Please find below a list of clients we have worked with since the company was formed in 2009.
Brewin Dolphin is one of the UK’s largest independent private client investment managers, with £25bn of clients funds under management. The different asset classes of stock held, together with client money cash balances, are subject to strict controls in order to meet regulator requirements.
Smith & Williamson, a leading provider of Investment Management and Accountancy services with over £11bn of funds under management, need to ensure their operational support staff are working in the most efficient manner
Standard Life Bank (pre sale to Barclays PLC) offered savings and mortgage products to clients across the UK, whose loans and assets exceeded £15bn, and which required efficient reconciliation to properly protect client funds
Tesco Bank have over 6 million customers across their banking, credit cards and insurance products and need to be able to fully understand and control every transaction across all their client accounts