Technical Analyst
CurrentAs a Technical Analyst at Criterion, I work with a small team to drive out technical requirements from clients, set technical direction, and produce cross-industry standards.As the UKโs Standards and Governance body in the financial services industry, we leverage over 30 years of experience. Criterion collaborates with the financial services industry to provide seamless integration and innovation. We serve various financial sectors, including pensions, investments, wealth management, and equity release.Clients often grapple with legacy systems and manual processes. They strive to reduce costs, enhance efficiency, drive innovation, and improve customer outcomes. However, risks such as human errors, high overhead costs, and non-compliance with regulations persist.๐๐๐ ๐๐ญ๐๐ง๐๐๐ซ๐๐ฌProvides consistent Management Information (MI) data.Data Standards for edit model, pre and post model rebalance and retrieve model processes. Streamlines processes, reducing manual re-keying.Lowers operational risk and costs.๐๐จ๐ ๐๐ญ๐๐ง๐๐๐ซ๐๐ฌAutomates information gathering for existing client policies. Enhances efficiency, reduces errors, and frees advisersโ time.๐๐๐๐Demonstrates commitment to timely transfers and better consumer outcomes. Influences best practices in transfers and re-registrations. Highlights good performance and reduces administrative costs.๐๐จ๐ฏ๐๐ซ๐ง๐๐ง๐๐ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌFacilitates collaboration among market peers, simplifying market functions. Extends reach, enhances innovation, and lowers costs for customers.