UK Long-Term Savings and Retirement Business

Programme
Data Automation
Industry
Financial Services

A financial services organisation established a programme to develop an automated reporting capability to monitor and evidence compliance with Consumer Duty requirements across a closed book of products. The programme focused on increasing data frequency, accuracy and transparency through automation.

Programme Outcomes Delivered

• Defined business and data requirements for a subset of agreed board-level measures

• Built a new analytical model on a cloud-based data platform

• Established a suite of data products and management reporting dashboards

• Implemented delivery management tooling and reporting

• Introduced a data delivery model enabling business and engineering teams to operate as a single product team

Customer Value Delivered

• Centralised customer data from multiple entities into a single analytics model

• Delivered management reporting covering customer behaviour, complaints and claims

• Enabled more frequent, granular reporting to support improved decision making for conduct strategy

• Implemented a new change delivery model recognised internally as a benchmark for technical and business documentation