SYSTEM OPTIMISATION FOR THE UK BUILDING SOCIETY SECTOR
FINANCIAL SYSTEMS THAT WORK THE WAY YOUR SOCIETY DOES.
A common sense approach to the configuration of back office and front end systems: reducing manual workarounds for your staff, and improving the experience your members receive.
PLATFORMS
SOPRA BANKING SOFTWARE
FINOVA
MUTUAL VISION
PHOEBUS
12 YEARS
IN UK FINANCIAL SERVICES
10+ YEARS
WORKING WITH SBS (SOPRA BANKING SOFTWARE)
9 YEARS
IN-HOUSE AT A UK BUILDING SOCIETY, FROM SUPPORT THROUGH TO APPLICATION & DATA MANAGER
IT & CHANGE
CHANGE PROGRAMMES REPORTED TO EXECUTIVE COMMITTEE LEVEL
Who WE WORK WITH
UK BUILDING SOCIETIES WITH £0.5BN TO £3BN IN ASSETS
Large enough to run a complex platform estate across savings, mortgages and originations. Small enough that the change function is a handful of people rather than a department, and every piece of external support has to earn its place.
We also work with smaller societies, and with the software vendors serving the sector, where the work is a genuine fit. We do not take on engagements that would be better served by a large programme consultancy, and we will say so at the first conversation.
HOW ENGAGEMENTS ARE STRUCTURED
CONFIGURATION REVIEW
Documented findings and a prioritised list of changes.
REQUIREMENTS WORKSHOP
Days on-site if required. Output is a signed-off design scope.
PROJECT SUPPORT
Day rate, from requirements through to testing, alongside your team.WHAT WE DO
Back Office & Front End
Streamline the processes your teams work around each day, and reduce the pain points experienced by members at the point of service.
Business Analysis
Requirement gathering through to testing support, on business-wide programmes or on individual improvement tasks.
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Optimisation & Design
Reconfigure your existing systems and improve the underlying data so that both reflect how the business operates.
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MIGRATION & TRANSFORMATION
Platform and SaaS migrations, data mapping and build support, and proof of concept delivery for new propositions.
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SYSTEMS & PLATFORMS
| Platform / area | Where we help |
|---|---|
| Sopra Banking Software (MSS) | Over a decade of hands-on configuration, technical support, set-up review and product build across the core estate. |
| Mortgage & Sales Originations (MSO) Finova, formerly Iress |
Originations journeys, integrations into back-office systems, decisioning and workflow configuration for intermediary and direct channels. |
| Phoebus | Experience across the servicing estate, including full system migration. |
| Back Office & Servicing | Process streamlining, workaround removal and parameter design for savings and mortgage servicing. |
| Front End & Member-Facing | Cross-organisational process improvement where branch, contact centre and digital meet the core. |
| Migration & Data Transformation | Platform and SaaS migrations: target-state design, data mapping, build support, reconciliation and cutover testing. |
| Data & Reporting | Data quality review, remediation approach and reporting structures that hold up to scrutiny. |
DISCUSS YOUR REQUIREMENTS
Identify the process that is costing your teams the most time, and we will establish what your existing systems are already capable of — remotely or in an on-site workshop.