Change Management

Change Management & Adoption for Financial Services

Enterprise change management and adoption strategies for regulatory, operational, and systems transformation in banking and capital markets.

⚑ 30-minute consultation β€’ πŸ’― No pressure β€’ 🎯 Real advice

30%
Avg. Improvement
90
Days to Results
50+
Companies Helped
4.9/5
Client Rating

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How we help you

Focus on outcomes, not features. Here's what makes us different.

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Problem Diagnosis

We identify root causes, not just symptoms

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Fast Results

See measurable improvements in 30-60 days

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Hands-On Implementation

We work with your team to execute, not just advise

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Data-Driven

Every recommendation backed by metrics

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Full Transparency

Know exactly what we're doing and why

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ROI Focused

Tied to revenue impact, not vanity metrics

How it works

Get started in 3 simple steps

01

Audit & Diagnose

We analyze your current state, identify bottlenecks, and diagnose root causes.

02

Build the Plan

We create a prioritized roadmap with quick wins and strategic initiatives.

03

Implement & Optimize

We work hands-on with your team to execute and continuously improve results.

Ensuring regulatory, operational, and system changes are fully adopted across the enterprise

Financial institutions invest millions in transformation programmes, yet fail to achieve intended outcomes due to poor adoption. Our change management practice ensures your people embrace new processes, systems, and controlsβ€”delivering ROI and minimizing resistance.

Is this the challenge?

  • ❌ Low user adoption rates - New systems or processes aren't being used
  • ❌ Change resistance - Teams actively resist new ways of working
  • ❌ Programme slippage - Delays caused by stakeholder pushback
  • ❌ Poor communication - Confusion about what's changing and why
  • ❌ Training gaps - Users don't know how to use new systems effectively
  • ❌ Failed benefits realization - Change delivered but value not captured

If these issues sound familiar, your organization needs structured change management.

What we deliver

Change Impact Assessments

  • Stakeholder mapping - Who is affected, how, and to what degree
  • Impact analysis - Changes to roles, processes, systems, controls
  • Readiness assessment - Current capability vs. required capability
  • Risk identification - Where resistance and failure are likely

Stakeholder Analysis & Engagement Strategy

  • Power-interest matrix - Who needs what level of engagement
  • Engagement plans - Tailored approach for each stakeholder group
  • Resistance management - Proactive mitigation strategies
  • Champion networks - Building internal advocates

Training Plans & Materials

  • Role-based training - Customized for different user groups
  • Training delivery - Classroom, virtual, e-learning, job aids
  • Train-the-trainer - Building internal training capability
  • Training effectiveness - Measuring competency and confidence

Communications Strategy & Artefacts

  • Communication plan - What, when, how, to whom
  • Change narrative - Compelling story for why change matters
  • Multi-channel delivery - Email, town halls, workshops, intranet
  • FAQs & talking points - Consistent messaging across the organization

Adoption KPIs & Dashboards

  • Adoption metrics - System usage, process adherence, error rates
  • Leading indicators - Attendance, engagement, sentiment
  • Dashboards - Real-time visibility into adoption progress
  • Intervention triggers - When to escalate or provide extra support

Readiness Assessments

  • Go/no-go criteria - Clear decision framework for launch
  • Readiness scoring - Quantitative assessment of preparedness
  • Gap remediation - Closing readiness gaps before go-live
  • Post-implementation reviews - Lessons learned and continuous improvement

What this solves

Low User Adoption

Structured change management increases adoption rates from 30-40% to 80-90%+ through targeted engagement, training, and support.

Change Resistance

Proactive stakeholder engagement and resistance management turn skeptics into champions.

Programme Slippage

Early identification of change risks prevents delays and ensures on-time delivery.

Poor Communication Across Teams

Clear, consistent, multi-channel communication ensures everyone understands what's changing, why, and what's expected of them.

Deliverables

You receive McKinsey-quality change management outputs:

βœ… Change Impact Assessments
βœ… Stakeholder Analysis & Engagement Plans
βœ… Training Strategy & Materials
βœ… Communications Strategy & Content
βœ… Adoption KPIs & Dashboards
βœ… Readiness Assessments & Go-Live Checklists
βœ… Post-Implementation Reviews
βœ… Sustainability Plans

All designed for enterprise-scale transformation.

Who this is for

  • Investment Banks - Trading platform implementations, regulatory change
  • Commercial Banks - Core banking transformations, digital channel launches
  • Asset Managers - Order management systems, fund accounting platforms
  • Broker-Dealers - Settlement systems, compliance platforms
  • Regulatory Programmes - ECB, PRA, FCA change initiatives

Typical engagement

Phase 1: Assess & Plan (Weeks 1-3)

  • Change impact assessment
  • Stakeholder analysis
  • Readiness assessment
  • Change management strategy
  • Governance structure

Phase 2: Prepare & Enable (Weeks 4-10)

  • Communications campaign
  • Training development and delivery
  • Stakeholder engagement
  • Champion network activation
  • Readiness tracking

Phase 3: Implement & Sustain (Weeks 11-16)

  • Go-live support
  • Hypercare and issue resolution
  • Adoption monitoring
  • Continuous improvement
  • Benefits realization

Pricing

Change Management Programme: Β£35k - Β£85k
Duration: 8-16 weeks
Scope: Full change lifecycle for major transformation

Change Advisory Services: Β£10k+/month
For ongoing change portfolio support

Change Impact Assessment: Β£12k - Β£18k
Duration: 2-3 weeks
Scope: Detailed impact analysis and readiness report

Real results

Tier-1 Investment Bank (Trading Platform Migration)

Challenge: Previous migration failed due to 40% adoption, traders resisted new system
Delivered: Comprehensive change programme, trader-focused training, champion network
Result: 92% adoption within 6 weeks, business-critical trades migrated on schedule

European Commercial Bank (Regulatory Change - ECB)

Challenge: ECB-mandated process change, 5,000 affected users, high resistance
Delivered: Change impact assessment, multi-channel comms, role-based training
Result: On-time compliance, 85% user satisfaction, zero regulatory findings

Global Asset Manager (Fund Accounting System)

Challenge: New platform, 12 global locations, fragmented change approach
Delivered: Global change strategy, localized training, adoption dashboards
Result: Smooth cutover, 88% adoption in month 1, benefits realized ahead of plan

Start here

Complimentary: Change Readiness Diagnostic

Share your upcoming transformation (even at the concept stage). We'll provide a 15-minute executive briefing covering:

  • Key change risks and resistance points
  • Stakeholder groups requiring focus
  • Quick wins for improving readiness

Consulting Engagements

Change Impact Assessment (Β£12k-Β£18k, 2-3 weeks)

  • Stakeholder impact analysis
  • Readiness assessment
  • Risk identification
  • Change management strategy recommendations

Change Management Programme (Β£35k-Β£85k, 8-16 weeks)

  • Full change lifecycle support
  • Impact assessments
  • Communications strategy & execution
  • Training development & delivery
  • Adoption monitoring & reporting
  • Hypercare support

Change Advisory Services (Β£10k+/month)

  • Ongoing change portfolio support
  • Executive advisory
  • Change governance
  • Continuous improvement

Why partner with us

βœ… Tier-1 bank experience - Delivered change for major financial institutions
βœ… Regulatory expertise - Deep understanding of compliance-driven change
βœ… Global delivery - Multi-country, multi-language change programmes
βœ… Proven methods - Prosci, ADKAR, Kotter frameworks
βœ… Measurable results - Adoption rates consistently above 85%

What distinguishes effective change management

Ineffective change management:

  • ❌ Generic communications sent to all users
  • ❌ "Big bang" training with no reinforcement
  • ❌ No measurement of adoption or resistance
  • ❌ Change team operating in isolation
  • ❌ Focus on go-live, not sustainability

Effective change management:

  • βœ… Targeted stakeholder engagement based on impact
  • βœ… Role-based training with ongoing support
  • βœ… Real-time adoption dashboards and intervention
  • βœ… Change integrated into programme governance
  • βœ… Sustained adoption through embedding and reinforcement
  • βœ… Benefits tracked and realized

Next steps

  1. Complimentary Diagnostic - Share your transformation plans
  2. Discovery Session - 45-minute discussion with our change leadership team
  3. Proposal - Tailored engagement with clear deliverables and ROI
  4. Mobilization - Programme kickoff within 2 weeks

Transparent Pricing

No hidden fees. Choose what works for you.

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Project

$12k-$40k

Fixed-scope engagement

  • Complete audit & analysis
  • Custom strategy & roadmap
  • Implementation support
  • Team training
  • 30-day post-launch support
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Retainer

$8k+/month

Ongoing partnership

  • Everything in Project
  • Monthly strategy sessions
  • Ongoing optimization
  • Slack/email support
  • Quarterly business reviews
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Loved by people worldwide

Don't just take our word for it

"They documented our entire trade lifecycle in 6 weeks with BPMN 2.0 flows that passed regulatory review first time. Exceptional quality."

J
James Thompson
Head of Operations, Investment Bank

"Finally, a consultant who actually implements instead of just creating PowerPoints. Our operational error rate dropped 40% in 3 months."

S
Sarah Mitchell
COO, Asset Management Firm

"Their Target Operating Model gave us a clear roadmap from current state to future state. Audit findings down from 12 to zero."

D
David Chen
Chief Risk Officer, Commercial Bank

Frequently Asked Questions

Got questions? We've got answers.

How long does a typical engagement take?

Most process documentation engagements take 4-8 weeks. Target Operating Model design is 6-10 weeks. Regulatory compliance programmes are typically 3-6 months depending on scope.

Do you work with organizations outside financial services?

Yes. While we have deep expertise in financial services, our methodologies (BPMN 2.0, TOM design, risk & control frameworks) apply across industries including manufacturing, professional services, and healthcare.

What deliverables will we receive?

You receive audit-ready documentation including BPMN 2.0 process maps, RACI matrices, control libraries, risk assessments, and implementation roadmaps. All deliverables are version-controlled and governance-approved.

How involved will you be with our team?

Very involved. We embed within your team, facilitate workshops, conduct stakeholder interviews, and work collaboratively to build internal capability while delivering programme outcomes.

Ready to fix this problem?

Let's have a real conversation about your biggest challenge. No pitch, no pressureβ€”just honest advice.

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