Elevate Your Organisation's Collateral Management
Transform your teams collateral management capabilities with tailored training from our industry - leading experts in this specialist space.

About Elevate

As organisations expand and regulations evolve, it's critical that your collateral activities keep up with the pace of change.

Equipping your team to deliver the rapid and accurate collateral services that are required in the financial sector plays a crucial role in mitigating regulatory risk and driving your firm's ongoing success.

But upskilling busy teams appropriately and cost-effectively isn't easy. We developed Elevate to rise to this challenge.

Elevate provides bespoke collateral learning for your business delivered by experienced collateral practitioners who have all worked with market-leading financial organisations. Combining this expertise with online and in-person sessions offers the flexibility and depth of knowledge your team needs to stay on top of its obligations and ahead of the competition.

Supporting All Parts Of The
Financial Services Ecosystems
We work with a range of firms and functions in the financial services sector including:
Service Provider
Transforming An Industry Leading
SaaS FinTech Company
We supported SaaS FinTech firm CloudMargin to ensure its sales team, developers, and product managers gained the collateral training and tools to keep up with the business’s rapid growth.

Our flexible approach enabled us to engage with people across multiple geographies and roles to provide crucial learning and development. We trained 40 team members for 25 hours each, with 100% agreeing the training objectives were met.
How We Will Help Your Organisation
Alongside know-how that will enable your team to carry out their jobs more effectively, Elevate provides career-boosting development.

Those who take our introductory online course earn 10 CPD hours, while each classroom module is worth 8 CPD hours. Everyone who successfully completes the entire CISI-accredited programme is awarded our Collateral Management Certificate.
Earn CPD Hours
CISI Accredited Programme
Collateral Certificate
Our Experience
Your business will benefit from our deep and varied knowledge of the collateral space.

Our partners have over 50 years’ of combined experience working across the margin, collateral and legal functions for tier 1 financial institutions. And our trainers have all spent over 15 years in senior roles across operations, change management, risk, technology, front office and consulting.

They understand the collateral ecosystem and what it takes to implement in a changing operational and regulatory landscape. And they are passionate about sharing that expertise.


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