A puzzle of data preventing risk oversight
Brooks Macdonald manages wealth and assets for individuals, pension funds, institutions, charities and trusts across the UK and internationally. Operating through multiple entities in a highly regulated environment, the firm's reputation hinges on demonstrating robust risk governance.
Risk owners tracked their domains in separate spreadsheets with inconsistent taxonomies. Control effectiveness existed as isolated assessments. When audit requests arrived, teams scrambled to compile information from multiple sources. Senior stakeholders lacked dashboards showing current enterprise risk posture. Risk committees operated from static reports assembled manually before each meeting.
Creating a single source of truth
Pulsar delivered a focused IRM MVP establishing centralised risk and control management. Rather than comprehensive implementation upfront, the engagement prioritised capabilities providing immediate improvement whilst architecting for future expansion.
The foundation began with entity and organisational hierarchy design aligned to Brooks Macdonald's multi-entity operating model. Standardised risk and control taxonomies replaced inconsistent spreadsheet approaches. Advanced Risk workflows introduced structured processes for risk identification, assessment and response with clear ownership, approval gates and audit trails.
Risk management built for speed and precision
Senior leaders make faster, better-informed decisions through live dashboards. Risk committees operate from current data rather than outdated snapshots. When audit or regulatory requests arrive, evidence is structured and immediately accessible. An incident logging portal enables all employees to report concerns through consistent workflows. Risk management finally enables the business rather than consuming it.
Key Outcomes
Single system of record for enterprise risk and controls
Real-time dashboards providing live visibility into risk exposure and control effectiveness
Complete audit trails with structured evidence for regulatory requests
Incident logging portal for all employees with consistent workflows
Rapid time-to-value through MVP approach protecting long-term IRM roadmap
Future-proofed architecture for Audit, Compliance and Regulatory Change
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