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Case Studies

ROK Solutions has delivered measurable results across financial services and beyond. Here are selected examples of our work

Finance Transformation – Final Phase Delivery

 

Operational Efficiency & Automation

Helped a top-quartile Lloyd's syndicate deliver the final phase of their Finance Transformation. Ensured the transition and adoption of an investment partner's insight platform, aligned with their Workday solution, and completed the decommissioning of their legacy platform.

Industry - Insurance

Area - London Market

Size - Medium

IT & Data Analytics Team Unification
 

Operational Efficiency & Automation

Unified IT and Data Analytics teams through a defined Operating Model and detailed roles and responsibilities. Established a harmonious internal–external delivery framework, underpinning a successful RFP and partner selection process.

Industry - Insurance

Area - London Market

Area - London Market

Data Transformation Rescue

 

Project Turnaround

Rescued a challenging Data Transformation by defining the MVP and supporting delivery. Identified technical and architecture debt for future enhancement whilst driving immediate cost reductions and establishing new best-practice operating principles.

Industry - Insurance

Area - London Market

Size - Medium

Funeral Plan Partnership & Business Case
 

Change Consultancy

Helped structure a partnership pitch and high-level proposal, then drove the formal insurance partnership Business Case, enabling strategic growth through structured collaboration.

Industry - Insurance

Area - London UK National

Size - Start-up

Reporting Transformation Strategy & Execution

 

Change Consultancy

Spearheaded a Reporting Transformation strategy and execution programme, delivering Year 1 benefits. Constructed a refined Benefits Case to reprioritise 2026 delivery value as market conditions shifted to a soft market.

Industry - Insurance

Area - London Market

Size - Medium

Charity Operations & Fundraising Framework
 

Change Consultancy

Drove operating principles for day-to-day operations, structured planning for key fundraising events, and created frameworks for restoration and improvement projects.

Industry - Charity

Area - Suffolk

Size - Small

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