Case Studies
Real delivery. Real outcomes across financial services.
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Case Study
Fund Accounting Migration & Transformation
Delivered a fund accounting platform migration for a global organisation, implementing structured PMO governance and high-control migration frameworks across 120+ funds.
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Case Study
Custody Platform Migration & Recovery
Stabilised a complex custody platform migration for a Tier-1 investment bank, restoring governance and execution control across a programme covering 200 clients and 2,000 funds.
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Client Onboarding & CLM Enhancement
Transformed client onboarding and CLM for a global investment bank, reducing onboarding turnaround times by 35% while strengthening regulatory alignment.
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Post-Divestiture Separation & TSA Delivery
Supported a Tier 1 financial institution through a $200m post-divestiture separation, delivering 76 TSAs and large-scale migrations while maintaining live operations.
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Cyber & Regulatory Transformation Programme
Delivered a cyber and regulatory transformation programme for a global capital markets firm aligned to DORA and T+1 mandates, strengthening governance and internal capability.
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Workflow Automation & Operating Model Digitisation
Implemented workflow automation and digital operating model improvements for a global fund administrator, streamlining investor servicing and improving operational visibility.
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KYC & Onboarding Remediation Programme
Delivered a KYC and investor onboarding remediation programme for a global asset servicer, clearing remediation backlogs and strengthening regulatory controls.
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Large-Scale Platform Migration Recovery
Recovered a large-scale platform migration for a global asset servicer, restoring programme confidence and delivering the migration of 200+ clients and 2,000 funds on track.
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Acquisition-Led Market Transformation
Led post-acquisition transformation for a global insurer, aligning operations to Lloyd’s Blueprint Two and enabling adoption of digital market standards.
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Technology Modernisation Programme
Supported a global insurer to modernise legacy technology platforms, improving resilience, strengthening infrastructure and embedding long-term digital capability.
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Digital Transformation Initiative
Delivered a large-scale digital transformation programme for a major insurer, accelerating delivery across core platforms while strengthening operating model maturity and internal capability.
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Client Onboarding Transformation
Transformed client onboarding and account opening for a major UK wealth manager, delivering a scalable digital onboarding model aligned to growth and regulatory requirements.
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