A newly formed subsidiary of a Mutual Financial Services organisation needed an integrated system to manage its innovative suite of mortgage products. With a complex portfolio and regulatory requirements, the client required a scalable and compliant solution.
The launch of new mortgage products highlighted operational inefficiencies and the need for a unified platform. Key issues included:
As Project Lead, MOAT oversaw the design, testing, and implementation of an enterprise-wide B2B platform. Key actions included:
Efficiency: Streamlined operations with seamless third-party integrations.
Compliance: FCA licence approval achieved with robust reporting structures.
Scalability: A future-proof operational framework.
Empowerment: Teams equipped with tools and training for success.
MOAT’s expertise in leading the design and implementation of our B2B platform has delivered operational excellence and set us up for long-term success.”
One Family Lifetime Mortgages
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