Financial Services Procurement Software
Source-to-contract software for financial services where control matters
Conntect procurement, contracts, suppliers and spend in one controlled environment – helping financial services organisations strengthen governance, manage supplier risk and make better commercial decisions.
Trusted by financial services
Software for complex landscapes
Financial services organisations operate in an environment where procurement decisions can have implications far beyond cost.
Supplier resilience operational risk, regulatory expectations, information security and contractual obligations all need to be considered alongside commercial value.
Atamis gives procurement and commercial teams the visibility and control they need to manage these challenges, from procurement planning and sourcing through to contract and supplier management.
Trusted by organisations in financial services
Atamis supports organisations operating in highly regulated and commercially complex environments, including financial services and insurance.
Our clients include organisations such as Admiral, Markerstudy and the Financial Conduct Authority, where procurement teams need to manage complex supplier relationships, maintain strong governance and make decisions based on reliale commercial data.
Atamis combines specialist procurement functionality with the flexibility to reflext your organisation’s own processes, controls and reporting requirements.
Plan with greater visibility
Plan ahead for critical contracts and procurement priorities
Create a central view of upcoming procurement activity, contract expiries, priorities and workloads. Give procurement teams the information they need to prioritise activity, engage stakeholders earlier and plan around important contract and supplier milestones.
Source with confidence
Make sourcing decisions with clear evidence and control
Manage sourcing activity through structured workflows, approvals, evaluation processes and documentation. Create a consistent approach to procurement while maintaining visibility of key decisions and a complete audit trail.
Know your contracts
Keep contractual obligations visible and accountable
Bring contract information into one central environment.
Track key dates, values, documentation, obligations and associated suppliers so teams can identify upcoming actions and reduce the risk of important contractual information being overlooked.
Supplier assurance
Bring supplier risk into clearer focus
Connect due diligence, assurance documents and risk assessments in one place.
Track outstanding actions and expiring evidence to help teams identify concerns earlier and support informed decisions about third-party relationships.
Supplier Performance Management
Hold suppliers accountable for the services they deliver
Bring KPIs, service levels, performance reviews and issues into one shared view. Help teams address underperformance, track improvement actions and build productive relationships with suppliers supporting critical operations.
Turn procurement data into insight
Give decision-makers a clear view of procurement and suppliers
Connect pipeline, sourcing, contract and supplier information through configurable reports and dashboards. Provide clear evidence for management reporting, internal audit and risk reviews, helping teams identify where action is needed.
Why financial services organisations choose Atamis
Designed for controlled environments
Atamis is built around the governance, security and audit requirements expected of organisations managing sensitive commercial information. Configurable permissions, workflows, approvals and audit trails help you maintain control over who can access, change and approve information.
Procurement expertise, not generic workflow software
Atamis is purpose-built for source-to-contract procurement. From sourcing and contract management to supplier management, procurement planning and spend analysis, the platform is designed around procurement processes rather than forcing procurement teams to adapt generic workflow technology.
Connect the information that matters
Procurement, contracts, suppliers and spend are closely connected – but are often managed in separate systems and spreadsheets. Atamis brings these areas together, giving teams a clearer view of commercial activity and reducing the need to piece information together manually.
Configured around your governance model
Financial services organisations have their own structures, risk appetites, approval requirements and ways of working. Atamis is highly configurable, allowing workflows, fields, permissions, dashboards and reporting to reflect your organisation’s requirements.
Scale without unnecessary complexity
You don’t have to replace your entire procurement technology landscape to get started.
Atamis is modular, allowing you to introduce the capabilities you need and expand over time – from contract management or supplier management through to a complete source-to-contract solution.
Built for procurement teams, supported by procurement experts
Technology only delivers value when people can use it effectively. Atamis combines specialist procurement software with implementation, configuration and ongoing customer support from a team that understands procurement. The result is a technology partner focused on helping your procurement function achieve measurable, lasting value.
See how Atamis could work for your organisation
Bring greater visibility, control and governance to your procurement lifecycle.
We’ll show you how Atamis can be configured around your procurement processes, governance requirements and technology landscape. Whether you’re looking to improve contract visibility, strengthen supplier management, gain greater control of spend or connect your entire source-to-contract lifecycle, we can show you where Atamis fits.
FAQs
What is financial services procurement software?
What is financial services procurement software?
Financial services procurement software helps organisations manage sourcing, contracts, suppliers, procurement planning and spend through structured digital processes. Atamis provides a connected source-to-contract platform designed to give procurement teams greater visibility, control and governance.
Is Atamis suitable for regulated financial services organisations?
Is Atamis suitable for regulated financial services organisations?
Yes. Atamis is designed for organisations where governance, security, auditability and control are important considerations. Its configurable permissions, workflows, approvals and audit capabilities can support the governance requirements of complex and regulated organisations.
How does Atamis help manage supplier risk?
How does Atamis help manage supplier risk?
Atamis connects supplier information with procurement activity, contracts and performance information, giving teams a more complete view of supplier relationships. Supplier Assurance and other supplier management capabilities can also support due diligence and ongoing supplier oversight.
Does Atamis replace an ERP?
Does Atamis replace an ERP?
No. Atamis is designed to complement your existing ERP rather than replace it. It provides specialist source-to-contract procurement functionality around your existing enterprise technology landscape.
Can Atamis integrate with our existing systems?
Can Atamis integrate with our existing systems?
Yes. Atamis can integrate with existing enterprise systems and other procurement technologies according to your organisation’s requirements. The platform is designed to provide a connected procurement layer without requiring organisations to replace their core ERP.
Can Atamis be configured around our governance processes?
Can Atamis be configured around our governance processes?
Yes. Workflows, approval stages, permissions, fields, dashboards and reporting can be configured around your organisation’s processes and governance requirements.
What security certifications does Atamis have?
What security certifications does Atamis have?
Atamis is ISO 27001 certified and Cyber Essentials Plus certified. The platform also operates within the Salesforce cloud environment and uses enterprise security capabilities including Salesforce Shield.