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Financial Services

Deliver Change with Control, Compliance and Confidence

Financial institutions must transform to stay competitive while maintaining absolute compliance and risk control. Verto provides the governance, visibility and assurance that financial services leaders need to deliver transformation with confidence, from digital modernisation to operational efficiency.

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The Financial Services Challenge

In regulated industries, change must happen without compromising compliance or stability. Leaders face competing priorities: innovate at pace, manage risk and maintain full regulatory oversight.
 
What financial services leaders tell us:

Programmes lack visibility across business units and regulatory boundaries
Manual reporting increases risk and slows executive decision-making
Change portfolios struggle to align with governance and audit frameworks
Teams need clear, auditable data to demonstrate ROI and risk mitigation
Risk and compliance teams operate in silos from transformation teams

Insurance and re-insurance firms

What we are seeing in insurance and re-insurance firms:

Regulatory compliance programmes are drowning financial service firms
Digital transformation programmes overrun by 12-24 months and are 40-60% over budget
Underwriting modernisation and claims transformation run as separate programmes
Companies are running on 30-40 year old policy administration systems
Audit trails are fragmented across Excel, Powerpoint and emails
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Outcomes That Matter to Financial Services Stakeholders

Stakeholder

Executive Boards

What they care about

Delivery assurance, measurable ROI and risk visibility

Stakeholder

Regulators and Compliance Teams

What they care about

Governance evidence, audit trails and full accountability

Stakeholder

Customers and Shareholders

What they care about

Reliable delivery, innovation and sustainable performance

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Built for Financial Compliance

Verto supports compliance and governance requirements across financial services organisations, ensuring transparent, auditable delivery of change.

We align with:

  • FCA and PRA governance and oversight frameworks
  • SM&CR accountability requirements
  • ISO 27001 and Cyber Essentials
  • Operational Resilience and Risk Management principles
  • ESG and regulatory reporting standards.

Verto helps maintain audit-ready records, standardises portfolio governance and gives leadership the assurance needed for confident regulatory conversations.

Common Financial Services Transformations

Digital transformation programmes

Risk, governance and compliance initiatives

Operational efficiency and cost optimisation projects

Regulatory change and remediation programmes

ESG and sustainability reporting

M&A integration and change portfolios

Resources for Financial Services Leaders

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Webinar

AI Meets PMO: Cutting through complexity to drive public value

At DigiGov 2025, Verto’s Chief Product Officer, Ross Mardell, delivered a standing-room-only talk on the role of AI in supporting portfolio, programme and project management across the UK public sector.

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Podcast

Episode 9: AI meets PMO live at DigiGov 2025

At DigiGov 2025, Verto’s Chief Product Officer, Ross Mardell, delivered a standing-room-only talk on the role of AI in supporting portfolio, programme and project management across the UK public sector. The demand was so high that many people couldn’t even get into the session.

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Webinar

Webinar: The Secret to Removing Barriers when Embedding a PPM Platform

Successfully implementing a Project Portfolio Management (PPM) tool is only half the journey. Embedding it into the fabric of your organisation is where the real value lies. This webinar explores the critical steps needed to go beyond rollout and ensure lasting adoption and impact.

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Common Questions from Financial Services Leaders

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Yes. Verto provides the assurance and audit trails required for financial and operational regulatory reporting.

Absolutely. Verto enables governance models that mirror your risk structure, supporting oversight and accountability.
Yes. Verto meets ISO 27001 and Cyber Essentials standards and can integrate securely with your internal systems.
Verto links investment, milestones and outcomes, giving leadership a clear, auditable return on transformation spend.

Deliver Regulated Change with Speed, Governance and Confidence

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