Hi, I am Andrew Holdstock.
I design and deliver Client Lifecycle Management operating models that reflect reality, minimize effort, and achieve compliance and business value — replacing outdated cycles with smarter, future-ready solutions.
Client Lifecycle Management is at a crossroads. Legacy approaches — from costly periodic reviews to expensive, always-on updates — haven’t delivered the performance or efficiency organizations need.
I help financial institutions change that. My work focuses on designing and delivering CLM operating models and systems that align strategy with the realities of an ever-changing business world.
What makes my approach different is depth and breadth: deep subject matter expertise combined with systems thinking, operational science, information science, and behavioural insight. This enables me to redesign processes and workflows so they reflect reality, minimize effort, and deliver compliance and business value in equal measure.
If your CLM program is under pressure, or if you want a model that works for both today and the future, that’s where I come in.
My work
My experience ranges from strategic transformation programmes to granular task level problem solving, either as a leader or a subject matter expert.
My expertise
My ability to make a difference to the outcomes of change programmes and operating model performance comes from 20+ years of actual practice applying recognized techniques backed-up by use of sound engineering principles.
I have a broad range of skills and expertise across the facets of an operating model and the engineering mindset to go in search of new approaches where needed.
What I am known for
I have been called a ‘fixer’ and The Professor in my last employment - a ‘fixer’ because I was seen as a ‘go-to’ person to solve problems, The Professor because I could explain how and why they occurred, and why a solution is fit-for-purpose, or not.
This reputation arises from the breadth and depth of my experience in solving operational problems and leading change programmes across banking activities. I have an inquisitive mind into why operational problems exist and how to solve them.
Impacts
Select specific examples of application of my operating model engineering skills to materially change an operating model or project performance can be found at this link.
Approaches
These are some of the techniques I use as a supplement to standard practice in order to address specific programme or operational performance challenges.
