Client Stories

Attivo hero 3Attivo

Attivo is an ambitious and successful independent financial planning business. A strong drive for efficiency and value underpins business growth, which is achieved through both organic and acquisition. Since the enforced use of technology due to COVID lockdowns enabled the business to continue to serve customers, Attivo recognised that further leveraging digital technologies to win and serve clients, and to drive and maintain further efficiency, is at the core of future growth and value.

Attivo approached Freeman Clarke to provide an IT Leader with Programme Director and Digital Transformation experience to help shape the strategy and roadmap to deliver on the Attivo vision, and to create and execute a programme of work of digital change.

Laura Lawrence has built over 12 months a strong Programme Board with a portfolio of projects that are aligned to the strategic vision, are rooted in concrete outcomes, and are closely aligned for delivering inter-dependencies. She has also supported the delivery of projects, specifically the new proposition, a hybrid advice solution, consumer duty, and compliance technology. She has additionally brought in new talent to stabilise the IT team.

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Graeme Freeman
Co-Founder and Director

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