How we work

Professional network

Welcome to Occasio Managed Services, we are in the business of redefining partnerships in the financial services world. Working with a network of professional service organisations we provide a portal into the world of foreign exchange for you and your clients. Occasio is an opportunity to provide a foreign currency exchange and payment service to your organisation’s suite of services, in-house and on brand.

Global focus, local knowledge

Occasio is a financial services organisation providing full spectrum cross-border payment solutions to your client base. Working with price transparency we leverage your existing relationships to create an ethical solution that benefits everyone involved.

Empowering business growth

In a world where partnerships are limited to a revenue share agreement for business introduced, we are offering something totally new. A product designed to widen the scope of the services that our partners offer, delivered on brand in tandem with the service expectations your clients have come to rely on.

The O

Keep up to date on all things Occasio with our quarterly community round up
Currency market news, training events, The O Club meetings and much more!