Take over the epic owner role and ensure the timely delivery of the project. PRIIPs stands for Packaged Retail and Insurance-based Investment Products, which are investment products that retail investors can buy. The PRIIPs Regulation is a European Union regulation that aims to provide retail investors with clear and comparable information about these products through […]
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).
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.
Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.
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).
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 […]
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.
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.
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 […]
Setup of the operations for a retail internet savings bank aimed at the German market.