Leading French Bank FX Platform Assessment
A global FX strategic business plan which identified 25 international target markets, operational and regulatory complexities and developed a business case for the bank’s single dealer FX and OTC FinTech platform.
Leading US Private Bank
Led and assessed the bank’s end-to-end Wealth Management operating model from client onboarding to trade settlement in determining competitive differentiators and non-value-added activities. Subsequently, presented the strategic fit, key drivers, and heat map analysis to the COO to support executive decision making in determining strategic direction and pace of change for replacing their platform. Case included a detailed analysis of twenty-five FinTech firms (e.g. SunGard, Advent, Charles River) to address siloed processes.