Delivery transformation
Mastering
data
Integrating sustainability
Building
resilience
Delivery transformation, implementing GRC technology
Example case studies of where we have helped clients to achieve their strategic objectives and creating lasting value.
How we have helped our clients
Enhancing risk and governance
A large general insurer wanted to enhance their operational resilience approach.
Challenge
We ran a series of workshops, assessed their current position using our gap analysis tool, then jointly developed a roadmap to tackle any shortcomings.
Solution
We supported the business to deliver the roadmap, enhance underlying capabilities and improve resilience, while meeting regulatory expectations.
Outcome
Programme established with strong leadership, governance and effective co-ordination and engagement. Programme objectives clearly defined, with tangible outcomes and benefits aligned to board strategy.
Outcome
We reviewed the programme, refined the scope and structure, provided programme and project management expertise and helped to develop and evaluate strategic options in respect of climate change and sustainability.
Solution
A composite insurer and asset manager were struggling to mobilise the delivery of their ESG programme of their climate change and ESG programme.
Challenge
By combining human process and modelling expertise we helped the client increase their understanding of customer behaviour, increase sales conversion and improve process efficiency.
Outcome
We collaboratively designed, developed and implemented an advanced model using machine learning to analyse characteristics and behaviours, and to make predictions on customer behaviour.
Solution
An insurer wanted to extract value from their data and determine the factors that might influence potential customer propensity to buy a financial product.
Challenge
Significant enhancements were made to the cost-effectiveness of finance processes, by automating processes enhancing management control and embedding local ownership.
Outcome
We designed and delivered a new operating model, re-designed and mapped revised processes and controls, introduced new data warehouse technologies and delivered enhanced reporting. We worked alongside and coached new team members to support sustainable embedding.
Solution
A financial services firm wanted to transform its international financial operations and reporting.
Challenge
Risk management capabilities were enhanced and processes were made more efficient, giving a single source of truth for reporting. This enhanced ownership of risk across the client’s business, and increased control effectiveness and the cost-efficiency of risk management.
Outcome
We identified potential challenges and developed an implementation roadmap aligned to their priorities, then developed and implemented a suite of applications to help the firm reduce its reliance on end user computing solutions.
Solution
A wealth management client needed help implementing a suite of governance, risk and compliance technology solutions to create a more efficient and effective, compliant risk management environment.
Challenge
Rapid progress was made to meet internal and external expectations, endorsed through a Skilled Person review. We have since worked as a genuine business partner with this client to help embed risk considerations even further into decision making.
Outcome
We undertook an independent review, identifying that the framework required significant development. Using our detailed understanding of regulation and best practice risk and capital management, we helped the client embed a proportionate operating model and sub-components to enhance risk-based decision making.
Solution
A life and asset management business wanted to transform its risk and capital management.
Challenge