Managing internal and external (SI) resources, coordinating stakeholders, support by PMO, communicating targets for IT platform deliverables/quality and timelines to bring all users onto the same page // we are all in the same boat
Clarity of the Target Operating Model drives coherence of the to-be process model and satellite landscape - allowing the definition and hence management of required business changes to realise the expected benefits
Start right with the correct analysis of business requirements - arbitraging std. function usage vs customisation; leverage third-party experts to assess governance structure and functions, resourcing levels and solution quality
Ensure that the implementation team has sufficient expertise in all IT platform components e.g. structured products, digital banking, etc; likewise, staff with managers with a successful track record in business and IT platform transformations
Managing change-the-system/bank projects; coordinating resources and timelines; mitigating risks while engaging stakeholders via steering/ mgmt committees and user forums
Define the Target Operating Model (client value propositions, process model, satellite landscape) needed to deliver the expected benefits while verifying fit to Model Bank
Implementing business changes (transformations) mandated by the TOM e.g. terminating low volume products or services, setting up shared service operations, etc.
Reviewing the governance structure (committees, forums) and functions (e.g. vendor & gap mgmt), project organisation (e.g. sufficient resourcing & knowledge/experience), quality of planning, BRDs, IRDs and solutions
Capturing requirements and challenging gaps vs standard or workaround solutions to align to TOM and Model Bank - ensuring mgmt approval and traceability
Managing system integrators in their deliveries of IT platform and satellite customisations - ensuring timelines and quality as well as integration resilience and data flows
Preparing the data migration strategy and plan; cleaning and enriching data; running build and trial migrations; improving data quality and executing dress rehearsals and cutover
Filling in any gaps existing within the team in respect of specialised skillsets e.g. digital wealth mgmt, Triple’A Plus, fraud detection, derivatives and structured products
Through many years of successful implementations, our consultants have understood key success (and fault) patterns – and will bring their wisdom to bear to resolve tough problems and deliver timely results
Our consultants work seamlessly with the Bank's transformation team – complementing and coaching them where necessary – to ensure that the Bank has a world class transformation team at its disposal
Oftentimes, gaps exist in the implementation team's capabilities e.g. in specialized areas like digital banking or fraud detection; our consultants fill in these gaps to ensure that the IT platform skillsets are well-rounded
Yeoh has 35 years’ IT/Banking experience including 24 years on Temenos platforms. He has managed or supported more than 40 WS implementations for banks in Europe, USA, the Middle East, Africa and Asia including multi-site private banking platforms including key IT platform transformations at ABN Amro, BCP Private Bank, Credit Suisse, DBS Private Bank, Deutsche Bank, Itau Private Bank, Lloyds Bank, Qatar Islamic Bank and the largest Malaysian trust and legacy services company
Marcel has 35 years’ experience in corporate roles – the majority as CIO for global FIs (Credit Suisse, Deutsche Bank, UBS, Stanchart) and as strategic advisor. He has a deep understanding in all areas (front to back) of how private banks operate and possesses sound technical knowledge across all IT competencies. He has also worked 20+ years' with Temenos as a client – 3 times largest client – and has an excellent relationship with their board and senior executives in Europe and Asia
Urs has 20 years’ experience as entrepreneur in the IT industry (product, distribution, and services) where he built up four companies, selling solutions to 100+ banks in DACH(L) and APAC region. In particular, he worked closely with Core- and Front- end Banking vendors as partner, and has close access to senior executives in Europe and Asia