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Opus Una Case Study

Client case study: Opus Una - a UK wealth manager

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Engineering - Turbo Traction

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all...

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Expert Laser – Laser Coach (Masterclasses)

Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts...

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Expert Laser - Laser Consult

The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert...

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FinTech Strategy

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our...

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Off-shore Engineering

Huge opportunities exist for small or scaling companies to take advantage of new and highly skilled software engineering resource pools in low-cost locations. However, major barriers and logistical challenges exist for companies without dedicated technology management teams or those which lack experience or the necessary bandwidth to source and manage remote...

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Product Development & Governance

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into...

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Project Management

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant...

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by Opus Una
| 10/01/2018 16:53:41

Client profile
Wealth management division of a UK-based global banking group.

Challenge
Our client, the wealth management division of a global banking group wanted to ensure that its product development processes, governance and organisation were optimised and aligned with regulatory principles.

What we did

  • Led review of product design processes against conduct risk principles
  • Worked with leadership team to design and mobilise new client solutions and products and services development functions
  • Delivered recommendations to senior management for enhancements to process and governance
  • Led products and services response to FCA enquiry on readiness for RDR

Outcome delivered

  • Increased consistency and rigour around how products and services are delivered and aligned with regulatory principles
  • Improved connectivity between product teams and coverage teams globally
  • More effective assessment of commercial viability of new products and improved gathering and use of client insight

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Client profile Revolutionary digital wealth management firm Challenge The founder, a global markets veteran, had identified a number of themes related to sub-optimal delivery of wealth management services to a particular client segment....

Client case study: Opus Una - a leading global private bank

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