Our Misson

Our mission is to provide bespoke solutions that will best serve the future of our clients.

The company was formed in 2017 by an experienced banker with 36 years as a career financier gathering diverse experiences and skills.

Rising from “the ranks” to senior management, provided exposure to operational and credit matters as well as strategic and transformational elements providing cost saving and efficiency based solutions to increasingly complex situations.

 

 

 

Our Background

My name is Ian.

I am an expert and consultant with deep knowledge of IT development, organisation change and process re-engineering. In the Corporate environment, I most recently delivered a successful project that provided a new and improved in-house credit risk management and control framework. Management of local implementation of various global system changes.

Created the specification for, and the building, of a credit management tool for derivative exposures with associated companies.

Qualifications held are Prince2 and GDPR, at practitioner level and ITIL at foundation level.

Additionally managed and implemented the organisational development and integration of multiple teams into one single unit, which realised significant cost savings and enhanced capacity.

I am a motivated, customer focused professional who revels in providing effective solutions using the most efficient mechanism for that situation. I have understanding of many methodologies and have created Target Operating Models for many business streams and individual products.

I have had experience of many aspects required for operational transformation as I have needed to collaborate with, and understand the requirements of, other areas of organisations such as finance, risk management, operations and credit.

My experienced in project management from within the financial services industry spans more than 20 years. I have been managing and implementing projects for IT implementation, organisational restructuring and operational optimisation.
I have also led multi skilled and multicultural teams within an operational environment containing in excess of 50 staff.

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Qualifying Experience

  • Completed multiple GDPR initial assessments and data audits.
  • Standardisation of processes with multiple owners.
  • Developed revised process handling across associated companies.
  • Integrated financial assets (corporate lending and associated derivative transactions) into current balance sheet .
  • Migrated credit based data from an end of life system to a new global system.
  • Provided SME support/ managed process changes for the core system for EMEA branch.
  • Supported data migration for a branch relocation.
  • Creation of more efficient business units through identifying economies of scale.
  • Migration of data from one Core system to another.
  • Completion of data enhancement process.