Back Office Management

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Use a Systematic Approach to achieve a well controlled and cost effective back office by implementing the latest, leading Internationally recognised, management techniques.

The practitioners guide to achieving a successful and effective Back Office operation.

  • A complete Systematic Control and Management Programme suitable for all environments
  • Build the correct structure for effective Front, Middle and Back Office Operations optimising the use of STP and achieving settlement  efficiency
  • Create a pre-emptive control strategy and reduce your risks, costs and errors
  • Develop a generic, evolutionary approach for the processing of all products
  • Improve the efficiency of your control, processing, settlement and reporting activities
  • Learn how to use a responsible management philosophy and practice which will create the environment for unequalled success
  • Gain the knowledge to make your back office a key revenue earner by enhancing cash management and controlling non-earning assets
  • Develop those essential management skills which will  enable you to motivate your staff to superior performance

Inside Page 1

A Unique Training Course
This highly rated and very practical training course has been developed by a group of very successful practitioners and has proved its effectiveness in many differing environments. It provides a systematic approach to operational control and a simple methodology for solving difficult problems.
Trainer is a very experienced industry specialist, the course contains a unique blend of straight lecturing, role play and individual tutoring / counselling, specifically geared to each delegates individual need.

Course Objectives
The course will provide you with a simple, but very effective, systematic control and management programme, which will greatly enhance your back office operations. By using a pre-emptive control strategy you will be able to prevent problems occurring and create the environment to develop a highly skilled, flexible and well motivated work force which provides full cover for all areas of your operation. It will show you how to make your operations fail-safe and cost effective, with a high quality performance of which you will be proud.


This programme could change your life and that of your staff.
Get control of your environment, convert negative stress into positive motivation. Change problems into opportunities and create a back office team that is second to none.
The philosophy of “Management by Responsibility” uses the practice of “Enlightened Self- Interest” which will give you the opportunity to use your power to not only improve the productivity of your area and organisation, but also materially improve the lives of your staff and ultimately yourself. 

The systematic control and management programme will enable you to gain those essential management skills which will increase control and productivity, whilst reducing costs, losses and associated stress.

 Senior Management are becoming increasing aware that an effective Operations area is the key to the success of any organisation. This course will help you build an effective team of highly skilled operatives, which will raise the profile and status of your operations to the level that it deserves, whilst fulfilling the ever increasing needs of the company.

Who should attend


  • Senior and Middle Management
  • Operations Managers
  • Middle Office and Risk Managers
  • Financial and Product Control Staff
  • Treasury Managers
  • Auditors and Internal Control Officers
  • IT and EDP Operatives
  • Regulators
  • Compliance Staff
  • Accountants and Consultants
  • Graduate and Management Trainees

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Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.


Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product