We created Beyond because we wanted to empower financial institutions to dramatically increase speed, improve customer focus, reduce risk and ultimately accelerate time-to-revenue.
from Day One
What makes us different?
Our skills, methods and experience have been developed and refined over years while leading multiple, large-scale client onboarding and CLM change initiatives within financial institutions. We understand the multiple functions involved – from Operations, Compliance, and Technology, to Data and Change – and this deep understanding enables us to repeatedly deliver lasting value for our clients.
Our financial services clients repeatedly trust us to tackle their most challenging projects because we’ve demonstrated that we can consistently deliver. 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.
on the value we deliver
We measure our worth in outcomes rather than hours. This means a relentless focus on your objectives and working in close collaboration to ensure that we’re fully aligned and delivering the maximum impact for you, your clients and your key stakeholders.
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.
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.
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.
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.
This was the period when complex regulatory change and new demands (placed on banks as a result of several high profile money-laundering scandals) highlighted the importance of client onboarding and client lifecycle management.
We each became frustrated with the way in which critical programmes frequently failed to deliver real innovative, strategic, transformational change. However, while the huge wave of regulatory change since 2010 has presented a major challenge, it has also created a significant driver for transformation. The advent of automation, workflow and other enhanced technologies have created incredible opportunities to increase efficiency, improve risk management and drive a reduction in financial crime.
So, in 2018 we set out on a journey to build a company that brings together an absolute focus on client onboarding and CLM within financial services, the very highest quality people and an unwavering commitment to delivering against our clients’ objectives.
We believe this combination, together with the energy we bring, sets us apart and is why we’re trusted by leading financial institutions to deliver their most critical change programmes.
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.
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 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.
Josie specialises in AML compliance and client onboarding, with a focus on policy, project management and training. Josie has held roles at institutions such as Genpact, IHS Markit and SWIFT, developing their global KYC CIP and EDD policies.
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.
Barry is a delivery focussed change management consultant specialising in Financial Services. He has over 20 years’ experience gained within top financial institutions such as Bank of America Merrill Lynch, Barclays, Credit Suisse, and Goldman Sachs.
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.