Due to increasing margin pressure in discretionary mandates, our client invested into a full redesign of a flexible, scalable, modern application platform and corresponding end-to-end process optimization. The program addressed a number of areas including sales support, product management, contracting, data sourcing, investment decisions, portfolio management, risk management and compliance, data warehousing, and e-banking.

Key objectives:

  • Improved time to market for new offerings
  • Individualization of offerings
  • Faster reaction to investment decisions across mandates
  • Efficiency improvements, especially in portfolio management (gains not only among standard mandates but also client instructed mandates with single bonds)
  • Scalable, maintainable application platform suited for international rollout and with multi-mandator capabilities.

Our Contribution

  • Support as SME for portfolio management in the area of end-to-end topics and system architecture
  • Support of the projects “Portfolio Management” and “Data warehouse and data analysis”
  • Responsibility for overall business analysis throughout the supported projects
  • Coordination of 10 onshore and nearshore business analysts
  • Contribution to requirements engineering, business concepts, and business specification
  • Prioritization of the release roadmap for 4 onshore and near-shore Scrum teams
  • Test management
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