Client stories
Delivering successes across Financial Institutions
Summary
We have driven change and transformation across a number of global Financial Institutions.

Take a look at some of our case studies below.
Top 5 US Bank Developing a single view of the customer:
A data driven approach
Global Investment and Asset Manager Accelerating the vendor
selection process for
an industry leading client portal
Top 5 US Bank Regulatory reporting:
Critical programme recovery
Top 5 US Bank Strategic review of
EMEA Client Lifecycle operating model
Global Corporate and Investment Bank Delivering a regulatory remediation
and recovery programme
Global Banking Infrastructure Provider Developing a new
governance process
for complex policy management
Tier 1 Global Investment Bank Radical transformation:
Front-to-back systems design
Founders Bank Project Delivering front-to-back
CLM for a challenger bank
Tier 1 global bank Policy optimisation:
Creating cost efficiency
via policy refinement
Tier 1 global bank Delivering optimised
operations: EMEA client
onboarding re-designed
Tier 1 global bank Change portfolio design:
Focusing and enhancing
change delivery
Tier 1 global bank Enhancing periodic review:
Design, delivery & execution
Global Banking Infrastructure Provider Policy review and
alignment for KYC Registry
Let’s make
change happen

We help Financial Institutions accelerate digital transformation – delivering improved efficiencies, better risk controls and enhanced customer experiences.
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