WealthTech Scale-Up Support: Pre-Study & Proposal, Business Model & Go-to-Market Enablement

Phibonacci - Project Summary

We supported an ambitious WealthTech scale-up in structuring and launching investment services aimed at EU banks. The assignment consisted of three complementary workstreams: (i) a pre-study and proposal for a micro-investment feature linked to card payments, (ii) the development of a forward-looking business model leveraging upcoming European regulations (Retail Investment Strategy (RIS) and Financial Data […]

Phase-Out Business Accounts

Phibonacci - Project Summary

Carefully manage the phase-out of the Business Accounts (SME Business), as part of a strategic alignment, based on the proposed scenario (1-year period to avoid loss of fidelity premium).

New Post Logon website

Phibonacci - Project Summary

Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.

Potential Acquisition of a Belgian Savings Accounts Portfolio

Phibonacci - Project Summary

Perform part of the due diligence on a Belgian Savings Accounts Portfolio offered on the market. Purpose was to assess the Operations and IT impact of a potential acquisition and to draft and negotiate an optimal operational transaction plan as part of the envisaged Asset Purchase Agreement (APA).

Carve-out pension savings accounts and securities and TAK21 portfolios

Phibonacci - Project Summary

Participate in the final preparations of the Asset Purchase Agreement (APA) with the buyer, to make sure the carve-out and transfer of funds and bonds investment portfolios and pension savings accounts (PSA) can be executed and to start the preparations for the execution on the seller’s side. The assignment was extended with managing the execution […]

Strategic alignment – products and segments

Phibonacci - Project Summary

Investigate the alignment of products offered and customer segments serviced with the client’s newly defined strategy map. Prepare action plans and project plans to perform rationalizations decided upon.

Core banking system upgrade

Phibonacci - Project Summary

To be able to integrate easily standard vendor solutions the coming years, to be able to benefit (cost reduction) from a global private cloud solution and to prepare for the future, it was important to perform system life cycle management and to migrate to Thaler 3.2.

Core banking system migration

Phibonacci - Project Summary

Migrating a Belgian retail savings and investments direct bank to the latest available version of the Thaler NG core banking system (3.1), while removing historic customizations as much as possible (stick to the standard). A new account opening process (AOP), secure site (B2C) and back-office system (B2O) were implemented and updated processes and work instructions […]

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