Sectors
We deliver fully outsourced change management solutions, quality assurance, and fractional talent for wealth management, financial services and insurance firms.
Wealth Management
Your clients expect high-touch service, but behind the scenes, disconnected systems and evolving compliance make delivery harder than it should be.
We help wealth firms modernise without disruption. Whether you’re integrating or customising a platform, enhancing reporting, or filling capability gaps with fractional support, we deliver change that fits your strategy and keeps client trust intact.
Our expertise includes:
- Seamless platform migrations and system customisation
- Integrated advisor tools and CRM upgrades
- Digital onboarding and reporting enhancements
- End-to-end testing and quality assurance wealth management
- Regulatory change delivery built for scale
- On-demand fractional change management talent
Wealth Management
Your clients expect high-touch service, but behind the scenes, disconnected systems and evolving compliance make delivery harder than it should be.
We help wealth firms modernise without disruption. Whether you’re integrating or customising a platform, enhancing reporting, or filling capability gaps with fractional support, we deliver change that fits your strategy and keeps client trust intact.
Our expertise includes:
- Seamless platform migrations and system customisation
- Integrated advisor tools and CRM upgrades
- Digital onboarding and reporting enhancements
- End-to-end testing and quality assurance wealth management
- Regulatory change delivery built for scale
- On-demand fractional change management talent
Financial Services
From core banking upgrades to regulatory reform, every change carries risk, and you’re under pressure to move fast.
We work as Financial Services change management consultants for institutions that need clarity and control. From QA testing to full financial platform implementation, we help you scale transformation without slipping on standards.
Our expertise includes:
- Agile change delivery across systems and channels
- Embedded and augmented change management teams that scale
- Compliance change execution with audit-ready precision
- Governance and assurance for enterprise-scale programmes
- Full-cycle QA for apps, payments, and banking platforms
Financial Services
From core banking upgrades to regulatory reform, every change carries risk, and you’re under pressure to move fast.
We work as Financial Services change management consultants for institutions that need clarity and control. From QA testing to full financial platform implementation, we help you scale transformation without slipping on standards.
Our expertise includes:
- Agile change delivery across systems and channels
- Embedded and augmented change management teams that scale
- Compliance change execution with audit-ready precision
- Governance and assurance for enterprise-scale programmes
- Full-cycle QA for apps, payments, and banking platforms
”I have been so impressed with you and your team. They have added so much to this project in such a short period of time and I am so glad you will be with us as we move through the next stages.
Business AnalystPensions
Insurance
Legacy platforms, layered workflows, and increasing scrutiny make transformation in insurance anything but simple.
We provide insurance platform change management services that reduce friction and drive results. Whether it’s QA, compliance delivery, or a full programme reboot, we help change stick, without business disruption.
Our expertise includes:
- End-to-end transformation programme execution
- Rapid deployment of specialist consultants and interim change directors
- Legacy platform modernisation with minimal downtime
- Conduct remediation and regulatory change management insurance
- QA testing for policy admin, claims, and pricing engines
Insurance
Legacy platforms, layered workflows, and increasing scrutiny make transformation in insurance anything but simple.
We provide insurance platform change management services that reduce friction and drive results. Whether it’s QA, compliance delivery, or a full programme reboot, we help change stick, without business disruption.
Our expertise includes:
- End-to-end transformation programme execution
- Rapid deployment of specialist consultants and interim change directors
- Legacy platform modernisation with minimal downtime
- Conduct remediation and regulatory change management insurance
- QA testing for policy admin, claims, and pricing engines
”Wanted to express my gratitude to you and the team for going beyond your remit on many occasions in supporting us and our project - I don’t think I’ve met a more professional and skilled test team.
Programme Test ManagerInsurance
Experts in the industry’s leading platforms
Need expert sector-specific support?
Whether you’re scaling a major programme, facing a change management resource shortage, or need specialist change management financial services support, we’re ready to help.
