Financial Services

Charteris specialises in helping leading financial institutions transform business performance through agility, manage change and deliver tangible gain through the strategic application of the latest proven technologies.

Finance markets are increasingly competitive. Regulatory demands require a high level of resource. Greater operational efficiencies are called for. At the same time, systems and technology must keep up with the pace of change.

Charteris has the expertise and experience needed to address these challenging market, regulatory, operational and technology issues.

Through our work with a range of clients in the financial services sector we have identified the following themes:

  • The need to manage a complex portfolio of business and IT change within an agile enterprise framework.
  • A strong focus on credit risk management, supported by the intelligent integration of data, processes and the business in general.
  • Supply constraints, which result in the need for intelligent prioritisation, increased productivity and greater resourcing flexibility so that a focus on customer centricity is maintained at all times.
  • The harnessing and careful management of new technologies, within an optimised infrastructure, to facilitate business change.
  • Carrying out due diligence to provide our clients with an independent assessment of opportunity and risk.

Based on this experience and understanding we have developed this set of core solutions, each of which tailors the strong core capabilities of Charteris to the precise needs of financial services companies looking to gain maximum business advantage through technology.

Charteris and the Chartered Institute of Bankers in Scotland (CIOBS) have recently carried out a detailed study examining the multi-channel challenges facing retail financial services organisations in the UK. Please click here to download a copy of the report.

To learn more about what we can do for you in this area please call Allan Barr, Head of our Financial Services Practice, on 020 7600 9199 (UK head office) or Roger Woods, Head of our Scotland and Northern England Practice, on 0131 477 7741 (Edinburgh office).