All Operational Excellence Project Delivery Analysis & Testing Risk & Regulation Strategy & Operating Model Technology
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DFM Business Process Outsourcing (BPO) Assurance
A DFM independently reviewed strategic options to support the business going forward and decided to investigate a Business Processing Outsourcing (BPO) arrangement to address their...
Strategy & Operating Model
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Platform Business Case Development & Transformation
We worked closely with a major platform provider to define the target operating model for their advised retirement proposition. The platform wanted to achieve greater...
Strategy & Operating Model
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Delivering a New System and Migration
We worked with a Wealth Manager to deliver a new back-office system supplied by an IT outsourcer supplier. The delivery included migration of the existing...
Project Delivery Analysis & Testing
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Process Mapping & Controls
We were approached by an industry-leading UK Wealth Management Platform, who after having completed a series of acquisitions had then undertaken the task of assessing...
Operational Excellence
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Risk Regulatory Change Delivery
Following the implementation of ESMA Cost & Charges (European Regulation), we supported one of the major Asset Managers to ensure compliance. Our engagement focused on...
Risk & Regulation
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Outsourcing Strategy Definition
We worked with a leading European Life & Pensions Consolidator to identify their strategy for potential outsourcing of their IT infrastructure and business processing. There...
Strategy & Operating Model
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