PRIIPS RTS IMPLEMENTATION – 1 January 2023
Take over the epic owner role and ensure the timely delivery of the project. 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 clear and comparable information about these products through […]
Passionate Business Ecosystem Project Manager (Ref: 202201)
For potential future assignments, we are looking for a project manager with very good management and strategy consulting skills. You like to build or enhance business ecosystems, of which financial services are an integral part. As a project manager, you like to work in an agile context in close cooperation with a product owner. Sometimes […]
Inspiring Finance Project/Programme Manager (Ref:202202)
For potential future assignments, we are looking for a project/programme manager who is passionate about transforming finance departments into true strategic business partners and who is keen to strengthen his/her successful track record.
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).
New Post Logon website
Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.
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).
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.