Expert Assessment Teams - Equiniti

Expert Assessment Teams

Optimising the delivery of remediation solutions

The Expert Assessment Team enables our clients to optimise their delivery of remediation projects using both the technical case management and workflow solutions as well as specialist resourcing capabilities offered by Equiniti.

The primary role of the EA Team is to understand the goal of the remediation activity, work with the client to optimise the treatments design and delivery processes to maximise efficiency and make the most of any automation possibilities using Equiniti’s MMX platform.

The EA team is made up of experienced remediation SMEs from a variety of disciplines; from customer treatments and conduct risk to data analysis and process design.

The EA team work during all project phases to optimise the delivery of the remediation, from data analysis and treatment design during the project definition stage through to treatment sequencing and pipeline during the delivery phase.

One of the key benefits that the EA team can bring to early engagement is the ability to optimise the treatment design to get the right customer outcome while being mindful of capability and data constraints.

A common issue in remediation projects is to agree the treatment strategies before the operating model and data capabilities are identified, leading to delays in go live and unnecessary complexity in delivery.

The EA team will always work towards identifying the “fastest, safest route to live”. Identifying a target population to begin remediation to promote “learning by doing” within the project.

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The EA Team can add most value when engaged very early in the rectification project.
EA focus in this stage is on assessing the data quality and availability, optimising the treatment principles and leading the overall solution design.

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The EA team will aim to identify the fastest, safest route to live considering the data readiness, treatments required and capabilities available.

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As the project progresses, the EA team will continue to advise on treatment design, delivery processes and optimising the pipeline of cases.


To find out more about how Equiniti can help your organisation, get in touch with us today.

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