Financial Services & Private Equity

The Financial Services industry can succeed with digital.

Companies in the Financial Services industry who get technology right will see great opportunities in 2023 and beyond. Those who hesitate will be left behind. These articles, audios and videos aim to explain how CEOs can prepare for success.

New Financial Services White Paper: Solving Cybersecurity and Compliance Risks

New Financial Services White Paper: Solving Cybersecurity and Compliance Risks

Let’s be real. Cybersecurity and compliance should be ongoing concerns for CEOs. But they shouldn’t keep you up at night....

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Business Insight
Cyber and compliance concerns

Cyber and compliance concerns

In this brief video, Freeman Clarke CEO Graeme Freeman and our experts experts talk about cyber security and compliance. CIO/CTO Madhu...

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Attivo

"Leveraging digital technologies to win and serve clients, and to drive and maintain further efficiency, is at the core of future growth and value" Read more

Client story
Financial Services: How to Succeed This Year (and Beyond)

Financial Services: How to Succeed This Year (and Beyond)

The financial services sector is a core element of every developed economy. Every institution you can think of is dependent...

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Part I: Security and Compliance

Part I: Security and Compliance

Let’s start on a positive note: when it comes to the mid-market financial services sector, we are bullish. It is...

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Assetz Capital

"Freeman Clarke’s Principal shored up cybersecurity and improved communication between teams, so that the tech strategy supported the business goals, and the business team had a better grasp of technical issues" Read more

Client story
Don’t run your business on Excel

Don’t run your business on Excel

Excel is incredibly popular, and with good reason: it's cheap, it's useful, and it's easy to use. You still shouldn't...

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Our Team

Meet the most experienced team of CIOs, CTOs, CISOs, and IT Directors who deliver technology strategies that help mid-markets business...

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YFM Equity Partners

"Freeman Clarke has implemented substantial improvements in YFM’s IT infrastructure, cyber resilience, and systems controls" Read more

Client story
Part II: Back Office Streamlining

Part II: Back Office Streamlining

Why You Should Streamline, and Why You Should Start Now Mid-market financial service businesses are hampered by unnecessary complexity. One...

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Spreadsheet issues in mid-market businesses

Spreadsheet issues in mid-market businesses

In this brief video, Freeman Clarke CEO Graeme Freeman and our experts talk spreadsheet issues—how they come up, how they...

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Quipsound

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

Client story
Part III: Get Digital Inside and Out

Part III: Get Digital Inside and Out

Get Digital Inside and Out We have been doing a lot of thinking about success in mid-market financial services. If...

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Part IV: Disruption and New Digital Customer Experience

Part IV: Disruption and New Digital Customer Experience

Fintechnology, Disruption, and the Digital Customer Experience The Ant Group, a Chinese fintechnology company, was poised to become the largest...

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Simplify Digital

"Freeman Clarke was crucial to the successful transformation of our IT" Read more

Client story
Part V: A Conversation with IT Leaders

Part V: A Conversation with IT Leaders

Top Priorities for Mid-market Financial Services What do ambitious midmarket financial services businesses need to focus on in the coming...

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Focus on Private Equity

Focus on Private Equity

Private Equity ownership in the mid-market is increasingly significant. And since PE is all about business value, you should shape...

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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
How Systems and Digital Drive Business Value for Private Equity (PE)

How Systems and Digital Drive Business Value for Private Equity (PE)

Private Equity (PE) ownership of mid-market companies is increasing. Of course, PE investors are driven by valuations, and these days...

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Minimize Risk & Maximize Value – Private Equity Video Series I

Private equity series I - Adam Shapiro of Yahoo! Finance leads a discussion with experts in technology, Finance, Legal, PE...

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X-Chem

"The Freeman Clarke team are shaping a new vision for our IT, which will significantly contribute to the value of the business" Read more

Client story

Integration & Collaboration – Private Equity Video Series II

Private equity series II - Adam Shapiro of Yahoo! Finance leads a discussion with experts in technology, Finance, Legal, PE...

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Free IT Assessment for Growth

Get your Free IT Assessment for Growth. It’s a brief, efficient discussion about your current IT systems, business applications, data,...

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Validant

"The support we received from Freeman Clarke helped expedite and elevate our IT integration transformation project" Read more

Client story

Financial Services

Transform and protect your business.The ultimate question for mid-market financial services businesses is simple: Given all the uncertainty, how do...

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Oxitec

"Our involvement with Freeman Clarke came at a crucial phase. We needed a serious IT director to review our IT and our IT suppliers, and to help us grow our production and distribution capabilities" Read more

Client story

Sterling

"Freeman Clarke has been instrumental in implementing industry best practices around the management, support and financial management of the IT function" Read more

Client story

Amberjack

"It was vitally important that our IT strategy and delivery were led by an expert who understood our values" Read more

Client story

BioCity

"BioCity is now highly data-driven and is seeing the benefits in terms of better decision-making and more predictable outcomes" Read more

Client story

British Pathé

"Having someone completely independent and trusted who understands both the business and the technology has proved to be a significant business enabler" Read more

Client story

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Graeme Freeman
Co-Founder and Director

Subscribe to our Business Insights

Plain English board-level briefings focused on technology strategies to deliver competitive advantage and business success.

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You’ll now receive regular expert business insights.

Call us on 0203 020 1864 with any questions.

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