Strategic support for your business.

Acquisition Due Diligence

We give our the clients the peace of mind they need by going beyond simply ‘compliant’, helping to nurture good conduct and culture, leading to better outcomes for all involved.

Past Business Review

Past Business Review / Remediation – We offer ‘end to end’ capability covering
i) root cause,
ii) issue isolation & containment,
iii) population verification,
iv) impact assessment,
v) treatment / fix and
vi) lessons learned.

Customer Outcomes Testing

We can help you build an outcome focused quality assurance framework that is tailored to your business needs that is simple, efficient & effective and underpinned by a continuous improvement mindset.

Data Extraction

Many firms we work with struggle with incomplete and unreliable data. We help them by first identifying, then efficiently extracting, valuable unstructured data (from MS Word, MS Excel, PDF etc) so that they can make informed decisions about the risks inherent in their business.

Conduct Risk Framework

We have extensive experience of helping firms to develop proportionate Conduct Risk Frameworks that meet the information needs of its SMFs and wider business stakeholders. This has become even more important with the introduction of the Consumer Duty.

Data Analysis & Benchmarking

Utilising our proprietary data (e.g. DBT, Retirement Income, Firm etc) to benchmark your business against your sector peers. This is especially helpful when addressing strategically important challenges and seeking to demonstrate the ‘reasonable steps’ taken.