• Project scoping

• Definition of budget, estimation of FTE needs

• Roadmap formalisation

• Governance committees (steering and operational committees, ad hoc meetings)

• Day-to-day project progress monitoring: follow-up of deadlines and actions with the stakeholders

• Project risk management: identification and monitoring of risks, definition and implementation of mitigation actions

• Project alerts: identification, information of the management / escalation process, action plan

• Implementation of indicators / KPI dashboards

ESG / SFDR / Taxonomy:

• ESG program PMO

• Pre-contractual documentation: ESG policy, product documentation

• Definition and deployment of the client questionnaire, collection follow-up

• Implementation of the ESG suitability test (EET files)

• Deployment of client reporting

• Training of bankers / kits

• Client communication

IDD:

• IDD program PMO

• Evolutions of the questionnaire, collection follow-up and client communication

• Implementation of IT impacts

• Deployment of reports

• Definition of target processes and update of procedures

Business support for the implementation of all regulations.

• Strategic market analysis

• Organisational diagnosis

• Definition of target operating and governance models

• Business requirements

• Process definition and optimisation

• UAT test strategy, definition of business test cases, test execution, follow-up of bug fixes

• Benchmark of products & services offer and pricing

• Design of client report templates

• Risk mapping

• Update of procedures

• Trainings:

   •  Training plan and material, presentation, post-training follow-up (monitoring of acquisition, support for teams, reminders). Theoretical training and live tool demo

• On demand trainings: presentation of banking activities, project management and specific regulations

• Project communication:

   •  Definition of communication plan, preparation content of communications, sending, post-communication follow-up

• Daily assistance to teams during the deployment of projects and post-deployment

• On-boarding of business team ambassadors 

• Client Support

• Business support for the deployment of new IT tools:

   • Core Banking System, eBanking, order placement tool, ALM-Treasury and Fixed Income systems, MIFID tests, digital client file, etc.

• Business requirements

• UAT tests: PMO, strategy and UAT test cases definition, test execution

• Tests with clients: “Friends & Family”

• Follow-up of bug fixes with the IT teams

• Support for the opening of new European private banking branches:

   • Target operating and governance models, target processes

   • Deployment of remote IT tools for the Front Office

   • Support for sales teams pre and post opening

• Redesign of the commercial organisation

• Redefinition of target client markets

• Benchmark of products & services offer and pricing

• Implementation of new pricing policy

• Support for sales teams during reorganisation

• KPI related to your commercial activity