Increase efficiencies
Streamline your services
Consolidate your systems to maximise efficiencies. And get full training for your staff, so your business reaps the benefits of smoother processes.
Maximise value
Our solutions help boost your productivity, so you can serve more clients and build a more profitable business. Plus you can use our buying power to minimise monthly running costs.
Save time
Relieve the pressure of administration tasks by automating standard processes. We offer integrated solutions that help you onboard clients easily, centralise data, offer self-service options, issue regular communications, and more.
Reduce risk
With a combination of outsourced solutions, automated risk management and our bespoke regulatory support, you’ll spend less time monitoring risk and more time with customers, knowing you’re meeting regulatory requirements.
Our other core services
Regulatory expertise
- Compliance Services
- Advice quality & regulatory consultancy
- Regulatory business consultancy
Financial technology
- Integrated planning & back-office systems
- Product research & resourcing
- Learning & regulatory technology
Business support
- Professional development
- Proposition development
- Growth & exit services
Products and services to help optimise your business
Filter by product type:
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Regulatory evidencing
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
- Identify and support vulnerable clients
- Collect detailed customer feedback to evidence understanding and value
- Maintain your knowledge and demonstrate your competency
FINANCIAL TECHNOLOGY
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Compliance services
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
- Compliance & technical helpdesks
- Authorisation & FCA reporting
- Regulatory updates & resources
REGULATORY EXPERTISE
Advice quality
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
- Supporting with your advice processes
- Training and competency and certification scheme management
- Reviews and support for more complex cases
REGULATORY EXPERTISE
Professional development
Meet your regulatory requirements and support your people in continuous professional development with the UK’s largest event and education programme.
- Training & CPD
- Learning platform
- Regulatory-based training
BUSINESS SUPPORT
Regulatory evidencing
Show how you’re meeting Consumer Duty regulations with leading tech solutions to evidence you’re working in the best interests of your clients:
- Identify and support vulnerable clients
- Collect detailed customer feedback to evidence understanding and value
- Maintain your knowledge and demonstrate your competency
FINANCIAL TECHNOLOGY
Financial planning
Optimise the advice process with free access to Defaqto Engage, the UK’s most comprehensive financial planning tool.
- Streamline operations with a single solution- from ATR to research and suitability reporting
- A consistent methodology to help lower risk
- Deliver a confidence-inspiring advice journey that leads to sustained growth
FINANCIAL TECHNOLOGY
Research & sourcing
Find and recommend the most suitable products to your clients with our research and sourcing tools.
- Mortgage software
- Protection & GI solutions
- Investments
FINANCIAL TECHNOLOGY
Compliance services
Mitigate risk with our expert guidance, support and oversight. Our flexible services can be built around your needs to help you operate in a consistently compliant manner.
- Compliance & technical helpdesks
- Authorisation & FCA reporting
- Regulatory updates & resources
REGULATORY EXPERTISE
Advice quality
Make sure you’re operating in line with regulatory requirements with reviews, advice and guidance from our expert teams.
- Supporting with your advice processes
- Training and competency and certification scheme management
- Reviews and support for more complex cases
REGULATORY EXPERTISE
“The breadth of technology you offer allows us to select the best solutions for our business, and your hands-on training and support has allowed us to add much needed efficiencies to our processes and enhance our service to clients.”
Jayesh PandyaAffinity Group Financial Services
