Phase 1: Strategic Workshops Available
Strategic Context and FCA Expectations
Understand the firm’s market position, competitor benchmarks, and the regulatory environment.
Define your risk appetite, strategic ambition, and customer promises.
Outcome: Shared strategic language and regulatory understanding across your leadership.
Phase 2: Capability Mapping and Regulatory Readiness
Operating Model Review
Identify friction points, assess process efficiency, and map to capabilities (tech, data, people).
Identify potential bottlenecks, heuristics and abuse of policy.
Outcome: Capability blueprint linked to regulatory compliance, cost-efficiency, and customer excellence.
Phase 3: Transformational Leaps and Innovation Planning
Prioritise key digital domains (e.g. onboarding, complaints, client reporting, customer experience) using value vs feasibility matrix.
Explore application of GenAI, automation, and customer insights.
Outcome: 2–3 year transformation roadmap and business cases with KPIs aligned to revised goals.
Phase 4: Embedding a Culture of Performance and Compliance
OKRs, KPIs, and Agile Governance
Embed metrics for value delivery, compliance oversight, and innovation tracking.
Focused development for execs and senior managers to foster digital-first, customer-centric culture.
Outcome: Culture of accountability, high-performance, and smart governance.
Each Workshop is created to a bespoke business, involving up to 4 weeks preparation and planning, weekly workshops; typically 3 over 5 weeks – but can vary.
Cost starts from £11,500 + VAT for one or £36,000 + VAT for all 4 Phases.
Contact us directly on 0208 243 8620 Ext 1 to discuss availability and discuss your precise needs. If you want a variation, please ask, we are here to serve you. We care that you get the best and greatest value for your business.
Leave a Reply