Transforming manual operations into intelligent, automated workflows
Financial institutions face mounting pressure to reduce costs, improve speed, and minimize errors—yet remain burdened by manual, labor-intensive processes. Our automation practice designs and delivers intelligent workflows that achieve zero-touch processing, freeing your teams to focus on exceptions and value-added activities.
Is this the challenge?
- ❌ Manual interventions - Staff spending hours on repetitive tasks
- ❌ Reconciliation breaks - High error rates requiring manual investigation
- ❌ Slow process cycles - Days to complete what should take minutes
- ❌ Headcount pressure - Can't scale operations without hiring more people
- ❌ Error-prone workflows - Human errors causing operational losses
- ❌ Lack of straight-through processing - Everything requires manual touch
If these challenges persist, your organization needs operational workflow automation.
What we deliver
Opportunity Assessment
- Process mining - Analyzing current workflows to identify automation candidates
- Value quantification - ROI analysis for each automation opportunity
- Complexity scoring - Assessing technical feasibility and implementation effort
- Prioritization matrix - Which processes to automate first
Automated Future-State Processes
- Zero-touch design - End-to-end workflows requiring no human intervention
- Exception management - Intelligent routing of break scenarios
- Business rules - Automated decision-making logic
- Workflow orchestration - How systems, data, and tasks connect
Exception Management Workflows
- Exception detection - Automated identification of breaks and anomalies
- Intelligent routing - Directing exceptions to appropriate teams
- Resolution tracking - Monitoring time-to-resolution and root causes
- Prevention analytics - Identifying systemic issues to eliminate
Data Validation Rules & Controls
- Pre-validation - Catching errors before they enter systems
- Real-time checks - Validating data at point of entry
- Reconciliation automation - Automated matching and break identification
- Data quality scoring - Dashboards showing data health
Requirements for Workflow Tools
- Tool selection - Alteryx, Airflow, Pega, UiPath, Blue Prism, Power Automate
- Integration requirements - How tools connect to existing systems
- Security & compliance - Access control, audit trails, regulatory requirements
- Scalability - Handling volume growth and business expansion
Implementation Support
- Build oversight - Ensuring automations meet requirements
- Testing coordination - SIT, UAT, regression testing
- Go-live support - Cutover planning and hypercare
- Continuous improvement - Monitoring performance and optimizing workflows
What this solves
Manual Interventions
Reduce manual touch points by 60-90%, freeing staff for higher-value work.
Reconciliation Breaks
Automated validation and matching eliminates 70-80% of reconciliation errors.
Slow Process Cycles
What took days now takes minutes—improving customer experience and operational efficiency.
Headcount Pressure
Scale operations without proportional headcount growth through intelligent automation.
Deliverables
You receive Big 3 consulting quality automation outputs:
✅ Opportunity Assessments & ROI Analysis
✅ Automated Future-State Process Designs
✅ Exception Management Workflows
✅ Data Validation Rules & Control Frameworks
✅ Tool Requirements & Selection Criteria
✅ Implementation Roadmaps
✅ Testing Strategies & UAT Scripts
✅ Hypercare & Continuous Improvement Plans
All designed for enterprise-scale automation.
Who this is for
- Investment Banks - Trade processing, settlements, reconciliations, regulatory reporting
- Commercial Banks - Payments processing, KYC/AML workflows, account opening
- Asset Managers - NAV production, fund accounting, investor reporting
- Broker-Dealers - Trade matching, clearing, settlement, fee reconciliation
- Shared Service Centers - Finance, HR, operations workflows
Typical engagement
Phase 1: Assess & Design (Weeks 1-4)
- Process mining and opportunity assessment
- ROI quantification
- Future-state process design
- Tool selection and requirements
- Implementation roadmap
Phase 2: Build & Test (Weeks 5-10)
- Automation development
- Integration with existing systems
- Testing (SIT, UAT)
- Exception handling design
- Control validation
Phase 3: Deploy & Optimize (Weeks 11-14)
- Go-live execution
- Hypercare support
- Performance monitoring
- Continuous improvement
- Scale-up planning
Pricing
Automation Opportunity Assessment: £15k - £25k
Duration: 3-4 weeks
Scope: Process mining, ROI analysis, prioritization roadmap
Automation Programme: £55k - £140k
Duration: 10-14 weeks
Scope: Full lifecycle from design through hypercare
Continuous Improvement Advisory: £12k+/month
For ongoing automation portfolio optimization
Automation Resource (Day Rate): £900-£1,300/day
For embedded programme support
Real results
Tier-1 Investment Bank (Trade Reconciliation)
Challenge: 5,000 daily manual reconciliations, 15% break rate, 20 FTE team
Delivered: Automated matching engine, exception routing, data quality controls
Result: 92% straight-through processing, 3% break rate, 8 FTE redeployed
European Commercial Bank (Payments Processing)
Challenge: 2-day payment processing cycle, high error rates, customer complaints
Delivered: End-to-end automation using Pega, real-time validation, STP design
Result: Same-day processing, 85% STP rate, NPS improved by 22 points
Global Asset Manager (NAV Production)
Challenge: Manual NAV calculation, 18-hour process, error-prone
Delivered: Automated NAV workflow using Alteryx, data validation, exception handling
Result: 2-hour NAV production, zero calculation errors, early fund reporting
Start here
Complimentary: Automation Potential Analysis
Share 1-2 high-volume, manual processes (even a simple description). We'll provide a 15-minute executive assessment covering:
- Automation feasibility and approach
- Estimated ROI (time savings, error reduction)
- Quick wins and potential pitfalls
Consulting Engagements
Automation Opportunity Assessment (£15k-£25k, 3-4 weeks)
- Process mining and analysis
- ROI quantification
- Tool recommendations
- Implementation roadmap
Automation Programme (£55k-£140k, 10-14 weeks)
- Future-state process design
- Tool selection and requirements
- Build oversight and testing
- Go-live and hypercare
- Continuous improvement
Continuous Improvement Advisory (£12k+/month)
- Ongoing automation portfolio management
- Performance optimization
- New opportunity identification
- Tool governance
Why partner with us
✅ Tier-1 bank experience - Delivered automation for major financial institutions
✅ Tool-agnostic - Alteryx, Airflow, Pega, UiPath, Blue Prism, Power Automate
✅ Process expertise - Deep understanding of financial operations workflows
✅ ROI-focused - Automation that delivers measurable business value
✅ Sustainable design - Automations that scale and adapt as business evolves
What distinguishes successful automation
Failed automation:
- ❌ "Paving the cowpath" - Automating broken processes
- ❌ Ignoring exceptions - Automation breaks on edge cases
- ❌ No data quality controls - Garbage in, garbage out
- ❌ Hard-coded logic - Automation breaks when business rules change
- ❌ No continuous improvement - Performance degrades over time
Successful automation:
- ✅ Process redesign before automation - Fix the process first
- ✅ Intelligent exception handling - Automated detection and routing
- ✅ Data validation and quality controls - Errors caught early
- ✅ Configurable business rules - Easy to adapt as requirements change
- ✅ Performance monitoring and optimization - Continuous improvement mindset
- ✅ Scalable architecture - Handles volume growth effortlessly
Next steps
- Complimentary Analysis - Share your manual processes
- Discovery Session - 45-minute discussion with our automation leadership team
- Proposal - Tailored engagement with clear ROI and deliverables
- Mobilization - Rapid programme startup within 2 weeks