors in GDPR & financial regulations
✅ Secure Digital Document Management
✔ Store client files securely with encrypted cloud storage
✔ Automate e-signatures & policy document sharing
✅ AI-Powered Fraud Detection & Risk Assessment
✔ Identify potential fraud risks with smart analytics
✔ Reduce financial loss through automated fraud monitoring
Boost Your Business with Custom Software & Apps
Ready to Transform Your Construction Business?
✅ Streamline Operations – Reduce inefficiencies with our custom-built construction software solutions.
✅ Boost Profitability – Optimise budgeting and cost tracking to maximise your bottom line.
✅ Enhance Collaboration – Improve communication across teams with real-time project tracking.
Let’s Discuss Your Needs! Contact us today to explore how our tailored construction apps and software solutions can elevate your business. Whether you need project tracking, resource management, or compliance automation, we’ve got you covered!
GET IN TOUCH TODAY
Our Work
How AM Site Solutions Streamlined GA1 Audits with Smart QR Codes & Business Automation
For businesses that carry out inspections, audits, and compliance checks, efficiency is key. Every minute spent on manual admin work, data entry, and certificate processing is time that could be...
Custom Online Learning Video Platform for Food Safety Management Solutions
Bespoke Online Learning Video Platform allows Food Safety Management Solutions to offer accessible and engaging food safety courses to a wider audience.
Digitalising Big H The Plumbers
Big H The Plumber unlocked a 15% saving in the working week, meaning faster service, less paperwork, and more time focused on what matters most: their customers.
Tom O’Grady Heating and Plumbing
This bespoke app really benefitted Tom in the way he managed his operations. It not only saved time but also brought a new level of precision to the business
Instaspace
The project addressed the challenge of Health and Safety management and sets out a new normal for working with subcontractors. This case study demonstrates our company’s commitment to delivering bespoke solutions that address specific business challenges.
Salzburg Pocket Guide
Beautiful travel guide for Salzburg in Austria, built for iPhones. It features online and offline map, walking routes, commentaries on the various sights as well as suggested itineraries and practical information on shopping.
Ready to work with us?
Industries We Work In
Accounting & Payroll Solutions
Streamline financial processes with automated accounting and payroll systems
Food Safety Compliance
Ensure regulatory compliance and operational efficiency with digital food safety solutions.
Health & Safety Management
Simplify workplace with software to track compliance, audits, and risk
Construction Management
Enhance project oversight with solutions for safety compliance.
Legal Practice Solutions
Optimize case management, automation, and communication with legal software.
Logistics & Fleet Management
Improve efficiency with tracking, route optimization, and inventory management.
What Our Customers Are Saying
We worked with GBA Solutions to develop our online food safety e-learning platform. Warren was excellent to work with throughout the entire process. Everything was delivered within the agreed time frame, demonstrating his reliability and professionalism.
I highly recommend Warren and his services at GBA Solutions to anyone in need of top-notch development work.
Mark Long
The end result surpassed what we could have hoped for, not only meeting all our criterion but also incorporating suggestions from Warren and resulting in a clean, user friendly App. From the first
phone call to handover, we found that Warren listened and delivered and is a genuine pleasure to deal with, handling our questions and demands, efficiently and calmly. We have absolutely no hesitation in recommending GBA Solutions.
GBA Solutions helped us take a big step forward in how we manage Health and Safety compliance. Warren was attentive and really understood our needs, making the development process smooth and efficient. The app itself has made the management of Health and Safety compliance much easier, and we’ve seen tangible time savings and improvements in our processes. GBA’s engagement rally helped enhance our operational efficiency.
