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Financial services

Leading transformation and change in a global economy

In a global economy where digitisation and change lowers barriers to entry, competition in financial services is coming from non-traditional sources. This calls for organisations to execute their strategies more effectively.

Banking

PM-Partners has a fantastic track record with banks across Australia and Singapore. We have helped our banking customers move to agile ways of working and provided assurance for their projects and programmes. We also train more than 4,000 staff each year and are delivering successful programmes in areas like payments and process automation.

Insurance

Our insurance customers span general and life insurance, where we have seen significant activity for our services. Demand has grown as providers respond to new regulations, address factors such as anti-money laundering (AML) and cyber and data security threats, and consolidate technology to bring claims, policy and billing onto single platforms.

Superannuation

The nation's $3.5 trillion super sector is facing mounting pressure as 5 million Australians approach retirement. Addressing member calls for divestment while also meeting retirees’ income stream and service expectations, coupled with consolidation and regulatory change, has led more providers to seek help from PM-Partners. Supporting agile adoption, streamlining business processes and upskilling people to drive change are among the most in-demand services.

Wealth management

In response to global uncertainty, wealth management has been in a constant state of flux. Market trends from the rise of fintechs and ESG funds to the appetite for switching portfolios, have also fuelled the need for players to adapt. Meanwhile, investors are considering more avenues of advice and how they consume it. In this climate, PM-Partners offers a range of specialist services to help wealth managers lean into opportunities.

Financial services case studies

Westpac uses PM-Partners as one of its main providers of expert resources across projects, change and digital.

SERVICES: Resourcing

Macquarie leveraged PM-Partners’ experience and capabilities to build its ‘Project Manager of the Future’ training programme.

SERVICES: Training

PM-Partners helped payment solutions provider Cuscal establish and right-size its PMO to drive technology transformation.

SERVICES: Advisory

PM-Partners drives the implementation and rollout of the Scaled Agile Framework (SAFe) at QBE Insurance in Australia.

SERVICES: Agile, Scaled Agile, Training

PM-Partners helped IMB Bank deliver a new payments switch to better manage the vendor and IMB resources to deliver.

SERVICES: Delivery

PM-Partners provides Allianz Insurance with specialist resources across projects, change, business analysis and agile.

SERVICES: Resourcing

PM-Partners and Commonwealth Bank collaborated to build a specialist training program to allow their change managers to succeed in an agile world.

SERVICES: Agile, Scaled Agile, Training

PM-Partners has helped First Sentier Investors build business process improvement capability to streamline and take cost out of their internal and customer-facing processes.

SERVICES: Advisory, Training

PM-Partners worked with Adica Insurance to transition their project delivery from traditional waterfall to hybrid-agile with best practice frameworks and training.

SERVICES: Advisory, Training

PM-Partners completed a programme readiness assessment to ensure QCB were set up for success. PROGRAMME READINESS ASSESSMENT

SERVICES: Advisory

PM-Partners provides a project management maturity assessment to help ASX with a review from ASIC into the CHESS programme.

SERVICES: Advisory

PM-Partners ran a successful Scaled Agile (SAFe) remediation at TFS to re-align them back to best practice and establish a Lean Centre of Excellence (LACE) to ensure this was maintained long-term.

SERVICES: Advisory

PM-Partners helped Mongolia’s largest commercial bank move to agile ways of working using Scaled Agile (SAFe).

SERVICES: Scaled Agile

PM-Partners has provided HCF’s IT delivery teams with a range of agile uplift, coaching and maturity uplift services to drive improved adoption of agile ways of working.

SERVICES: Agile, Scaled Agile, Training