WealthTech Scale-Up Support: Pre-Study & Proposal, Business Model & Go-to-Market Enablement
We supported an ambitious WealthTech scale-up in structuring and launching investment services aimed at EU banks. The assignment consisted of three complementary workstreams: (i) a pre-study and proposal for a micro-investment feature linked to card payments, (ii) the development of a forward-looking business model leveraging upcoming European regulations (Retail Investment Strategy (RIS) and Financial Data […]
New Post Logon website
Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.
Compliance Framework
Draw-up a multi-dimensional picture of the current compliance framework with reference to legislation, policies, processes, data storage, roles and responsibilities, systems etc.
Core banking system upgrade
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
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
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
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
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
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.