Our Services

We focus our capabilities in six key areas, where we have demonstrable experience of delivering positive outcomes for our clients:

Platform Consultancy

Re-platforming legacy books to strategic solutions
Provision of strategic direction and insight
Outsourcing/insourcing analysis and consultancy

Build and Grow Diagram Title


Digital proposition definition
Digital advice (e.g Robo) consultancy
Front to back integration analysis
End to end customer journey modelling

Project Assurance & Delivery

Delivery of transformational change
Independent oversight and review of in-flight projects and programmes
Comprehensive project assurance – risks, budget, benefits, resource, timescales
Delivery of discrete change initiatives

Risk Consultancy

Regulatory change
Risk maturity modelling
Review and implementation of Risk & Compliance and governance models
Operational risk management best practice and advice
Review, define and implement risk management framework supported by effective tools and techniques

Process Re-engineering

Business process optimisation
Embedding continual improvement culture
Wealth Management capability assessment

Operating Model Consultancy

Current operating model definition and maturity assessment
Target operating model, transition plan development and implementation
Proven commercial operating model framework

Build & Grow

Identifying opportunities to help grow your business.

We are currently working with a large technology provider to design their Transfer Agency platform. Our role is to define the current, interim and target operating model states in relation to products/proposition, legal entities, organisational design, location model, supplier model and interfaces with third party vendors / systems.

We have used our Capability Model to identify any gaps in the platform. This capability model has then been used to frame the business requirements and provide the bottom up detail, in terms of detailed processes and services, which would be required to support that business. The Capability Model can then be used to inform volume projections which can in turn provide clarity to the Organisation Design.

We have gathered insightful data from other providers in our Capability Model and are able to provide a view on how a provider compares to their peers in terms of capability maturity.

Manage & Measure

Delivering change simply and effectively.

We were asked to assist with reducing operational costs in a large FTSE 100 financial services business and spent time carrying out due diligence on the organisation, understanding their costs and current processes.  At the outset we identified their administration processes were lengthy and had not been adapted for years. Using our proportionate process optimisation framework, we identified that more than 50% of the activities within the processes were wasteful, creating capacity for the business so those resources could focus on other value add activities. We optimised the function, increasing productivity significantly and streamlining business processes resulting in capacity release of 70%.

Optimise & Save

Ensuring your business is efficient.

We are currently working with a Wealth Manager to provide change management and retirement SME expertise, to assist in launching an online SIPP, to further develop their online proposition.

We are leading the delivery of the Programme, writing requirements / user stories, leading testing, providing market insight in terms of the competitive landscape and ensuring the business is ready and operational to service this new product offering.

In addition, we are helping the Wealth Manager with their change and development maturity.  We have led a number of Agile coaching sessions and now have a number of scrum masters embedded in the teams, helping move forward IT developments.

We work closely with the technology provider, who are providing the underlying technology to service the new online SIPP.

Simplify Resourcing Logo

Simplify Resourcing

At Simplify Resourcing we offer our clients a flexible resourcing solution to help them recruit and retain the right talent. We search for the best candidates, providing a personalised service to help them achieve their ambitions.

We resource for specialist and senior roles across multiple Financial Services industries. Our successes have been in the placement of contract and permanent professionals within transformation and business change.

Our approach to recruitment is based on partnership, through understanding our clients’ culture and values we find the right people to match.


Contact Us

(Fields marked with an * are mandatory).

Simplify Consulting Ltd will use your name, company name contact number and email address to contact you back from your enquiry. For full details of how we handle your personal data please read our Terms & Conditions confirming your agreement and understanding of them by checking this box.