What we do
Our vision is to be the expert and trusted source of consultancy services to the financial services sector.
We work with businesses in the financial services sector, across the whole value chain: platform providers, fund managers, transfer agencies, technology providers and advisers, to help them:
How we deliver
Our capability model provides a consistent method through which a Wealth, Life and Pension or Transfer Agency business can be assessed and benchmarked. It provides a simple and efficient method to:
Assess the Maturity of the Services Provided
Our capability model enables services to be consistently assessed against a set of criteria, to identify areas where improvements can be made.
Performance against industry peers
Through our engagements we have populated our model with insight enabling companies to assess how well they perform against their competition.
Identify opportunities to enter new markets
The model can be used to identify capability gaps – areas where solutions need to be sought to facilitate entry into different markets or geographies.
To facilitate vendor selection processes
The tool has been used extensively to support RFP initiatives, helping organisations assess the merits of a number of proposals and providing a standard framework through which to perform that assessment.
The model provides a focus upon how an organisation is investing in its business and how that aligns with its strategic imperatives.
Capability. Service. Process.
The capability model has evolved through real-world practical use, helping to support RFP initiatives, service maturity and system capability assessments. It is comprehensive yet simple to use, quick to complete and insightful and it plays a key role in identifying strategic direction and facilitates comparisons with competitors. It works through the layers of capability, service and process to assess maturity and provide rich exec level analysis into a businesses’ strengths and weaknesses.
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