Technology

Positioning technology to effectively support your business

Technology is the backbone of every operating model

When implemented effectively, technology can significantly enhance operational efficiency, manage risks, reduce costs, and drive innovation.

Our Technology practice specialises in providing assurance across IT strategy, technology operating models, outsourcing arrangements, and security controls.

We enable delivery of technology operating models that support financial institutions, including end-to-end operating model reviews, sourcing and selection, implementation of investment technologies and end-user solutions. We help firms to stay ahead of regulatory changes, mitigate risks, and leverage technology to unlock new growth opportunities.

Advisory & Assurance

Technology Strategy

We guide clients in aligning their technology strategy with their business goals. We work to define clear, actionable strategies that optimise their technology investments, streamline operations, and support digital transformations. Whether through cloud adoption, data strategy alignment, or enterprise architecture design, we ensure that the technology roadmap positions businesses for future growth, competitive advantage, and operational efficiency.

IT Security Strategy

We help clients build robust security frameworks to mitigate risks and protect sensitive information. We collaborate with our clients to assess existing security postures, identify vulnerabilities, and define a proactive strategy for securing their IT environment. This includes governance, risk management, and compliance planning, ensuring that businesses stay ahead of cyber threats and align with industry standards, such as GDPR, Cyber Essentials, NIST, or ISO 27001, while safeguarding their reputation and data assets.

Security Controls Gap Analysis

Our Security Controls Gap Analysis service identifies and addresses vulnerabilities in a firms’ security posture. We conduct thorough assessments of existing security measures, comparing them against industry best practices, regulatory requirements, and emerging threats. Our analysis helps our clients to recognise gaps, recommend immediate corrective actions, and prioritise investments in security controls that enhance protection against cyberattacks and data breaches.

Fractional Services

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CTO as-a-Service

Not all firms are able to deploy a permanent, full time Chief Technology Officer. However, we believe every firm should have the ability to access the knowledge and skills required to maximise its technology. We work to bridge the gap between technology teams and organisational leadership to ensure your IT estate is fit for purpose, supports your business objectives and stands up to regulatory, investor or supplier scrutiny. We are able to offer our expertise and experience flexibly, either on a temporary basis, where a transformation may be required, or on an ongoing basis, depending on our client’s needs.

Design

IT Operating Model Assurance & Design

We assist our clients in optimising their IT operating model to achieve efficiency, scalability, and alignment with business objectives. Our experts evaluate current operating models, identifying gaps and inefficiencies, before defining future-state models that enhance operational performance, reduce costs, and improve agility. A critical component of this design is the development of comprehensive IT policies that establish clear governance, security, compliance, and operational guidelines. These policies ensure that IT operations run smoothly, mitigate risks, and comply with industry standards.

IT Managed Service Provider (MSP) Assurance, Selection, & Onboarding

For many of our clients’, significant components of their technology or service are outsourced. Selecting and onboarding the right IT Managed Service Provider (MSP) is critical for firms looking to outsource certain IT functions. Our deep domain knowledge and first-hand experience of the IT MSP landscape and Information Technology Library (ITIL) ensures that clients choose a provider that aligns with their needs, standards, and long-term objectives. We guide clients through the selection process, vetting MSPs for capability, reliability, and scalability, before supporting seamless integration into the existing IT landscape with a focus on embedding ITSM methodologies.

Delivery & Implementation

Security Incident Response

In the event of a security breach or cyberattack, it is key that firms are well prepared in how to swiftly identify, contain, and resolve the issue. Our experts assist in the development of pragmatic incident response plans, ensuring that critical systems, data, and operations are quickly recovered. By establishing clear protocols, hand-offs, communication plans, and implementing tools for monitoring and reporting, we help our clients reduce the impact of security incidents and recover with minimal disruption.

Technology Platform Review, Selection & Implementation

The landscape of investment technology vendors is ever evolving in-line with the needs of businesses, vendor capabilities, need for competitive advantage and the volume and variety of data. We support clients from aiding vendor shortlisting and selection through to contracting and implementation. Our experience in defining and implementing robust oversight, governance, and supplier management practices gives clients confidence in their ability to onboard and manage fit-for-purpose vendors. Extensive knowledge of the investment technology vendor landscape positions us to help clients navigate the most suitable options based on a deep understanding of their needs.

Contract Support & SLA/KPI Development

We understand the importance of contracting when partnering with new vendors or when renegotiating with current suppliers. Our expertise in negotiating contracts with incoming and incumbent vendors ensures the terms align with firm's operational needs and budgets. Our SLA/KPI development ensures performance expectations and responsibilities are defined and accountability is embedded within the governance framework.

Challenges we address

Aligning Technology Strategy with Business Objectives

Challenge: Many firms struggle to align their technology investments with overarching business goals, which often results in inefficiencies, missed opportunities, or costly missteps.

How we help: Our expertise allows us to define and execute a clear technology roadmap that is aligned with our client’s specific business objectives. Our approach ensures that technology supports growth, enhances customer experiences, and drives competitive advantage, enabling businesses to thrive in a rapidly evolving market.

Evolving IT Security Threats and Compliance

Challenge: As cyber threats grow in sophistication, firms face increasing pressure to stay ahead of security risks while maintaining compliance with regulations such as ISO standards.

How we help: We help our clients to design robust security frameworks, ensuring that they meet regulatory requirements and are prepared to defend against emerging threats.

Inadequate IT Governance and Operational Inefficiencies

Challenge: Many organisations face challenges in establishing a coherent IT operating model, leading to inefficiencies, fragmented processes, and a lack of governance.

How we help: We focus on creating a well-defined operating model that optimises IT processes, reduces complexity, and improves governance. We support our clients by designing policies that govern IT operations, establishing clear roles and responsibilities whilst ensuring compliance with industry standards.

Selecting and Managing Third-Party IT Providers

Challenge: Selecting the right IT Managed Service Providers (MSPs) can be overwhelming, and once onboarded, managing their performance to ensure optimal outcomes is a constant challenge.

How we help: Our rich experience and knowledge of the industry guides clients through the selection process, ensuring they choose the right MSP to meet their strategic goals. We thrive in evaluating providers, negotiating SLAs, and ensuring proper integration into the client’s IT ecosystem. Post-selection, we monitor performance and offer ongoing support to optimise the relationship and ensure the MSP delivers value.

Ineffective Incident Response during Security Breaches

Challenge: When security incidents occur, businesses often face significant disruptions, especially if they lack a well-defined incident response strategy.

How we help: We can provide clients with a comprehensive incident response plan that focuses on quick containment and resolution. In managing their IT assets, our clients can ensure that critical systems and data are recovered swiftly.

Client Outcomes

Case Studies

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We look forward to speaking with you about our Technology Practices