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:
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.
Business Analysis Consultancy
Business Analysis Delivery
Financial Services Domain Knowledge
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