Reading, UK

Financial Services

Unlock faster resolution times, exceed customer expectations, and maintain compliance with key industry regulations. Empower your teams with a combination of industry-leading tooling, from the Atlassian Cloud Platform to AI-powered data platforms - all underpinned by the deep Financial Services expertise of Automation Consultants.

Why IT matters

more than ever

Every Financial Services firm runs a mission-critical combination of systems – from regulatory reporting and data warehousing platforms, to cyber security, risk management, and CRM tools.

Keeping pace in a fast-moving sector, whilst also complying with key frameworks and legislation, requires you to run all these systems in a lean, connected, and Agile way. Your teams can then continuously innovate, exceed customer expectations and maintain essential security.

Automation Consultants pairs years of Financial Services expertise with the Atlassian System of Work, alongside our range of strategic Cloud, Data and AI partners. In short, we equip your teams with the processes, platforms and security needed to deliver excellence and innovation.

Chat with a Financial Services expert

Move fast

Launch customer-facing innovations, maintain investment in cutting-edge security, and maximise the potential of AI - faster than your competitors.

Control cost

A mature market means margins are tight, so efficiency and accelerating time to value is paramount.

Stay compliant

In a tightly regulated industry, tooling needs to support your compliance with FCA and PRA guidelines, alongside regulations like GDPR, Basel III, DORA, NIS2 and others.

Helping teams in Financial Services
get the most from their tools

Discover and plan

We’ll audit your existing techstack, identify your objectives, and calculate potential ROI, before sketching a target state for your tools and processes.

Migrate

Whether moving from legacy infrastructure or consolidating multiple Cloud sites, we’ll guide you through the migration process, carefully managing the potential for downtime to maintain performance as seamlessly as possible.

Implement

We’ll configure your tooling for optimal performance, with automations and AI-powered innovations, and embed processes to maintain compliance with key frameworks and legislation, for example Basel III, alongside industry best-practice.

Integrate

From automated workflows to improve MTTR, to integrating apps like Opsgenie or Statuspage for incident management and communication, we’ll manage your integrations - alongside enterprise-grade authentication options to support secure access.

Enable

We can support you with onboarding and training, to ensure everyone - from your Service Delivery Managers to Security Analysts - is ready to start realising value from your toolset.

Run & improve

Our 24/7 Managed Services provision keeps everything patched, fine-tuned and optimised to scale with your services.

The outcomes we unlock for you

Connected platform

Centralised, secure and tightly integrated systems, to manage and resolve customer requests, handle incidents and raise problems – every ticket, asset and change remains traceable on a single toolchain.

Faster resolutions

Faster resolution speeds and enhanced incident-reporting processes enable you to exceed SLAs, cut MTTR and meet DORA requirements while minimising material and reputational damage.

Complete audit

A full record of all actions, touch points and changes strengthens your success in both internal audits and external regulatory reviews, alongside FCA and PRA best practice.

Higher uptime

Greater availability, faster performance and improved reliability ensure your customers benefit from 99.99 % uptime.

Compliance toolkit

The tooling and processes you need to support compliance with key frameworks and legislation, from DORA and NIS2 to EBA, Basel III and BaFin.

Secure documents

Cohesive and secure document management, with role-based permissions, data classification and audit log.

Stronger processes

Stronger internal processes aid compliance and enhance your time to value, from Agile working practices to bespoke frameworks.

Safer change security

Role-based access, e-sig approvals and write-once logs keep your critical infrastructure safe and regulators happy.

CASE STUDY

CLOUD TRANSFORMATION

Transforming tooling into tangible success

In a key project for our long-term client, an international speciality insurer, we harnessed the power of the Atlassian Cloud Platform, and created a Jira Service Management virtual agent to automate site/project access requests. Since launch, this agent has automated 90% of access requests, reducing processing time by ~75%, and resulting in customer satisfaction ratings of 4.7*.

Solutions to keep Financial Services teams secure, compliant and competitive

Here are just some of the ways our customers harness the power of the Atlassian System of Work, alongside wider Cloud and AI tooling.

Atlassian Cloud Platform

Jira, Jira Service Management, and Confluence form your everyday toolkit to manage project planning, customer service delivery, and documentation control
A single source of truth to work across new innovations, incidents, changes, and more
Keeps IT, Ops, Compliance and Customer Service teams connected and tightly integrated
Can underpin everything, from FCA and PRA compliance measures, to scenario modelling for new product development

Rovo AI

Built into Jira, JSM and Confluence - no new tools to learn or licenses to purchase (plan depdendent)
Ask questions, search your enterprise data, automate tasks to increase efficiency, and create custom agents to action specific use cases
Equips your teams, from data engineers and developers, to customer service agents, with the power and efficiency of AI - powered by the unique context of your organisation.

Atlassian Teamwork Collection

Jira and Confluence for shared tasks and documentation
Loom for quick video updates between shifts or teams
Rovo AI handles summaries, info lookups, and scheduling
Great for breaking down silos between support, engineering, and ops

Atlassian Strategy Collection

Focus for strategic planning
Jira Align for managing delivery across teams
Talent (coming soon) to align workforce with priorities
Track goals like modernising core banking platforms, or reimagining the scope of your ominchannel baking provision

Cloud/DevOps Integrations

Connect Atlassian tools with AWS, core banking platforms, risk management and compliance tools, Snowflake, Databricks, and more
Use the AWS Service Management Connector to let engineers request cloud resources through JSM, with full approval workflows
Automatically raise Jira incidents from tools like EventBridge, Datadog, or Splunk when issues are detected in the network
Feed usage, performance, or customer metrics from Snowflake, Databricks, or Retool into Confluence dashboards or BI tools
Reduce manual work, speed up resolution times, and give both IT and customer-facing teams real-time visibility

Enhance your compliance efforts with dedicated Atlassian Marketplace apps

From powerful data classification levels, to sensitive data and redaction, discover how Atlassian Marketplace apps can add even greater speed, control and quality to your work.

Our accreditations

Why trust AC with your toolsets?

We have decades of experience guiding organisations in the financial sector, from global banks to wealth management firms, to long-term success.

Independent consultancy

Renowned for bespoke and creative solutions that fit your exact needs.

Deep Agile & DevOps expertise

Over two decades harnessing extensive Agile and DevOps experience to deliver faster and safer change.

Proven Cloud expertise

We are Atlassian Cloud Specialized and an AWS Select Partner, backed by a network of strategic partners.

Trusted by blue-chip clients

A 600 + global, blue-chip client base and a highly skilled team with proven success in financial services delivery.

Our clients

Ready to exceed customer expectations and surpass your competitors?

Book a free strategy session with our experts and discover how Automation Consultants can support your Financial Services teams, targets and long-term success.