Client Stories

attivo client storyattivo

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 recognized 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 Program Director and Digital Transformation experience to help shape the strategy and roadmap to deliver on the Attivo vision, and to create and execute a program of work of digital change.

Laura Lawrence has built over 12 months, a strong Program Board with a portfolio of projects that are aligned to the strategic vision, 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 stabilize the IT team.

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Graeme Freeman
Co-Founder and Director

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