CONSULTING FIRM TRANSFORMS PROJECT DELIVERY WITH DATA EXPERTS
A leading financial services and insurance consulting company faced urgent project demands and a pressing need to fill critical data roles.

Executive summary
Through a highly consultative approach, we rebuilt a dormant relationship and delivered a suite of expert consultants tailored to intricate sector requirements. This partnership re-established strategic trust, enhanced analytics and reporting capabilities, and reinforced our client’s reputation for project excellence.
The problem
Following a period of limited collaboration, the relationship with the client had become less engaged. During this time, they faced growing pressure to staff high-stakes client projects but struggled to find data professionals with expertise in financial services and insurance.
This situation presented two intertwined challenges:
- Securing data specialists who understood the unique demands of financial services and insurance projects.
- Finding a talent partner who took a proactive, consultative approach instead of transactional candidate supply.
The solution
Recognising the opportunity to re-engage, we prioritised direct communication with the client’s key stakeholders. Our initial step was a comprehensive analysis of their active and upcoming project portfolio, mapping technical requirements against business-critical delivery dates.
Key actions included:
- Conducting deep-dive consultations to understand end-client expectations, data architecture challenges, and sector-specific nuances.
- Aligning our candidate sourcing model to mirror the company's delivery methodology and internal quality benchmarks.
- Tailoring our approach to combine industry insight with role-specific expertise, enabling targeted searches for both technical proficiency and cultural fit.
Result
We placed a diverse cohort of consultants across vital project streams, including:
- Data Analysts to unlock operational insights.
- MI Analysts to drive robust performance reporting.
- BI Analysts to elevate data visualisation and intelligence.
- Data Modellers for complex environment schema and design.
- Data Architects to build scalable platforms.
- Data Warehouse Consultants to optimise data storage and ETL pipelines
Key outcomes included:
- Restored a valuable consulting partnership built on trust and transparent communication.
- Placed consultants who delivered immediate results, meeting key project deadlines and expectations.
- Strengthened our reputation as a trusted source for niche data expertise in financial services.
- Improved the client’s analytics and reporting, enabling better decision-making for end clients.
Conclusion
This collaboration highlights the power of a relationship-focused, sector-specific talent strategy in driving success for large-scale consulting projects. By reinstating trust and focusing on the unique complexities of the financial services and insurance space, we enabled our client to deliver above and beyond their clients’ expectations.
Looking ahead, this renewed partnership positions both companies at the forefront of data-driven transformation in the financial sector. We remain committed to supplying expertise that keeps projects on track (and clients ahead of the curve).
For organisations seeking similar results, explore our tailored recruitment solutions or book a consultation to discuss your next strategic hiring challenge.