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Business Consulting and Services • Claremont, California, United States • 1-10 Employees
Key Contact at Pma Consulting Services
Phillip Bungey
Director
Company overview
| Headquarters | Claremont, California, United States |
| NAICS | 5416 |
| Keywords | Investments, Business Transformation, Change Management, Financial Services, Project Management, Programme Management, Business Analysis, Wealth Management, Process Improvement, Leadership, Mergers & Acquisitions, Stakeholder Management, Fintech, Life & Pensions, Proposition Design, Wrap Platforms, Operational Efficiency |
| Founded | 1998 |
| Employees | 1-10 |
About Pma Consulting Services
We are a boutique Financial Services management consultancy with a proven track record of helping clients to deliver high-profile change programmes to increase sales & service & reduce cost & risk since 1998. We work exclusively for senior executives in the Platform, FinTech, Life & Pensions & Wealth Management sectors who are responsible for sponsoring high-profile strategic, operational & compliance transformational change programmes. We specialise in leading & managing the definition, design & delivery of new & upgrades to existing proposition, product, service & channel solutions & the organisation, people, process & IT components of the business operating models that underpin them. We are a really hard working & knowledgeable team who bring significant industry expertise & a simple, practical & rigorous methodology to help our sponsor & their team to deliver their change programme & achieve the desired business case benefits - most of our team have 20+ years’ practical FS experience. We have worked with many high-profile FS brands including NFU Mutual, abrdn, eToro, AXA, Zurich, 7IM, Nutmeg, Lloyds Banking Group, L&G, Prudential, Barclays, Pearl Assurance & NPI (both now Phoenix) as well as their technology partners such as FNZ & Bravura. We secure work purely on the basis of repeat business & referrals from satisfied senior executives & their teams we have worked with & look forward to being of service to you, your team & your firm. Please call Paul Steadman on 07887 574446
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Pma Consulting Services has never raised funding before.
Frequently asked questions
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