UK Long-Term Savings and Retirement Business

Programme
Insurance Integration
Industry
Financial Services

A financial services organisation established a programme to integrate multiple acquired entities into a single investment and insurance data platform. The programme focused on creating a consolidated customer and asset view, supported by modern cloud based data and reporting capabilities.

Programme Outcomes Delivered

• Defined approach for acquisition and policyholder asset integration, including data migration

• Standardised reporting and analytics processes

• Delivered improved data reporting and management insight

• Implemented self service reporting practices

Customer Value Delivered

• Integrated multiple entities to establish a single, trusted view of insurance and asset data supporting front office enablement

• Improved analytics and reporting capabilities, including self service access across the organisation

• Standardised reporting processes enabling significant time savings within financial reporting cycles

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

• Automated integration activity through consistent, standardised processes