Clients and Markets

Financial Services Solutions

As a City-based organisation, Charterhouse is in a unique position both to understand the requirements of financial services organisations and to deliver solutions that meet those needs. Amongst the issues our experiences have identified are:

  • FSA compliance, especially for TCF policies and information storage
  • FSA compliance for NEW mobile call recording regulations
  • Instant access to people and information, especially re pricing and trades
  • Delivering personal levels of service to clients and a competitive edge
  • Leveraging new technologies to be more dynamic and responsive
  • Absolute necessity for resilience and robustness: time really is money

Our solutions deliver the ability to achieve the following:

  • Compliance for trading-related phone call and electronic media recording
  • Compliance for scanning, storing and retrieval of customer hardcopy documents
  • IP-based trading turrets and new ways to aggregate and access dynamic content
  • Resilient and redundant voice and data networking to provide maximum uptime
  • New ways to communicate easily with clients to deliver superior service

“As an investment bank and stockbroker, Seymour Pierce relies heavily on our ICT setup to run our business. Charterhouse has helped us move our operation to IP which makes us leaner and more responsive to the market and the overall solution allows us to communicate much better. If you’re looking to implement IP telephony, I’d certainly recommend talking to them.”
Robert Jarvis, Assistant Director – Operations, Seymour Pierce

Our financial services solutions have won industry recognition for vertical market excellence and have helped fund managers to change how the work and communicate. Please contact us for a consultative visit.

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The Environment

Charterhouse is an award-winning green solutions channel. We are experts in helping companies to reduce carbon footprint and to adopt sustainable
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