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Financial Services Solutions


Outsourcing your financial services solutions and processing services will help you streamline processes, reduce costs, maximise income and engage with your customers.

 

Experts in financial services processing solutions

Rapidata provides secure outsourced direct debit management and financial services processing solutions for the finance industry, helping you streamline processes, reduce costs, maximise income and engage with your customers.

For financial services companies Rapidata’s paper based and online direct debit solutions provide an easy, safe and reliable way for your customers to set up one-off, intermittent or regular payments. Comprehensive reporting and custom formatted data feeds provide complete status information on all direct debits claimed or cancelled within each collection period. Acknowledgements, documents, reminders, gifts, news or information can all be triggered according to pre-set criteria.

For IFAs Rapidata’s direct debit solutions provide you an easy way to invoice your clients. Whether your fees are incurred as regular or one-off payments, direct debit provides a convenient, secure way for your clients to pay. It’s easy for you too as you’ll receive payment quicker and won’t have to chase late payments or make trips to the bank to deposit cheques. Rapidata’s trigger communication service will ensure renewal notices, reminders, and regulatory documents are sent at the optimum time. You can also use the service to build customer loyalty and encourage referrals or repeat business by sending news, special offers, or discounts or gifts when specific criteria are met.

To ensure you get the very best from our services, all Rapidata clients have a dedicated Account Manager. Your account manager works with you to understand your needs, present ideas, and oversee the setup and ongoing management of all services. We take a flexible approach and tailor our solutions to suit you, so you can outsource as much or as little as you need. For example, you can opt for transaction processing with or without full database management, use our fulfilment services with data provided by you or by us, or simply take a data feed from us and fulfil using your own in-house facilities.

Rapidata services for the financial services industry:

Read more about the benefits of direct debit and direct debit outsourcing

Rapidata Services Plc is a BACS Affiliate and a BACS Approved Bureau. Find out what this means

Our financial services solutions

Online Fundraising Services

Direct Debit Managed Service

We'll take care of the management and collection of Direct Debits, saving you valuable time and easing pressure on your in-house team.

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Online Fundraising Services

eDirectDebit: Direct Debit Software

Quickly set up secure, branded online Direct Debit sign up pages on your website. Cost effective and mobile optimised with immediate validation of payment details.

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Online Fundraising Services

Trigger Communications

Saying 'thank you' at the right time goes a long way. Grow engagement, loyalty and extend lifetime value by building positive supporter relationships.

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Online Fundraising Services

Postal Fulfilment Service

Our Fulfilment Services allows you to communicate effectively with your payers, saving you valuable time, resources and easing pressure on in-house teams.

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"Thank you for your support over the last 24 hours or so. It’s obviously been quite difficult not knowing whether we could submit or not and sometimes these things can be very bureaucratic to sort out. So thanks for responding quickly and efficiently to ensure the file went off today. It’s very much appreciated."

Andrew Gray, director of finance, Premier Christian Media Trust