Financial Services
Payments, fintech and financial businesses need a clear account of how they operate. We work on the systems, reporting and commercial plans behind that account.
The context
Connect the operating detail to the business plan.
Growth can expose gaps between a financial business’s technology, management information, and ownership structure.
Preparing for investment or a strategic transaction starts with making those gaps visible and assigning the work to resolve them.
Typical starting points
When the business has grown faster than its systems.
Preparing for investment
Make the use of funds, the assumptions, and the supporting information easy to follow.
Moving infrastructure
Plan a migration, including reporting changes, ownership of tasks, and a handover.
A change in ownership
Document the operating model and responsibilities before the structure changes.
Work we can take on
Make the gaps visible, then close them.
Regulated activities, legal advice, and compliance sign-off remain with appropriately appointed specialists.
- 01
An operating model review
Who owns key processes and decisions, written down.
- 02
Financial plans
Traceable assumptions and a defined use of funds.
- 03
Diligence information
Business information organized for investors and transactions.
- 04
Technology planning
Infrastructure migration and reporting improvements, sequenced.
- 05
A controls overview
The routines that give management confidence in the numbers.
- 06
An implementation plan
Owners, dates, and dependencies.
Our scope makes professional boundaries explicit.
Regulated activities, legal advice, and compliance sign-off remain with the appropriately appointed specialists.
Related engagement
BC Remit: a business that changed shape.
Our work with BC Remit covers a move to cloud infrastructure and ongoing business advice. It also included a partnership buyout.
The case illustrates how an engagement can address different needs as a business changes.
Relevant services
Operational Consulting
Clarify process ownership, management reporting and the work required for a change in scale.
02Corporate Strategy
Develop the commercial plan and organise the evidence for funding or transaction discussions.
03Technology-Enabled Execution
Plan and implement technology changes that support the operating model.