Consulting Segments
Corporate Strategy
Operations & Implementation
Investment Advisory & M&A
Fokus
Owner / C-Level orientated consulting about performance improvement and Changes of target business & operating model and supervisionof Start-ups along their growth phases.
Managing of large transformation projects (e.g. merger integration, sourcing, platform change) or mission critical projects.
Identify investment opportunities for investors, consulting for strategic investment processes.
Within the initialization phase of projects we support our customers by brainstorming and the identification of options:
- Strategy enhancements
- Acquisition objects or sale of business areas
- Design or optimization of the operation model and its content
Here, the course will be set for a successful realization. Realistic business cases and realization plans are not only the base for the right decision at the end of the initialization phase. The realization will not succeed, if the project starts with the wrong framework.
Within the realization phase, we take the role as a programme or project leader and critical positions within the project organization until “Go-Live”. We are “interim manager” as well as consultant for our customer and steer projects for example to raise efficiency, to integrate companies or units, to realize new processes or to integrate new platforms.
The project supervision often ends not with the “Go-Live“. Based on our experience within operations, we support our customers to stabilize and successfully transfer new platforms for core banking, capital markets or new sourcing relations within the first weeks or month into operation.
Experienced with strong implementation focus
We combine know-how from the financial services and technology sectors for our projects.
In our team, management competence meets detailed industry, functional and methodical know-how - guaranteeing customized solutions and sustainable success for our customers.
The high implementation rate results from our experience which we have gained over many years in numerous projects which in turn have proven their success.
We do not only work with you to choose the way to go, we also guide the implementation until the objectives have been met.
Our competence
Functional expertise
- Capital market and securities business
- Core banking functions and systems
- Payments
- Credit business
- Core banking, Finance, Controlling
- Risk management, MaRisk minimum requirements for risk management
- Reorganisation
- Revision
- Sales and distribution channels, CRM
- Marketing / Product development
- Online management, Service mgmt.
- Information management
In depth industry knowledge
Finance
- Wholesale, Co-operative, Private banks and Savings banks
- Investment banks
- Online Banks, Retail Banks, Direct and Distribution banks
- Stock Exchanges, Financial Service Provider, Broker
- Capital investment companies, Investment fund instituions
- Insurance companies
Information Technology
- Provider of trading and core banking solutions
- Fin-Tech-Provider
Methodical competence
- Professional programme and project management
- Development of strategies, conception and implementation of operating models
- Business process reengineering
- Optimisation revenues and expenses
- Sourcing concepts / Outsourcing
- Merger integration / Due diligence
- Conception and implementation of system developments, integration and migration
- Software selection
- Coaching of executives
- Interim Management
Industry
competence
Double perspective
We have come to know the financial services industry at a national and a global level for many years – from inside and outside, from top management positions and from consulting projects.
We combine know-how from the financial services and technology sectors, as well as expertise in strategy, organisation, business processes, IT and sourcing. In our team, management competence meets detailed industry know-how, guaranteeing you customized solutions and sustainable success.
Functional competence
Knowledge&Experience
The high implementation rate results from our experience which we have gained over many years in numerous projects which in turn have proven their success.
The starting point of our projects is always the business model: it must be optimally adjusted and consistently transferred into the operative business in the form of projects. With this understanding, we guarantee realizable strategies and long lasting project success.
It is crucial to use existing know-how and proven approaches and to transfer these individually to your corporate situation.
We provide target-oriented and expert monitoring throughout the entire project, all the way through to implementation.
Methodical competence
To Know-how
Our practical and management experience makes us a strong partner for our customer. One who not only works with the customer to choose the way to go, but who also guides the implementation until the objectives has been met.
Practical experience means: we know the content and processes. From our team we expect functional project know-how in order to discuss issues with our customers`functional experts at eye level.
Management experience means: we do not merely administrate projects, we lead them. This requires competence and experience in levels with regards to content, cultural and corporate policy.
We jointly make decisions with our customers and realize them efficiently and sustainable.
Merger Integration
Programme management
- Change of the securities back-office processor within 9.5 months (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Migration of the business of a funds settlement bank in the system world of a German direct bank (PDF)
- Takeover and integration of another bank (PDF)
- Growing together (PDF)
- Sell of custodian business (PDF)
- Program Management Growth & Evolution (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Fin tech
System integration
- Evaluation and implementation of a corebanking system (PDF)
- Migration of the business of a funds settlement bank in the system world of a German direct bank (PDF)
- Coaching SAP financeproject (PDF)
- Wind down reporting and target reporting setup (PDF)
- Support go-live readiness of a fintech bank (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
Strategy
- Strategical option for outsourcing (PDF)
- Due Diligence for a potential acquisition (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Outsourcing of clearing and settlement services (PDF)
- Takeover and integration of another bank (PDF)
- Fit for future project at a leading sales company (PDF)
- Company analysis and proposal document for a private equity company (PDF)
- Sell of custodian business (PDF)
Capital market & securities business
- Company reference book (PDF)
- Evaluation of a risk management system (PDF)
- Growing together (PDF)
- Migration securities operations to WP2 (PDF)
- Prestudy WP2 international (PDF)
- Sell of custodian business (PDF)
- Due diligence securities settlement (PDF)
- Takeover and migration of the worldwide Asset Management business (non-US ) (PDF)
- OTC derivatives programme (PDF)
Banking platform & core banking
- Change of the securities back-office processor within 9.5 months (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Evaluation assessment contract negotiations and outsourcing (PDF)
- Coaching_SAP_financeproject (PDF)
- Growing together (PDF)
- Due diligence securities settlement (PDF)
- Program Management Growth & Evolution (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Business models
- Due Diligence for a potential acquisition (PDF)
- Takeover and integration of another bank (PDF)
- Prestudy WP2 international (PDF)
- Company analysis and proposal document for a private equity company (PDF)
- Sell of custodian business (PDF)
- Project and test management for the implementation of a consumer loan (PDF)
Transactional Banking
- Change of the securities back-office processor within 9.5 months (PDF)
- Due Diligence for a potential acquisition (PDF)
- Outsourcing of clearing and settlement services (PDF)
- Takeover and integration of another bank (PDF)
- Takeover and integration of investment accounts (PDF)
- Prestudy WP2 internationa (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
Transformation
- Evaluation and implementation of a corebanking system (PDF)
- Migration of the business of a funds settlement bank in the system world of a German direct bank (PDF)
- Outsourcing of clearing and settlement services (PDF)
- Evaluation assessment contract negotiations and outsourcing (PDF)
- Takeover and integration of another bank (PDF)
- Preparation of a capability model (PDF)
- Program Management Growth & Evolution (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Digitalization
Private banking
- Project management for the development of the central application for product control (PDF)
- Growing together (PDF)
- Migration securities operations to WP2 (PDF)
- Takeover and migration of the worldwide Asset Management business (non-US ) (PDF)
- OTC derivatives programme (PDF)
- Preparation of a capability model (PDF)
- Program Management Growth & Evolution (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Right Sourcing
- Change of the securities back-office processor within 9.5 months (PDF)
- Strategical option for outsourcing (PDF)
- Outsourcing of clearing and settlement services (PDF)
- Evaluation assessment contract negotiations and outsourcing (PDF)
- Takeover and integration of another bank (PDF)
- Migration securities operations to WP2 (PDF)
- Due diligence securities settlement (PDF)
Due diligence
Asset Management
Migration & cutover management
- Change of the securities back-office processor within 9.5 months (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Migration of the business of a funds settlement bank in the system world of a German direct bank (PDF)
- Takeover and integration of investment accounts (PDF)
- Growing together (PDF)
- Migration securities operations to WP2 (PDF)
- Sell of custodian business (PDF)
- Takeover and migration of the worldwide Asset Management business (non-US ) (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
Operating models
- Takeover and integration of another bank (PDF)
- Growing together (PDF)
- Fit for future project at a leading sales company (PDF)
- Prestudy WP2 international (PDF)
- Company analysis and proposal document for a private equity company (PDF)
- Sell of custodian business (PDF)
- Due diligence securities settlement (PDF)
Investment & commercial banking
- Company reference book (PDF)
- Evaluation of a risk management system (PDF)
- Project management for the development of the central application for product control (PDF)
- Takeover and integration of investment accounts (PDF)
- Growing together (PDF)
- Wind down reporting and target reporting setup (PDF)
- Sell of custodian business (PDF)
- OTC derivatives programme (PDF)
- Programme legal entity CH (PDF)
- Preparation of a capability model (PDF)
Organization
- Company reference book (PDF)
- Takeover and integration of another bank (PDF)
- Takeover and integration of investment accounts (PDF)
- Growing together (PDF)
- Fit for future project at a leading sales company (PDF)
- Programme legal entity CH (PDF)
- Preparation of a capability model (PDF)
- Support go-live readiness of a fintech bank (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Service management
Retail banking
- Outsourcing of clearing and settlement services (PDF)
- Takeover and integration of another bank (PDF)
- Takeover and integration of investment accounts (PDF)
- Growing together (PDF)
- Due diligence securities settlement (PDF)
- Preparation of a capability model (PDF)
- Support go-live readiness of a fintech bank (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Project and test management for the implementation of a consumer loan (PDF)
Business processes
- Change of the securities back-office processor within 9.5 months (PDF)
- Strategical option for outsourcing (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Takeover and integration of another bank (PDF)
- Growing together (PDF)
- Migration securities operations to WP2 (PDF)
- Sell of custodian business (PDF)
- Preparation of a capability model (PDF)
- Support go-live readiness of a fintech bank (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
Coaching/change management
- Coaching SAP financeproject (PDF)
- Migration securities operations to WP2 (PDF)
- Wind down reporting and target reporting setup (PDF)
- Sell of custodian business (PDF)
- Programme legal entity CH (PDF)
- Setup transaction bank and implementation Avaloq banking suite for processing center and affiliated banks (PDF)
- Programme Management support for the implementation of a core banking system within private banking (PDF)
Insurance
Efficiency improvement & consolidation
- Strategical option for outsourcing (PDF)
- Evaluation and implementation of a corebanking system (PDF)
- Outsourcing of clearing and settlement services (PDF)
- Project management for the development of the central application for product control (PDF)
- Growing together (PDF)
- Fit for future project at a leading sales company (PDF)