Empowering UK financial services providers through digital transformation and automation.
Digital automation is currently a primary focus for organisations in every industry sector, with businesses seeking ways to reposition their customer proposition for the ‘always-on’ economy, improve scalability, reduce cost to serve, and unlock future opportunities and revenue streams through better data analytics.
Transforming your organisation digitally requires strategic investment in the right technologies and partnerships to meet the expectations of your customers, as well as a fundamentally re-engineering how your organisation operates. Customer preferences and purchase behaviours have irreversibly shifted towards digital as the channel of choice, with a clear preference for mobile-first.
This change has put customer centricity at the heart of digital transformation, with businesses adopting an outside-in approach to design thinking and data flows.
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What We Offer:
CBS is well positioned to help you with your digital automation strategy and transformation.
Our digital automation change services are designed to empower your organisation to maximise the advantages of digital technology and automation, guiding you through the risks and benefits of technological change to a successful outcome for your teams, suppliers, customers, and stakeholders.
Here are some examples of key initiatives that we can help you deliver successfully:
Digital strategies
From simple proof-of-concept through to transformational vision
Embedding the skills and tooling for digital delivery
Moving to an outcome-focused, agile organisation
Customer channels
Digital channel strategies and routes to market, including mobile-first approach
Driving customer engagement and self-service through seamless customer journeys
Optimising checkout & payment processes
Process automation
Outside-in process design
Integrating your supply chain
Using AI and XAI to automate decisioning
Cost control and upscaling
Data & analytics
Digital identity
Unlocking the potential for insights in your existing data
Optimising your enterprise data model & flows
Analytics, insights, forecasting and scenario planning
Customer loyalty and personalisation
A strategic partnership with CBS Change Partners – how we can help you
By partnering with CBS Consulting for your digital automation change needs, you gain access to a team of experienced management consultants and change specialists who can assist you in optimising your technology investment and streamlining your business processes.
- Systems integration: our digital change services include new system integration, enabling you to harness the power of data to drive key decision-making processes. CBS works alongside your team to ensure that your existing systems integrate seamlessly with new technologies, whether on-premises or cloud-based.
- Development methods: CBS also offer a range of development methods to suit your business model, including agile software development, DevOps, and continuous integration and deployment, giving your team the power to rapidly develop and deploy new digital capabilities and capacities. Our team can help you identify the most appropriate and successful approaches for your business objectives, crafting a bespoke solution that is tailored specifically to the needs of your organisation and its customers.
- Delivery models: our service delivery model is built from the ground up around the needs of your business and stakeholders, so we are happy to provide on premises, cloud-based, or hybrid delivery models to suit your project needs. We’ll help you select the optimal model for your organisation, taking into consideration your infrastructure, timescale, budget, risk profile, security, and compliance requirements.

Potential benefits to your business
Integrating new digital technologies and systems into your business operations has the potential to significantly enhance operational efficiency and profit margins, yielding several strategic benefits:
Cost reduction through efficiency gains
Increased revenues due to improved customer experiences and new market opportunities
Improved operational efficiency and productivity through automation
Enhanced business agility through the adoption of new technologies and processes
Better compliance through more robust risk management processes
Why choose us?
CBS Change Partners has a strong track record of delivering successful digital automation integration initiatives. Our tailored change management and digital integration services are customised to the needs of your business, enabling you to drive efficiency, improve customer experiences and outcomes, increase revenue, and make your business more scalable.
- Leverage emerging digital technologies and methodologies to drive competitiveness and efficiency.
- Deliver operational excellence and optimise business processes.
- Enhance customer engagement and loyalty.
- Maximise profitability and revenue-generating opportunities.

Frequently asked questions: understanding the impact of digital adoption and how a change management specialist can help.
Q) What is involved with a digital automation change service?
Many businesses are turning to new software and IT technologies to transform and improve their business processes and operations. These include automation tools, robotics, artificial intelligence, machine learning, and advanced data analytics. The goal of any integration is to streamline processes, reduce costs, and ultimately enhance the customer experience. The support of a change partner can make the implementation process more seamless and straightforward, with a lower risk profile and a faster and cheaper integration with existing systems.
Q) What does a digital automation change specialist do?
As digital automation change specialists, our primary role is to assist you to implement digital technology and automation solutions to successfully improve and streamline your business operations. A big part of this is to evaluate potential areas for improvement, assess potential risks, and develop a roadmap for implementing these changes in a way that minimises disruption and maximises outcomes. Part of our role is to conduct an in-depth assessment of your existing processes and systems, identifying inefficiencies and areas for growth, and then recommend and implement the appropriate digital solutions to optimise efficiency, decrease costs, and enhance quality.
Next steps
To discover how CBS Change Partners can help enhance your business and deliver tangible results through digital automation technology integrations, please get in touch with our expert team today to schedule an initial discussion. We look forward to hearing from you and working together to achieve and exceed your business goals.
Our Areas of Expertise
Useful information about specific areas of the change process can be found on the following pages:
Discuss Your Project Brief With Us
At CBS Change Partners, we specialise in delivering exceptional services tailored to your specific project brief. We are eager to discuss the following with you:
Project Scope: Share objectives and requirements for a clear understanding.
Challenges & Opportunities: Address obstacles and explore potential benefits.
Desired Deliverables: Define project outcomes to align expertise and goals.
Timeline & Resources: Establish realistic schedule and allocate necessary resources.
Collaboration & Communication: Foster open dialogue for successful project delivery.
Budget Considerations: Work within financial framework for cost-effective solutions.
Our Clients
From Global Banks to Mutuals and Credit Unions.
Investment & Wealth Managers to Insurance providers.
Retailers, Fintechs and Public Sector.
For 20 years some of the UK's strongest brands have worked with CBS as their Trusted Change Partner.


Testimonials
CBS were key in helping us structure a very complex and challenging project, giving us the necessary expertise to generate momentum.
CBS has helped us focus our efforts on
shaping and realising an effective data
governance agenda.
CBS developed valuable scenario plans to
assess options for delivering our strategy
which provided a clear way forward based on
an optimised approach.
CBS consistently supplied high quality
domain SMEs who purposefully led and / or
contributed strongly to some of our key
programmes of the last 5 years - always
behaving with our best interest to the fore.
CBS brought great payments and change
domain experience to bear, with a calm
focus on delivering change smoothly using
strong change discipline fundamentals and a
constructively challenging approach to
addressing issues.”
As an Executive Sponsor I appreciated the
support provided by CBS in delivering an
initiative that was business critical where a
delay on the delivery date was not an option.
CBS played an integral part in the
development of our strategic response to
tough and challenging market conditions.
They always cut through the analytical fog
and drive out what matters.
CBS really helped us to shape and drive key
projects through to delivery.
CBS were key in helping us structure a very
complex and challenging project, giving us
the necessary expertise to generate
momentum.
CBS’s experience, professional approach and
delivery focus, provided us with an
exceptional level of support of the highest
quality.
At Fiserv Inc I had the pleasure to work with a number of the CBS team as we developed and deployed Agiliti - the SaaS banking platform which was used by banks like Tandem Bank.
The team took the lead on a number of key areas of the programme. For example: design, risk, payments, infrastructure, procurement and PMO.
The CBS colleagues displayed a number of common and critical attributes: industry knowledge, subject matter expertise, teamwork, communication and work ethic. But the attribute which best reflects the CBS individual, team and business is integrity.
It’s been great working with CBS over many years. They’ve supported our JLP Payment strategy and provided us with insight and expertise along every step of our journey.
Case Studies

Case Study
Open Banking Payment Services Directive 2 (PSD2)
Tesco Bank
CBS was engaged by Tesco Bank to bring project management knowledge and expertise for delivering a complex digital transformation within compressed timeframes, whilst at all times maintaining the highest levels of governance
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Case Study
Wilmington Trust Core Banking Platform Procurement
Wilmington Trust
Selection of core banking and payments platforms for US Bank entering UK market.
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Case Study
John Lewis Partnership –Customer Payments Review
John Lewis
Payments provider review for UK blue chip retailer.
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Case Study
Zego Risk Framework
Zego
Review and implement risk management frameworks for B2B and B2C fast growing European digital insurance company.
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Case Study
Part VII Preparation
Tesco plc and Barclays Bank UK
Review Part VII programme and preparation the remediate issues.
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Case Study
Back Book Migration
Sainsbury’s Bank exit from Lloyds Banking Group (LBG)
Loan product offboarding and associated service changes.
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Case Study
Fiserv, Agiliti, Software-as-a-Service Retail Banking Platform
Fiserv Inc
Support software developer in proposition development, delivery of software and implementation with clients.
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Case Study
M&T Bank – March 2023
M&T Bank
Lead a review of core banking platform contract and remediate issues.
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Case Study
John Lewis Financial Services Credit Card Migration
John Lewis
Providing industry insight to support in platform selection process.
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Case Study
Secure Trust Bank – Loan Product Offboarding
Supporting specialist bank in offboarding loan book.
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Case Study
John Lewis Partnership Payment Services Directive 2
John Lewis
Supporting a UK blue chip retailer respond to changes in e-payment regulations.
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