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Realise have been working in the financial services sector for over nine years - since the internet took hold in the UK. We provide service to our financial sector clients from offices in Edinburgh and London.
We understand the challenges of increasingly tough competition, of security, regulation and compliance (including BASEL II and Sarbannes-Oxley).
We recognise that there is increasing reliance on e-business and its role as a channel to market.
Our experience
We've worked across almost every area of financial services, including:
- Fund and asset management
- Insurance
- Banking - retail, business and corporate
- Wealth management
- Life and pensions
- Private health insurance
- Stock broking
- Channel and direct sales

Using our technology in your business
We can help you add value across almost every area of your business. How much more efficient would your sales and client service be with true self-service? How much faster could you process applications? How much better would your customer service be if you could meet people's exact needs online?
Enterprise content management and document management systems corral your intellectual property and put it to use as never before. Imagine personalising your communication with intermediaries and other channels - as well as giving them invaluable tools to gain competitive advantage.
We've also implemented online CV processing and sorting that uses keyword recognition and other powerful technologies to help you get to the best candidates.
And what about employees and shareholders? We can help you communicate to them and work with them - consistently and powerfully.
Some of those we've worked with
- Baillie Gifford
- Bank of Scotland
- HBOS (Colleys, Group Technology, The Mortgage Business, Worksite)
- Investec
- Invesco Perpetual
- Life Outlined
- Martin Currie
- Schroders
- Scottish Investment Trust
- Scottish Life
- Scottish Widows Investment Partnership
- Smarter Money
- Standard Life Assurance
- Standard Life Bank
- Standard Life Investments
- WM Company
