Operations that need precision and discretion.
Savari provides degree-qualified teams for financial services back-office and customer-facing work — with the compliance awareness and communication standard the sector requires, at a cost that in-house hiring cannot match.
Book a 20-minute callThe case lifecycle, end to end
Financial services operations follow a defined flow. Savari teams are trained on your specific processes within that flow — not given generic scripts and expected to figure it out.
New customer enquiries, document collection, KYC and AML support, account opening and onboarding correspondence — handled accurately and within your compliance requirements.
Routine account queries, statement requests, change of details, direct debit management and general correspondence — resolved without escalation where possible.
Claims intake, data validation, document review, status updates and case tracking — with clear escalation paths and audit trail requirements built into the workflow.
First-response acknowledgement, case logging, evidence gathering and written responses — within FCA timeframes and in line with your internal complaints procedure.
Data entry, report compilation, reconciliation support, exception identification and record maintenance — accurate, timely and auditable.
Policy administration, renewal processing, correspondence management, supplier and partner admin — the operational work that keeps the front office functioning.
Savari is not an FCA-authorised firm. Here is what that means in practice.
Regulated activity must remain with your firm. What we handle is the operational and administrative work that supports it.
What we do not do
We do not provide regulated financial advice, make regulated decisions, or act in any capacity that requires FCA authorisation. All work requiring regulated judgement remains with your authorised staff.
What we do
We handle the operational, administrative and customer communication work that sits around regulated activity — document processing, correspondence, data management, case administration and support functions that do not themselves require authorisation.
Data handling
Data handling requirements, retention policies, access controls and confidentiality obligations are agreed and documented before work begins. All agents sign confidentiality agreements covering your client data.
One rate. No employment on-costs.
As the employer, we carry everything below. You pay one agreed rate.
You pay one agreed rate. Everything above sits with us.
The work that keeps your advisers advising.
Administrative and operational work handled properly so your regulated staff can focus on what actually requires their authorisation.Questions worth asking first
Can you handle regulated activity?
No. Savari is not FCA-authorised and does not carry out regulated activity. Work requiring authorisation remains with your firm. We handle the operational and administrative work that supports it.
How is data handled?
Data handling requirements, retention policies and access controls are agreed before work begins. All agents sign confidentiality agreements. We work within your security and compliance framework.
What compliance training do agents receive?
General awareness training covering data handling, confidentiality, financial services conduct expectations and your specific requirements. This is in addition to Savari Academy professional communication training.
Can you work in our case management system?
Yes. We work inside your existing systems rather than asking you to change them.
How are quality and accuracy measured?
Against measures you define — error rates, turnaround times, case resolution rates — reported on an agreed cycle with exception reporting where required.
What happens when regulatory requirements change?
Process updates and retraining are your responsibility to initiate and our responsibility to implement promptly. The mechanism for this is agreed during onboarding.
Can you handle complaints within FCA timeframes?
Yes, for the administrative and communication elements of complaints handling. Regulated decisions within the complaints process remain with your authorised staff.
Do you have experience with specific product types?
Savari agents are trained on your products and processes specifically. We don't rely on general sector experience as a substitute for proper product training.
Ready to discuss what Savari can handle for your firm?
Twenty minutes is enough to map your operations against what we do — and to be clear about what stays with you.