Strategic IT and Operations across Financial Services Companies - Sample Offerings

Front-to-back IT/Operations alignment
Our goal is to consolidate, renew or reconfigure IT/Operations functions and processes to better align with the client's business priorities. This front-to-back approach not only ensures appropriate linkage to business strategy, but also enables the optimization of cost/service trade-offs.

Shared services optimization
Oliver Wyman can provide a new design or can redesign existing shared services across IT/Operations. Our unique approach is based on a clear understanding of each process, whether business-specific or shared across businesses. We determine whether processes are integral to the business or operating in the background, and evaluate their associated economies of scale and their contribution to revenue generation.

IT/Operations sourcing strategy
Our team has deep experience in identifying, valuing and managing sourcing options across IT/Operations, including outsourcing, off-shoring and near-shoring. With senior executives, we identify services that can adopt a new sourcing model and assist in structuring new sourcing deals.

IT value measurement and maximization
Oliver Wyman applies business knowledge and shareholder valuation techniques - such as P/E, DCF, portfolio analysis and real options - to maximize value captured across the client's Technology and Operations investment portfolios.

Operating model and organization design
Together with our clients, we define the operating model - its structure, size, functions, and skills - for IT/Operations services. Our goal is to meet evolving business needs, such as globalization, increased control, and improved speed to market. To help firms migrate to new organization models, we design change management programs.

M&A transaction related
Oliver Wyman has broad experience across the M&A transaction lifecycle in financial services. Whether identifying the IT/Operations and economic implications of a potential transaction, working through the details of an integration plan, or managing a post-merger integration, our depth of expertise positions us uniquely in the market.

Complexity reduction and migration
Our goal is to work with clients to develop and execute new approaches that measure and unravel the complexity in technology applications and operational processes. By simplifying product features and functions, we can reduce unnecessary diversity in operational processes and business applications.