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financial services sector

Financial Services
Capabilities

Meeting the financial services challenge with COA Solutions

At COA Solutions we have a proven reputation for successfully delivering high quality business solutions to financial services customers, on time and within budget.

Sector experience

NACFB - COA Solutions is a patron of the National Association of Commercial Finance Brokers, the only UK trade body dedicated to the commercial finance broker.  All NACFB members comply with an industry recognised Code of Practice.By working with the UK's leading retail banks, general insurers and life and pensions providers, and with over 80 clients within the financial services sector, we can safely demonstrate a footprint across the financial services sector.

With a clear focus on all related financial business transactions, including financial management, procure to pay, Business Intelligence, Human Capital Management and analytic solutions, we are well placed to meet the back office requirements of a financial services organisation.

The right solution for your business

COA Solutions recognises that the financial services market is very diverse and the requirements of a large high street retail bank differ considerably to those of a broker or intermediary. As such, we can advise on the optimal solution and configuration to meet the budgetary, functional and technical requirements with a clear strategy to meet the demands as your organisation grows.

A clear track record

We have successfully supported many financial services organisations, helping them implement new business solutions ensuring "best" business practice. This has enabled our customers to achieve real cost savings, deliver information to key business stakeholders whilst achieving growth and maintaining a clear competitive advantage.

  • 70% of the UK's top life and pensions providers use our software
  • Our financial management system manages in excess of 500,000 transactions per day at one client
  • Our e-Procurement solutions manage multimillion pound spend levels
  • The UK's top 4 retail banks use our solutions

Read more about our solutions for financial services »


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