Financial Services

Navigating The Complex Financial Services Landscape

We offer comprehensive support to banks, insurance providers, Life & Pension companies, investment firms, and a wide range of other financial institutions. Our services are designed to enhance regulatory compliance, risk management, and customer satisfaction, ensuring that our clients can operate efficiently and effectively in a heavily regulated environment.

The Financial Services industry can be unpredictable. Organisations frequently face unforeseen disruptions while needing to comply with strict legislative demands and deadlines. In such a dynamic and rapidly evolving industry, there is a consistent and rising demand for specialist knowledge and skill sets.

Many financial institutions have opted to reduce headcount, adopting a leaner, more cost-effective workforce model. However, addressing certain projects with reduced internal resources and existing skill sets can present significant challenges.

Comprehensive Financial Services Solutions

At Momenta, we offer a full suite of services designed to help financial institutions meet their regulatory demands and standards. Our expertise spans AI automation and technology, training and competency, policy and process review, and the provision of Flexible,skilled resources.

AI Automation & Technology

Our cutting-edge AI automation solutions streamline operations, enhance accuracy, and ensure compliance with regulatory standards. By leveraging advanced technology, we help organisations reduce manual processes and improve efficiency.

Training & Competency

We provide comprehensive training and competency programmes tailored to the financial services industry. Our training solutions ensure that your team is equipped with the latest knowledge and skills to meet regulatory requirements and excel in their roles.

Policy & Process Review

Our experts conduct thorough policy and process reviews to identify gaps and ensure compliance with current regulations. We provide actionable insights and recommendations to mitigate risks and enhance your organisational practices.

Flexible Skilled Resource Provision

We continually build and curate our network of validated, financial services Associates, who are readily available to provide additional specialist support when needed. Whether you require resources for large-scale remediation or front-facing customer service roles, our Associates’ extensive experience delivers results on time and cost-effectively.

Why Choose
Momenta Group?

1

Specialist Knowledge

We possess in-depth insights into the current nancial services industry, understanding client needs and delivering the relevant professional skill sets.

2

Consistency

Our robust and scalable nancial services professional resourcing process ensures the same high-quality standard, whether you require 1 or 100 associates.

3

Cost-Effective Solutions

We offer contingent resourcing models and specialist offshore capabilities, with full vetting, validation, and ISO 9001 & 27001 quality control standards.

Why Choose Momenta?

Choosing Momenta means partnering with a team that understands the unique challenges of the Finance sector. Our expertise, innovative solutions, and commitment to excellence ensure that your organisation can navigate these challenges effectively and achieve its goals. We are dedicated to helping you improve compliance, enhance customer satisfaction, and optimise operational efficiency through tailored, technology-driven solutions.

Projects Where Momenta Provides Financial Services Solutions

KYC & Financial Crime

Complaints

Collections

Past Business Review & Remediation

General Banking & Customer Service

Compliance

Pensions & Annuities Review

Roles Momenta
Can Deliver

Operations Managers
Regulatory & Advisory Analysts
Team Leaders
Quality Assurers
Case Handlers/File Reviewers
Complaint Handlers
Collections Agents
Financial Crime Analysts
Technical Specialists
Data Engineers
Administrators
Customer Service Agents

Our comprehensive approach ensures that your organisation can navigate the complexities of the financial services landscape, remain compliant, and operate efficiently. At Momenta, we are committed to helping you achieve your goals through innovative solutions and expert support

Service Lines We Support

Claims & Remediation

Processing claims, correcting errors, and implementing remediation plans to ensure compliance and customer satisfaction.

Collections & Recovery

Using ethical and effective strategies to manage overdue accounts, support vulnerable borrowers, and recover outstanding debts while maintaining positive customer relationships.

Complaints Management

Handling customer grievances promptly and effectively, ensuring regulatory compliance and safeguarding your consumer reputation.

Financial Crime

Detecting, preventing, and managing financial crime risks, including compliance with anti-money laundering (AML) regulations and safeguarding financial integrity.