Fractional Business Intelligence & Operations Consultant

Helping financial services firms make better decisions through reporting, dashboards and operational insight.

Livia works with wealth managers, IFAs and other regulated professional services firms who have plenty of data, but nobody dedicated to turning it into information directors can act on.

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The problem

Lots of data. Not much information.

Most growing firms reach a point where spreadsheets, manual reports and gut-feel decisions stop being enough — long before they're ready to hire a full-time analyst.

Hours lost each month

Reports rebuilt from scratch in Excel every reporting cycle, with no automation.

No dashboards

Directors can't see performance, pipeline or profitability in one place.

Instinct over insight

Decisions get made on gut feel because the numbers aren't easy to reach.

Untapped AI & automation

Tools like Copilot and ChatGPT sit unused because nobody has time to implement them.

The fractional model

A senior analyst, without a full-time salary.

Rather than employing a permanent analyst, firms bring Livia in for two to four days a month, or a set day each week, to build the reporting, dashboards and operational insight a growing business needs. It's the capability of an experienced BI & operations hire, on a flexible, retained basis that scales up or down as the business needs it.

This suits SMEs and financial services firms that have outgrown spreadsheets but aren't ready — or don't need — to carry another employee on the payroll. Work typically starts with a short discovery project and moves into an ongoing monthly retainer once the reporting foundations are in place.

📅 2 days a month — ongoing board reporting
📅 1 day a week — embedded operational support
📊 Fixed-scope dashboard or reporting projects
🤝 No recruitment costs, no employment overhead
🔁 Scales up or down as the business changes

What Livia does

Four areas of support

Every engagement draws on the same core skillset, packaged around what a firm needs most.

Management Information

Board packs, KPI reporting and executive reporting directors can trust.

Business Intelligence

Power BI dashboards, data visualisation and clean, reliable Excel reporting.

Ops

Operations Analysis

Workflow reviews, process mapping and reporting automation.

Commercial

Commercial Analysis

Revenue, profitability, segmentation and marketing performance analysis.

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Built for financial services

A clear niche, not a generalist offer

Livia focuses on the firms she knows best: regulated, relationship-driven businesses where good reporting is hard to find and highly valued.

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Wealth Managers

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IFAs

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Investment Managers

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Financial Planning Firms

📊

Accountancy Practices

🏠

Mortgage & Insurance Brokers

🤝

Professional Services

Is this the right fit for your firm?