SMART Transformation

SMART unlocks the value in your client bank and delivers an efficient and consistent process for all your replacement and transfer arrangements in line with FCA best practice guidance.


SMART helps you to:

  • Grow the profitability of your existing client bank
  • Conform to the FCA guidance on assessing replacement suitability
  • Improve operational efficiencies


SMART combines market leading systems with experienced and knowledgeable people who can handle all of the legwork allowing you to manage transformation projects alongside your normal business flow.

SMART is configurable to support your Firm’s service proposition and processes and being modular it can be used to fill gaps in your existing capabilities or taken as a full end to end service.

Contact us for a no obligation discussion with people who have learnt the hard way how to make this work.