Contact us
Contact us

About

Our mission
from Day One

We created BeyondFS because we wanted to empower Financial Institutions to dramatically increase efficiency, better manage risk and enhance customer experience.
Our mission
Our mission

What makes us different?

Area of focus
We’re specialists

Our skills, methods and experience have been developed and refined over years while leading multiple, large-scale Client Onboarding, Operations and Financial Crime Compliance change initiatives within Banks, Asset Managers and Fintechs.

We understand all of the multiple functions involved – from operations, compliance and technology, to data and change. We specialise in managing the interdependencies between these functions which is crucial to deliver successful change. It is this deep understanding of the interconnections in this space which enables us to deliver lasting value for our clients time after time.

We’re specialists
Way of working
Different approach

Our financial services clients repeatedly trust us to tackle their most challenging projects because we’ve demonstrated that we ‘take ownership’. Your problems become our problems – and we take them seriously. We will lead the change and continuously adapt to ensure you get the results you need.

Different approach
Our value
Leveraging expertise

Our clients pay for expertise and team quality, not for the big firm name. We have a relentless focus on your objectives and work in close collaboration with you and your team to ensure that we’re fully aligned, delivering the maximum impact for you, your clients and your key stakeholders.

Leveraging expertise

Values

Values that make
a difference
Our values dictate the way in which we conduct ourselves when working with clients, and when developing our own team. All relationships are built on trust and mutual respect. These values underpin everything we do and demonstrate that we are willing to earn your trust and respect through our actions on a daily basis.
01
Extreme ownership

We care deeply about delivering great outcomes. We take accountability for our actions. We don’t pass on responsibility. We empathise with our clients’ objectives. There is no part of your challenge that is not our challenge. We expect our people to step up and take total ownership to drive the change you need.

02
Relaxed intensity

We drive progress in an energetic but calm and focused way. We are respectful and friendly by nature. We are polite, patient and positive. We collaborate and work as one team without ego or hierarchy.

03
Genuine impact

We are focused on outcomes not hours logged. We value productive work rather than busy work. We are focused on delivering real value rather than just the outputs. We take pride in our reputation for getting the right things done, in the right way. We embrace innovation, entrepreneurialism and endeavour.

04
Entrepreneurial Focus

We embrace innovation and entrepreneurialism. We have a focus on delivering value for our clients and not outstaying our welcome. We understand the wider industry and business context, we’re forward-thinking and always seek to help our clients be successful in a rapidly changing world.

Our mission
Our mission
Our three founders have decades of experience working on the front line of business and digital transformation programmes within Financial Institutions.
Our story

Their experience has highlighted that without careful planning and proactive management, these critical programmes frequently fail to deliver real innovative, strategic change – change that ultimately makes the difference to the business and the customer’s experience.

To be successful, it’s critical to appreciate that digital transformation is a progression – an ongoing innovative cycle, one that doesn’t simply mean technology or data change. True transformation requires a more holistic approach to addressing risks, policies, processes and critically, people and teams.

Due to the fact that digital transformation is an ongoing process, evolving over time, it requires an overarching and highly effective change approach to manage, optimise and continually tailor efforts to capture the benefits of digital approaches.

We created BeyondFS to provide just that. Our first-hand experience combined with the very highest quality people in our teams, means that we can empower our clients to take a holistic approach to their digital transformation journey – one that de-risks the process, avoids the common pitfalls and ultimately accelerates the digital transformation journey to help grow your business.

Some of our team

Matt Neill
Matt Neill

Partner

Matt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client onboarding and CLM landscape, building a strategic function that sets them apart from others.
Alistair Catto
Alistair Catto

Partner

Al has worked for the Big 4 and boutique consultancies, delivering transformation for leading Financial Services brands. He has led multiple large-scale programmes, including the delivery of complex, global client onboarding systems.
Matt Beattie
Matt Beattie

Partner

Matt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client onboarding operations and delivering regulatory change.
Jenni Stenlake
Jenni Stenlake

Senior Manager

Jenni has over 15 years of consulting experience in financial services, delivering critical regulatory change programmes in Operations, Finance, and Financial Crime Compliance for leading institutions. She leads project turnarounds and remediation programmes, develops delivery frameworks and governance for compliance programmes, and helps clients build internal capacity. 
Matt Neill
Partner

Matt Neill

Matt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client onboarding and CLM landscape, building a strategic function that sets them apart from others.

Alistair Catto
Partner

Alistair Catto

Al has worked for the Big 4 and boutique consultancies, delivering transformation for leading Financial Services brands. He has led multiple large-scale programmes, including the delivery of complex, global client onboarding systems.

Matt Beattie
Partner

Matt Beattie

Matt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client onboarding operations and delivering regulatory change.

Jenni Stenlake
Senior Manager

Jenni Stenlake

Jenni has over 15 years of consulting experience in financial services, delivering critical regulatory change programmes in Operations, Finance, and Financial Crime Compliance for leading institutions. She leads project turnarounds and remediation programmes, develops delivery frameworks and governance for compliance programmes, and helps clients build internal capacity. 

Sophie
Sophie Rothbarth

Principal Consultant

Sophie is an experienced management consultant who specialises across banking, insurance and asset management organisations. She has deep expertise across regulatory transformation and data protection programmes and is adept at driving and embedding change. She has proven ability in delivering high profile engagements against tight timeframes across multiple financial services clients.
Greg Allsop
Greg Allsop

Wealth and Asset Management Lead

Greg has over 15 years' experience in Investment Banks and Asset Managers, ranging from Front Office portfolio management (investing in Public, Private and Alternative Strategies) through to significant business and operational change, leveraging technology improvements such as automation and platform redevelopment.
Paul
Paul de Bono

Director

Paul is an experienced consultant and leader with a track record on delivering high quality, tangible outcomes across the financial services sector, including banking, private equity and FinTech. He has led large scale KYC and CLM transformation programmes, and has a detailed understanding of target operating model design in these domains.
Vidhya
Vidhya Ragupathy

Senior Consultant

Vidhya has over 5 years’ experience in risk transformation and regulatory change programmes within financial institutions such as HSBC, BNP Paribas and ING. She is highly experienced in financial crime having worked in both client lifecycle management and breach remediation at various corporate, commercial, and private banks across Europe.
Sophie
Principal Consultant

Sophie Rothbarth

Sophie is an experienced management consultant who specialises across banking, insurance and asset management organisations. She has deep expertise across regulatory transformation and data protection programmes and is adept at driving and embedding change. She has proven ability in delivering high profile engagements against tight timeframes across multiple financial services clients.

Greg Allsop
Wealth and Asset Management Lead

Greg Allsop

Greg has over 15 years' experience in Investment Banks and Asset Managers, ranging from Front Office portfolio management (investing in Public, Private and Alternative Strategies) through to significant business and operational change, leveraging technology improvements such as automation and platform redevelopment.

Paul
Director

Paul de Bono

Paul is an experienced consultant and leader with a track record on delivering high quality, tangible outcomes across the financial services sector, including banking, private equity and FinTech. He has led large scale KYC and CLM transformation programmes, and has a detailed understanding of target operating model design in these domains.

Vidhya
Senior Consultant

Vidhya Ragupathy

Vidhya has over 5 years’ experience in risk transformation and regulatory change programmes within financial institutions such as HSBC, BNP Paribas and ING. She is highly experienced in financial crime having worked in both client lifecycle management and breach remediation at various corporate, commercial, and private banks across Europe.

Emily
Emily Fitz-Hugh

Senior Consultant

Emily has over 5 years experience in consulting and financial services. This includes working in-house within the UBS Group Internal Consulting team and the EY Consulting Practice. She is experienced with the delivery of large-scale business and regulatory driven transformation projects within complex regulatory and risk environments, and has worked across insurance, asset management and banking.
Niyam
Niyam Patel

Manager

Niyam has led teams on a number of large-scale business and technology driven transformation programmes in Banking and Insurance. He has developed strong product knowledge from projects at institutions such as HSBC, Lloyds Banking Group, Citi and Credit Suisse around the around the Strategy and Operations competency.
Robin
Robin Sapherson

Head of Marketing

Robin has led marketing teams for over 20 years within firms such as Canada Life and Barclays, working with leadership and operational teams to help clients connect with providers, discover and understand the services most suitable for them, and more easily engage with the business throughout their relationship.
Steph
Steph Bray

Senior Consultant

Steph brings over eight years of experience in Financial Crime compliance transformation, with a strong focus on AML/CTF related projects. She has led projects to design, embed, and execute customer lifecycle management processes, conducting AML/CTF risk assessments, and drafting comprehensive Financial Crime policies and standards.
Emily
Senior Consultant

Emily Fitz-Hugh

Emily has over 5 years experience in consulting and financial services. This includes working in-house within the UBS Group Internal Consulting team and the EY Consulting Practice. She is experienced with the delivery of large-scale business and regulatory driven transformation projects within complex regulatory and risk environments, and has worked across insurance, asset management and banking.

Niyam
Manager

Niyam Patel

Niyam has led teams on a number of large-scale business and technology driven transformation programmes in Banking and Insurance. He has developed strong product knowledge from projects at institutions such as HSBC, Lloyds Banking Group, Citi and Credit Suisse around the around the Strategy and Operations competency.

Robin
Head of Marketing

Robin Sapherson

Robin has led marketing teams for over 20 years within firms such as Canada Life and Barclays, working with leadership and operational teams to help clients connect with providers, discover and understand the services most suitable for them, and more easily engage with the business throughout their relationship.

Steph
Senior Consultant

Steph Bray

Steph brings over eight years of experience in Financial Crime compliance transformation, with a strong focus on AML/CTF related projects. She has led projects to design, embed, and execute customer lifecycle management processes, conducting AML/CTF risk assessments, and drafting comprehensive Financial Crime policies and standards.

Edgar
Edgar Noden

Client Coordinator

Edgar has a wealth of experience in building strong relationships with clients and prospects at a senior level. His commitment to providing exceptional service helps to ensure our clients receive the best possible experience, achieve their desired outcomes, and benefit from the comprehensive support offered by our consultancy team.
Irene
Irene Oldham

Operations and Resourcing Manager

Irene's expertise in People and Talent has shone brightly within consultancy firms across the spectrum for over 20 years, from multinational giants to specialised boutiques. Her unwavering commitment to professional excellence, coupled with her genuine care for individuals and their contributions, has earned her immense respect and admiration throughout the industry.
JK
Jonathan Kohler

Principal

With over 14 years of experience in programme management and frontline operations across the insurance and technology industries,  Jonathan has a deep understanding of how data and technology can transform operational performance. His infectious positivity and natural communication skills make him a highly effective leader and team player.
Shilpa Sajan
Shilpa Sajan

Senior Consultant

Shilpa has 5 years of experience in financial services consulting, particularly in Financial Crime programmes. She has worked on DORA Capability Assessments, evaluating operating models, infrastructures, policies, and processes, with a strong emphasis on Third-Party Risk Management. Beyond her consulting expertise, Shilpa volunteers with Women in Banking and Finance, supporting their strategic initiatives. 
Edgar
Client Coordinator

Edgar Noden

Edgar has a wealth of experience in building strong relationships with clients and prospects at a senior level. His commitment to providing exceptional service helps to ensure our clients receive the best possible experience, achieve their desired outcomes, and benefit from the comprehensive support offered by our consultancy team.

Irene
Operations and Resourcing Manager

Irene Oldham

Irene's expertise in People and Talent has shone brightly within consultancy firms across the spectrum for over 20 years, from multinational giants to specialised boutiques. Her unwavering commitment to professional excellence, coupled with her genuine care for individuals and their contributions, has earned her immense respect and admiration throughout the industry.

JK
Principal

Jonathan Kohler

With over 14 years of experience in programme management and frontline operations across the insurance and technology industries,  Jonathan has a deep understanding of how data and technology can transform operational performance. His infectious positivity and natural communication skills make him a highly effective leader and team player.

Shilpa Sajan
Senior Consultant

Shilpa Sajan

Shilpa has 5 years of experience in financial services consulting, particularly in Financial Crime programmes. She has worked on DORA Capability Assessments, evaluating operating models, infrastructures, policies, and processes, with a strong emphasis on Third-Party Risk Management. Beyond her consulting expertise, Shilpa volunteers with Women in Banking and Finance, supporting their strategic initiatives. 

Let’s make
change happen

We help Financial Institutions deliver change to optimise their business and operating models and succeed in a rapidly evolving world.
Contact us

Dawson House,
5 Jewry Street,
London,
EC3N 2EX

Registered Company Address:
128 City Road
London
EC1V 2NX

+44 (0)203 637 4117

info@beyondfs.co.uk
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© 2024 Optechs Services Ltd trading as BeyondFS