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OPAL has provided comprehensive Third Party Administration services for over 20 years

Our clients include some of the best-known names in financial services. Excellence in capability and customer service enable us to enjoy strong and long lasting client relationships.

Full or partial outsourcing via Business Process Outsourcing (BPO) and Business Process as a Service (BPaaS) deliver the efficiency and cost benefits of automation, established solutions and expert personnel.

OPAL is a trusted business partner of some of the best known banking, protection, pensions and wealth management organisations

Lifetime Administration
We provide superior lifetime administration and customer communications for investment, protection and wealth management products.

Regulated and Compliant
We are a fully compliant, secure ‘one stop shop’ covering every aspect of a product’s lifecycle across all channels, from initial customer engagement and the application process through to maturity / claim or cancellation.

Speed to Market
At OPAL, we can launch a new product in under 45 days.

Your Brand
We work with our clients to develop innovative, cost effective, fully branded products and distribution solutions.

Our customer self-service portals are real time, functionally rich and fully integrated

We offer a wide range of distribution services.

Our Business Process as a Service is an ideal solution for launching new products. A fast launch at low cost

OPAL is directly authorised by the FCA and has a regularly audited compliance and governance framework embedded in our organisation so you can rest assured that your trusted brand is in safe hands! We are also proud to have been accredited to ISO 27001 Data Security standards since 2009 so you can be assured that your customer data is as secure as it possibly can be.

Solutions and Consultancy

Capability and Expertise throughout

  • Administration Outsourcing
    OPAL is a compliant, secure ‘one stop shop’ covering the full product lifecycle across all channels. From initial engagement and application through to maturity / claim or cancellation, OPAL’s Administration Outsourcing capability is exceptional.
  • Product Development 
    OPAL has been developing products for many years: Our consultants can advise on best practice and help innovate through product and process design.  

  • Software that delivers fast  
    OPAL’s Software-as-a-Service (Saas) delivers full product lifecycle functions to your admin staff and your customers via the browser in as little as 45 days.

  • Project Management   
    Our expert teams work with both ‘Agile’ and ‘Waterfall’ project methodologies in order to deliver your solution on time and to your specification. 

  • Compliance  
    OPAL has been regulated by the Financial Conduct Authority and its predecessor since March 2007 and ISO 27001 accredited since 2009. Our trusted in-house compliance team make sure that regulatory and legal compliance is achieved across the board.
  • Marketing Services   
    Our services and consultancy include; customer profiling, campaign management, database cleansing, customer relationship management (CRM) and single customer views (SCV). Nearly every interaction is an opportunity.

Whatever the product, our solutions facilitate a fast launch at low cost with administration from anywhere.