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 […]
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.
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.
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 […]
Implementation of the EXIMIUS wealth management platform
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
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.
Implementation of Repos on the SimCorp Dimension platform
Implementation of Repurchase Agreements (Repos) on the SimCorp Dimension platform based on SWIFT messaging, including user training.