_life
Saving products,
Wealth Management
& Insurance tax wrapper
In order to be as close as possible to their clients, to offer them the best advice and to support their development, the players in the asset management market must propose new relationship models, based in particular on new technologies, more sustainable offers, and develop organisations and operational platforms towards robust but agile models, for a better level of service and compliance with regulations.
A great knowledge of wealth management’s main issues
Cross-functional knowledge of market issues and businesses
Wealth and Life Insurance
Nos clients témoignent
Quelques témoignages de nos clients qui
vous donneront un aperçu de notre métier.
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Use case
MIFII/DDA Sustainable Finance project deployment
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MIFII/DDA Sustainable Finance project deployment
Case
Identifying all transversal impacts of regulation for a large banking group (retail, private banking)
Answer
Our mission consisted in defining the impacts related to the regulation, identifying the business, process and IT options for implementation and compliance aims, then managing the compliance projects.
Benefits
Compliant business and aligned on market orientations
Private banking strategy deployment
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Private banking strategy deployment
Case
Definition of the strategy and purpose a global retail bank's private banking branch
Answer
Definition of potential scenarios, modeling these scenarios and taking into account the market's best practices and bank's culture, identification of major strategic impacts, including bank's partners (outsourcing/internalization; brand strategy; organic growth / external growth). Analysis of the impact of the chosen scenario (internal and external impacts), and operational (organization, HR, economic)
Benefits
Redefinition of the private bank's position: development trajectory and monitoring of objectifs after one year
Support a Life Insurance master plan
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Support a Life Insurance master plan
Case
Merge 3 life insurance brands of an common insurer to an unique information system
Answer
Support for the realization of the life insurance IS master plan and implementation. RFP drafting and solution selectrion organization. Definition of project's scope and contract negotiation.
Benefits
Selection and implementation of a new IT platform
Clients










