Cases
What an engagement looks like in practice: the institution, the question it brought and what changed.
Engagements
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Private bank: client onboarding redesigned
A private bank wanted to open accounts for new clients faster without weakening its due-diligence checks. We mapped onboarding across the front office, compliance and operations, redrew the hand-offs between them and connected the onboarding tool to the core banking system.
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Insurer: claims handling connected end to end
An insurer handled claims in three systems that did not talk to each other. We designed the target claims process, specified the interfaces between the policy, claims and payment systems, and ran the integration project to go-live.
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Asset manager: a portfolio management platform replaced
An asset manager replaced its portfolio management system. We ran the project from vendor selection to migration, and redesigned the order and reporting processes around the new platform.
Start with one meeting
Tell us what has to change and where it hurts today. The first meeting is for understanding the question, and for both sides to see whether we are the right people for it.