What the work actually looks like
Anonymised engagements from FTSE 100 banks, insurers, and asset managers. Real challenges, real structural redesigns, and the outcomes that landed. Client identities and specific figures have been protected; everything else is what actually happened.
Compressing the NAV Cycle at a Mid-Sized Asset Manager
A 12-month engagement to redesign NAV production from a nightly batch workflow with end-of-month exception scrambles into a continuous, exception-driven operating pattern — with an action data layer that adjacent middle-office workflows now reuse.
Redesigning KYC End-to-End at a Tier 1 European Bank
An 18-month engagement to move KYC from augmentation mode (AI tools layered on a human-driven workflow) into an AI-native operating pattern with continuous learning and a defensible posture under PRA SS1/23 and the EU AI Act.
Rebuilding Claims Operations at a Specialty Insurer
A 16-month engagement to redesign property claims handling around AI as a native capability — segmenting claims at first notice of loss, handling routine cases end-to-end, and concentrating claims handlers on the cases their judgment actually changes.
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