Financial Services

Success in Financial Services demands the right expertise, at the right moment, in the right form. Whatever your challenge, we partner with organisations across banking, insurance, and fund administration to deliver real capability.

Speak to our Financial Services team

Recruitment

Specialist Financial Services recruiters with deep networks. Whether you're hiring across risk and compliance, fund services, customer operations, technology, or insurance, we know where to find and engage the right people.

Recruitment Process Outsourcing (RPO)

From scaling a new function to responding to regulatory change or hiring specialists at volume, we can support your recruitment efforts to deliver capability quickly and effectively.

Managed Service Provider (MSP)

We manage your contingent workforce with complete visibility and control, by coordinating suppliers, maintaining compliance, and operating flexible workforces that scale with your needs.

Business Process Services (BPS)

From multilingual customer support and supplier onboarding to regulatory, operational, and financial administration processes, our teams create and run business services that work. Delivered through Covalen.

Project Solutions

Shape new ways of working or deliver technology-led projects with our advisory teams. From redesigning processes to leading transformation programmes or delivering specialist projects, we have the experts you need.

Recruitment

Recruitment Process Outsourcing (RPO)

From scaling a new function to responding to regulatory change or hiring specialists at volume, we can support your recruitment efforts to deliver capability quickly and effectively.

Managed Service Provider (MSP)

We manage your contingent workforce with complete visibility and control, by coordinating suppliers, maintaining compliance, and operating flexible workforces that scale with your needs.

Business Process Services (BPS)

Project Solutions

Financial Services and Cpl

Financial Services organisations don't just need people. They need the capability to solve increasingly complex challenges.

Growth. Transformation. New regulations. Operational pressures. Rising customer expectations. The challenge facing most organisations in the financial sector isn't simply keeping pace with change. It's continuing to perform while the change is happening all around you.

Anyone working in Financial Services understands the challenge of balancing operational resilience, regulatory obligations, customer expectations, and ongoing transformation. Fund administration and asset servicing rely on accuracy, oversight, and specialist expertise.

Banks must improve customer experiences while managing risk and regulatory change. Insurers are expected to deliver seamless customer journeys while maintaining compliance and operational efficiency.

As technology continues to reshape the sector, organisations need different types of workforce support at different moments.

Sometimes that's a managed contingent workforce to deliver regulatory change, outsourced business services to improve customer operations, or specialist project teams to lead transformation.

Other times it’s securing hard-to-find expertise across fund administration, compliance, or customer operations. Whatever you're trying to achieve, we shape the right combination of services around your business.

Case studies

See what our partnership can deliver.

Explore case studies

FAQs: Financial Services

We support businesses in the Financial Services sector with specialist Recruitment, Recruitment Process Outsourcing (RPO), Contingent Workforce Management (MSP), Business Process Services (BPS) and Project Solutions.

On a day-to-day level, we help clients hire for hard-to-fill roles in banking, insurance, asset management, and fund administration. We deliver multilingual support, sales, and services. We provide surge capacity for projects or change initiatives, support transformation, and deliver customer operations and business services at scale. We are a total workforce solutions partner, and we can work with you on one service or multiple areas.

We work with organisations across banking, fund administration, asset management, insurance, wealth management, payments, and broader financial operations. We cover functions that are customer-facing, operational, compliance related, or specialist in areas like fund accounting, transfer agency, compliance, customer operations, and multilingual support.

In a highly regulated and complex sector, we help organisations access talent and capabilities that are often difficult to secure through traditional channels.

Our recruiters are embedded in the Financial Services market and build long-term networks within the areas they support. This gives us access to specialist talent and market insight that goes beyond job advertisements and databases. Whether you're hiring within fund administration, compliance, operations, insurance, or financial services leadership, we understand the market, the skills required, and where to find the people who can make an impact.

Recruitment is hiring people for specific roles. Business Process Services is when you work with a partner to deliver a specific business service. This could be multilingual customer support, back-office administration, or a re-engagement campaign for insurance. Rather than just hiring people, we understand the problem, build the solution, and then run the day-to-day function for you in its entirety. This includes HR, management, governance, and proactive feedback so that everything runs smoothly from the off.

Yes. Our Business Process Services supports day-to-day operational delivery. You hand us over the business function and we'll run it for you end to end. This can be anything from customer support and supplier onboarding to multilingual services and operational administration. You can read more about the full range of coverage on our Business Process Services landing page.

Project Solutions is our advisory and transformation service. This can include technology transformation, leadership workshops, DEI initiatives, or the delivery of projects to particular SLAs. Cpl is different as we bring together data-backed insights and expert teams with the delivery capability to actually execute on strategies too.