Enabling Digital Transformation in a Financial Services Firm

Client Profile

A mid-sized financial services provider seeking to future-proof its business model amid regulatory change and rising customer expectations.

Challenge

The firm’s legacy systems and siloed teams hindered innovation and responsiveness. Leadership sought a partner to guide a holistic digital transformation.

Our Approach

Strategic Visioning: We facilitated executive workshops to define a bold future-state vision aligned with evolving regulatory and customer landscapes.

Technology Modernisation: Ortus Strategy orchestrated the migration to a cloud-based platform, integrating best-in-class fintech solutions.

Capability Building: We implemented a continuous learning programme, equipping staff with digital skills and agile methodologies.

Sustained Support: Our consultants remained embedded throughout implementation to ensure knowledge transfer and cultural alignment.

Results

01

40% faster onboarding of new clients post-transformation

02

Enhanced compliance and real-time reporting capabilities

03

Employee engagement scores rose by 25% during the transformation journey

04

The firm achieved recognition as a digital leader in its sector, attracting new talent and clients

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