Chaucer / Financial Services / Services

​The more complex and ambiguous your change programme is, the more we feel at home.

Our advisory services team works with you on addressing your specific challenges with a pragmatic and innovative approach. Our delivery team work with you on designing and delivering change and transformation programmes. We can also review, assess and assure existing programmes that may not be going to plan.

In every project, we believe in adapting our proven methods to your requirements. We never rely solely on prebuilt methods or template approaches.

Every project is different.

Our Financial Services Capability:

  • ​Transformation and Change Delivery
    Transforming a process, function or business will undoubtedly mean change. Change can be at a broad level affecting all personnel or at a smaller, specific workflow level affecting just a few. Regardless of the scale of impact, change must be managed carefully.We can help to clarify your objectives and communicate the need for changes to all levels within your organisation. We can then lead the change agenda and have expertise at operating in complex, multi vendor/multi stakeholder environments. We manage and take ownership for transformation programmes from both a delivery and accountability perspective.
  • Digital Change
    The Digital agenda for Financial Services organisations covers many aspects from application development and maintenance, to new product and services, to digitisation of the back office and support functions, to creating an agile approach and culture for your organisation. Our Financial Services digital team have robust and proven capability on the delivery of innovative and market leading solutions to our Financial Services clients.We act with vendor neutrality, allowing us to assess the market alongside your needs to bring best in class solutions and digital innovation to you. Creating a true digital organisation.
  • Cost Efficiency
    We can help to improve areas of your business that are not performing as expected and where problems are impacting customer service or internal expectations.We help realise cost savings opportunities across the business and technology operational layers. We start by understanding the current state before carefully selecting the right solutions with buy-in from stakeholders, and then implementing through to sustained, measurable results.
  • Achieving Return on Capital Investment
    You want real efficiency from your assets you have invested in and to know that your customers consider them fit for purpose. We can help you evaluate products, services and core assets to ensure you are getting the return on investment envisaged.
  • Product Launch & Marketing
    Whether you are aiming to launch a new product, a new customer interaction project, or just improving and enhancing the functionality offered by your existing portfolio, we can help.We have extensive knowledge and experience in ensuring all launch activities are synchronised and aligned with all stakeholders, with comprehensive customer service support in place from day one. We can also help in preparing and capturing customer interaction analytics to help you monitor and adjust product offerings, promotions and service levels accordingly.
  • Regulatory Compliance & Audit
    Today’s business environment demands visibility, transparency and accountability. More complex regulations concerning data privacy, such as the new EU GDPR, mean that your people and suppliers need to work to processes and systems which ensure their work is compliant with the applicable regulations.Our experts can help you map processes, make improvements to fix any gaps and prepare for internal and external audits.

Chaucer has an unparalleled track record of delivering tangible success for our Financial Services clients.James Curzon, Head of Financial Services: Chaucer

If you think we can help you to implement your project or programme strategy, please call us on:
+44 (0) 203 141 8400 in UK/Europe, or ​​​+1 713 821 1783 in the USA.

Alternatively, please send us some brief information and we can discuss things in more detail.