digital transformation

More than just the adoption of new technologies, digital transformation represents a new way of doing business.  Removing the shackles of the existing business paradigm to deliver stronger, better and future fit business models.  Areas we have worked with clients on previously include:

• Transformation of the business model.
• Organisational structure and ways of working, and cultural barriers.
• Legal and policy implications, economic structures and transitional arrangement.
• Core platform replacements and data migrations for Insurance and Banking clients.
• Technology transformation approach.
• Lead  change and implemented the business & IT transformation.

CUSTOMER EXPERIENCE

Organisations are realising the benefits that can be derived from enhanced customer experience.  With the cost of customer acquisition increasing, increased competition in the marketplace and the need to attract and retain profitable customers, the customer experience is of increasing importance.  We have worked with:

• Organisations to develop the customer journey for specific products and offerings.
• Optimisation of customer experience.
• Digital customer transformation.
• Moving from internal process lead organisation to outward looking customer organisation.

Strategy & LEADERSHIP

Taking an intial or part formed idea and working with C-Suite leaders to develop and shape a strategy and change agenda is a core part of our experience.  We have also developed strategic options and recommendations for many clients, some examples of our past experience include:

• Customer Experience and Journey for Leading UK building Society.
• Global finance strategy for leading insurance organisation.
• Change Portfolio and Change Agenda.
• New Bank Formation.
• Regulatory Change and Requirements.
• Technology Optimisation and Solution Development.

Finance, RISK & TREASURY

We have worked with some of the UKs, Europes and the Worlds largest banks, insurance, capital markets, indemnity companies and building societies to develop the target state Finance, Risk and Treasury functions.  Projects include:

• Target state global finance operating model for a global insurance company,
• Automated reconciliation for a building society,
• Finance ERP module implementations,
• VAT reclaims,
• Budgeting & Forecasting,
• Consolidation.

TECHnology & Data

We have lead, designed and delivered complex technology solutions and data designs across Banking, Insurance and Capital Markets.  Projects include:

• Target state data architecture,
• Regulatory data models,
• Regulatory solution design,
• Core platform evaluation and requirements.

REviews & assessments

We have experience of undertaking reviews for clients, examples include:

• Programme and Project Review & Recommendations,
• Target State Design Assessment,
• Business Strategy,
• Product & Vendor Assessment / Selection,
• Cost Reduction & Resource Skillsets,
• Business & Operational Model,
• Investment Decisions,
• Options Assessment.

test management

We have experience in full lifecycle test management and delivery, specifc activities we have delivered include:

• Test Strategy,
• Test Scoping & Requirements Alignment,
• Test Case and Script Development,
• Test Management,
• Unit, Integration and User Acceptance Testing,
• Defect Management & Resolution,
• Acceptance and Go-Live Criteria.

regulatory

We have worked with some of the worlds largest Financial Services organisations to implement and manage regulatory change, examples include:

• FINREP,
• COREP,
• IFRS 16 (Leases),
• IFRS 17 Insurance Contracts,
• EBA & Country Regulatory Reporting (UK, Nordics, Eastern Europe),
• Liquidity Reporting,
• Statutory Accounting & Reporting.