Client Overview:
Marsh Finance is a premier independent specialist lender operating within the high-growth UK financial services sector. Headquartered in the Greater Manchester tech and finance hub, the firm delivers tailored secured and unsecured lending portfolios, including specialist consumer finance, personal credit loans, and second-charge mortgage products.
Navigating a highly complex regulatory landscape, Marsh Finance serves near-prime and non-prime market segments across the UK. The institution relies on robust risk mitigation frameworks and strict FCA compliance architectures to deliver fast, responsible, and data-driven underwriting decisions at scale.
Primary Industry:
Specialist Consumer Finance | Second Charge Mortgage Lending | Personal Credit Loans
Secondary Sectors:
UK Financial Services | Secured Lending & Personal Finance | Risk & Complianc
Headquarters:
Manchester, Greater Manchester, England, United Kingdom
Marsh Finance Chooses Symbiant’s Flexible Risk and Compliance Management Software
As financial services organisations continue to navigate increasing regulatory requirements and evolving operational risks, effective risk and compliance oversight becomes increasingly important.
Marsh Finance was looking for a more efficient way to manage risk and compliance activities across the organisation. Existing spreadsheet-based processes and manual administration created challenges around visibility, consistency, and efficiency.
The organisation needed a more connected and scalable solution capable of adapting to highly specific operational requirements.
The Challenge
Before implementing Symbiant, Marsh Finance required a more structured and tailored approach to risk and compliance management.
The organisation needed to:
- Replace spreadsheet-based and manual processes
- Improve visibility across risk and compliance activities
- Create workflows aligned to specific business requirements
- Simplify communication and internal processes
- Improve ownership and accountability
- Support regulatory and third-party oversight activities
- Build a scalable platform capable of evolving alongside the business
As requirements grew, Marsh Finance required more than a standard out-of-the-box solution.
Why Marsh Finance Chose Symbiant
Marsh Finance highlighted Symbiant’s flexibility, responsiveness, and ability to create solutions around their specific needs as major factors in their decision.
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.
The implementation process involved close collaboration between Marsh Finance and the Symbiant team to ensure the platform reflected exactly how the organisation wanted to work.
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.”
Symbiant Modules Supporting Marsh Finance
★★★★★ Rated 5/5
Provides a centralised location for managing requests, tracking internal communication, and supporting regulatory activities through configurable workflows.
The Service Desk module became a central communication point across the organisation:
“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.”
★★★★★ Rated 5/5
Supports structured risk identification, assessment, and oversight while allowing reporting and workflows to be tailored to organisational requirements. The Risk Register was also customised specifically around Marsh Finance’s requirements:
”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.”
★★★★★ Rated 5/5
Helps organisations track reviews, assign ownership, monitor actions, and improve accountability.
”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.”
★★★★★ Rated 5/5
Supports third-party onboarding, risk assessments, and ongoing review processes.
”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.”
★★★★★ Rated 5/5
Allows flexible assessments and information gathering through configurable rules and workflows.
★★★★★ Rated 5/5
Supports structured privacy impact assessments and ongoing management activities.
★★★★★ Rated 5/5
Supports collaborative risk identification, assessment, and treatment planning, helping teams contribute to risk management in a structured way.
★★★★★ Rated 5/5
Helps manage controls, policies, and mitigation activities, supporting stronger governance, accountability, and control oversight.
★★★★★ Rated 5/5
Provides a central place to report, track, and manage incidents, helping organisations connect incidents with wider risk and compliance activity.
Solution Reviews
★★★★★ Rated 5/5
Helping Marsh Finance strengthen risk oversight, improve visibility, reduce manual administration, and create a more connected approach to risk management.
★★★★★ Rated 5/5
Supporting stronger compliance oversight through structured processes, accountability, workflow automation, and improved reporting capabilities.
Marsh Finance’s experience demonstrates that effective risk and compliance management is not simply about implementing software, it is about creating a solution that adapts to the way your organisation actually works. With flexible modules, tailored workflows, connected data, and responsive support, Symbiant enables organisations to move beyond spreadsheets and disconnected systems toward a more intelligent, scalable, and efficient approach to Governance, Risk, Compliance, and Audit management. Whether through configurable modules or fully bespoke functionality, Symbiant is designed to evolve alongside your business, supporting stronger oversight, better decision-making, and long-term operational resilience.
