UK Long-Term Savings and Retirement Business
Programme
Industry
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



