A practical path from a legacy platform to an AI-embedded data capability
A cost-optimised implementation blueprint for one of the UK's top-10 pension consulting firms.
A large advisory-sector organisation in pensions, employee benefits and wealth had a legacy third-party platform that still worked but had none of the data structures needed for portfolio-wide intelligence, modern analytics or AI tooling. It needed a bridge to a modern internal data environment without disrupting a live service.
- A technical and strategic assessment of the existing materials and goals.
- Deep analysis of the live database and codebase to understand what extraction and transformation would take.
- Architecture and roadmap definition: diagrams, implementation guidance and prioritised recommendations.
Strategic clarity and a shared understanding of the challenge, execution-ready architectural materials, and a credible, implementable route to better analytics, reporting and future AI-enabled services — delivered in a short timeframe at an accessible cost, and strengthening the consultancy's own client relationship.
“[The team] helped our client define a practical path from legacy employee benefits infrastructure to a modern internal data capability.”
Technology & change consultancy · Pensions & employee benefits
Bring the problem you have already failed to fix.
No fee. We tell you what your first arc is and what it costs, and you decide.