DXP Value Assessment for Financial Services

A two week fixed-price diagnostic for UK and European financial services, insurance, and asset management organisations whose digital experience platforms have grown beyond the point where a simple maturity assessment is enough. The assessment answers one question for the executive sponsor: is your DXP delivering the value it was built for? The output is a board-ready report and a costed roadmap that internal audit, risk, and procurement teams can read without translation.

Most FS&I digital estates have grown over five to fifteen years across acquisitions, rebrands, regulatory rounds, and successive technology refreshes. The cost of standing still grows quarter on quarter. The case for change is harder to articulate than the cost of standing still because the estate is now too complex for any single stakeholder to hold in their head. The assessment exists to produce that articulation.

The fixed price and fixed scope matter. They make the assessment procurable without procurement friction, and they make the output stand on its own as an independent diagnostic regardless of whether you proceed with any TBSCG follow-on engagement.

1. Platform Reliability: uptime, performance, scaling headroom, technical debt
2. Governance and Compliance: audit trails, approval workflows, regulator alignment
3. Adoption and Efficiency: editorial team velocity, workaround patterns, training maturity
4. Delivery Performance: release cycles, change throughput, engineering capacity
5. Content Architecture: content model coherence, headless readiness, AI readiness
6. Value Realisation: outcomes measured, value tracked, investment justified

AI readiness sits within each pillar as a sub-dimension rather than as a separate seventh pillar. The reason: AI readiness without the foundations underneath does not produce AI value. AI investment compounds underlying DXP problems rather than solving them.

Week 1: Roots. Stakeholder interviews, estate audit, current-state mapping.

Week 2: Pillar assessment. Each of the six pillars assessed against the framework with evidence collected from your team and your platforms.

Week 3: Diagnosis and roadmap. Findings synthesised into the diagnostic. Costed roadmap with quick wins, medium-term moves, and strategic recommendations.

Week 4: Sign-off and readout. Senior stakeholder readout with the executive sponsor. Documents finalised. Independent record produced.

A diagnostic report against each of the six pillars with evidence and findings. A costed transformation roadmap with quick wins, medium-term moves, and strategic recommendations. A board-ready executive summary. An independent record that holds its value regardless of whether you take a transformation programme forward with TBSCG or another partner. An invitation to a follow-on engagement, but no expectation of one.

Magnolia Gold Partner with Services Framework Agreement specifically built for regulated multi-brand environments. AWS Advanced Consulting Partner. Twenty years of enterprise DXP programmes, with deep specialism in FS&I including global insurance firms and European asset managers.

The assessment has been refined for FS&I buyers and produces output that passes scrutiny from internal audit teams and external regulators. Senior consultants on bench, drawn on for the work, not assembled from offshore graduate pools.

The brand position: the endpoint of the engagement is your team running the platform without us. We are built to be let go.

CMS Transformation for Financial Services as the natural follow-on for buyers ready to commission the transformation programme. Magnolia Migration or Adobe Experience Manager Migration where the assessment surfaces replatforming as the right move. Recovery where the assessment reveals a programme that has failed and needs remediation. Advisory where the assessment surfaces a need for senior counsel on a specific programme decision but not a full transformation.