Bringing clarity
to operational complexity.
opmodal is a technology-powered consultancy for financial services. We pair AI-native tooling with senior operators to deliver clarity, control, and faster transformation — from day-one diagnostics to enterprise-grade delivery.
A consultancy and an operating platform in one.
We don't just write reports and leave. We embed people and AI together to deliver clarity that stays after we're gone.
Operational Clarity
Ground-truth maps of how the business actually works — across teams, systems, and obligations.
Process Intelligence
Live insight into where work happens, where it stalls, and where margin is lost.
Programme Delivery
Senior delivery leads embedded with your teams to land complex change on time.
AI Analysis
Documents, policies and controls ingested by AI to surface risk, owners, and gaps in hours.
Risk Visibility
A continuously updated view of operational, regulatory, and conduct risk.
Governance
Audit-grade evidence and controls that satisfy regulators without slowing the business.
Most operating models are held together by memory.

Fragmented operations
Critical knowledge trapped in silos and unwritten habits.
Rediscovery loops
The same questions answered again, every quarter, by new consultants.
No real ownership
Processes drift between teams with no accountable owner.
Operational blind spots
Risk and inefficiency hidden until they appear in a regulator's letter.
Compliance pressure
Audit and supervisory expectations rising faster than capacity.
Slow transformation
Programmes priced in years when the market moves in weeks.
Consultancy speed of a software company.
Toggle to see the results at the end of month 1.
Watch the operating model discover itself.
The opmodal Studio uses AI to read your firm the way a senior operator would — then turns that understanding into something you can act on.
- Stage 01
Ingest
Legacy process documents, procedures, RAID logs, reporting catalogues and much much more!
- Stage 02
Scan
AI parses thousands of pages, extracting obligations, owners, dependencies and controls.
- Stage 03
Map
An interactive process map emerges — your real operating model, not the one on the slide.
- Stage 04
Surface
Risks, gaps, and quick wins surfaced for your team within hours, not quarters.
Most AI tools only generate.
Opie also listens.
Built into opmodal, Opie is the assistant that maps how your business actually works — turning what your people know, and what your data shows, into something structured, traceable, and ready to use.

"So when a claim comes in, Sarah triages it, then underwriting approves — usually two days, longer if docs are missing…"
Listens, doesn't just generate
Talk through a process out loud, drop in a document, or type a question. Opie turns lived knowledge into structured, traceable output.
Reads your real data
Opie works with what's actually happening in your operation — so the insight reflects reality, not the slide deck version of it.
Honest by design
Precise where it can be, transparent when it can't. Opie flags uncertainty rather than papering over it.
Judgement stays with you
Opie accelerates the work and surfaces what needs a second pair of eyes. The decisions remain yours.
Opie gets you there faster.
Your firm, in real time.
A living view of how the operating model performs — with AI watching the edges so your team can lead from the front.
AI delivery with a human edge.
Software Solutions
AI-powered process management for firms running complex operating models — a single source of truth for delivery, controls, and operational health.
Behind the platform sits opmodal Studio, our AI Business Analyst, which our consultants use to rapidly ingest documents, build business taxonomies, and redesign processes at machine speed — paired with the judgement of senior consultants who understand operations and change inside out.

- Process & Operational Visibility
- RAID Management & Project Governance
- AI-Powered Dashboards & Reporting
- Enterprise-Grade Security

- Rapid Document Analysis for Engagement Acceleration
- AI Audits of Operating Model Elements
- Automated Process & Entity Rationalisation
- Reporting, Insights and Advice
Professional Services
Senior practitioners delivering operating model design and complex analysis for asset managers, insurers, and the Lloyd's & London insurance market — accelerated by our own AI tooling.
Behind every engagement sits a team of consultants whose careers span key roles in complex programmes at tier-one firms — paired with opmodal Studio to compress discovery, requirements, and test design, so the judgement and craft of senior people go further than they ever could at a traditional consultancy.
Change & Delivery
- Target Operating Model & Process Design
- Programme & Project Management
- Business Analysis
Domain Expertise
- Lloyd's & the London Insurance Market
- Asset Management - Front, Middle & Back Office
- Investment Platforms - Charles River, BlackRock Aladdin, SimCorp Dimension & Multifonds
Senior operators. No layers.
Every engagement is led by a partner. You get the people who built Opmodal — not a pyramid of analysts.

Senior Consultant
Matthew Platt

Insurance Specialist
Mike Bourke

Opie
What Opie does
Living inside opmodal, Opie monitors, learns and understands your operating model to surface real-time insights and accelerate your understanding of how your business hangs together.
- Turns conversations into structure
- Grounded in your data
- Flags uncertainty, never hides it
- Augments judgement, never replaces it — you stay in control
Opie gets you there faster.
Meet Opie →



