After seven years working across Financial Services — from institutional operations to client acquisition and technology implementation — I began to notice a consistent challenge. The world of Financial Services often struggle to get client communication technology right.
Asset managers manually update hundreds of pitch-books when a single data point changes. Wealth managers lack the tools to identify and engage high-net-worth prospects at scale. Fintech firms struggle to deliver personalised customer communications while maintaining compliance. The challenge isn't the technology itself — its poor implementation.
That's why I founded Adrian Consulting Group: to bridge the gap between powerful platforms and practical business outcomes. We specialise in implementing sales enablement, marketing, and campaigning technology specifically for financial services firms. Whether you need a tool to automate 500+ institutional presentations, geo-demographic profiling to target the right wealth segments, or to deliver compliant customer campaigns, we've done it before. We understand both the technology and your world. We know FCA regulations, client lifecycle management, and what "AUM" actually means. We've automated 570+ slides at scale, supported £650M in new business acquisition, and led implementations from discovery to go-live. Most importantly, we focus on delivering implementations that drive real results - not platforms that gather dust after launch.
