Design with expertise, Build with confidence,
Deliver with certainty, Optimise for success

When reputations are at stake, Platform Action guide you through all the possible complexities of delivering and running an investment platform. Platform Action provide full assurance throughout. And we get you to market fast, on budget and with absolute delivery.

Platform Action - Services

Platform Action are specialists in financial services, with a successful track record of implementations delivered with a team of highly experienced experts. Services to accelerate, direct and drive business value are provided through Platform Action services:

1

Design

Platform Consultancy

Visualise, design and deploy platform propositions. Define target operating models, solution architectures and execute.

2

Implementation

Agile & Resources

Platform Action has access to an experienced pool of practitioners that can quickly ramp up to deliver project teams to meet your immediate requirements.

3

Delivery

Service Management

Management of complex change and release activity to complement your existing business units.

4

Improvement

Optimising platforms.

Optimising CX, contact centre observation and insights, online journey reviews and services to optimise and improve platforms.

The Markets

Dunstan Thomas works with clients in the adviser platform markets, investment and retirement provider markets, guaranteed income markets, risk and insurance markets and the wealth management markets.

The Platform Action Customer Journey

Platform Action provides a suite of services to help platform providers and wealth managers deliver fast and on budget. Delivering platforms is an enormously complex set of intricate connected tasks and people. Platform Action provides help from proposition design, through implementation and onwards to improvement.

Platform Action - Customer Journey

Working with Platform Action


Gain confidence in your proposition

Validate your key assumptions using an MVP approach to get to market fast.

Get maximum benefit from minimum build

Avoid unnecessary costs, by using Platform Action's knowledge of third party solutions and how thay can be configured to deliver your proposition.

Have certainty of delivery

Platform Action work with your chosen suppliers to improve outcomes.

What Does Platform Action Offer?

Platform Action are specialists in financial services, with a successful track record of implementations delivered with a team of highly experienced experts. Services to accelerate, direct and drive business value are provided through the Platform Action services:

  1. Design
    Platform Consultancy to design platforms and propositions, operating models, architectures and technologies.
  2. Implementation
    Build and deploy with Agile resourcing, consulting and tools.
  3. Delivery
    Service Management of complex organisational change and technology release activity.
  4. Improvement
    Optimising CX, contact centre observation and insights, online journey reviews.

“Platform Action significantly enhanced our capacity to deliver and be self-sufficient.”

Tommy Young
COO, Aegon UK

“Fitting into the Novia culture, the Platform Action team delivered in very tight timescales.”

Bill Vasilieff
CEO, Novia Financial

“The voice of reason between us and our software vendor, they’ve saved us both time and money.”

Mickey Gambale
CEO, INN8 Platform, STANLIB