Services – Oriel Global Solutions

Operational support that keeps your business moving

We provide dedicated back and middle office support to help businesses run more efficiently, stay organised and deliver a better experience to their clients.

We offer a range of back and middle office services, with particular strength in financial services administration, case management and workflow support, all designed to improve efficiency, consistency and scalable growth:

Case Processing & Pipeline Support
Compliance & File Management
Lender & Provider Administration
Client Communication Support
Research & Sourcing Assistance
Protection & Policy Administration

Our teams work as an extension of your business, supporting the day-to-day operational tasks that sit behind client service, processing, compliance and administration. Whether you need help managing workflows, keeping cases on track, handling documentation or supporting customer communications, we provide dependable, structured support that allows your in-house team to focus on higher-value work.

Our Services

Back & Middle Office Services

Particular strength in financial services administration, case management and workflow support — designed to improve efficiency, consistency and scalable growth.

Case Processing & Pipeline Support

Maintaining and updating case management systems, tracking progress, chasing outstanding documents, pipeline reporting and management information.

Compliance & File Management

Checking files for completeness, identifying missing documentation, maintaining audit trails, document logging, KYC and AML record maintenance.

Lender & Provider Administration

Preparing applications, liaising with lenders and providers, tracking outstanding requirements, logging key decisions and managing communication.

Client Communication Support

Contacting clients to request information, providing progress updates, managing administrative enquiries and standard notifications in your branding.

Research & Sourcing Assistance

Product and criteria searches using your chosen systems, preparing comparison information and compiling summaries for internal review.

Protection & Policy Administration

Application preparation, submission support, underwriting liaison, policy issue tracking and post-sale administration across protection products.

Protection administration support

We also provide specialist administrative support across a wide range of protection products, helping businesses manage applications, underwriting and ongoing policy servicing more effectively.

This can include support across:

Life insurance
Critical illness cover
Income protection
Family income benefit
Whole of life
Other protection products

arranged by your business

Additional Support

Underwriting & Policy Servicing

Coordinating requests for additional information, tracking underwriting progress, logging decisions, managing post-sale changes and reinstatement processes.

Reporting & Operational Oversight

Operational reporting, file tracking, management information and process visibility for stronger internal controls and a more scalable operating model.

Flexible Team Extension

Support designed to fit your systems, processes and standards — from one part of your workflow to broader end-to-end back office support.

Scale with Confidence

Whether you are looking to reduce overheads, improve efficiency or build a stronger operational backbone, Oriel Global Solutions provides skilled global back and middle office professionals who help your business run better every day.