Branchen
- Private Banking / Wealth Management
- Asset Management / Vermögensverwaltung
- Investment Controlling
- FinTech / Blockchain
- Software / IT Services
- Banking Services
- Treuhand / Kanzleien
Kompetenzen
📈 Strategy
- Strategien in einer digitalen Welt
- FinTech / Blockchain Anwendungsfelder
- IT Strategie und Architektur
📊 Asset Management
- Strukturierung, Umsetzung und Messung des Anlageprozesses
- Investment Performance Messung
- Benchmarking inkl. Indexnachbildung
- Performance Kontribution & Attribution
- Risikomessung
- Kunden- & Investmentreporting
- Investment Controlling
- GIPS
- Portfolio Management Systeme
- Robo Advising
- Finanzinstrumente: Modellierung, Stammdaten, Preise und Kennzahlen
🤝 Client Management
- Front– & Beratungsprozesse im Private Banking
- Mobile & eBanking
- Investment Proposal Erstellung
- CRM (Client Relationship Management)
- Mandatsmanagement
- Client Profiling
- Pricing Modelle & Simulation
- MiFID Anlegerprofil und Kostentransparenz
💱 Avaloq Banking System
- Portfolio Management
- Investment Performance inkl. Appraisal & Attribution
- Kunden- & Investmentreporting
- MiFID
- Securities Master Data
🎛 Process Management
- Outsourcing
- Organisationsentwicklung
- Business Process Engineering
🖥 IT Management
- Business Alignment von IT Bereichen
- Projektportfolio Management & Controlling
