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Momenta

In the complex world of Financial Services, huge demands are placed on companies to deliver products & services to deal with increasing customer expectations and an ever growing multitude of competitors. Partly because of this, the regulatory demands being imposed on all industry players are getting ever more onerous.

It may all be in a good cause, but that doesn’t make it any easier as many companies have already learned to their cost.

But that’s why Momenta exists.

Our promise is to deliver services which turn your business objectives into success stories.
 

 
layout only Ensure your promotion is compliant Develop your Call Centre Team Business to Business bespoke training
 
ISO 9001 Quality Assured

 

Handling complaints & business reviews
> Endowment complaint handling*
> General regulated complaint
 handling*
> Business review*
> Anti-money laundering review
> New business checking
> EB20/Adviser reviews
Finding resource & expertise
> Training design and delivery
> Interim compliance management
> External compliance expertise
> Business review*
> Endowment complaint handling*
> General regulated complaint
 handling*
Improving people effectiveness
> Training and development
> Coaching
> Call Centre skills
> Account management
> Customer service

> Developing high performing
 teams

Preventing financial crime
> Anti money laundering
> Insider trading
> Market abuse
> Fraud
> Corrective action

Understanding FSA themes
> Treating customers fairly
> Preventing financial crime
> Market confidence/conflicts of
 interest
> Risk of regulatory burden
> ARROW visits
> Contract certainty
> Systems & controls
Developing compliant procedures
> Compliance operations &
 management
> Training & competence
> Corrective action
Embracing regulatory issues
> MiFID
> FSA relations & processes
> Systems & controls
> Training & competence
> Corrective action
> Section 166 Advisory Service
* In-house and outsourced
 

We provide flexible, scalable resources for right-first-time responses.

In addition to our core team of financial services Consultants, we make available to clients' two additional sets of resources: an associate bank of stringently quality assured financial services professionals, and an outsourcing centre.
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Please contact me to discuss:
 
 
 
 
 
 
 
 
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