AheadMG
Unified Customer Experience and Efficiency for a Merging Wealth Manager.
A leading UK-based wealth manager faced the challenge of unifying three legacy entities into one central platform following a major acquisition. This multi-year digital transformation required consolidating operations, technology, and customer experiences into a single, efficient, and scalable system.
In 2022, a large UK-based Wealth Manager — the result of three merged entities — initiated a major transformation programme to unify legacy infrastructure, consolidate platforms, and deliver an enhanced digital customer experience for over 200,000 customers.
This strategic programme would touch every part of the three organisations, demanding operational alignment across business, technology, and customer-facing functions. To succeed, the Wealth Manager needed a partner who could help build a robust, scalable Test and QA function capable of supporting the complexity and pace of such a significant transformation. AheadMG were engaged in March 2023 and have been a consistent programme partner since, with the engagement expanding into business analysis and business readiness support.
Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia.
The Problem
While this entity had strong combined internal talent across the 3 entities, the existing Test and QA function wasn’t designed to support the scale demanded by this programme – the first of its kind for this entity. The client needed to:
- Merge three separate platforms into a unified customer and adviser experience.
- Bring in platform-specific expertise to support the changes.
- Improve and expand testing capabilities and reduce reliance on manual processes.
- Ensure consistency and accuracy in fee calculations across hundreds of thousands of customer accounts.
- Augment their in-house team to increase capacity.
- Build confidence in delivery while managing the complexity of large-scale transformation.
What they needed was a strategic partner to establish a robust and scalable test function — one ready to manage the demands of a multi-entity transformation programme.
Project Snapshot
Company
Anon
Headquarters
UK
Industry
Wealth Management
Project duration
2 years to date
Services provided
Test Strategy & Leadership, Test Management, Digital Tool Development, Team Augmentation, Business Analysis and Business Readiness.
Core tools used
JIRA, SQL
Key results
- Scaled test function considerably.
- 9 person embedded AheadMG team supporting large-scale programme delivery.
- Bespoke fees checker tool saving thousands of manual hours.
- Ongoing focus on testing, business readiness, and technical migration.
Our Solution
AheadMG stepped in to structure and lead the entire test function for the programme. Throughout the project, we delivered these four core outcomes:
- Audit and Elevation with AheadMG Lens
- Built a Robust and Scalable Test Function
- Drove Accuracy with a Bespoke Fees Checker
- Ongoing Programme Support
Built a Robust and Scalable Test Function
Expanded testing capabilities through team augmentation, specialist expertise, and process improvements — creating a function capable of supporting a multi-entity transformation at scale.
Drove Accuracy with a Bespoke Fees Checker
Developed a custom tool capable of processing over 180,000 fees in minutes — eliminating manual effort, reducing errors, and driving scalability.
Ongoing Programme Support
Providing QA leadership, technical expertise, business analysis and business readiness support to keep delivery on track.
The impact
AheadMG transformed this entity’s test capabilities from fragmented to scalable, ensuring every release met the highest standards.
Results delivered:
- Quality & Predictability: Enhanced testing processes delivered greater consistency, transparency, and trust in delivery.
- Efficiency Gains: The bespoke fees checker eliminated countless hours of manual work, accelerating validation and improving accuracy.
- Scalability: Streamlined testing and transformation processes positioned the client to manage growth and complexity with confidence.
- Trusted Partner: Over 2 years (and counting) of ongoing collaboration, AheadMG has become a trusted partner embedded within the client’s transformation journey.
- Future-Ready: The client is now halfway through a six-year transformation programme with a clearer path to delivery.
”Our focus was on creating a test capability that not only handled scale but also identified opportunities for efficiency — cutting manual effort, increasing accuracy, and keeping delivery under control. We look forward to continuing to support this organisation as it drives transformative change.
Andy EwellCo-Founder and Director, AheadMG
Ready to strengthen your Business Analysis, QA and Delivery capabilities?
If you’re leading a major transformation and need a Test and QA function that won’t hold you back, we’d love to hear from you.
