What we see: Rapid acquisition without structured integration Limited experience managing multi-partner delivery ecosystems Platform transformation (CRM, ERP, adviser platforms) under-managed SMEs unable to step away from business-as-usual Consolidation, integration and control. Wealth Management continues to see high levels of consolidation, driven by private equity-backed growth strategies and a highly fragmented market. Wealth firms are also responding to increasing client expectations for digital-first experiences, adding further pressure to modernise platforms and service models. However, integration, not acquisition, is now the defining challenge. Control environments weakening under volume of change Programmes failing to meet time, cost and scope targets. How Project One supports: We provide the delivery leadership Wealth firms need to bring multi-partner change under control and integrate platforms at pace, establishing governance, alignment and accountability across business, risk and technology to stabilise programmes and strengthen control environments. Project One enables SMEs to step out of BAU while building capability to sustain change. Spotlight on: Wealth Management
“I have been highly impressed with Project One’s skills and experience and feel they’ve made a significant contribution to the success of the programme and where we are now. Project One got themselves up to speed in record time and was very quick to start adding value and helping me wrestle the programme into a better place.” Transformation Director UK Regulated Health Insurer
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real change • real difference
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