/case-studies / finance-digital-transformation
BUSINESS DIGITAL TRANSFORMATION

Finance Digital Transformation for a UK financial firm

client
UK Financial Services Firm
industry
Financial Services
services
BDT · Consulting
duration
10 months
fig.60// skillikzassessdesignbuildscaleroadmap.mdrollout65%valueusage89coveragelive
// OVERVIEW

UK Financial Services Firm — a financial services organisation — engaged Skillikz on finance digital transformation: Modernising core finance operations for a UK financial services firm. This case study sets out the business challenge, the AI-led approach we took, the technologies involved and the measurable outcomes delivered over 10 months.

// TECHNOLOGIES
.NET CoreAngularWeb APISQL ServerDockerAzure
50%
less manual effort
real-time
reporting
1
source of truth
audit
ready
01 // THE CHALLENGE

Fragmented finance processes and spreadsheet-driven reporting slowed the month-end close and obscured the numbers leadership needed to act on.

02 // OUR APPROACH

We modernised the finance operating model — automating reconciliations, consolidating data and delivering real-time reporting on a single platform.

Automated reconciliation and close processes
Consolidated finance data into one model
Real-time dashboards for leadership
Controls and audit trails by design
03 // THE RESULTS

A faster, more reliable close with real-time visibility — cutting manual effort in half and giving leadership numbers they can trust.

We finally have one reliable view of the numbers, and the close is dramatically faster.

Finance Director · UK Financial Services Firm
// HOW WE'D DELIVER THIS TODAY

The AI services behind this outcome

A project like this draws on a focused set of Skillikz services — from first assessment to a working pilot and a clear path to scale.

// MORE WORK
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