Client Outcomes

Case Studies & Client Testimonials

A selection of engagements where Coceca delivered measurable outcomes for clients across energy, banking, and market infrastructure. All client names are withheld in accordance with confidentiality commitments.

Energy & Utilities  ·  Ireland

Full Front Office & Back Office Transformation — Including Billing Systems Overhaul

A leading Irish energy utility required comprehensive transformation of its entire business operations — from customer-facing front office functions through to internal back office processes and a complete rebuild of its billing infrastructure.

Engagement Type Full Programme Lead
"Coceca were engaged to lead our entire business transformation programme covering both front and back office operations. The scope was comprehensive — from re-engineering our customer billing systems and operational processes to restructuring our front office client servicing model. What we valued most was their ability to combine deep business analysis expertise with practical, structured programme delivery. The billing transformation alone delivered material cost savings and significantly improved our customer satisfaction scores. Their team embedded seamlessly with our internal staff, delivered the programme on time, and remained rigorous throughout."

Senior Director, Operations
Leading Irish Energy Utility (name withheld)

Scope & Outcomes

  • End-to-end front office operating model redesign and implementation
  • Full back office process re-engineering across finance, operations and HR
  • Billing system replacement programme managed from requirements through go-live
  • Customer servicing model transformed, reducing resolution time by over 35%
  • Successful parallel run and cutover with zero billing outage
  • Change management and staff training programme delivered in parallel
  • Programme delivered on time and within agreed budget
Business Transformation Project Management Billing Systems Process Redesign Change Management Front Office Back Office
Banking & Financial Services  ·  United Kingdom

Post-Merger Regulatory Transformation — Sub-contracted via Big 4 Advisory Partner

A major UK high street bank underwent a complex M&A transaction requiring rapid integration of operations, technology and regulatory frameworks across both entities. Coceca were engaged as specialist sub-contractors by the bank's Big 4 advisory partner to lead specific regulatory and transformation workstreams.

Engagement Type Big 4 Sub-contractor
"We engaged our Big 4 advisory partner to lead a complex post-merger integration and transformation programme. Coceca were brought in as specialist sub-contractors to lead specific regulatory and risk workstreams, and they delivered to an exceptional standard. Their expertise across MiFID II, risk frameworks and data governance was indispensable. They operated as a seamless extension of the programme team, and gave us confidence at every stage that the regulatory milestones would be met on time. This was a programme with real complexity and genuine consequences for non-delivery. Coceca were exactly the kind of partner you need in that environment."

Managing Director, Transformation
Major UK Bank (name withheld)

Scope & Outcomes

  • MiFID II alignment programme delivered across merged entity
  • Risk framework harmonisation across both legacy institutions
  • Data governance and reporting infrastructure integration
  • Regulatory milestone calendar managed and all deadlines met
  • Operated seamlessly alongside Big 4 principal contractor teams
  • Post-merger customer reporting consolidated within agreed timeline
  • Regulatory submissions prepared and delivered to FCA standard
M&A Integration MiFID II Risk Framework Big 4 Sub-contractor Regulatory Programme Post-Merger
Private Banking  ·  Switzerland

Cross-Border Regulatory Harmonisation Following Acquisition — SFTR, MiFID II & Swiss Requirements

A Swiss private banking institution completed an acquisition that required simultaneous harmonisation across multiple regulatory jurisdictions — including SFTR reporting obligations, MiFID II alignment for European operations, and Swiss FINMA requirements — within an aggressive delivery timeline.

Engagement Type Big 4 Sub-contractor
"Our organisation had gone through a significant M&A transaction and needed to harmonise operations across multiple jurisdictions, including aligning simultaneously with SFTR, MiFID II and local Swiss regulatory requirements. Coceca were recommended by our primary consulting partner and were engaged as specialist delivery sub-contractors. Their ability to navigate cross-border regulatory complexity while keeping the programme running to schedule was impressive. They brought structured project management methodology but also genuine hands-on regulatory expertise — a combination that is genuinely rare in the market."

Chief Operating Officer
Swiss Private Banking Institution (name withheld)

Scope & Outcomes

  • SFTR reporting implementation across the combined entity
  • MiFID II obligations aligned for all European-regulated entities
  • FINMA requirements mapped and harmonised with EU equivalents
  • Programme governance established and maintained throughout
  • Cross-jurisdictional regulatory calendar designed and managed
  • All regulatory milestones achieved on schedule
  • Post-implementation support framework delivered
SFTR MiFID II FINMA Cross-border M&A Regulatory Harmonisation
Investment Banking  ·  United States

European Regulatory Transformation Programme — MiFID II & US Regulatory Alignment

A major US investment bank required transformation of its European operations to meet MiFID II obligations — including best execution, transaction reporting and research unbundling — while maintaining alignment with US SEC and CFTC requirements across the same operating lines.

Engagement Type Big 4 Sub-contractor
"Coceca supported our European regulatory transformation programme, working alongside one of the world's largest consulting firms as their specialist delivery sub-contractor. The scope covered MiFID II best execution obligations, transaction reporting, and risk framework alignment across our European operations. Their project management discipline was first class, and their technical understanding of the regulatory requirements gave our internal team real confidence at every stage. They helped us move from planning to delivery at pace, and we achieved compliance ahead of the industry average. An impressive, professional team."

VP, Regulatory Change
Major US Investment Bank (name withheld)

Scope & Outcomes

  • MiFID II best execution framework designed and implemented
  • Transaction reporting programme delivered across all in-scope asset classes
  • Research unbundling model and CSA framework implemented
  • US-EU regulatory alignment mapping completed for key obligations
  • Risk framework updated to incorporate EU-specific requirements
  • Regulatory compliance achieved ahead of industry average timeline
  • Ongoing compliance monitoring framework established at handover
MiFID II Best Execution Transaction Reporting SEC US-EU Alignment Big 4 Sub-contractor
Market Infrastructure  ·  Exchange & Listings

Post-M&A Programme Establishment & Regulatory Delivery — European Listing Exchange

A European listing exchange completed a significant M&A transaction and needed to rapidly establish a programme management capability from scratch, create structured workstreams across newly combined operations, and deliver a complex regulatory change programme under time pressure from the relevant regulatory authority.

Engagement Type Specialist Sub-contractor
"Following our M&A transaction, we faced a significant challenge: building a programme management function from scratch and delivering a complex regulatory change programme under real time pressure. Coceca were brought in to help us structure our workstreams, establish governance and lead delivery of the regulatory component. Their experience in both programme structure and financial markets regulation was exactly what we needed. They were credible with our regulator, rigorous in their methodology, and pragmatic in their delivery approach. I would not hesitate to recommend Coceca for any complex regulatory programme."

Head of Programme Delivery
European Listing Exchange (name withheld)

Scope & Outcomes

  • Programme management office established from zero within four weeks
  • Eight cross-functional workstreams created and scoped
  • Full programme governance framework implemented
  • Regulatory change programme designed and delivered on schedule
  • Regulator engagement managed throughout, with credible progress reporting
  • Technology integration workstream managed through to go-live
  • Combined entity operating model documented and embedded
Exchange & Listings M&A Integration PMO Setup Regulatory Delivery Market Infrastructure Workstream Design
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