Data analysis in financial services is critical for making informed decisions, managing risks, and enhancing operational efficiency. Key areas of data analysis in this sector include: Risk Management:...
The finance team plays a critical role in managing financial stability, regulatory compliance, and operational efficiency. Here are the five most important things they typically have to deal with: Reg...
Working in the Technology function within a small financial services company involves a unique set of considerations due to the specific challenges and requirements of the financial sector. It is high...
In a small financial services company in the UK, The Secretariat plays a crucial role in ensuring the organisation operates within legal and regulatory frameworks while supporting governance and corpo...
Working in sales at a mutual, small challenger bank or FinTech requires a combination of specialised skills, industry knowledge, and experience that enable you to effectively sell financial products a...
Branches serve as the face of the bank, offering services such as savings account management, loan applications, financial advice, and day to day cash transactions. While digital banking has surged in...
The primary difference between general HR and training teams and those who work specifically in financial services lies in the specialised knowledge, regulatory requirements, and industry-specific pra...
Back office departments in a mutual financial institution, such as a mutual or small challenger bank, are essential for supporting the front office operations that directly interact with customers. Th...
Becoming a board member of a small financial services company requires a combination of expertise, experience, and personal qualities that align with the company's needs and regulatory requirements. K...
In a small or medium sized UK financial services organisation, marketing plays a crucial role in promoting products, building brand loyalty, and engaging with members. Here are five key areas of marke...
Manual underwriting is both challenging and rewarding. Each day presents a unique puzzle, requiring a blend of analytical thinking and empathy. Understanding individuals' financial history and determi...
Risk and compliance are critical areas for small financial services organisations, as they operate in a highly regulated environment where even minor infractions can lead to significant penalties or r...