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Financial and related professional services help the wider economy and facilitate people's everyday lives. It comprises of many different areas from banking, insurance, and investments to accountancy, credit and leasing, and fund management to name a few. We understand that as well as keeping on top of customer needs, the industry also needs to grow and win new business, and keep control of costs. A heavily governed sector, we know that compliance standards are at its core together with other important legislation, regulation and security objectives.

Why ClearPeople?

As an award-winning Consultagency we can offer you the best advice and expertise to help you run your business more efficiently, support data management and keep up to speed with globalisation and the round-the-clock expectations of your growing customer base. ClearPeople has proven expertise in the provision of the best technology and digital solutions for the financial services and insurance industries. We have worked with some of the largest financial organisations in the world including JP Morgan, Lloyds, Beazley and more. Able to deliver reliable solutions to drive customer acquisition and retention and enrich customer experience, we understand the market and can help you to increase your sales, manage enterprise risk, and support mission critical operations.

Our services and solutions allow you to:

  • Understand your customers: Gain better insights to find and retain clients by centralising your data
  • Increase your sales: Engage with your clients anytime, anywhere and on any device
  • Protect and control your data: Safeguard client data and integrate with other systems while working on any device and from any location
  • Get your work done on the move: Whether you’re analysing financial reports or preparing professional audits, you can work from anywhere with enterprise mobile technology
  • Work together easily: Improve staff communication across locations with real-time collaboration tools and resources
  • Be prepared for the unexpected: Keep data and applications available, safe in the knowledge of efficient back-up and recovery from Microsoft Azure
 

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Every now and then, we'd like to send you information that delivers, develops and promotes our products and services that are relevant to you. Submitting your details tells us that you're OK with this and you also agree to our Privacy & Cookies policy. You can, of course, opt out of these communications at any time.