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

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).

Potential Acquisition of a Belgian Savings Accounts Portfolio

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 of the APA and the carve-out related to TAK21 portfolios.

Carve-out pension savings accounts and securities and TAK21 portfolios

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.

Strategic alignment – products and segments

Draw-up a multi-dimensional picture of the current compliance framework with reference to legislation, policies, processes, data storage, roles and responsibilities, systems etc.

Compliance Framework

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

Lead the integration in the mother entity of a direct bank for the SME market in The Netherlands and manage “IT and Operations” till the end of the winding down.

Integration of a direct bank in the Dutch mother entity