Perpetual Limited is an ASX-listed, diversified financial services company that has been serving clients since 1886. One of the company’s core businesses, Perpetual Corporate Trust (PCT), is one of Australia’s leading providers of corporate trustee services to the managed funds industry and debt markets.
Insight is the company’s go-to provider for all things Microsoft, including Azure, Microsoft Dynamics, Power Platform, SharePoint, data and analytics platforms, and security.
Perpetual’s clients include Australian treasury and finance teams that work with large and highly complex datasets. Tasks are time-consuming and involve iterative processes. Clients in this space also had to navigate complex modelling, often using only spreadsheets, creating significant operational risk and a lack of transparency and accountability. And they had limited ability to scale.
Faced with these challenges and wanting to create a new innovative solution with a unique value proposition to its clients, Perpetual set about developing a new digital product – and Insight was the ideal partner.
"Technology is absolutely one of the most important enablers of business success. It really is the heartbeat of innovation, service excellence and how we continue to improve our services going forward. The partnership with Insight has been instrumental"- Richard McCarthy, Group Executive, Perpetual Corporate Trust