Using the Digitize service, firms will understand the benefits they can expect of digitisation, which tasks and processes can and can’t be digitised and what the cost of moving from a manual, multi-platform way of working to automated and streamlined workflows, is likely to be.

Process
Workflows, systems and procedures—across front, middle and back offices—will be evaluated. Infrastructure strengths and weaknesses and points of friction, identified and analysed. As well as the day-to-day operational practicalities, the Digitize team will want to know about the nuances and complexities of the business, what the priorities are and where the firm is now and where it intends to be.

With that information, we can quantify what it’s going to involve—in terms of money, time, skills and tools—to transform the firm to a digitally-enabled entity. Your consultants will also consider what steps need taking to ensure it’s business as usual while the transition from manual to automated working is made.