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Create a company profileOtto is a client interaction platform that provides a next-generation experience for advisors and clients, seamlessly integrating AI-driven insights and workflow automation with both live and asynchronous human collaboration. Playing a crucial role in enhancing the value proposition for advisors and wealth managers, Otto facilitates communication, action, and progress. Financial institutions, through Otto, not only strengthen their value proposition but also enhance client relationships, effectively addressing client attrition. Companies utilising Otto experience, on average, a 30% surge in workflow efficiency, which corresponds to an average 15% boost in their bottom line.
Cynergy Bank is a specialist bank who is proud to empower business owners, property entrepreneurs and family businesses to achieve their ambitions. At Cynergy Bank we understand how our customers' life work and money often overlap. We are committed to delivering a comprehensive set of services to meet the evolving needs of our customers from our offices in London, Birmingham, Manchester, Redhill and Glasgow. We are a bank focused on customers, people and relationships. Working at Cynergy Bank Cynergy Bank is a dynamic and diverse Bank and we are passionate about involving our employees to make it a rewarding place to work. Our internal forums, run by team members from across the Bank, drive initiatives around health, wellbeing, social and charitable activities. Our people add real value to our business so we put them at the core of everything we do, offering a fantastic benefits and reward package. Please visit www.cynergybank.co.uk/careers or email [email protected] for information on our opportunities. Cynergy Bank was established following the acquisition of Bank of Cyprus UK by Cynergy Capital Limited in December 2018. Cynergy Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Eligible deposits with Cynergy Bank plc are protected by the UK Financial Services Compensation Scheme. For more information on Cynergy Bank visit www.cynergybank.co.uk
Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £13.4* billion they have entrusted to us into the areas where we believe we can have the greatest impact. More than 85% of the money we manage is invested in line with one or more of our three investment themes: empowering people, revitalising healthcare and building a sustainable planet. Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments and listed UK small and medium-sized company funds. We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital. Octopus Real Estate and Octopus Ventures are part of Octopus Investments. * Octopus as at 31 June 2024 Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited. Octopus Investments Ltd is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No.03942880.
Founded in 2015, our mission continues to be at the forefront of everything we do: to help millions of employees worldwide become financially healthier and happier. We partner with leading employers across the UK to help their people take control of their finances, which can help improve their health, happiness, and work and home life. We do this by providing access to the most comprehensive suite of responsible financial wellbeing benefits available to employees. Learn more at salaryfinance.com
SS&C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities. As pioneers of the virtual data room, our technology enables and secures the flow of information, empowering our customers to work more productively and with complete confidence. Intralinks facilitates strategic initiatives such as mergers and acquisitions, capital raising and investor reporting. Our solutions enhance these business-critical processes by streamlining operations, reducing risk, improving client experiences and increasing visibility. Start your next big deal now. Go to: https://www.intralinks.com/products/mergers-acquisitions/virtual-data-room For a full list of locations visit https://www.intralinks.com/contact/locations Twitter: @intralinks INsights Page: https://www.intralinks.com/insights Facebook: https://www.facebook.com/intralinks/ Instagram: @intralinks https://www.youtube.com/intralinks
ShareVision is the first social media with a dedicated streaming platform for the business community. Regardless of whether you’re someone who’s just looking to increase your personal income and enter the world of business, or a business expert wanting to educate, communicate and earn all at once, ShareVision with its dedicated streaming platform is the only social media you need. With the "WATCH & EARN" program, any user can earns cash by watching videos on ShareVision. This program is a great way to earn passive income while enjoying your favourite content. For every video watched, users will receive money thus creating a first-of-a-kind program of direct viewer rewards. Join us today and start sharing your vision!
If you are a recurring payment business collecting one-off payments can be challenging . Current options are limited. Card payments are expensive. Bank transfers offer a poor customer experience and direct debit is not optimized fo one-off payments. We’re introducing a new way to get paid. Instant bank pay by ezpays. Powered by open banking. It’s a smoother payer experience and gives you a better payment visibility.
Synova is recognised across the industry as one of Europe’s most innovative growth investors, generating market-leading returns from investing in companies typically valued at between £20m and £250m. Synova is investing capital across the full mid-market spectrum from its £875m fifth fund, raised in 2022, which includes a dedicated £250m pool of capital, #Chrysalis, to support smaller growth companies. We work across a handful of core sectors where we have deep investment and operational expertise. The Synova model is focused on using this knowledge to help our partners outperform. Time and again we’ve helped companies achieve more – hitting ambitious targets by enhancing their capabilities. We work as one team across the whole business, giving companies access to deep pools of talent within Synova to help drive accelerated growth. We help entrepreneurs achieve their vision. We provide expertise, coupled with ambition. We are true partners for growth.
We are VFX Financial, specialists with deep expertise in foreign exchange solutions for both global corporations, funds and individuals. Our services cater to a diverse clientele spanning over 20 countries. With a profound understanding of the foreign exchange landscape and cutting-edge technology, we navigate complex challenges seamlessly, offering dynamic solutions across crucial areas such as FX risk management, international payments, and private FX services. At VFX Financial, our core mission is to deliver a user-friendly and strategic approach to currency management, addressing needs that go beyond the capabilities of traditional banks. Our success is a result of the collaborative efforts from a dynamic and high-performing team spread across four global offices. Our deep expertise sets us apart, allowing us to provide tailored FX solutions that precisely meet the unique demands of our diverse clientele. Whether you’re a global corporation seeking dynamic FX risk management or an individual looking for private FX services, we have you covered. Ready to get started? Visit us at https://www.vfxfinancial.com/signup
At Advanta, we offer a comprehensive planning service tailored to specific requirements be it: Creating Wealth Protecting Wealth Distributing Wealth Through your personal relationship with one of our Independent Financial Advisers, we will provide a written plan that aims to give you confidence that you are in control of your financial future. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK
Bringing new intelligence to insurance claims
At Wombat Invest, we’re on a mission to revolutionise investing and empower millions to effectively manage, save and grow their money. It's no secret that we all desire more from our finances, but understanding and navigating the complexities of personal finance, especially investing, can be daunting. Investing used to be complicated and expensive, but Wombat was designed to break down those barriers. Since we launched in 2019, our app has been recognised with awards such as Finder’s ISA Stocks & Shares Innovation Award in 2020 & 2022, and UKFinTech’s Investment Tech of the Year in 2022 & 2023. But more importantly, we’re trusted by over 300,000 happy individuals who are already saving for their future. With Wombat, the power of investing is no longer confined to the few. Our platform opens the doors to investing in global companies from as little as £10, ensuring accessibility for all. Tailor your investment portfolio to reflect your unique financial goals, leverage intuitive features that simplify saving and investing, and discover a range of accounts to suit you. Plus, we’re always expanding our offering to ensure your experience is seamless. • Invest commission-free from just £10 with fewer fees • Explore themed ETFs aligned with your passions with a Standard account • Discover 450+ UK, EU, and US shares for easy diversification • Save and invest tax-free with a Stocks & Shares ISA or Junior ISA • Experience investing without limits with a GIA • Round Ups & Auto Invest for regular, effortless investing • Enjoy subscription-free, instant trading, plus cashback with Instant • Give £10, get £10 when you refer a friend to Wombat* We’re innovative. We’re tenacious. We’re empowering. Step confidently into your financial future and begin your investment journey with £10* on Wombat today. Capital at risk. Tax treatment depends on individual circumstances and is subject to change. Instant trades within market opening hours. *T&Cs apply. FX or other fees may apply
Cable is the all-in-one financial crime effectiveness testing platform that helps you comply with your financial crime requirements. Grow faster with complete compliance confidence. Cable recently raised an $11M Series A and we are hiring! Follow for the latest fincrime compliance news and updates
BC Partners is an international investment firm that offers select, focused investment strategies designed to complement each other and create synergies that benefit our investors. Founded in 1986 as one of the first pan-European buy-out investors, BC Partners has grown and evolved into a leading alternative investment firm, investing principally in larger businesses in Europe and North America through its established network of offices in London, Paris, Hamburg, and New York. Our strategic offering now includes a European Real Estate Investment platform and a Credit Investment platform that pursues yield and opportunistic investment opportunities primarily in North America. BC Partners provides a consistent investment approach across its three strategies, utilising rigorous analysis to seek to establish downside protection and identify realistic and meaningful value-add opportunities. Our partnership structure is designed to align the firm’s interests with those of our investors.
We are small financial firm that specialises in Debt funding and Private equity funding services for a the high networth segment of the market. We specialise in institutional lending, property development finance and bridge lending. Working on both a consultancy basis and as an agent to secure funding for worthy projects and opportunities. Our boutique firm is individual and focused on offering their services in a ever changing climate
CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers and institutional investors. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering - execution, - clearing, - forex, - securities lending, - custody, - depositary, - fund administration, - fund distribution support, - middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds over €5 trillion in assets under custody and over €3.4 trillion in assets under administration (figures as of 31st March 2024).
Debt collection’s broken. We’re here to fix it, so everybody wins. We’re a fintech startup with unique technology that uses machine learning and behavioural science to get people debt-free and organisations paid back. Got a debt challenge? Drop us a line at [email protected]
At Hokodo, we are modernising the way businesses buy from each other by making it easier and safer to sell to business customers! Our “Trade credit as a service” technology empowers B2B merchants to offer credit terms to their business customers instantly, even on their first purchase. In turn, customers benefit from additional payment terms through a frictionless checkout experience. Over 30% of B2B trade takes place on credit terms, with trade credit representing the largest source of business financing in advanced economies. Yet current processes for offering trade credit are outdated and not fit for the digital age. Hokodo’s digital platform solves these issues by offering merchants a powerful set of solutions to manage trade credit and scale with confidence. Merchants that integrate with Hokodo see on average a 40% increase in revenues. Gone are the days of paper-based trading account applications, manual credit decisions and cumbersome sales journeys. Our easy-to-integrate digital platform streamlines the entire order-to-cash process, allowing merchants to make credit decisions in real-time, be protected against bad debt and get access to working capital finance options. We also protect merchants by insuring against the credit risk with Lloyd’s of London, and arrange the financing with our partners so our sellers can get paid upfront if they choose. We’ve believed for a long time that the design and distribution of financial products has been broken, and we’ve been on a journey to fix it since. Our team cuts across geographical barriers and brings together financial services practitioners, engineers, data scientists and designers… all working together to create a better way of doing business! Want to join us on our journey? Drop us an email at [email protected] Hokodo’s solutions are underwritten by SCOR Syndicate 2015, SCOR SE’s corporate syndicate at Lloyd’s of London.
Pirum is a secure, centralised automation and connectivity hub for global securities finance transactions, enabling complete automation of the post-trade and collateral lifecycle. Our position within the Securities Financing market, enables clients to seamlessly access counterparts, triparty agents, trading venues, market data companies and CCPs as well ensuring regulatory adherence. Pirum delivers highly innovative and flexible services, tailored to fully support the industry's complexities and evolving business processes. Pirum's Core Services include: - Contract Compare - Billing Reconciliation - Billing Delivery Pirum Live Service: - Exposure & RQV (Triparty) Automation - Pirum is the only post-trade provider offering seamless integration to four triparty agents - Marks and Returns Automation - With a 99% STP rate, Pirum ensures that returns are automatically booked and trades marked quickly and accurately. - Real time Pending Settlement Compare - Cash Prepay Compare - Market Data feeds Pirum Live+ Service: - Loan Release - Collateral reporting - Exposure Management CollateralConnect - provides enterprise-wide Collateral managment services including visibility, eligibility and schedule management Additional services include: CCP connectivity Regulatory services including: SFTR, CSDR, UMR and C-CAR SPO automation with DTCC
Headquartered in London, CloudMargin created the world’s first cloud-based collateral management workflow tool, which has earned nearly 20 industry awards and honours since 2015 for innovation and best-in-class technology. The firm’s Software-as-a-Service (SaaS) model is helping many of the leading sell-side and buy-side financial institutions globally – including brokerage firms, banks, asset management firms, pension funds and insurance companies – as well as outsourcers and other technology firms meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically. CloudMargin bypasses many of the shortfalls of legacy, on-premise software, enabling clients to experience rapid implementation and access to robust and secure collateral management workflow software. With more than 20 integration partnerships, CloudMargin was the first collateral management solution provider to be a member of the SWIFT network, facilitating straight-through processing through settlement. Keep in touch with us! https://www.twitter.com/CloudMargin