Core banking system upgrade

Phibonacci - Project Summary - Budget

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

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 […]

New business operating model

Phibonacci - Project Summary - Budget

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

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

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

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.

Launch of a direct bank

Phibonacci - Project Summary - Budget

Implementing the core banking system for the go-live of a new direct bank for the SME market in The Netherlands.

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