Harness The Power Of Change: Solutions for the Banking Sector.
What We Offer
From Credit Unions and Mutuals to Global Banks, e-Money institutions and Payment Service Providers, CBS has the breadth and depth of sector knowledge and Change Management capabilities to help you achieve your strategic outcomes. Whether your strategy focus is scalability, entering new markets, launching new products, controlling costs or navigating regulations, we have the experience to turn that strategy into an executable plan and deliver those outcomes with measurable benefits.

How Does It Help?
The change management process helps to minimise disruption to stakeholders, improve buy- in from employees, and ensure business continuity. By embracing a proactive and innovative approach to change management, banks can become more agile, resilient, and responsive to the evolving needs of the marketplace and their customers.
Change management: Change management facilitates the smooth transition from the current state to the desired outcome, with a structured approach to managing changes in people, processes, and technologies to achieve your business objectives effectively. Specialist change management consultancy is essential because the banking sector operates in a highly regulated and competitive environment, in which any changes can have wide-ranging effects on customers, employees, and shareholders alike.

Digital Automation
Digital automation support services are crucial to the success of any bank or financial institution operating in today’s market, helping you implement and execute digital solutions that allow you to remain competitive and improve your overall operations.
These solutions range from implementing website chat bots or improving mobile banking apps to automating back-office processes. Working with an experienced change specialist help you stay on top of technological advancement opportunities and adapt to changing customer behaviours, while also streamlining your operations, reducing costs, and ultimately, building stronger and better relationships with your customers.
Finance, Risk & Regulation:
Financial, risk management, and regulatory support helps your bank identify, manage, and mitigate risks while ensuring compliance with regulations. By working with an experienced partner, banks can navigate various regulations and market changes while operating effectively and profitably within their regulatory context. An expert change specialist will help you identify potential financial risks and develop bespoke strategies to manage these in a way that prevents compliance breaches, protects your client’s assets, and ensures business continuity.
Procurement & Commercial:
Procurement and commercial support delivers strategic advice to banking businesses to identify their procurement needs, analyse expenditure, and develop a strategic procurement plan that aligns with their organisational objectives. By engaging the services of a procurement and commercial partner, such as CBS, you can save money on procurement processes, costs, and supplier management, increase your operational efficiency, and improve your bottom line.
How Our Service Will Help You
For banks and financial service providers working in a continually evolving global financial landscape, change is inevitable aspect of business. However, implementing change within a banking organisation can be complex and not all stakeholders may be receptive to it. This is where the assistance of a change management specialist, like CBS Change Partners, can be of immense value.
The goal of our experienced team is to help you successfully navigate through change, enabling efficient communication and collaboration within your organisation and supply chain, and ensuring the successful adoption of new initiatives and strategies.

Benefits
Receive valuable insight and strategies to help you adapt to changing circumstances while minimising disruption and downtime.
Navigate the complex challenges of change and make the process smoother and less stressful for your employees, customers, and stakeholders.
Identify potential risks and opportunities, helping you inject greater resilience and agility into your business.
Why choose us?
Flexible support and change strategies aligned with your business model and the needs of your stakeholders.Collaborative and highly personal working method.
Positive approach, suggesting innovative change strategies and styles to help you achieve your outcomes in the fastest and most cost-effective way.

When it comes to managing change within a bank or financial institution, it is crucial to have people you trust at your side to guide you through the process and ensure a successful implementation. This is why CBS Change Partners stands out as a top choice to help you Shape, Define and Deliver change.
With decades of experience in the UK financial services industry and a proven track record of success, our team of experts have the knowledge and skills necessary to help your organisation navigate even the most complex changes seamlessly and successfully. Our tailored approach ensures that each client receives personalised attention and innovative solutions to meet their unique needs and business objectives.
Our Areas of Expertise
Useful information about specific areas of the change process can be found on the following pages:
Next steps
Partnering with a change management specialist like CBS Change Partners can help your bank retain its competitive edge and successfully navigate any changes or challenges that arise from internal or external factors.
Please contact us today for an initial discussion and assessment of your strategic needs.
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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