Financial Services

Supporting financial services organisations through complex transformation, regulatory change and evolving customer expectations.

Financial Services

Supporting financial services organisations through complex transformation, regulatory change and evolving customer expectations.

Navigating the Future

Embrace Innovation, Ensure Compliance, and Enhance Your Customer Experience

Banks, insurance companies, and financial services are experiencing rapid transformations, driven by technological advancements, evolving consumer expectations, and regulatory demands. Technology-enabled newcomers are also challenging traditional market players.

To stay ahead, organisations in these industries must optimise processes, leverage AI for better customer experiences, automate workflows, and innovate to get the most out of any legacy IT systems. Additionally, we know that to enhance shareholder returns means reducing overheads, boosting margins and lifting productivity.

Sysdoc has extensive experience working with various insurance companies, banks, and financial regulatory authorities. In the insurance sector, we recently led a project to implement processes, systems, controls, and capability uplift across the customer end-to-end value chain. We mapped end-to-end processes, conducted root cause analysis, and provided process enhancements through simplification, standardisation, and identification of quick wins and opportunities.

In the banking sector, Sysdoc has assisted all major banks in meeting regulatory requirements, embedding new ways of working, implementing new systems and processes, designing and implementing knowledge bases, and developing and optimising processes alongside supporting business documentation to enable peak performance.

  • We are recognised for our cost-effective solutions, competitiveness, and exceptional value for money.
  • Equipped with a comprehensive playbook of approaches, tools, templates, and accelerators, we ensure rapid mobilisation.
  • Our fast starters are known for their pragmatism, rapid results, and hands-on execution, ensuring tasks are completed efficiently.
  • We offer expertise across a full range of requirements, including technology transformations as business Integrators, regulatory compliance, data analytics, artificial intelligence, process excellence, change management, and training.
  • Our advisory services can work with you to plan rapid, fit for purpose transformations to make a measurable and immediate improvement in your core business metrics.

The team had fantastic relationship skills, and could navigate the complexity of our content environment, asking appropriate and relevant questions so they could get what they needed from our content owners. They were all absolute self-starters, keen to help and took ownership rather than passing the buck. They were all super fun to have around also! Thank you so much Sysdoc team, you’ve all added so much value to the outcomes of this project.
Kate Alison-Tomlin
Partnership Banking
BNZ

A successful outcome for our latest financial services client

64

Process workshops facilitated

292

Improvement opportunites identified owned and prioritised

131

Processes mapped and approved

31

Quick wins identified

Our Clients

We have had the privilege to partner with our clients to deliver successful outcomes.

Bank of New Zealand
Westpac
Farmers Mutual Group
Reserve Bank of New Zealand
Tower Insurance

Digital Experience

Digital Experience

Combining tech knowledge and design expertise to create intuitive digital solutions.

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Business Transformation

Business Transformation

Adaptable and outcomes-driven, our approach to transformation draws on deep technical and strategic experience.

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Learning Innovation

Learning Innovation

Developing capability with better, faster learning on a large scale.

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About Sysdoc

Adapt, innovate, and accelerate with our people-first approach to business transformation.

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Speak to our team

Get in touch with our team to see how we can help your business.

Guy Sorrill
Sysdoc UK Managing Director