All Operational Excellence Project Delivery Analysis & Testing Risk & Regulation Strategy & Operating Model Technology Wealth
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Life & Pensions Provider – IT Production Support Capability Review
We conducted a review of IT Production Support capabilities for a leading Life & Pensions provider, focusing on the infrastructure and application support model for...
Technology
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Pension Provider – IntelliPen Project Assurance & Technology Evaluation
We conducted a project assurance and technology capability assessment for our client, focused on the IntelliPen platform implementation. The engagement aimed to evaluate the current...
Technology
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Outsourcer – Technology Architecture & Capability Assessment
We conducted a comprehensive technology and capability assessment for our outsourcer client, focusing on its ability to support regulated BPO services in Lending and Payments....
Technology
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Life & Pensions Company – Consumer Duty Correspondence Assessment
We conducted a Consumer Duty compliance assessment for a leading Life & Pensions company on all customer communications. This included channels such as letters, emails,...
Risk & Regulation Wealth
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UK Pension – Operational Resilience Compliance
We partnered with a rapidly expanding SIPP Provider post-merger to establish consistency between processes and compliance with Operational Resilience regulations. Leveraging our SimplifyDNA tool, we...
Operational Excellence Wealth
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UK Platform – Programme Management
We were asked by a UK Platform to lead the co-ordination of a programme to simplify their business architecture including consolidation of their third party...
Project Delivery Analysis & Testing Wealth
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UK Life & Pension Firm – Transformation programme test management and execution
A leading UK Life and Pensions company were embarking on a large transformation programme with limited experience in test management and execution and reached out...
Project Delivery Analysis & Testing Wealth
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DFM Intelligent Office Implementation, Process Optimisation and Workflow Design
A leading UK DFM needed our help in two specific areas: 1. Implementation of Intelligent Office 2. Better adoption and embedding of business processes, including...
Operational Excellence Wealth
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UK Wealth Platform – Complaints Capability Review
We completed a full review of a leading wealth platform’s Complaints capabilities. The platform had experienced 150% increase in complaints volumes year on year and...
Operational Excellence Wealth
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