A route to experienced change and SME resource as you need it.
The value that expert external partners can bring is well documented, however, for smaller organisations or if you are working to a fixed capacity model, accessing experience or capabilities that you may not have in-house can be challenging.
For a modest annual commitment, through our Change Partnership solution, we can offer a flexible, managed service.
Built on our core sectors experience, you use the services that are appropriate for your priorities and regularly “draw down” on your annual investment with CBS. Putting you in control!
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How We Can Help
Working with you collaboratively, in person or remotely, we have subject matter experts (such as payments, risk, finance, and technology specialists) so you are assured of access to change specialists with the right skills to help.
Helping you Shape, Define and Deliver, we jointly agree areas of focus for the quarter ahead, based on your internal change plans and industry programmes. We then allocate the appropriate resources and skills to the agreed priorities, providing you with enhanced capability as required.
Complemented with a quarterly review to track the quality of CBS deliverables and to review overall service performance, this is a truly flexible model to provide access to our change experts and industry knowledge, helping you to achieve your business goals and objectives for the year ahead and beyond.
Shape
Industry Insight |
A regular horizon scan of upcoming regulations and industry developments that you should be aware of, making sure you don’t miss anything important. |
Periodically (6 months) |
Board Update |
Keep your board informed. Curating our industry insight, we work with you to provide regular updates to ensure a common understanding of emerging regulation and change and provide confidence that the right initiatives are being addressed in the right way. |
Periodically (6 months) |
Specialist Support Services | Our experience with other clients grappling with the same problem can provide you a leg up when starting out on your new project, and in defining the detail to be delivered. Our Change Partnership Programme can help provide specialist capability and knowledge in areas such as; Payments, Finance, Risk, Data, AI and Cyber Security. |
As Required |
Define
Programme Design Assurance |
Ensure that important project is set up for success, let us test your thinking and provide our input before you start. We can cover ground including workstream scope & traceability, governance models, testing design and implementation. |
As Required |
Specialist Support Services |
Our specialist capability and knowledge in areas such as; Payments, Finance, Risk, Data, AI and Cyber Security can help you define more precise solutions, supporting more efficient delivery. |
As Required |
Enterprise Architecture & Design Services |
Assure yourself that any underlying IT architecture changes are in line with the overall IT strategy and helping move the business forward, minimising technical debt. |
Solution Design Stage |
Supplier Selection Assistance |
Looking for a new supplier or need to select a new product? We can help you with a market scan or assess your RFP requirements / questions for completeness. We can then help further in considering commercial terms. |
Requirements Definition |
Operational Resilience / Risk Assessments |
Have you fully considered the risk and resilience approach to your change? We can review your plans and advise accordingly – in line with industry standards and regulatory expectations. |
Business Case & Implementation Readiness |
Deliver
Change Management Standards & Processes |
Delivering change successfully can be difficult. Let us review your approach to ensure that it's right for your organisation and in line with industry standards and best practice. |
As Required |
Change & Project Tracking |
Adopt a right-sized governance framework to ensure you retain a portfolio-wide view of the progress of all change. Ensure your priorities are being delivered and provide your Board with independent assurance on their investment. |
As Required |
Delivery Support |
At key points in a project, giving you access to experienced practitioners who will roll their sleeves up and help meet delivery and implementation challenges. |
As Required |
Delivery Assurance |
Consider an independent checkpoint as you progress to ensure time, quality, cost and benefits are as expected and if not, offer you an opportunity to intervene. |
Regularly or as a One-Off |
Project Recovery |
Sometimes things don’t go to plan and you need assistance to turn them around. We can provide recovery plans to protect your investment or, where necessary, recommend stopping the project. |
As Required |
Benefits Realisation & Tracking |
Do you have a robust process to track the success of your investments? We can review and provide recommendations and proven methods to help realise your benefits. |
Business Case & Post Implementation |
Sectors We Operate In.
Discuss our Change Partnership Solution With Us
At CBS Change Partners, we specialise in delivering exceptional services tailored to your specific context. We are eager to discuss the following with you:
Business context: 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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