Industry | Banking
Project | Target Operating Model
Designed new Target Operating Model across Retail and Business Banking, forecasting $15m savings over 2 years. Wrote Business Case and obtained sign off from Business and Retail Banking Boards.
$15m savings | 27 departments
Industry | Investment Management
Programme | CRM Salesforce
Design and delivery of Salesforce CRM solutions to align business processes and practices globally, enabling one customer view to drive increase in sales through enhanced business development data and opportunity. Changes inlcuded new services taxonomy, sales processes, dashboards and reports.
33 countries | 45 offices
Industry | Media
Programme | Media Buying, Trading & Planning Platforms
Implementation and integration of two new systems to deliver end to end media buying and trading capability and reconciliation to 6 UK agencies. Creation, development and coaching of UK teams to build an MVP for a US centric media planning tool. Facilitation and lead of supplier and client teams to align and build new agile feature development process to improve new feature delivery.
2 platforms | 6 agencies
Industry | Banking
Programme | Collaboration / intranet platform
Implementation of new intranet software to be used as a collaboration platform to drive and increase one customer view, business development opportunities, in team and cross team collaboration and communication and build strong communities across the bank.
45 offices | 80k employees
Industry | Financial Services and Retail
Programme | Savings and Bond Products
Design and implementation of 2 new online savings products to increase investment opportunities and liquidity, expand financial products portfolio and new services to customers.
4 companies | 12k branches
Industry | Investment Management
Project | Fund management client exit
Leading exit of a long term client to a competitor, including mitigating tax and regulatory impacts and resolving data IP.
3 companies | 10y data
Industry | Banking
Project | Mortgage products
Turned around failing Agile project, delivering changes across 3 x platforms to shorten Mortgage product launches from 6 to 3 months. Increasing business ability to react to market changes and competitor activity.
3 platforms | 15+ team
Industry | Financial Services
Programme | White label FX card product
New product and revenue stream delivered through partnership with third party supplier.
3 companies | 20+ team
Industry | Investment Management
Project | White label eWRAP insurance product
Implementation of third party insurance product, including feature design and development, digital platform and operating model changes. Increasing product range and revenue opportunities.
3 platforms | 20+ team
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