Change Consulting

Specialist Consulting: Transformation. Enabled.

We bring leading practitioners with hands-on experience in operational roles to partner with our clients and build long-standing partnerships

Your partner for cost-effective, results-focused programme delivery

As the world emerges from the pandemic, financial services firms are prioritising business critical transformation, managing renewed regulatory scrutiny and driving operational resilience to support sustainable growth. Meanwhile, continuing uncertainty has reinforced the need for strategic thinking and cost-effective, results-focused programme delivery. Whether you need support with a regulator-mandated project to tight deadlines or a change programme in need of delivery focused outcomes, engaging highly skilled, focused practitioners is often the most effective solution.

Our Core Values

Our core values set us apart from our competitors and is a key differentiator in our client’s experience.

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How we work

At Sheffield Haworth, we have a holistic approach to transformation that builds longstanding business partnerships and places integrity, trust and precision at the forefront of an outcomes-based delivery. Our Advisors and Delivery teams draw from a network of consultants with an excellent blend of industry and consulting experience. Almost all of them have over a decade of deep industry experience, while some have also worked within one of the Big Four consulting firms. They know the regulations, the products, the technology, and the market and support you in solving your business challenges.

Areas of expertise

Risk and Resilience

Regulation and Compliance

Technology and Data

Working with us

Advisory

Short term pieces of work which could include scoping, gap analysis, benchmarking, design exercises or client workshops

Managed Service

Provision of a team with Partner led QA to deliver specific projects or work streams for outcome-based initiatives

Augmentation

Highly skilled expert market practitioners to join in flight transformation programmes

Interim Management

Adding flexibility and experience where you need it most; the perfect solution for the range of challenges your business faces

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Transformation, Culture & Leadership Coaching

Agile and distributed working, coaching for performance and resilience at individual and team level

When to engage us for Change Management

Scenario 1

Immediate and pressing programme remediation

Scenario 2

Mid-term
delivery

Scenario 3

Long-term
build

Recommended Umbrella Company Providers

Sheffield Haworth has pre-qualified and vetted some recommended Umbrella
companies which you can choose to use if you wish. Please see more
information below.

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Our specialists

Marie Cuffaro

Managing Director

Adriaan Hugo

Executive Director

Oli Templeton

Executive Director

Grainne Costello

Client Manager

Chris Kapsalis

Delivery Manager

Case study 1: Improving operational resilience for UK-based financial services firm

Challenge

A UK-based financial services firm wanted to reduce operational risk, increase resilience, and enhance the customer experience.

Solution

Sheffield Haworth’s consulting team identified inefficiencies and duplication, re-engineered key processes to streamline workflows, and trained customer service reps. Removing process inefficiencies improved operating leverage by 5.2%, decreased operational losses by 74%, decreased operational risk events by 28%, and reduced temporary staff costs by 75% over a 24-month period.

Case study 2: Helping a tier 1 global investment bank meet its OTC trade reporting requirements

Challenge

A tier 1 global investment bank was unsure if it could meet its regulatory reporting requirements for OTC trading due to a shortage of qualified testing experts inhouse.

Solution

Sheffield Haworth assembled a team of subject matter experts to undertake a GAP analysis and create a customised UAT and SIT testing solution and automation framework to speed delivery. The bank was able to execute the strategy to meet its regulatory reporting requirements to deadline.

Case study 3: Integrating UK wealth management businesses post-merger

Challenge

A private equity backed UK fund manager needed help integrating several recent acquisitions.

Solution

Sheffield Haworth provided a core consulting team within the client’s COO function to advise on and deliver a group-wide target operating model. This resulted in the successful integration of 5 legacy wealth management businesses, including migrating over 100,000 clients onto a new CRM system, improving client onboarding, and implementing an enhanced sales forecasting model.

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Your partner for cost-effective, results-focused programme delivery

Our Core Values

Areas of expertise

Risk and Resilience

Regulation and Compliance

Technology and Data

Working with us

When to engage us for Change Management

Scenario 1

Scenario 2

Scenario 3

Recommended Umbrella Company Providers

Our specialists

Case study 1: Improving operational resilience for UK-based financial services firm

Challenge

Solution

Case study 2: Helping a tier 1 global investment bank meet its OTC trade reporting requirements

Challenge

Solution

Case study 3: Integrating UK wealth management businesses post-merger

Challenge

Solution

OUR INSIGHTS