Take the role of Product Owner a.i. to define the MVP of a Call For Action Framework, initially to be configured for a data actualization exercise.

Data actualization – Call For Action Framework

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

New Post Logon website

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 upgrade

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 have been embedded.

Core banking system migration

Setup of the operations for a retail internet savings bank aimed at the German market.

Launch of direct bank operations

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, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events, including also advisor desk to improve advisory productivity with a 360 client view), part of the Objectway WealthTech suite. The implementation was part of a large Digital Transformation Programme with significant changes to the organization, operations model, governance, and system landscape.  Our focus was on reporting, order execution, standing data, customer relationship management, accounting and custody.

Implementation of the EXIMIUS wealth management platform