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Contact Info

  • London - Thomas House, 84 Eccleston Square, London, SW1V 1PX

    Edinburgh - 23 Melville Street, Edinburgh, EH3 7PE

  • 0800 689 5056 / +44 (0)207 859 4745

Case studies .


Mortgage operation for start-up bank .


Business issue

A start up bank wanted to develop a customer-centric and values-led mortgage operation, including: the design and implementation of new systems, operations, and procedure build and training material.

Arum’s solutions

  • Designed and implemented best practice processes for new operation, including: system capability and controls for launch; transfer of mortgage arrears process flows into procedures; scripting for arrears case handlers based around procedures/training material/regulatory requirements.
  • Devised full module-based, customer-centric training programme for customer service representatives and supervisors, covering pre-arrears, early-arrears, late-arrears and recoveries.
  • Training included modules on Emotional Quotient (EQ), Treating Customers Fairly (TCF), system navigation, understanding the customer, best practice, essential reporting, regulatory compliance, and an assessment test.

Initial client benefits

  • Organisation achieved its aim of being customer-centric and values-led.
  • Client able to mitigate risk and deliver early benefits.
  • Received a fully functional operation in line with regulatory requirements.
  • Provided with emerging strategies and tools.
  • Tailored training platform enabled the bank to roll-out in full or pick selected modules appropriate to use.
  • Knowledge transfer from Arum to client to utilise independently.
  • Training enabled operation and staff to be ahead of the regulatory game and focus.

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Case study

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