Strategy Development and Delivery for UK Wealth Manager

Issue

• UK Wealth Manager with 3 prior failures in business and technology transformations
• Fundamental issues in shareholder and key stakeholder re-engagement and trust
• Falling behind competition

Response

• Rich and deep shareholder and key partner engagement
• Strategy and roadmap definition and business case 
• Selection of an MS Gold delivery partner to build an in-house and external team to drive the transformation
• Implemented new agile ways of working across an integrated change and business team.

Results

• Step change in Shareholder relations
• MS Dynamics based CRM and Advice system with all IP in house
• Reengineered advice journey
• >50% increase in end to end efficiency and cost performance