Design of a new Financial Institution’s customer business

• Assisted the client in pivoting from a product-led sales model and supported the design of a franchise-led model across key sectors. Establishing key parameters, governance model and controls.​

• Advised on short and long-term strategy for the new franchise identifying key areas for growth across the Financial Institutions market.​

• Mobilised the franchise, aligned to strategy and new governance framework, establishing operating rhythm across the business.

Legacy Platform Stabilisation

• Reduced operational risk by fixing critical components of the legacy investment platform. ​

• ​Worked across a multi-jurisdictional, multi-server environment spanning both Linux and Windows components joined via API.​

• Lead the design and delivery of a project to upgrade all system components and eliminate operational and data security risks resulting from going out of support.

Strategic Asset Allocation

• Created the technology roadmap necessary to effectively support a thoroughly revised asset allocation strategy across various unitised funds.​

• Revised the asset allocation to meticulously design to seamlessly integrate environmental, social, and governance (ESG) considerations.​

• Streamlined risk assessment processes for enhanced client onboarding experiences.

Technology Transformation

• Provided comprehensive assistance to a prominent WM firm with assets totalling £47 billion with an aim to foster substantial growth in their advisory business.​

• ​Effectively mitigated any potential scalability costs that might arise from the expansion.​

• Engaged in the development and successful implementation of a cutting-edge technology strategy that revolved around leveraging cloud-based solutions, advisor platform's capabilities and facilitating the establishment of a unified CRM system.

CRM

• Diagnosed CRM issues as a result of deriving customer knowledge from a single, central, legacy investment platform.​

• Demonstrated the evolution of data and system architecture required to break out attributes into separate domains to deliver flexibility and scalability.​

• Developed a comprehensive set of business and technical requirements for implementation and commenced both technology and operating model delivery to enable a cohesive CRM capability.