DXP Value Assessment for Financial Services

This is a fixed-scope, fixed-price assessment that runs over two weeks. It is designed for financial services, insurance and asset management organisations whose digital platforms have grown over five to fifteen years through acquisitions, rebrands, regulatory change and successive technology refreshes. In that situation the cost of standing still rises every quarter, while the case for change gets harder to make because no single stakeholder can see the whole picture. The assessment exists to make that case clearly, in terms that internal audit, risk and procurement teams can read without translation.

Because the scope and price are agreed before we start, the assessment can be procured without a long negotiation, and the findings stand on their own whether or not you work with TBSCG afterwards.

Platform reliability, covering uptime, performance, scaling headroom and technical debt.

Governance and compliance, covering audit trails, approval workflows and alignment with regulators.

Adoption and efficiency, covering how quickly editorial teams work, the workarounds they rely on, and training.

Delivery performance, covering release cycles, change throughput and engineering capacity.

Content architecture, covering how coherent the content model is and how ready it is for headless and AI use.

Value realisation, covering whether outcomes are measured, value is tracked and the investment can be justified.

AI readiness is assessed within each of the six areas rather than as a separate one, because AI work built on a platform with unresolved problems tends to inherit those problems rather than solve them.

In the first week we interview stakeholders, review the platform and map how it works today, then assess each of the six areas against evidence gathered from your team and your systems. In the second week we turn the findings into a diagnosis and a sequenced plan, take the executive sponsor and senior stakeholders through the results, and finalise the documents.

You receive a diagnostic report covering each of the six areas with the evidence behind every finding, a costed plan that separates quick wins, medium-term changes and longer-term recommendations, a quote for any work we would propose, and a board-ready executive summary. Where the evidence shows that waiting is the better course, the report will say so, together with the conditions under which that recommendation should be revisited.

TBSCG has spent twenty years on enterprise digital experience platforms, for financial services firms including insurers and asset managers, as well as global brands. We are a Magnolia Platinum Partner and an AWS Advanced Tier Services Partner. The work is done by named senior consultants rather than a graduate pyramid, and at the end your team holds the plan and can run the platform without us.

If the findings point to further work, the usual next steps are a transformation of your content management platform, a platform migration where replatforming is the right move, critical intervention where an existing implementation is failing, or advisory work on a specific decision. Each of these is listed separately on AWS Marketplace, and none of them is expected as a condition of the assessment.