Phase-Out Business Accounts
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).
Potential Acquisition of a Belgian Savings Accounts Portfolio
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
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
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.
Project Portfolio Management
Build an aggregated project portfolio overview in terms of content, timelines, resourcing, risks and interdependencies. Initiate proper project portfolio management and resource planning to ensure both local and global programmes and projects can be managed and executed in an efficient manner.
Launch of direct bank operations
Setup of the operations for a retail internet savings bank aimed at the German market.
Enhancements and upgrades
Overall programme management, test management and business analysis to further enhance, develop and upgrade a direct bank for the SME market in The Netherlands.
Launch of a direct bank
Implementing the core banking system for the go-live of a new direct bank for the SME market in The Netherlands.