Business Advisory

Technology design and CRM modernisation

• Shaped the delivery for the full front office transformation including lead management, sales, referrals, and client onboarding.​

• ​Led options analysis for middle and back-office technology modernisation / replacement strategy, including evaluation of potential outsourcing of business functions.​

• Designed a cloud-based technology strategy to transform the advisor platform and introduce a common CRM – breaking out “customer”, “product”, and “agreement” to deliver a single view of customer (SVOC) and enable enhanced customer onboarding journeys.​

Treasury strategy and transformation

• Defined the 3-year Treasury strategy and blueprint, working with the Treasurer and CFO – focused on balance sheet management, and operating model.​​

• Designed all technology architecture and defined the target operating model, with associated transformation roadmap.​​

• Retained to deliver the programme (£17.5m budget), standing-up 7 project clusters across 5 locations, and managing 60+ people.​​

• Delivered a structured execution with phased outcomes focused on realising value early.​​

ISO20022 compliance and Payments re-platforming

• Recovered a failing payments programme focused on ISO20022, taking over a delivery with no design or plan to reach compliance.

• Managed a rapid RFP process (c.6 weeks) to evaluate options for a new payments platform and select a technology vendor.

• Led enterprise architecture design and mobilised a phased delivery (c.£10m budget), focused on i) compliance with new payment standards, and ii) full migration off legacy platforms.

• Phase 1 delivered on time and on budget, with phase 2 progressing to plan.