Client success story
A custom solution that replaced spreadsheets and streamlined regulatory operations.
Highlights
Real results through custom modules, centralised compliance, and AI-enhanced risk visibility.
Replaced manual spreadsheets with a centralised, scalable GRC platform.
Enhance your risk management with Symbiant’s optional AI-Assistant, linking relevant data, scoring risks with logic, and revealing root causes, securely and without storing any information.
Marsh Finance is an esteemed independent car finance lender based in Rochdale, UK, with a rich history spanning over 50 years. A leader in the UK automotive finance industry, they specialise in non-prime PCP and Hire Purchase products, serving car dealerships, finance brokers, and consumers nationwide.
Known for staying ahead of regulatory change, Marsh Finance is deeply committed to compliance excellence. Their services include both direct and introducer-based lending, supported by their Marsh Valued Partnerships programme—a dedicated advisory service that strengthens partners’ confidence in meeting compliance requirements in a fast-moving financial sec
Automotive Finance
1970
Before partnering with Symbiant, Marsh Finance was relying on spreadsheets and folders to manage their risk and compliance processes. This manual setup was time-consuming, inefficient, and prone to oversight—making it increasingly difficult to maintain high compliance standards as the organisation grew.
With multiple regulatory requirements to meet and various teams needing access to consistent, up-to-date data, Marsh Finance recognised the need for a more structured, scalable solution that could bring all their risk and compliance activities into one central system.
“We sought a Risk and Compliance software solution due to the cumbersome and manual process of managing everything through spreadsheets and folders. Our aim was to find a comprehensive software that could handle multiple modules rather than just a risk register module.”
— Dan Simpson, Risk & Compliance Director
Symbiant delivered a flexible, fully integrated GRC solution tailored to Marsh Finance’s exact requirements. Unlike off-the-shelf software, Symbiant’s modular platform allowed Marsh to build a system that aligned perfectly with their risk and compliance workflows.
Working closely with their account manager, Marsh implemented a range of custom and pre-built modules, including:
A Service Desk module for managing queries, SARs, breaches, and financial promotion sign-offs—used company-wide to ensure full audit traceability.
A customised Risk Register, giving department heads control over their own risk entries while contributing to a central register.
Bespoke modules for Due Diligence, DPIA, and Compliance Monitoring, all tailored to Marsh’s internal processes.
Ongoing development of a Business Continuity and Operational Resilience module to support future growth and FCA readiness.
This tailored approach gave Marsh Finance the structure, flexibility, and visibility they needed, while reducing administrative workload and enhancing compliance confidence.
“Our account manager at Symbiant actively listens to our precise requirements and proposes enhancements to improve module functionality.”
— Dan Simpson, Risk & Compliance Director
Since implementing Symbiant, Marsh Finance has significantly improved how risk and compliance are managed across the organisation.
Streamlined communication and audit trails
Their custom-built service desk module now allows all staff to log incidents, breaches, SARs, and sign-offs in a single system, creating a clear, auditable record of all compliance interactions.
Department-level risk ownership
With a tailored risk register in place, department heads are empowered to manage and report their own risks, contributing to a comprehensive company-wide view.
Custom modules aligned with evolving needs
In addition to the core service desk and risk register, Marsh has developed a due diligence module, a DPIA module, and a compliance monitoring action tracker. They’re also currently building business continuity and operational resilience tools.
Enhanced flexibility and proactive support
“Symbiant has revolutionised our R&C department’s operations, significantly easing our workload and, most importantly, enhancing our compliance levels.”
— Dan Simpson, Risk & Compliance Director
With over 25 years of innovation in Governance, Risk, and Compliance (GRC) and Audit Management, Symbiant is trusted by organisations across every sector. Our clients love how our powerful, affordable, award-winning and fully customisable risk software helps them stay compliant, make smarter decisions, and reduce complexity, without the costly overheads.
The Symbiant Risk Management Software module enables organisations to identify, understand, and manage risks with ease and efficiency. It provides a streamlined approach to monitoring, assessing, and mitigating risks, ensuring informed decisions and compliance.
Symbiant AI connects data across your organisation, delivering actionable insights and seamless workflows. From logical, data-driven risk scoring to uncovering root causes and predicting the domino effect of control failures, Symbiant AI empowers smarter, faster decisions. Eliminate duplicate risks in seconds, refine controls, identify emerging risks, and so much more—all tailored to your business.
The Symbiant Audit Management Software module streamlines audit planning, action tracking, and time management. It automatically pulls relevant data, allows easy report customisation, and generates professional audit reports.
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Manage governance, risk, compliance (GRC), and audit effortlessly with Symbiant’s customisable modules—ready to use straight out of the box.
The Symbiant Risk Management Software module enables organisations to identify, understand, and manage risks with ease and efficiency. It provides a streamlined approach to monitoring, assessing, and mitigating risks, ensuring informed decisions and compliance.
Symbiant AI connects data across your organisation, delivering actionable insights and seamless workflows. From logical, data-driven risk scoring to uncovering root causes and predicting the domino effect of control failures, Symbiant AI empowers smarter, faster decisions. Eliminate duplicate risks in seconds, refine controls, identify emerging risks, and so much more—all tailored to your business.
The Symbiant Audit Management Software module streamlines audit planning, action tracking, and time management. It automatically pulls relevant data, allows easy report customisation, and generates professional audit reports.
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