Our Work

centers on strategy, technology and operations in financial institutions.  Take a look below at our portfolio of consulting services and project samples.

 

Portfolio of Consulting Services in our Areas of Competence

 

Strategy

Commercial Due Diligence

  • Addressable market and client base
  • Product strategy and roadmap
  • Licencing and pricing model
  • Distribution model
  • Sales pipeline analysis
  • Organisation
  • Cost structure

Mergers, Acquisitions & Integration

  • Target identification and assessment
  • Equity story and business case
  • Integration plan and management

Business Strategy


  • Products
  • Distribution
  • Delivery
  • Cost management

Technology

Technical Due Diligence

  • Functionality assessment
  • Technology platform
  • Software development and management process
  • Sourcing

Bank Software Selection, Implementation & Management

  • Core Banking Systems (Avaloq, Temenos, SAP, Sopra, Apsys/Ambit, Finnova, Kordoba, OBS, etc.)
  • Wealth Management Software
  • FinTech (e-payments, market data, etc.)

IT Management

  • Software development process
  • IT project portfolio management
  • IT cost management

Operations

Core Processes

  • Customer onboarding and management
  • Payments
  • Securities processing
  • Derivatives processing
  • Fund management and administration
  • Credit processes (retail, wholesale)
  • Regulatory reporting

Outsourcing

  • Provider selection
  • Service agreement management
  • Retained organisation

Technical Due Diligence

  • Functionality assessment
  • Technology platform
  • Software development and management process
  • Sourcing

Samples of recent projects

We have performed a fascinating range of projects for our clients in the past years.  Here is a list of samples:

Projects for 

Private Equity



  • Commercial and Technical Due Diligence regarding:
    • Portfolio management system provider
    • Retail credit management and debt collections software company
    • Core banking system and wealth management software company
    • Funds distribution platform
    • Market data provider
    • E-payments provider
    • Multi-tied agent financial distribution network
    • Online bank
  • Market opportunity and business strategy assessment
    • European wealth management software
    • Core banking system
    • European payments market (PSD2)
  • M&A and Integration
    • Partnering opportunity in Retail Banking
    • Covered bond bank integration feasibility
    • Leasing company PMI

Projects for 

Financial Institutions


  • IT-Management for an insurance company
  • Core processes improvement for a specialty finance bank
  • IT project portfolio management for a wholesale bank
  • Core banking system assessment

Projects for 

Software & Service Providers

  • Migration of a BPO servicing contract
  • Fund administration opportunity in Luxembourg
  • IT project portfolio management for a wholesale bank
  • Improvement of service agreement and service level agreement management
  • RfP for BPO service agreement wholesale banking
  • Viability of third-party BPO vs. inhouse servicing for wholesale banking services