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 […]
SFDR RTS and EU-Taxonomy – Increasing transparency on the sustainability of investments – June 2022-June 2024
Taking over the SFDR epic owner role on the project in order to deliver the project in a timely and qualitative manner. Supporting the EU’s Green Deal The Sustainable Finance Disclosure Regulation (SFDR) is a pivotal component of the EU’s Green Deal, aimed at transitioning capital flows towards sustainable investments to achieve carbon neutrality by […]
PRIIPS RTS IMPLEMENTATION – 1 January 2023
Taking over the PRIIPS epic owner role on the project in order to deliver the project in a timely and qualitative manner. 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 […]
Data actualization – Call For Action Framework
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.
Phase-Out Business Accounts
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).
Potential Acquisition of a Belgian Savings Accounts Portfolio
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).
New Post Logon website
Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.
Carve-out pension savings accounts and securities and TAK21 portfolios
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 […]
Strategic alignment – products and segments
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.
Project Portfolio Management
Build an aggregated project portfolio overview in terms of content, timelines, resourcing, risks and interdependencies. Initiate proper project portfolio management and resource planning to ensure both local and global programmes and projects can be managed and executed in an efficient manner.