Financial Services

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Financial Services is a broad and diverse sector. Our clients include insurance brokers and reinsurers, consultancies, financial advisors, investment managers, payment processors, financial process outsourcers, funding platforms, small banks, investment houses and fintechs.

For any ambitious mid-market business in financial services the following are key areas for IT, systems and digital strategies:

Risk & Compliance. Regulations are complex and technical areas like data management and cyber security require expert and experienced judgement and leadership.

Streamlining the backoffice. Integrated systems and up to date, accurate reports are the basis for efficient and effective operation and good customer service. They are also the foundation for use of advanced technology like AI and ML.

Transforming the Digital Customer Experience. Consumers and business customers both expect to find, select and engage with all aspects of financial services online. Increasingly, the quality of the digital experience is the brand experience.

Evolution & Disruption. New entrants, typically specialist fintech businesses are able to move faster, without legacy problems and are transforming markets and consumer expectations.

Getting these areas right requires careful management and planning but, above all, it requires a competent IT expert leader. We specialise in Financial Services and our team have impressive leadership experience in this sector.

YFM Equity Partners

'Freeman Clarke have implemented substantial improvements in YFM’s IT infrastructure, cyber resilience and systems controls. ' Read more

Client story

Quipsound

'We would not be where we are now without Freeman Clarke's guidance and support'  Read more

Client story

Simplify Digital

'Freeman Clarke were crucial to the successful transformation of our IT' Read more

Client story

Bonhill Group plc

'We needed best-in-class technology leadership in the US and the UK, and so we contacted Freeman Clarke' Read more

Client story

The FD Centre

“The FD Centre has expanded rapidly in recent years and plans to continue this growth in the future. A scalable CRM system and sales and marketing platform is at the heart of this vision, but we had struggled to get this project underway for many months. Freeman Clarke helped us understand our objectives, clarify options, and turn this into a plan of action. Their Principal directed the project and led us through a potentially difficult product and supplier selection negotiation. As well as the technical aspects, he also deals with the vital tasks of keeping the business objectives in view and everyone on-board. He has the confidence, experience and authority to make this happen and is only interested in helping our business.”

Colin Mills, Chairman, The FD Centre.

assura

Assura plc

“Assura is a leading UK healthcare Real Estate Investment Trust (REIT) listed on the London Stock Exchange.  Assura’s vision is to be the UK’s best developer and owner-manager of primary care property, partnering with GPs to deliver high quality patient care in the community.

Consistently high quality and secure technology services are absolutely critical to the efficient running of our centralised operation and the property management service we provide to our client GPs.  To this end we appointed David as our part-time Freeman Clarke IT Director. David has helped us identify and deliver a series of tactical and strategic initiatives to position us for ongoing service quality and business growth.  The two main areas addressed to-date include a review and improvement of IT security and transition to a totally new IT infrastructure and Managed Service Provider.  Having a part-time, experienced IT Director has enabled us to get traction on some important improvements and deliver with pace and confidence.”

Jonathan Murphy – Finance Director

pennies

Pennies

“The Pennies vision has always had technology at its heart so, from the beginning, we needed a first class technology leader as a trusted and committed member of the team. Freeman Clarke filled this gap for us and have continued to do so ever since – their part-time model means the price point works very well and given us access to specialist IT expertise we could never have afforded or required on a full time basis. They have set technology strategy, defined solutions and helped us form technology partnerships, as well as contributing to our wider board discussions. Importantly they have felt like a core member of the team and coached others so we even benefited when they were not on site! Their approach has been pragmatic, attentive and focussed. They have had a pivotal role in helping us develop our business model which happens to be in the charitable sector and has already raised hundreds of thousands of pounds.”

Alison Hutchinson, CEO, Pennies.

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Graeme Freeman
Co-Founder and Director

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