How we help you

What it’s for - by role
Many technical products have a lot of information available about how they work, what their features are and the technology that underpins them. All of this is important and useful – to the right people. But technology is only there to enable the business to function and support its customers so understanding how the various components, processes and people can apply this technology to their daily work and routines is the key to delivering the business value expected.
Different roles in the decision-making chain will have different needs and views as to what they need their technology to do FOR them. One size does not fit all so being able to mould the tech to work the way you want it to work becomes a critical success factor rather than just having the most functional or performant systems. Or even the cheapest ones. Below you will find a perspective from key roles and observe that the same product needs to fulfil these in the way those functions want them to. Adaptability and interoperability are the watchwords that ensure a smooth transition to a new way of working.
CEO
Growing the customer base, serving it effectively and efficiently without increasing cost or risk is a priority for many CEOs. A strong technology base that facilitates growth is the foundation for a long-term strategy able to absorb change and challenge. The ease with which new markets can be addressed and existing ones enlarged can help create significant competitive advantage.
By moving forward on modern systems that eliminate much of the complexity, it suddenly becomes a business opportunity rather than a burden no-one wants.
CFO
The regulatory burden on Building Societies and bank is ever increasing so knowing that your systems are ensuring compliance and avoiding introducing errors is of importance to a CFO. The smooth movement of money combined with the time taken to track and manage it can create impacts on cash flow and liquidity. Automating these manual tasks maintains better control.
By automating error prone manual work, the finance function has greater visibility of, and confidence in, the data needed to manage the business in a fiscally responsible and efficient way.
COO
Business continuity is a key requirement of operational staff. Having systems that are available is one thing – but making sure they don’t compromise the volumes of processing, the accuracy of data and the consistency of use across the business matters because if any one of those is missing, then the impact on the operational side is very often instant and significant.
No COO wants change that is detrimental. Minimising that time to improvement, avoiding disruption and disconnects are what creates a successful transition to a new way of working.

Head of Lending
The mortgage market is intensely competitive. Whilst many focus on the headline rates, it is as important to ensure smooth rapid and reliable processes for all involved. From attracting existing and new customers to applications, offers, redemptions and rate renewals having seamless systems is essential. Joined up automation, backed by the “human” touch goes a long way to remaining competitive, with brokers and direct customers alike.
Digital Transformation and Innovation
Many current systems and processes are a mix of manual and automated, leading to risk of data loss or corruption. Rip and replace is too disruptive and expensive. A managed migration to modern digital “native” approach opens up many new avenues to grow and diversify where appropriate. Ensuring the integrity of the business throughout this transformation requires technology that is adaptable, supportable and configurable by in-house resources.


Head of Savings
Savers are the bedrock of the building society sector. Ensuring a steady stream of deposits requires attractive rates and innovative products for savers new and old. In a crowded and noisy market place it is essential that your existing customers are well cared for and receive the information they need to continue entrusting their savings to you. Relevant and personal communication, delivered via an app, makes a real difference to each and every customer.