Business case – Increase STP rate at the Middle Office & Fund administration

Analyze how to improve the integration of security, collateralized Security, TCN, option, future, FX, FS, build new interface, optimize the management of anomalies, enhance the controls and migrate the instruments, client per client, into new models. Manage a team of business analysts, plan and coordinate the developments according to the resources available and priorities defined

Business case in Project Management: TA Migration

The scope includes the migration of Transfer Agency, Custody, and Fund Accounting functions from an existing to a new supplier. Engaged at the Transfer Agency level the requirements include transfer of client and fund data, development of reporting needs including distribution flows implementation of new trading functionality, generation and maintenance of all documentation and project

Business Case: Retail distribution banking

The scope includes the identification of sources of revenue leakage, review of the end to end processes (from tariff templates to invoice collection), developments to enhance transparency of invoicing (invoice formats, invoice delivery channels) and support the improvement of internal processes by standardizing and automating. By this means the organisation sought to implement a scalable