Clearpath

Evaluate current segmentation logic and customer treatment strategies​

Identify inefficiencies, manual interventions, and automation gaps​

Benchmark segmentation against risk, compliance, and customer engagement best practices

Assess data integrity, reporting structures, and KPI effectiveness

Identify gaps in reporting alignment with business and regulatory goals

Provide a roadmap for optimising analytics, dashboards, and compliance tracking

Audit customer messaging, tone, and engagement channels​

Identify gaps in omnichannel communication effectiveness and response rates​

Ensure alignment with compliance, automation, and customer expectations

Review data quality, predictive models, and decisioning logic

Identify outdated scoring, inconsistencies, and gaps in automation​

Provide strategic recommendations for refining data and risk-based decisioning

Assess current team structures, roles, and decision-making workflows​

Identify reliance on manual processes​

Define clear workforce strategies and process optimisation opportunities

Assess regulatory risk, compliance frameworks, and governance controls​

Identify areas of exposure, audit risks, and policy misalignment

Deliver structured recommendations for risk mitigation and compliance tracking

Review existing collections policies, processes, and governance structures​

Identify regulatory misalignment, inefficiencies, and conflicting rules

Provide structured insights for policy simplification and compliance enhancement

Audit legacy system configurations, integrations, and automation gaps

Identify redundant technology, inefficiencies, and future scalability risks​

Define requirements for technology optimisation and system interoperability