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Utmost, Simplicity

Utmost logo

Utmost International is a life assurance group which provides solutions designed to preserve clients’ assets and safeguard them for future generations. As of 31 December 2019, the business manages over £30bn of assets on behalf of over 130,000 clients. Its propositions provide effective and reliable solutions for clients who wish to control the wealth they have accumulated and manage the proceeds when planning succession.

The business is a leading provider of international life insurance across its core markets in the UK, Continental Europe and the Middle East and it operates in over 15 key markets across the globe.

The principal business lines of Utmost International are Utmost Wealth Solutions and Utmost Corporate Solutions:

The company’s journey with bethebrand started in 2016 with Utmost’s Isle of Man office. The success of the system subsequently saw it launched in the Irish business in 2019.

The expansion of Utmost’s bethebrand system has been driven by the operational enhancements that it has delivered quickly and easily at every implementation stage.

Working extensively in intermediated markets in many countries means that Utmost maintains a very extensive suite of literature. For Utmost this means, for example, one product brochure may have many variations according to country, language and prevailing regulatory jurisdiction. Every piece of literature will have different stakeholders across the business. This creates not only a sophisticated ongoing project management need in terms of changing, updating or communicating new collateral items, but also an extensive and intricate archiving requirement to document the who, what, when, how and why history of every piece.

For Utmost, the key to the success of their bethebrand system is its ability to deliver simplicity. They have been able to harmonise different processes across the business into one best practice approach. It allows the team to focus on the quality of the collateral and the fostering of excellent cross organisational working, ultimately delivering great customer outcomes.

What’s more, it allows the team to react very swiftly to market changes, supported closely by bethebrand’s support and account management teams.

bethebrand expect the relationship with Utmost to continue growing to support the markets outside of Europe from 2021.

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