We have worked extensively in the service sector including
financial services (banking & fund management), estate agencies,
consulting, call centre provision and law.
Examples of work completed include:
- Insurance - Advice to Insurance investor on its £10m
investment strategy with regard to a substantial portfolio of UK
investments in private companies operating in 7 different industries.
- Banking Investment - Advice to a Swedish bank on its
investment in a UK chain of hotels.
- Alternative Distribution Channels - On behalf of a building
society: analysis and research of the marketplace to determine the
feasibility of alternative distribution channels.
- Improving Service Delivery - On behalf of a collective
investment scheme: implementation of a change plan to improve the
customer query call centre, including the implementation of improved
workflow management practices.
- Change Management - For a US banking group: Design and
implementation of a change management programme to improve the pricing
of managed funds.
- Process Improvement - For a European fund management group:
Implementation of processes to revise pricing of over 700 funds to
bring them into line with new international standards.