Financial Services

Tier 1 financial services group, London · Embedded contract · 2026

Mapping enterprise data, and a path through governance.

The outcome.

Customer onboarding time has dropped from weeks to days. Automated, enriched onboarding data is in place across hundreds of KYC and KYB data points.

What this shows: advisory work that takes a vague-but-important brief, makes it specific, and makes it actionable, and stays in long enough to see the plan land. This is the shape of a Help engagement when the brief is "help us think about this clearly", and then "help us actually do it".

The problem.

A senior director needs two things. First: a clear picture of the enterprise data landscape and the governance surrounding it (what data exists, where it lives, who owns it, and what rules apply to it). Second: a plan to integrate third-party vendor data into the enterprise data layer, populate downstream systems with it, and enrich what's already there.

What we did.

This started as advisory. We sat with data owners across the business, walked the third-party contracts, and tested the assumptions about what can and can't be ingested under the firm's governance rules. Some of those assumptions didn't hold up. The plan named that, with alternatives.

The plan was implemented.

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