What we do

We accelerate the efficient delivery of technology, software upgrades and migrations solutions.

To reduce implementation risks and costs in a constantly evolving world, you need specialist skilled resources using proven methods to help accelerate delivery, and outpace your competitors to launching new features and products.

FMI makes this happen, so you meet your planned outcomes and you are never left behind.

Specialist Skilled Resources

Proven Delivery Methodologies

Offshore Resource Models

Scalable Cost Effective Solutions

Our Story

FMI was established in UK in 2004, with the vision to create a consulting service to the Wealth Management industry in the UK. We have since grown our client base and team year on year, establishing a proven track record of solution delivery and client satisfaction.

At FMI we know that technology change is complex, but how you deliver it doesn't have to be. We specialise in getting you to think of technology change and migrations as an opportunity to achieve your goals and grow your business.

  • 2004Founding of FMI Consulting (Freemind Innovation)

  • Worked with AJ Bell to deliver Composer technology

  • Worked with AJ Bell on asset migration

  • Worked with Embark to deliver FNZ technology

  • Working with Bravura to implement Sonata technology

  • Working with Ascentric on asset migration

  • Working with Deloitte on technology delivery

  • Working with M&G on technology change initiatives

  • Working with Novia to deliver asset migration


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Our Leadership Meet Paul Plumstead

Paul has a deep understanding of the daily delivery challenges posed on business change leaders, solving these challenges is central to successful and fast technology implementations. With multiple small and large software driven change deliveries and data migrations over a 20 year period, Paul provides valuable guidance to his team and clients to ensure successful technology and data change delivery. Technology change is complex, but how you deliver it doesn’t have to be.


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Our Leadership

Meet Paul Plumstead

Paul has a deep understanding of the daily delivery challenges posed on business change leaders, solving these challenges is central to successful and fast technology implementations. With multiple small and large software driven change deliveries and data migrations over a 20 year period, Paul provides valuable guidance to his team and clients to ensure successful technology and data change delivery. Technology change is complex, but how you deliver it doesn’t have to be.

We have 25+ associates in our network

FMI, has experienced resources with specialist skills and expertise. Our associates are based both onshore in the U.K. and offshore in New Zealand and South Africa.



Our team is made up of Programme and Project Managers; Scrum Masters; Consultants specialising in FNZ, Composer and Sonata Platforms; SIPP /Wrap Product Experts; UK Regulatory Experts; Business and Technical Analysts, Test Consultants and Test Managers as well as Business and Solution Architects.

Our associates are a critical part of our consulting proposition. Find out more about the qualities, experience and skills needed to join our associate network, and what we can offer you in return.

What can we offer you

FMI will successfully guide you through the complex technology change delivery and data migration processes from beginning to end, FMI takes the pressure off you, so you can focus on running your business.

We can provide individuals to become part of your team, or assemble a custom team built from people with the right skills and experience with deliver focus in their DNA.

Examples of Our Work

Explore the work we have previously undertaken to see how FMI can guide you to achieve your outcomes.

Delivery Leadership – Business Integration Program



FMI was approached by a UK Platform business to help them deliver a complex business integration program to merge multiple businesses. FMI started by …

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Specialist Resourcing Provision – Sonata Platform SMEs



FMI were approached by a large UK Platform business to help them solve a number of post re-platforming challenges. FMI started by ….

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Why choose FMI?

  • Successful Implementation: To implement technology successfully, you need advice and support.
  • Expert Guidance: This can make sure your new technology implementation is successful.
  • Extensive Experience: FMI understands the frustration of implementing new technology having successfully implemented technology.
  • Intellectual Content: The provision of proven customised approaches and methods to ensure a successful outcome.

Our clients and partners

You want to implement technology successfully, or migrate client data with no negative media exposure. You want to be like these companies FMI have worked for or with…


 

Our Delivery offering

In a world that is changing rapidly, technology change is a given and is only going to accelerate. FMI provides a wide variety of services to help companies succeed with delivering technology change and migrations.

 


Reach out if you have any questions for us. 


hello@freemindinnovation.com

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