Hi, I’m Andrew Holdstock.
Client Lifecycle Management is evolving. What began as a reactive response to financial crime in the late 2000s and early 2010s is now being reshaped by faster change — driven by geopolitics, regulation, and technology.
I help financial institutions adapt. By combining deep CLM expertise with systems thinking and behavioral insight, I design operating models that are practical, efficient, and ready for what’s next.
If your CLM program feels stuck, overengineered, or out of step with today’s demands, I can help bring it back to what works — and what’s coming.
I create CLM operating models that work in practice — efficient, compliant, and built for what’s next
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.
