Case Study

Ran major spend and opportunity programmes for 2 wealth management companies including integration opportunities

• Reviewed +£150m spend profile
• Collaborated across the whole organisation to introduce categorisation and identify benefit opportunities
• Leveraged commercial, demand and specification opportunities
• Agreed low / high benefit forecasts with Executive owners and presented to board
• Ran various successful RFPs across categories – print, mobile telephony, insurance etc
• Managed commercial aspects of the integration programme bringing together organisations managing £50bn + assets under management