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Win Story | Financial Services | Interaudi Bank

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At Interaudi Bank, their core mission is simple – to provide personalized private banking services and care to each and every one of their clients. To achieve this goal they rely on their team of innovative and talented professionals who share their vision.

Demographics

  • Industry | Financial Services
  • Headquarters | New York, NY
  • Founded | 1983
  • Employees | 140
  • Existing ERP | BankMate
  • Other Systems | Concur, Excel, UKG, Banks, Geneva, Deal Insight

NetSuite Solution

  • NetSuite | Financials First STD
  • Modules | Financials, Record to Report, Procure to Pay, NSPB, NSAW
  • Interfaces | Banking, Ceridian Dayforce, AvidExchange, Expensify, Asset Management Tool

Sales Team

  • NetSuite | James Wilson, David Silver
  • Caravel | Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Interaudi Bank will deploy NetSuite in a single phase with core functionality going live in month seven.

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