Enhancements and upgrades

Phibonacci - Project Summary - Budget

Overall programme management, test management and business analysis to further enhance, develop and upgrade a direct bank for the SME market in The Netherlands.

Implementation of the EXIMIUS wealth management platform

Phibonacci - Project Summary - Budget

Implementation of EXIMIUS (a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, […]

Budgeting and reforecasting

Phibonacci - Project Summary - Budget

Assist the Finance department two consecutive years in drawing up the group year budget and quarterly reforecast Q3. During the assignment, the financial crisis peaked and the urgent sale to the Belgian state had to be supported.

Launch of a direct bank

Phibonacci - Project Summary - Budget

Implementing the core banking system for the go-live of a new direct bank for the SME market in The Netherlands.

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