Core banking system upgrade
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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 migration
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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 […]
Launch of direct bank operations
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
Setup of the operations for a retail internet savings bank aimed at the German market.
Integration of a direct bank in the Dutch mother entity
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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.
New business operating model
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
Assist the finance and controlling departments with the implementation of a new business operating model for corporate customers, with outsourcing from Belgium to Ireland, including the implementation of a new system and data migration.
Enhancements and upgrades
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
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.
Financial Markets – Value Chain Management (BeNe) – Finance
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
The “Financial Markets – Value Chain Management (BeNe)” programme was aimed at alignment and integration of finance activities regarding financial markets operations in Belgium and The Netherlands.
Launch of a direct bank
![Phibonacci - Project Summary - Budget](https://phibonacci.consulting/wp-content/uploads/2009/02/Phibonacci-FI-Project-Summary-1024x539.png)
Implementing the core banking system for the go-live of a new direct bank for the SME market in The Netherlands.