Projects

We have many years of experience in the management and implementation of projects in the financial industry. This is a selection of currently running projects.
MiFID II – Digital Mailbox
Business support insurance core system implementation
FIDLEG
MiFID II – Investor Protection
Digital investment management mandate for a Swiss private bank
Global IBOR Transition
Straight-through Mandate Processing
Portfolio Management Excellence
ESMA Q&A Reverse Enquiry (MiFID II)
Advisory Excellence
PRIIPs KIDs
BlackRock Aladdin
BarraOne Implementation
Investment advisory system for a Swiss Private Bank

Expertise in the
financial industry

We support our clients
with our extensive functional
and methodical expertise.
Online Event about ESG was a full success: missed? No problem, here is the record:
Finalix Forum 2021