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Custom Microsoft Consulting Solutions for the Financial Services Industry

Financial Services Industry Clients – Banks, Brokerages, Credit Cards, Real Estate, Insurance, etc., firms hire us for our 5-Star Excel, Access, and SQL Server Consulting, Programming, & Training Services


♦ At Excel & Access LLC we specialize in providing Microsoft Excel, Access, SQL Server, and Azure consulting, programming, development and training services custom built for financial institutions such as banks and brokerages, and for those that day-trade the financial markets.

♦ Our Smarter Microsoft Solutions in Microsoft Excel, Access, and SQL Server are custom tailored to those that make their living in the financial services industry or by those that make their living trading in stock, bonds, or option markets.

♦ We use Microsoft Excel, Access and SQL Server as a way to improve their trading activities, or for enhanced financial reporting and financial analysis on the performance of the business, or other financial matters, all with the Microsoft Office Suite of business applications, developed for financial organizations as well as your organization.

Merrill Lynch is one of our financial clientsMorgan Stanley is one of our financial services clientsFirms on the AME stock exchange hire us for our financial services consulting and training

If your company is in the financial services industry, then the Microsoft Office Business Suite of applications is the most powerful desktop tracking, visualization, and reporting software in the world.

Our financial Excel consultants can lend their expertise to your team to ensure they’re utilizing the full potential of Excel spreadsheets, while our financial Access consultants break down the versatile utility of Access’s automation and database management.

Financial Power BI consultants provide crucial insight into the potential applications of this cloud-based desktop solution, granting your team the ability to store and share information instantaneously, on one central platform, no matter where they are located.

We even offer financial modeling consulting for projection purposes, ensuring a more secure approach to financial decision-making.



Five Star Financial Excel Consultants – for a Smarter Microsoft Solution

Excel financial consultants provide training on the most widely used program in the Microsoft Office suite around the world. Our team of Excel consultants for the financial industry helps your team to apply Microsoft applications solutions to every facet of your operation. Our Financial Excel experts can help your team learn advanced functions to:

  • Visualize key performance indicators
  • Create executive-level dashboard reporting
  • Summarize, track, and manage data
  • Filter and sort data to see trends


How Can Financial Excel Consultants Help My Financial Services Business or Trading Activity?

Financial Excel consultants can help your team get the most out of the Excel program.

Learning basic Excel functions does not pose any significant challenges, but the more complex functions require a great deal of time to understand and execute; That is, without the expertise of our Excel consultants for the financial industry.

While manuals and guides are helpful, they fail to compare to the hands-on experience of our financial Excel experts. Our Excel consulting for finance services provide a personalized action-plan to suit the needs of your team, helping the entire organization to feel more comfortable with essential Excel functions while allowing specialists to tap into the most sophisticated features of the program.

The benefits of Excel consulting for finance services include:

  • Database solutions
  • Scenario analysis
  • Custom formatting
  • Education in navigating Excel automations
  • Customized training for your business needs
  • No more wasted hours
  • Encouraging more intuitive and team-friendly uses

VISA is one of our financial services clients.MasterCard is one of our financial services clients.CBRE is one of our real-estate industry clients

CBRE Client Testimonial:

We had a great experience with you guys, you did what you said you would do and you did it within the time frame you gave us.  Most importantly, the format works like a champ and we’re very satisfied!

Tony W. Lenamon, CBRE | Valuation & Advisory Services,  Dallas, Texas




Financial Access Consultants

Microsoft Access financial consultants provide your team with the training and support needed to optimize Access competencies.

Our Microsoft Access consulting for finance services explore the following solutions:

  • Creating applications without developer expertise
  • Automation of business processes
  • Database templates
  • SQL data storage
  • Custom database applications
  • Integration of data from business driving data sources and applications


How can Access Financial Consultants Help My Business?

Financial Access consultants can help you tap into the most customizable and advanced Access features:

  • Creation of customized applications
  • Integration of data from other applications
  • Data management
  • Data storage solutions
  • Advanced VBA (Visual Basic for Applications) solutions

Farmers Insurance is our clientAllState is one of our financial Services clients, selling insuranceNew York Federal Home Loan Bank client logo

Our Access consulting services allows in-house employees to concentrate on their primary job functions as opposed to taking valuable time to learn Access’s most complex features.

While using basic Access features is generally straightforward, a Microsoft Access financial consultant can provide the information and training material required to teach an entire organization to utilize the more complicated functions of Access.

The benefits of Access consulting for finance services:

  • Implementation of a framework for database organization
  • Integration of apps
  • Simplification and streamlining of Access processes
  • Learn about using Access with other MS Office applications
  • Tap into enterprise applications


Commerce West Bank is our clientColdwell Banker hired us for our work in the financial services industryWe have worked with Union Bank for years now.


See Case Study.


Financial Power BI Consultants

In the era of “Big Data,” it’s critical to maintain real-time, actionable streams of information most relevant to your business’s key operating processes. Power BI, a cloud-based analytics and visualization tool from Microsoft, allows your team to analyze, summarize, and assimilate data with visual representations of your business’s key performance measures. Our Power BI consulting for finance services can streamline the more complicated aspects of learning the program, so your team can utilize the application to its full potential.


How can Power BI Consultants Help My Business?

Excel & Access Power BI consulting for finance services provide organizations with a wide variety of Microsoft application-based solutions for tracking, managing, and summarizing data.

Our Power BI consulting for finance services offer solutions for the following industries:

  • Professional Services
  • Consumer Packaged Goods
  • Manufacturing
  • Telecommunications
  • Airlines
  • Energy
  • Insurance
  • Public Sector
  • Retail
  • Capital Markets

Power BI consulting for finance helps find the data analytics solutions best suited to the needs of your company. We even offer financial modeling consulting for use with Excel to best forecast a business’s financial performance into the future.

We offer a variety of training, consulting, and programming services for organizations that utilize Microsoft Excel, Access, and Power BI. To learn more about our services, and to get started with your very own personalized consultation, talk to our team of consultants today!


Wells Fargo's Financial Planners hire us for our Excel and Access work.Image of Guardian Client Logo





Why Are We The Best?

Excel and Access surpasses the competitors by delivering on projects exceeding client expectations, just see our testimonials, and by providing a guarantee on all of our work.
We are driven to work hard, retain top talent, and put clients first. This simple strategy has consistently guided our success as we continue to rapidly expand our services worldwide.
Our team has a passion to provide the collective services as certified experts in consulting, programming and training. We provide experts who are specialists rather than overall generalists.
We commit to our clients that our services are unmatched, and our project solutions are robust. Our team will work with your team to build a long term business relationship.