Identify where customer experience and operations can improve
Fragmented systems, manual processes, and disconnected data often limit performance across financial services organisations - for both customers and internal teams.
This service maps customer journeys, operational improvements, and how systems, data and people flow to surface friction points.
Identify where change will have the greatest impact, and research the potential deployments, before getting targeted implementation support to execute. You leave with an implemented change and a tested approach you can re-run.
Customer Experience, Acquisition & Retention
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Networking and match making events with financial services & FinTechs
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Online training and resources
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Bespoke & in-person training & coaching programmes
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1:1 support from advisers in financial regulation, IP, tech & more
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Funded consultancy to prepare for tech implementation
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Discounts & offers from partners such as Dell & HubSpot
End-to-end journey mapping
Identification of friction points and drop-offs
Review of service experience across stages
What the work produces
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Clear journey and process maps
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Identified inefficiencies and constraints
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Prioritised improvement opportunities
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Targeted implementation plans and support
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Opportunities for automation
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A tried and tested framework that you can run again
Delivery format
Closed sessions for full teams or across departments
Open cohorts to share knowledge across organisations
Half-day or full-day with follow-on support
Facilitated analysis with expert input
Access to Innovation Lab to provide Horizon Scanning research
