Industry experience

Financial Services

We specialize in business operations and IT change in Financial Services (primarily retail banking, insurance and wealth management sectors) and have completed over 300 assignments since 1990. This experience has included significant exposure to unique banking and insurance operations (e.g. cheque clearing, bullion operations, ATM management, credit card, policy management etc). We also have practical experience in a number of the key issues impacting a financial services organisation (e.g. supplier management, outsourcing, I.T. platform migration and replacement etc).

We specialise in:

Design

Performance Improvement

Supplier Management

Strategy

Programme Delivery

For a general overview on the Financial Services, please see:

Financial Services Overview

CLIENT:
Barclays Bank PLC, Personal Sector
PROJECT:
Centralised Collections - Expansion
CLIENT:
Barclays Bank PLC, Personal Sector
PROJECT:
Centralised Collections - Project Setup
CLIENT:
Pearl Assurance
PROJECT:
New Company Setup
CLIENT:
AXA Sun Life
PROJECT:
Sales and Marketing Integration
CLIENT:
Royal & SunAlliance Group
PROJECT:
Worldwide Programme Management
CLIENT:
Royal and SunAlliance
PROJECT:
Partner selection process and Programme Office design
CLIENT:
Insurance Broker
PROJECT:
Internet Project
CLIENT:
Global Insurance Company
PROJECT:
New Policy Administration System
CLIENT:
Global UK Based Insurance Company
PROJECT:
Establishing a Global Programme Support Office
CLIENT:
Royal and SunAlliance
PROJECT:
Project Portfolio Planning
CLIENT:
Barclays Bank PLC
PROJECT:
HR Shared Services - Operations Design & Management
CLIENT:
Barclays Stockbrokers
PROJECT:
Stockbrokers Migration Programme
CLIENT:
Sun Life Assurance
PROJECT:
Payment Process and Reconciliation
CLIENT:
General Insurance Company
PROJECT:
Policy Administration
CLIENT:
UK Clearing Bank
PROJECT:
Operational Improvement Information Systems
CLIENT:
A Major Card Issuer
PROJECT:
Self Directed Work Teams
CLIENT:
Lloyds TSB
PROJECT:
Management Control System
CLIENT:
A Major Retail Bank
PROJECT:
Process Dashboard
CLIENT:
A Major Insurer
PROJECT:
Financial Accounting Process Review
CLIENT:
Nottingham Building Society
PROJECT:
Operational Process Review
CLIENT:
International Bank
PROJECT:
International Banking – Account Opening
CLIENT:
Insurance Company
PROJECT:
Sales Change Programme
CLIENT:
Lloyds TSB
PROJECT:
Review of Branch Staffing calculation system (OASIS)
CLIENT:
Barclays Bank PLC
PROJECT:
International Banking – Local Processing Centre – Process and Productivity Improvement
CLIENT:
Royal & SunAlliance (R&SA)
PROJECT:
Executive Technology Review
CLIENT:
Swiss Life (UK) PLC
PROJECT:
Customer Relationship Management Software Selection (CRM)
CLIENT:
Barclays Bank PLC
PROJECT:
IT Infrastructure Re-engineering
CLIENT:
Top 3 General Insurance Company
PROJECT:
Insurance Company Merger - IT Risk Review
CLIENT:
Royal & SunAlliance
PROJECT:
Global Technology Review
CLIENT:
Major Worldwide Insurer
PROJECT:
IT Security Assessment
CLIENT:
Major UK Outsourcing Company
PROJECT:
Call Centre Technology Programme
CLIENT:
Global Insurance Company
PROJECT:
IT Operational Governance
CLIENT:
Royal & SunAlliance
PROJECT:
Project Improvement Opportunities
CLIENT:
Royal & SunAlliance (R&SA)
PROJECT:
Global Data Protection & Insurance Regulatory Review
CLIENT:
Dunfermline Building Society
PROJECT:
PC Replacement Strategy and Implementation
CLIENT:
Royal & SunAlliance
PROJECT:
MI Strategic Delivery Planning
CLIENT:
TSB Bank plc
PROJECT:
Business Project Portfolio Investment Evaluation
CLIENT:
Barclays Bank PLC
PROJECT:
Data Centre Re-engineering
CLIENT:
Royal & SunAlliance (R&SA)
PROJECT:
Building an e-commerce capability
CLIENT:
Leading UK Water Utility
PROJECT:
Benefits Management - Design & Implementation
CLIENT:
Personal Banking Division of UK Clearing Bank
PROJECT:
Enhanced Information for Customers
CLIENT:
Swinton Group Limited
PROJECT:
New Business Operation
CLIENT:
Barclays Bank PLC
PROJECT:
New Customer Proposition
CLIENT:
UK Clearing Bank
PROJECT:
Operational Performance Measurement
CLIENT:
Barclays Bank PLC
PROJECT:
Clearing Accounts Re-engineering
CLIENT:
Barclays Bank PLC
PROJECT:
Cheque Processing Strategy
CLIENT:
UK Clearing Bank
PROJECT:
Benefits Management
CLIENT:
UK Clearing Bank
PROJECT:
Customer Service Centres
CLIENT:
Scottish Equitable plc
PROJECT:
IT Effectiveness and Cost Reduction Review
CLIENT:
3 Major Insurance Companies - all household names, 1 global
PROJECT:
Year 2000 Planning and Programme Management
CLIENT:
St James's Place Capital plc
PROJECT:
Year 2000 Planning
CLIENT:
Investment subsidiary of UK Clearing Bank
PROJECT:
Individual Savings Account (ISA) Operational Design
CLIENT:
Barclays Bank PLC
PROJECT:
Project Review
CLIENT:
Royal & SunAlliance (R&SA)
PROJECT:
Research in Customer Contact Centres of the Future
CLIENT:
Leading UK Water Utility
PROJECT:
Business Design - Customer Contact Centres
CLIENT:
Royal & SunAlliance (R&SA)
PROJECT:
New Business Start-Up
CLIENT:
Lloyds TSB plc
PROJECT:
e-banking fulfilment
CLIENT:
Swiss Life (UK) PLC
PROJECT:
e-commerce IFA authentication design
CLIENT:
Dunfermline Building Society
PROJECT:
Business and IT Change Programme
CLIENT:
A Leading Bank
PROJECT:
HR Shared Services Operational Design
CLIENT:
Barclays Bank PLC
PROJECT:
Pensions processes and organisation - Post Implementation Review and Benefits Realisation
CLIENT:
UK Clearing Bank
PROJECT:
Post Room Productivity Review
CLIENT:
Swinton Group Limited
PROJECT:
Retail Systems Strategy
CLIENT:
UK Clearing Bank
PROJECT:
Internal Accounting Strategy
CLIENT:
UK Clearing Bank
PROJECT:
Operations Consolidation
CLIENT:
Bank of England & British Computer Society
PROJECT:
National Planning for Economic and Monetary Union (EMU)
CLIENT:
House of Commons
PROJECT:
National Planning for Year 2000
CLIENT:
Cumberland Building Society
PROJECT:
Business Systems Plan Review
CLIENT:
Major European card issuer
PROJECT:
Card Operations - Application Processing Strategy
CLIENT:
Royal & SunAlliance UK
PROJECT:
Compliance with FSA Regulations
CLIENT:
AIB Group
PROJECT:
Research into the UK IFA Market
CLIENT:
Strategic Change Authority - Barclays Bank
PROJECT:
Strategic Sourcing Agenda Refresh
PROJECT:
Offshoring
PROJECT:
The Target Operating Model
PROJECT:
“Holly goes lightly” or, how not to inadvertently lose customers
PROJECT:
Transforming transformational change?
CLIENT:
Global Financial Services Company
PROJECT:
Creation of Regulated Gaming Business Unit