Global Management and Technology Consulting Firm

• Led a project aimed at assessing the financial services sector’s understanding of their obligations regarding customers with decision-making arrangements under the new DSS legislation.

• Conducted comprehensive desk-based research, surveys, and interviews to evaluate the sector’s current level of comprehension and compliance with DSS Codes of Practice.

• Analysed the alignment between DSS Codes of Practice and Consumer Protection Codes, anticipating upcoming amendments.

• Collaborated with key stakeholders including the Mental Health Commission, Banking and Payments Federation of Ireland, Central Bank, and Financial Services Providers.

• Integrated safeguarding requirements, human rights legislation, and customer experience considerations into project assessment.

• Provided guidance and support to the project team in consulting engagement, stakeholder management, and utilization of consulting techniques.

• Delivered a detailed report comprising key findings and actionable recommendations to enhance communication and engagement between DSS and the financial services sector.

• Recommendations may influence future policies and procedures within financial institutions, potentially impacting staff training, business processes, and policies.