A shared service and platform approach for financial services

Financial services organisations are under increasing pressure to deliver to customers through a combination of digital, phone and in person channels. All of these channels and the associated processes are underpinned by technology. But with technology budgets under increasing pressure, and with complex legacy systems to manage and maintain, many providers are finding themselves running to stand still. They’re unable to undertake their transformational change programmes in a timely and cost-effective manner.

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A customer-first strategy, underpinned by efficient business processes

At Sopra Steria we understand that financial services organisations can’t afford to stand still. They mustn’t allow their existing competitors or new market entrants take customers away through poor customer experiences or legacy technology platforms and processes that are not fit for purpose.

We’ve designed a platform to enhance customer relationships and streamline customer journeys through the delivery of a true shared business process service. Our platform is built to be modular in design, simple to understand, easy to consume and has a clear roadmap for future improvements.

Our services cover all stages of the customer lifecycle 

Customer acquisitionCustomer serviceCustomer exit
AcquisitionDocument managementDigital offboarding
Digital onboardingFurther advancesLoan default
KYC/AMLCustomer servicesCollections
Account openingPaymentsLoss mitigation
OriginationCash managementRepossessions
MigrationTransaction monitoringBankruptcies
UnderwritingEscrow managementLeg & sec. discharge
Securities for advancesTitle managementAccount closure


With over 50 years’ experience in Financial Services, we recognise the risk and cost involved in changing underlying banking and business process systems.

For this reason, our End to End Financial Services platform is designed to seamlessly integrate with existing core Mortgage, Loans and Savings systems, rather than to replace them. By using our Shared Service Platform approach, Financial Service providers can offer more personalised products and services, streamlined customer journeys and reduced operating costs. Solving system complexity enables clients to deliver a digital customer experience ready for today, and prepared for tomorrow.

Why choose Sopra Steria?

At Sopra Steria we have over 50 years’ experience in Financial Services transformation. Our software is already at the heart of many banks and building societies and is trusted by over 1,500 financial services institutions across 80 countries worldwide.

We are also one of the UK’s leading providers of Shared Services. Our strategic vision is to use our collective experience of business transformation to support the evolution of this sector. 

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Tim Tomlinson
Tim Tomlinson
Executive Client Director, Financial Services