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Financial and insurance sector What we do for businesses in the Financial and Insurance sector


With an increase in consumer expectations, regulatory governance as well as contactless transactions, the financial and insurance industries are constantly innovating as they seek to differentiate themselves and keep one step ahead of the competition.

From well-established organisations to start-up banks and platforms coming onto the market every year, all of these businesses will at some point have to innovate and most have innovation at the core of everything that they do.

Examples of R&D activity within the financial and insurance sector include:

  • Creating new data extraction systems to improve efficiency
  • Developing algorithms and testing security systems to prevent fraud
  • Creating risk management tools
  • Developing software to predict spending patterns
  • Developing apps or platforms that allow quick and simple money transfers whilst protecting the consumer
  • Developing algorithms to enable traders to comply with stock exchange rules
  • Increasing the functionality and speed of existing systems
  • Developing additional code to integrating new platforms with legacy systems without compromising performance
  • Automating existing manual systems and inputs to decrease errors and improve efficiency


We provide training, tailored to your business, that improves your understanding of the scheme to strengthen knowledge or awareness of R&D tax credits.


Our straightforward, jargon-free process ensure claims are robust against any HMRC scrutiny and improves or sets up internal processes to make future claims more efficient


Our forward-looking team embraces new ideas to deliver incredible tax savings coupled with expert approachable tax advice.

The Zeal Guide to R&D Tax Relief

Everything you need to know to make a claim for R&D tax credits.

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