Transformation Advisory

Orbium’s Transformation Advisory proposition provides an end-to-end service that enables clients to confidently and effectively define and execute transformational change regardless of the scale and complexities of scope, environment and geographical reach.

Orbium, your expert partner for wealth management transformation design and delivery

Crucial to any transformation journey is understanding all available options and deciding on the most effective way to deliver your business goals. At Orbium, we know what it takes for an organisation to prepare for transformational change – from how to define and activate a vision through structuring change to ultimately delivering and realising the desired outcomes. Whatever the scope or complexity of change, our transformation framework helps clients achieve their strategic goals and objectives in the most efficient and effective way.

In a fast-moving market, it can be difficult to fully assess how best to use new technology, design new processes and forge the right partnerships to deliver a future-proofed business. The detailed decision-making, planning and execution required to turn a strategic vision into reality can be even more daunting. Organisations must simultaneously address the customer needs and value proposition, its own internal organisation and culture as well as supporting systems and processes to move from an often-fragmented legacy business to a far more integrated, resilient and efficient model.

Orbium’s Transformation Advisory Service helps organisations navigate this complexity. Tailored to the individual needs of the client, the service provides a framework that supports the whole transformation journey from assessment of the change drivers through to verifying delivery of the required outcomes. If more relevant, it can also focus on specific challenges or steps on the journey. We do this by:

  • Client review: indentifying transformation triggers and assessing gaps and opportunities in the current business model to stimulate the strategic vision.
  • Validation of change programme: structuring and validating the required change and preparing the organisation for it.
  • Execution: implementing the strategy and delivering the outcomes in an efficient and sustainable manner to ensure the organisation benefits from the investment over the long term.

Activate business vision

Understanding the strategic drivers and goals for transformation is a key step in shaping the design and delivery of change and achieving a balanced and resilient

business model. Ensuring that model is sustainable then demands a constant focus on post-merger integration, response to regulatory requirements, competitor development and market disruptors or internal drivers for revenue growth or cost optimisation.

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Structure change

Success will be largely based on having an effective structure for the change programme by defining the right scope, scale and sequencing of change projects. This will ensure the defined benefits are delivered throughout the transition.

Structuring is also essential for testing risk appetite, ensuring the right resources and adequate investment are available and that the organisation is culturally ready for change. As the operating model evolves to become more efficient, capital can be released for investment in revenue growth and profitability initiatives. Structuring change can also ensure that the organisation’s transformation is natural, stable and gradual, allowing daily business to continue (almost) undisturbed.

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Deliver evolution

Successful transformation can be accelerated and assured by adopting an organisation-wide change culture, strong change governance and risk management. This demands the alignment of project delivery methodologies (such as Avaloq’s GIM) with a client’s internal

change approach (such as Agile), as well as the ongoing validation of the business case and strategic drivers for transformation. Finally, managing the transition to business as usual within the evolved business model is vital to ensure the change is embedded across the organisation successfully.

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Business Agility

Business Agility refers to an organisation’s ability to respond to rapid market and technological changes. It enables companies to speed up processes and enhance quality in a cost-effective way across their organisation by applying the values and principles of Agile.

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