Our Services

We have outlined our primary service offerings below, please contact us for more information or for support in areas not listed

Digital Transformation

More than just the adoption of new technologies, digital transformation represents a new way of doing business.  Removing the shackles of the existing business paradigm to deliver stronger, better and future fit business models.  Areas we have worked with clients on previously include:

  • Transformation of the business model
  • Organisational structure and ways of working
  • Cultural barriers
  • Legal and policy implications
  • Economic structures
  • Transitional arrangements

Customer Experience

Organisations are realising the benefits that can be derived from enhanced customer experience.  With the cost of customer acquisition increasing, increased competition in the marketplace and the need to attract and retain profitable customers, the customer experience is of increasing importance.


We have worked with:

  • Organisations to develop the customer journey for specific products and offerings
  • Optimisation of customer experience
  • Digital customer transformation
  • Moving from internal process lead organisation to outward looking customer organisation

Strategy & Transformational Leadership

Taking an intial or part formed idea and working with C-Suite leaders to develop and shape a strategy and change agenda is a core part of our experience.  We have also developed strategic options and recommendations for many clients, some examples of our past experience include:

  • Customer Experience and Journey for Leading UK building Society
  • Global finance strategy for leading insurance organisation
  • Change Portfolio and Change Agenda
  • New Bank Formation
  • Regulatory Change and Requirements
  • Technology Optimisation and Solution Development

Regulatory & Compliance

We have worked with some of the worlds largest Financial Services organisations to implement and manage regulatory change, some examples are:

  • IFRS 16 (Leases)  
  • EBA & Country Regulatory Reporting (UK, Nordics, Eastern Europe)
  • Liquidity Reporting
  • Statutory Accounting & Reporting
  • and many others

Core Platform Replacement & Migrations

Have undertaken core platform replacements and large scale data migrations within the Insurance and Banking sectors.  We have worked with clients to develop the approach, lead the change and implement the business transformation.  


With experience on both the technology and business transformation components of a core platform replacement, we have worked across the full lifecycle from inception and design through to implementation.

Finance, Risk & Treasury

We have worked with some of the UKs, Europes and the Worlds largest banks, insurance, capital markets, indemnity companies and building societies to develop the target state Finance, Risk and Treasury functions.  Projects include:

  • Target state global finance operating model for a global insurance company
  • Automated reconciliation for a building society
  • Finance ERP module implementations
  • VAT reclaims
  • Budgeting & Forecasting
  • Consolidation

Technology & Data

We have implemented packaged solutions, designed and built bespoke solutions and developed organisation wide data models.  Experience includes:

  • Target state data model for a financial services organisations
  • Automated centralised bespoke accounting adjustment solution
  • Financial reporting solutions
  • Budgeting solutions
  • Consolidation solutions
  • Replatforming
  • Core platform implementation & migrations

Reviews and Assessment

We have experience of undertaking reviews for clients, examples include:

  • Programme and Project Review & Recommendations
  • Target State Design Assessment
  • Business Strategy
  • Product & Vendor Assessment / Selection
  • Cost Reduction & Resource Skillsets
  • Business & Operational Model
  • Investment Decisions
  • Options Assessment

Thought Leadership

We have developed thought leadership for global consultancies and clients across many different subject areas, these include:

  • Finance Architecture
  • Technology Architecture
  • Regulatory Change
  • Operating Model Design
  • Cost Reduction
  • Risk Management
  • Programme Lifecycle Delivery

Organisation & People

Organisational design and talent management is a complex area, we have undertaken this type of work for many organisations at the top level and for selected functions.  Some of our experience includes:

  • Finance operating models & resource requirements
  • Business oeprations design
  • Project resourcing
  • Complexity reduction and cost optimisation for organisations
  • Organisational design strategy and transition from current state

Test Management & Execution

We have experience in full lifecycle test management and delivery, specifc activities we have delivered include:

  • Test Strategy
  • Test Scoping & Requirements Alignment
  • Test Case and Script Development
  • Test Management
  • Unit, Integration and User Acceptance Testing
  • Defect Management & Resolution
  • Acceptance and Go-Live Criteria
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@Finata Limited