Management Consultants · Est. 2004
Management Consultants · Est. 2004
The Waterman Partnership has been delivering measurable performance improvements to financial services organisations since 2004. Our work spans insurance, superannuation, and banking — from front-line operations to executive leadership.
We specialise in implementing practical, sustainable change. Our approach combines rigorous analytical frameworks with deep operational expertise to deliver results that last — not just during the engagement, but long after we've left.
Our experience covers the full breadth of financial services operations: underwriting, claims, contact centres, treasury, trade services, payments, mortgages, account servicing, and policy administration — across Australia and internationally.
"The results from the work performed have created significant measurable improvements to the bottom line — generated from both growth initiatives and operational cost reduction."
The Waterman Partnership works with clients to optimise operational performance by applying a tried and tested Work Management System (WMS). Effective application of WMS tools and behaviours drives results — enabling productive use of resources and customer satisfaction through optimised service and quality.
Good tools and measurements account for only 20% of results. The behaviours and culture of an organisation drive 80%. Our approach focuses on building the right behaviours at every level — from the front line to the boardroom — supported by the right tools, not the other way around.
Sydney, Melbourne, Brisbane, Perth — insurance, superannuation and banking across all major institutions.
DBS Bank operations across the region.
Standard Chartered Bank and DBS Bank projects across Hong Kong.
China Life Insurance and DBS Bank operations in mainland China.
Ayudhya Life Insurance (CMG) — operational performance improvement in the Thai insurance market.
DBS Bank operations spanning India as part of a multi-country engagement.
DBS Bank operations as part of a multi-country engagement.
Jason has been active in leading change management programs at all levels in both local and international environments since 1992. As an implementation and training specialist, he has managed numerous projects changing work practices at the front line.
His experience spans insurance (underwriting, new business, policy maintenance, renewals, claims) and banking (treasury, trade services, payments, credit, mortgages, contact centres) across Australia and Asia.
Jason has worked in the financial services industry for over 30 years, delivering sustained improvements for major insurers, superannuation funds, and banks.
Michael holds an Honours Degree in Electrical Engineering. Following a career as an engineer and project manager, he has worked as a consultant across rail, marine, telecommunications, banking and insurance since 2002.
An accomplished software developer, his technical background is a major asset in financial services — enabling him to build tools that seamlessly integrate with any organisation's existing systems.
Michael specialises in understanding complex products, modelling performance, and developing new practices and procedures that deliver measurable improvements to service, quality and productivity.
The Waterman Partnership works in close partnership with POSS-e, who specialise in the development of proprietary software solutions.
POSS-e combines management consulting with a purpose-built web application to help insurance businesses streamline underwriting, claims, and support functions. Services include organisational design, compliance reporting (ASIC, APRA, Life Code), forecasting, resource planning, and data science solutions including machine learning.
Visit poss-e.com →
We work with organisations ready to make meaningful, lasting improvements to operational performance.
jason@watermanptyltd.comAustralia · ABN 44 111 098 358