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Retail & Business Finance
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bereavement process

Bereavement Process – supporting customers at a challenging time

Easing the bereavement process with empathy, choice, and smarter support.

Asset & Wealth Management
Operating Strategy & Transformation
two buildings with sun shining through them

The outlook for 2025: Pino Vallejo

By staying agile, investing in data analytics and specialised expertise, ensuring we remain a trusted partner and focusing on client needs, we project a positive trajectory for 2025.

Retail & Business Finance
Technology & Data

Transforming Payments: Meeting Evolving Customer Demands

Exponential technological advancement and evolving customer habits are shaping the future of payments. Clients are seeking new capabilities and asking for faster, safer, and cheaper payment services

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White Papers

Insurance
Operating Strategy & Transformation

Cross-Industry Lessons for Supporting Vulnerable Customers

Our white paper provides actionable insights for enhancing customer support across various sectors.

Asset & Wealth Management
Operating Strategy & Transformation

Davies’ Financial Services Insights Report 2024

Assessing performance, confidence and challenges across UK financial services.

Insurance
Operating Strategy & Transformation

Voice of the Customer

Whether you’re starting a Voice of the Customer programme or looking to improve an existing one, this paper offers practical guidance.