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 […]
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).
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.
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.
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.
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.