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Why Consenta?

Expertise in UK financial services, transformative support,

and professionalism to create a notable impact on your business operations and efficiency.

Created by IFA for IFAs

Consenta, owned and managed by financial planners, is not just a back-office service provider but an integral extension of your business based in India. We understand your challenges, offer client reviews, and support your business with in-depth product research and suitability reports.

Consenta Insourcing Team with 80% Female Workforce

Time Efficient

  • Reduces time spent on hold with providers.

  • Allows team to focus on core activities like client support.

  • Shifts focus from administrative tasks to front-line excellence.

  • Increases client satisfaction, loyalty, and business value

Data Protection and Security

Consenta offers enhanced security through clear desk policies, robust computer protocols,

and trusted password management, ensuring data safety and maintaining peace of mind.

Data Protection

We adhere to a comprehensive data security framework

Clear Desk Policy

Our commitment to a paperless system ensures the security of all client data.

Computer Protocol

Each device features a guest and a secure work profile, with screens shutting off after 10 minutes of inactivity.

Password Management

We use trusted tools like LastPass, 1Password and avoid browser-based storage to guarantee the protection of all user credentials.

Data Security

Our stringent measures include

Printing

Office managers are the only individuals authorised to print confidential documents, which are shredded after use.

Mobile Devices

A strict policy restricts the use of mobile devices near workstations to bolster security.

Data Transfers

Downloading to external devices is disabled, eliminating the risk of unauthorised transfers.

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