ABOUT US

The Analysis Partnership provides Financial Services Organisations with Business Analysis expertise in partnership with their existing Business Analysis resources

OUR APPROACH


We provide individuals or teams of business analysts in order to strengthen or fill shortfalls in your capacity to resource programs, projects or undertake specific tasks.


Our business Analysts have decades of experience working within the Financial Services industry and have successfully delivered high-quality business requirements on multiple programs. 


We have expertise in Wealth Management, Life and Pensions, Annuities, IFA Networks and General Insurance.


The areas that we have covered within 

these business domains include:


Illustrations and New Business,

Digital,

CRM (Salesforce / MS Dynamics),

Administration systems including

WRAP Platforms,

Management and Business Intelligence,

Regulatory Change / Reporting,

Finance,

Data Migration




Our experience includes providing the following services:


  • Business Architecture
  • Process Mapping
  • Data Modelling
  • Requirements Gathering (Agile or Waterfall)

THE PROCESS

Understanding


We meet with you to discuss your business goals,

obtain an insight into the challenges you are facing and get a clear understanding of your current business analysis resources, capacity and capability.

Recommendations


Based on our business analysis experience and industry expertise we will set out  how we can work with you and your team to overcome your challenges and achieve your business goals.

Engagement


The terms of engagement  will be agreed defining how we will work together and the requirements gathering approach to be used.

A work order setting out the deliverables, cost and timescales will then be produced with identifiable milestones.

Delivery


Our experienced inhouse business analysts will work together with you and your team to successfully deliver the agreed outputs on time and within budget.


OUR TEAM


Our team originates from diverse backgrounds but have one aspect in common, extensive experience and expertise gained working with blue-chip financial services companies over the last 20 years.


  • Senior business analysts
  • Lead business analysts


OUR SKILLS

Business Analysis Consultancy

Business Analysis Delivery

Financial Services Domain Knowledge