Case Studies
Actuarial
Banking
Energy
Insurance
Investment
Product
Risk
Webinar
Keystone Resources
Keystone
Why projects fail in financial services and how to…
join
How insurers are changing their annual reporting and disclosures
Insuretech projects – top ten secrets of success
10. MVP vs Quality
9. Don’t shortcut testing
8. Understanding your impact on the client
7. Good two-way communication and governance
6. Good project management saves time and money
5. Don’t expect many people to have deep understanding
4. Get everyone comfortable with realistic timelines
3. Realistic & collaborative planning
2. Complexity is a reality, manage it well
1. Get the requirements clear
Cold-eye review for power mega-project
Application submission form
Self-assessment form
Innovation ensures outcomes are delivered
Challenges: The one thing you would change?
Challenges: What is the single biggest issue?
Challenges: what are the biggest issues in delivering the…
Ambition: Is the scale of the Insurer’s solution ambitious…
Planning: Are the implementation plans clear and realistic?
Target Operating Model: Have the projects got TOMs?
Leadership: Are Functions represented on project senior leadership teams?
Leadership: Is the leadership team experienced in major projects?
Global List of RBC regimes
RBC implementation roadmap
RBC will create winners and losers. How to be…
Different approaches required for different insurers
We are delivering RBC
Project assessment tool
Capital management at an insurer
Set up of an investment management business
Delivering a Finance transformation
Managing an IPO
Acquisition of an insurer
Product strategy & implementation at a bank
Top 10 tips for delivering insuretech projects successfully
Improve your projects
IFRS 17 implementation – People and organisation
IFRS 17 implementation objectives
Implementing the IFRS 17/9/16 Target Operating Model
IFRS 17 will change how investors regard insurers
How IFRS 17 will change operations
IFRS 17
Sales Strategy re-definition
Project management culture change
Partners










