Financial and Insurance Industry Solutions That Drive Results

Explore how Oracle CX and Cloud Applications power performance and compliance across wealth management, annuities, retirement services, and more.

Streamlined Client Support & Annuity Management

Deliver faster, more accurate service experiences across all channels. Centralise support, automate claims, and provide clients with self-service tools, all in one secure platform.

Oracle CX Sales

Proactive Wealth & Relationship Management

Empower financial advisers with a 360° client view and intelligent triggers for key life events, enabling timely, personalised engagement that drives trust and revenue growth.

Oracle CX Sales

Personalised Investor Acquisition & Education

Attract and retain clients with highly targeted campaigns based on digital behaviour, financial goals, and risk tolerance across email, social, and web.

Oracle Marketing Cloud

Dynamic Financial Advice & Regulatory Compliance

Automate and audit decision-making processes with embedded policy and regulatory logic, ensuring suitability, transparency, and KYC/AML compliance from day one.

Oracle Intelligent Advisor

Real Words. Real Results. From Real Customers.

⭐⭐⭐⭐⭐

Rating: 5 out of 5.

“Ideqa’s expertise made a difference in our Redwood Migration journey. There was no challenge too complex for their team. They consistently found effective solutions that aligned with our requirements.”

Kosta Condos, Customer & Sales Support Manager, Haymes Paint

⭐⭐⭐⭐⭐

Rating: 5 out of 5.

“Ideqa is our implementation partner and they have been great with support, they get back to me straight away with any queries I have. They are very accommodating to any changes that I want made to our system. Very fast and efficient.”

Gartner Peer Insights, Healthcare Industry

⭐⭐⭐⭐⭐

Rating: 5 out of 5.

“It wasn’t just about coming in and supporting the change, but really good at working with the team and training and upskilling them in using the tools that we have to improve the experience.”

Alice Barry, Associate Director, Operations for the Student Experience Centre, University of Auckland