Financial Services
Automate compliance, accelerate growth
Financial services organisations operate in one of the most heavily regulated environments in the world. Manual processes create risk, slow down client service, and consume resources that should be driving growth. Bunya builds automated solutions on Microsoft Power Platform that ensure compliance, reduce operational risk, and free your team to focus on what matters - serving your clients.
Client spotlight
Trusted by financial services
We work alongside financial services organisations to transform how they manage clients, meet regulatory obligations, and operate day-to-day.
Regional Prosperity
Financial Planning & Advisory
Regional Prosperity is a financial planning firm committed to helping Australians build long-term wealth. As the business grew, their team found themselves spending more time on administrative workflows, compliance documentation, and manual reporting than on client-facing work.
Bunya partnered with Regional Prosperity to automate their client management workflows, streamline compliance reporting, and build custom dashboards - all on Microsoft Power Platform. Power Automate handles repetitive tasks like client review scheduling, document generation, and regulatory notifications, while Power Apps gives the team a single view of every client relationship.
- Automated client review scheduling and follow-up workflows
- Compliance document generation and tracking
- Centralised client management with Power Apps
- Custom reporting dashboards for business insights
“Bunya delivers really fast, and always at the highest quality.”
Kane
Regional Prosperity
Power Platform
End-to-end on Microsoft's ecosystem
Compliance-First
Built to meet regulatory requirements
Growth-Ready
Solutions that scale with your business
What we solve
Purpose-built for financial services
Every solution we build for financial services is designed around the specific regulatory, operational, and client management challenges your organisation faces.
Regulatory Reporting Automation
Replace manual report compilation with automated workflows that pull data from across your systems, validate against regulatory requirements, and generate submission-ready reports. Reduce reporting cycles from weeks to hours.
Client Onboarding Workflows
Streamline the entire client onboarding journey - from initial enquiry and identity verification through to account setup and compliance checks. AI-powered document processing eliminates manual data entry and reduces onboarding time from days to minutes.
Risk Management Dashboards
Real-time visibility across your risk landscape. Consolidate data from multiple sources into a single, actionable dashboard that surfaces emerging risks, tracks exposure, and supports informed decision-making at every level.
Compliance Tracking & Audit Trails
Maintain a complete, tamper-proof record of every action, approval, and decision. Automated compliance monitoring flags issues before they become breaches, and audit trails are always ready for regulatory review.
Ready to automate your operations?
Start with a partnership or a fixed-scope project. We'll help your financial services organisation reduce risk, improve compliance, and accelerate growth.