Marsh Finance

The above link is the full case study, below are short testimonials about our service and modules: We recommend reading the above case study.

About Our Service:

The service we have received from Symbiant from the very start has been second to none.

We can’t have been the easiest of customers for them, as we have very specific requirements of how we wanted to customise the modules specifically to fit our business. However, they could not have been more accommodating and patient with us.

Andrew initially had many meetings with us to scope the modules out and then when we were assigned our own account manager who took over and ensured the modules were completed to our exact requirements.

All queries are answered almost instantly, and our account manager is always on hand to jump on a quick meeting to help us out. I could not recommend the service that Symbiant offer highly enough.

About Our Service Desk:

The main module we use across the business is our Service Desk module. This allows everyone in our business to contact the Risk & Compliance department with any query they have. All the information is then logged in a ticketing system and be reported on in the style we choose. It also allows the business to contact us about any regulatory matters such as SAR’s, Incidents & Breaches and Financial Promotion sign offs. The style of the service desk is easy to follow and the reporting side of it is absolutely fantastic. We were able to customise this to our exact requirements.

About Due Diligence Module:

The due diligence module allows us to onboard our third parties confidently knowing that all regulatory matters have been covered. Each third party initially has a risk assessment performed on them and then we are able to set reminders for when their annual review is due. All information is easily accessible for any stakeholder in the business that requires to use this module. Symbiant were always on hand throughout every step to ensure it met our requirements.

About Our Risk Registers:

Whilst Symbiant have their own Risk Register module, we have been able to customise this to meet our exact requirements. This now enables the business to capture, rate and review our risks and controls on a regular basis in the style that we want to see it. The report also provides a great overview of the company or individual department’s risks. All this has been designed between ourselves and Symbiant with ease and fluidity. It was a seamless experience.

Compliance Monitoring Action Tracker:

The Risk & Compliance monitoring action tracker has been designed in a way that allows us to capture each review that has been conducted and then separate each finding within that review. All action owners can be tagged so that they can access their individual actions and provide updates. This has been such a help to our business. Symbiant were always on hand to make small tweaks whenever we required.