Wealth Management

Resolving issues preventing the introduction of a new on-line service.


The client is a household name in the provision of a wide range of financial products to the business and consumer market place.

The company was in the process of establishing a new on-line wealth management portal, linked to a suite of back office financial products, to provide a new service offering to the personal market. The project was heavily resourced and involved many different suppliers. However, it was running behind schedule and appeared bogged down with technical issues.

The Work

Our consultant was asked to undertake a review of the project and determine the root cause of the delay. An intensive two week assessment was undertaken working within the main project team. The work involved:

  • identifying the technical and process issues preventing progress
  • working with the project teams to resolve the issues identified
  • preparation and presentation of a report to the project board

The Benefits

At the end of the two week review period, the majority of the key issues had been identified and resolved. The blockages in the project had been freed up and progress had resumed. Our consultant was retained by the board to drive through the balance of the recommendations.

Work Categories