Worked examples
What an engagement actually looks like
Three illustrative migrations, end to end — the timeline, the method, the price band, the evidence pack, and what could go wrong. These are honest composites of how we run the work, clearly labelled as such; named case studies will replace them as deliveries complete.
Merging an acquired IFA back-book in six weeks
A consolidator completes on a £900m-AUA advice firm. The acquired book runs on CURO; the group runs Intelliflo. The integration clock is ticking.
Moving a building society's loan book — with its history intact
A £1.2bn society replaces its legacy core with Mambu. The balances are easy. The decade of arrears history is the job.
One MGA, two policy admin systems, one capacity deadline
An acquisitive MGA runs Acturis and an inherited legacy PAS. The new capacity agreement starts in ten weeks and expects one bordereaux feed.