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

How we help

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.

How we help

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

Organisations in the financial services increasingly need the capability to solve 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 additional capacity for projects or change initiatives, support transformation, and deliver customer operations and business services at scale. We are a total organisational 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 support both customer-facing and operational functions, with expertise spanning 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.

Finding and securing the right talent is no simple task. Market insight, specialist expertise and an understanding of where the industry is heading are paramount.

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.

Hiring at volume or running a long-term hiring programme can be complicated. Multiple business units, hiring managers and locations all need to move together while delivering a consistent candidate experience.

Recruitment Process Outsourcing (RPO) brings structure to that process. Working as an extension of your organisation, Cpl manages all or part of the recruitment process. We combine specialist recruiters, market insight and recruitment technology to improve hiring performance while giving organisations the flexibility to adapt recruitment as demand changes.

Financial Services organisations need outsourcing partners that understand regulatory requirements and maintain high standards of governance, security and quality.

Our Business Process Services are delivered by Covalen, and they are underpinned by Central Bank of Ireland regulatory requirements, ISO 9001 accreditation for outsourced customer support and ISO 27001 certification for Information Security Management Systems (ISMS).

Temporary, flexible, or contract workers play a critical role in projects, regulatory programmes and business transformation. Managing that workforce can become increasingly complex as temporary numbers grow. A Managed Services Programme (MSP) provides a single, consistent approach to contingent workforce management.

Cpl manages contractor engagement, supplier relationships and workforce governance through one coordinated service. The result is greater visibility, stronger compliance, more consistent processes and faster access to specialist talent when business priorities change.