About
Our mission
from Day One

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

 

 

 

 

 

 

 

 

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.

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.

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.

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.

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 Beyond 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.

Our Team

Matt Neill
Managing Director

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
Managing Director

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
Managing Director

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.

Saara Day
Head of Marketing

Saara has over 20 years marketing experience, gained from senior roles within Professional and Financial Services. She is responsible for developing marketing strategies, delivering digital marketing initiatives, and leading PR programmes.

Jenni Stenlake
Consultant

Jenni has over 10 years of experience delivering key programmes of change within Operations, Finance and Financial Crimes Compliance for many leading financial institutions, including Deutsche Bank, HSBC, and Standard Chartered.

Olu Omotoso
Consultant

In the last ten years, Olu has worked as a Lead Business Analyst/Architect delivering regulatory backdrop projects, process re-engineering and software development initiatives to financial institutions such as Goldman Sachs, HSBC, Deutsche Bank & M&G.

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.

Usman Malik
Manager - SME & Business Analyst

Usman has over 20 years' experience working for many leading Financial Institutions including Deutsche Bank, Morgan Stanley, Goldman Sachs and HSBC. More recently he has specialised as a Business Analyst in Regulatory Change with a focus on Client Onboarding and Financial Crime Compliance.

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