Sector
Finance & Professional Services
Deliver exceptional client experiences, improve operational efficiency, and unlock the full value of your data with Microsoft technologies and expert consultancy from Valto. We help finance and professional services organisations modernise operations, strengthen security, increase productivity, and prepare for future growth.
Organisations in this sector we work with
Technology that supports modern financial & professional services organisations
Finance and professional services firms operate in an increasingly complex environment. Growing client expectations, regulatory requirements, competitive pressures, and evolving technology landscapes mean organisations must continually find new ways to improve efficiency while maintaining trust, compliance, and service quality. Valto helps organisations modernise the systems and processes at the heart of their operations. Whether you're looking to improve collaboration, streamline workflows, strengthen governance, gain greater visibility into performance, modernise client services, or explore AI opportunities, we help create technology foundations that support both immediate priorities and long-term growth. By combining Microsoft's technology ecosystem with deep digital transformation expertise, we help finance and professional services organisations improve decision-making, reduce administrative burdens, and empower teams to focus on delivering value to clients.
Why finance & professional services organisations work with Valto
Improve visibility & decision making
Professional services firms rely on accurate, timely information to support both operational and client-facing decisions. We help organisations unlock insights through modern reporting, analytics, and connected data platforms.
Increase productivity through automation
Manual processes consume valuable time across finance, compliance, client management, reporting, and operational functions. We help automate repetitive tasks to improve efficiency and free teams to focus on higher-value activities.
Read more →Strengthen security & governance
Trust is critical within financial and professional services environments. We help organisations strengthen security, improve governance, manage risk, and protect sensitive information while supporting compliance obligations.
Our approach
How we help
Technology should support growth, improve client experiences, and simplify operations. That's why Valto takes a business-first approach to transformation, aligning technology investments with organisational objectives. We help organisations modernise collaboration, improve reporting, automate workflows, strengthen security, optimise business processes, and prepare for AI-driven innovation. Using technologies such as Microsoft 365, Teams, SharePoint, Power Platform, Dynamics 365, Fabric, Power BI, Azure, Copilot, and Microsoft's security technologies, we create connected environments that support both employee productivity and client service excellence. Whether you're trying to improve operational efficiency, gain greater insight into performance, reduce risk, or modernise legacy systems, we provide practical solutions that deliver measurable outcomes.
Discover how we workReading to keep you ahead
Hear from our experts
Watch: AI in Finance
AI is already changing how finance teams work - but most CFOs are still asking the same thing: where do we actually start, and how do we prove ROI? In this short, practical session, Hugh Valentine and Harry Barnett from Valto walk through real tools, real use cases and live-style demos to help finance leaders move from experimentation to measurable automation.
Finance & professional services x Microsoft
Driving growth through connected technology
Microsoft technologies provide finance and professional services organisations with the tools needed to improve collaboration, automate processes, gain visibility into performance, strengthen compliance, and enable data-driven decision-making. Solutions such as Microsoft Teams, SharePoint, Power Platform, Fabric, Power BI, Dynamics 365, Azure, Copilot, and Microsoft's security technologies help create connected digital ecosystems that improve both operational performance and client outcomes.
We're one of the UK's few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For finance and professional services organisations, that means working with specialists who understand the relationship between security, compliance, collaboration, data, reporting, business applications, automation, and AI. Whether you're building a modern data platform, improving reporting, streamlining client services, automating operational processes, or preparing for AI adoption, we help organisations create trusted technology foundations that support better decision-making, operational efficiency, and sustainable growth.
Why finance & professional services organisations trust Valto
Case study · Saltgate
Valto replaces Saltgate's paper-based payment packs with a customised Power Apps solution
Valto collaborated with Saltgate to design and build a Microsoft Modern Driven Power App, known as STAR, to serve as the front-end for their payment system.
- Faster payment processing
- Reduced errors through automation
- Stronger data protection
The team driving you forward
Questions, plainly answered
Practical answers on how Valto supports organisations from financial & professional services industries.
Let's transform the way you work - talk to a specialist
Whether you're looking to modernise operations, improve reporting, strengthen security, automate processes, or explore AI opportunities, our specialists are here to help. Tell us about your goals and challenges, and we'll help you build a roadmap for success.