Financial services

Transform purchasing, mitigate risk, and reduce costs.

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financial services professional meeting with customers

Overview
Features
Customer stories
Resources
FAQs

Overview
Features
Customer stories
Resources
FAQs

Modernize and streamline procurement.

Procurement in financial services faces unique challenges like regulatory compliance and legacy systems. With HAQM Business, procurement teams in banks, credit services, insurance, private equity, and investment firms can drive more compliant, cost-effective sourcing practices across the organization.

From IT accessories to office and breakroom supplies, empower your teams to purchase what they need for their branches and hybrid workplaces.

Simplify purchasing

Empower your buyers to buy what they need, when they need it, guided by predefined controls.

Simplify purchasing
Maintain compliance

Mirror your organization’s existing risk and compliance best practices within your account.

Maintain compliance
Drive productivity

Keep your employees focused on their core responsibilities by reducing manual purchasing tasks.

Drive productivity

“The analytics give us a finite breakdown of the spendings both on a product level as well as a monetary level.”

Scott Weiss, Director of Operations, OneDigital

HAQM Business Analytics Read story

Director of Operations, OneDigital

Features

Guided Buying

Empower employees to purchase what they need easily and quickly, with predefined guardrails and policies.

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Analytics and insights

Track spend across multiple locations with pre-built reports and custom dashboards.

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Budget Management

Set budgets, track spending, and reduce time spent auditing purchases. 

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Account Authority

Establish ownership over an account or domain and designate it as your official business account.

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Spend insights

Uncover purchasing insights by visualizing your spend and comparing across categories.

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Payment options

Find the right payment option to meet your needs with HAQM Business.

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Systems integration

Connect your existing e-procurement system to HAQM Business using Punchout.

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Enterprise

Citi

Learn how how a leading global financial services company created an automated, hands-free procurement process.

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Enterprise

OneDigital

Discover how an insurance and financial services provider enhanced cost savings with simplified purchasing.

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Enterprise

Nasdaq

Learn how Nasdaq simplified their procurement processes while expanding globally.

Read story

Blog

Mitigating procurement risks

Discover expert tips for reducing and avoiding risk as insurance and procurement evolve.

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Blog

Predictive procurement

Learn how analytics and smart business buying can reduce costs and create a more strategic procurement approach.

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Blog

Supplying physical locations

Despite the rise in digital financial services, physical locations are still important, as is their need for supplies.

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Get started

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FAQs

Financial services organizations can better manage tail spend by providing a simplified purchasing experience for their organization on HAQM Business. Buyers and employees can get what they need, when they need it, within predefined guardrails.
Procurement teams in financial services organizations can improve visibility into the purchasing process with HAQM Business’ analytics tools that help collect and track purchasing data.
Yes, HAQM Business integrates with over 300 systems, including those frequently used by financial services organizations, such as Coupa, Ariba, Jaggaer, Workday, Oracle, ServiceNow, and Concur.

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With HAQM Business, procurement teams in financial services organizations can centralize purchasing control while decentralizing the buying experience. This allows employees in distributed locations to buy what they need, when they need it.