Corporate Services for Regulated Industries

Specialist consulting for financial services, insurance, and other regulated sectors. We bring aviation-grade systematic thinking to complaint management, MI development, and process excellence.

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Who We Work With

Organisations that need robust processes, detailed MI, and systematic problem-solving

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Financial Services

Banks, wealth managers, investment firms, financial advisers

🛡️

Insurance

General insurance, life & pensions, insurance intermediaries

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Regulated Sectors

Any organisation requiring robust compliance and audit trails

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Corporate

Any business needing process excellence and systematic improvement

Our Core Expertise

Three specialist areas where we deliver exceptional results for corporate clients

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Complaint Management

End-to-end complaint frameworks built by someone who's lived it—former complaints manager for a major financial services firm.

  • Complete complaint handling frameworks
  • Root cause analysis systems
  • TCF & regulatory reporting
  • Voice of Discontent (VOD) capture
  • Vector Resolve CMS software
  • Staff training programmes
  • FCA DISP compliance
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Management Information

Transform raw data into actionable insights. MI that actually helps you make decisions, not just fills board packs.

  • MI pack development & design
  • KPI dashboard creation
  • Data analysis & visualisation
  • Trend reporting systems
  • Board reporting templates
  • Performance metrics design
  • Automated data collection
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⚙️

Process Excellence

Aviation-grade systematic thinking applied to business processes. Identify inefficiencies, eliminate errors, improve quality.

  • Cross-department efficiency reviews
  • Error tracking & reduction
  • Workflow optimisation
  • Quality assurance frameworks
  • "Swiss Cheese Model" analysis
  • Operational audits
  • Ad-hoc project delivery
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Complaint Management Excellence

Stop complaints, don't just track them

Having managed complaints for a major financial services firm, I know the difference between compliance-driven complaint handling and actually fixing the root causes. We build systems that do both.

Complete Frameworks

End-to-end complaint handling procedures, from initial contact through to resolution and learning.

Root Cause Analysis

Swiss Cheese Model methodology to identify systematic failures, not just individual errors.

Vector Resolve (tm) CMS

Purpose-built complaint software with integrated RCA, action tracking, and effectiveness measurement.

Regulatory Compliance

TCF monitoring, FCA DISP / IOM FOS returns, FSOS reporting—all built into the process.

Real Impact

Average client result: 65% reduction in repeat complaints within 12 months through systematic root cause analysis and corrective action.

Typical Deliverables

  • ✓ Complaint handling procedures
  • ✓ RCA methodology & templates
  • ✓ Complaint tracking database
  • ✓ Complaint response database
  • ✓ MI & reporting pack
  • ✓ Staff training programme
  • ✓ TCF monitoring framework

£ POA

Typical project: 2-3 months

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Management Information Development

MI that drives decisions, not just ticks boxes

Too much MI is produced for compliance, not insight. We build MI frameworks that help you understand what's actually happening in your business and make better decisions.

Custom MI Packs

Designed around your business needs, not generic templates. Clear, visual, actionable.

KPI Dashboards

Real-time visibility of key metrics. Spot trends early, act fast.

Data Visualisation

Complex data made simple. Charts, graphs, and visuals that tell the story.

Automated Collection

Stop manually compiling reports. Automated data extraction and formatting.

Real Impact

Typical time saving: Senior management MI preparation reduced from 3 days to automated generation. Board packs that directors actually read and use.

What We Build

  • ✓ Executive MI packs
  • ✓ Board reporting templates
  • ✓ KPI dashboard systems
  • ✓ Trend analysis reports
  • ✓ Performance scorecards
  • ✓ Regulatory reporting

From £2,500

Typical project: 4-6 weeks

Discuss Your MI Needs
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Process Excellence & Error Reduction

Aviation-grade systematic thinking for business

12 years in aviation teaches you that errors aren't random—they're systemic. We apply the same rigorous analysis used in aviation safety to identify and eliminate business process failures. We understand that 'human error' is not a true cause but just one part of a larger system of contributing factors.

Efficiency Audits

Identify bottlenecks, redundancies, and inefficiencies across departments.

Error Analysis

Swiss Cheese Model to find why errors happen and how to prevent them.

Workflow Optimisation

Redesign processes for speed, accuracy, and quality.

Quality Frameworks

Implement systematic quality assurance and continuous improvement.

Typical Projects

  • ✓ Operational efficiency reviews
  • ✓ Error reduction programmes
  • ✓ Process documentation
  • ✓ Quality assurance systems
  • ✓ Cost optimisation
  • ✓ Ad-hoc projects

From £4,000

Depends on project scope

The Swiss Cheese Model in Practice

Multiple defensive layers should prevent errors reaching customers. When they all fail simultaneously, problems occur.

Layer 1: Front-Line

❌ Human error made

Layer 2: Supervision

❌ Review not completed

Layer 3: Systemic

❌ Inadequate processes

Layer 4: Organisational

❌ Training or systems inadequate

Result: We identify which layers failed and implement fixes at multiple levels—not just blame the individual.

Discuss Process Improvement

Real Results: Corporate MI Framework

How we transformed a financial services firm's management reporting

3 days
Manual work eliminated
£18k
Annual cost reduction
100%
Board visibility improved
12 weeks
From brief to delivery
Read Full Case Study →

Our Approach

What makes MJBTS different from typical consultants

✈️ Aviation Discipline

12 years in aviation brings systematic processes, risk awareness, and human factors understanding. We don't just identify problems—we build systems that prevent them.

💼 Financial Services Experience

Former complaints manager and MI developer for a major financial services firm. We've lived the challenges you face.

🛠️ Practical Implementation

We don't just write reports and leave. We implement working systems, build tools, train your team, and ensure it actually works.

📊 Data-Driven Results

Every recommendation backed by analysis. Clear metrics to measure success. Transparent reporting on what's working and what's not.

🏝️ Isle of Man Knowledge

Deep understanding of IOM regulatory environment, FSA requirements, and local business culture.

💰 Fixed Price Projects

Clear scope, fixed price, defined deliverables. No scope creep, no day-rate uncertainty.

What Clients Say

"Martyn's work on our complaint management framework was transformational. He didn't just develop procedures—he taught staff how to think systematically about root causes. Our repeat complaints dropped by 60% in the first year, and the FCA noted our sustained reduction in complaints year-on-year."
Head of Operations
IOM Financial Services Firm
Result: 60% reduction in repeat complaints • Reduction in Operational Losses • Systematic RCA embedded

Typical Project Pricing

Fixed price projects with clear scope and deliverables

Complaint Management

POA
  • ✓ Complete framework
  • ✓ RCA methodology
  • ✓ Tracking system
  • ✓ MI & reporting
  • ✓ Staff training
  • ✓ 3 months support

Typical: 2-3 months

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MI Development

From £2,500
  • ✓ Custom MI packs
  • ✓ KPI dashboards
  • ✓ Data visualisation
  • ✓ Board templates
  • ✓ Automated collection
  • ✓ Training & handover

Typical: 4-6 weeks

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Process Improvement

From £4,000
  • ✓ Efficiency audit
  • ✓ Process mapping
  • ✓ Error analysis
  • ✓ Recommendations
  • ✓ Implementation support
  • ✓ Effectiveness tracking

Depends on scope

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Combined Projects

Most clients benefit from multiple services—for example, complaint management + MI development, or process improvement + training.

Discuss Your Requirements

Common Questions

Do you only work with financial services firms?

No—whilst our deepest experience is in financial services, we work with any organisation that needs robust processes, detailed MI, or systematic problem-solving. We've worked with insurance, property management, and other regulated sectors.

How quickly can you start?

Typically within 2-3 weeks of agreement. Some projects can start sooner if urgent. We'll give you a clear timeline in the proposal.

Do you work on-site or remotely?

Flexible—we can work on-site (IOM only), remotely, or a hybrid approach. Most projects benefit from some on-site time for stakeholder interviews and training, with delivery work done remotely.

What if we need ongoing support after the project?

We can provide ongoing support on a retained basis (typically £150-300/month depending on service level) or ad-hoc consultancy as needed. Initial project includes support during implementation.

How do you ensure confidentiality?

All client work is covered by comprehensive confidentiality agreements. We have experience handling sensitive financial and regulatory information. References available upon request (with client permission).

Can you help with FCA/FSA regulatory requirements?

Yes—we have extensive experience with FCA DISP requirements, TCF frameworks, and FSA (Isle of Man) compliance. However, we're not a law firm, so for specific legal interpretation, we'd recommend involving your compliance team or legal advisers.

Ready to Transform Your Operations?

Free initial consultation. Fixed price projects. Real, measurable results.

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Based in Douglas • Serving regulated businesses across the Isle of Man and beyond