Our client was completing a comprehensive proactive review of 54,000 pension scheme transfers, to identify possible non compliance and speed up the Bank’s communication with customers who might be at risk.

A global power and engineering company
Sue Foster2025-02-04T15:25:44+00:00A strategic review of sales performance in one of its major divisions prompted this global power and engineering industry player to review the skills levels and commercial acumen of its sales people and provide them with a range of tools and techniques to improve performance and consistency across the team.

Wealth management company
ADMIN_MEDENA2025-02-04T15:27:26+00:00Momenta was appointed to undertake a sample case review of files containing UCIS holdings. We were also tasked with advising on the future redress policy and process for customers. Momenta deployed two experienced professionals: one to manage the project and the other as a subject matter expert.