BICon is/was active for companies from the following sectors:
- Private Banking / Wealth Management
- Asset Management
- Investment Controlling
- FinTech / WealthTech
- Blockchain
- Life Insurance
- Software / IT Services
- Banking Services
- Trust/Law Firms
- Public Administration
For these clients, BICon has carried out projects in the following subject areas:
Strategy
- Mobile & eBanking strategy
- Crypto trading/custody business case
- Digitization strategy for a financial service provider
- Strategy development for the investment & portfolio management division
- Strategy and implementation for the portfolio management department
- FinTech/WealthTech advisor in the areas of aobo-Advisors and wealth platforms.
- Advisor for blockchain applications
- Advocatus diaboli at FinTech startup
- Value proposition, definition of product offering and pricing for new subsidiary of a major bank
- Telecommunications FL: Variants of cooperation at the LKW-LTN interface
- Outsourcing of government tasks to the private sector
Asset Management
- ESG / SDG data management and analyses: business analysis
- Mass generation of TAAs and model portfolios from basic building blocks, taking into account country and customer restrictions: business analysis
- Performance contribution & attribution: concept and implementation incl. automated replication of various index families on single instrument level
- Performance engine for SW Platform: design
- New investment strategies & asset classes: business analysis and project management for business, implementation, IT and reporting
- Customer reporting (performance): business requirements and analysis, development of IT specifications for in-house development
- GIPS: definitions, processes, data preparation, system implementation and audit support
- Portfolio management system: system implementation
- Portfolio management system: requirements definition and evaluation
- Portfolio management system: requirements definition, evaluation and project management system implementation
Client Management
- Mobile & eBanking: Business Analyse und Projektleitung Wealth Tools, Reporting, Finanzdaten Integration, Personas, Usage Analysis, User Profiles, Dashboards, Navigation & UX/Usabilty
- Intraday Prices for display, order calculation and portfolio valuation in core, mobile & ebanking: requirements definition, business analysis, evaluation supplier and project management implementation
- Investment proposal tool: business analysis modeling investment strategies, cost & fee simulations and MiFID cost transparency.
- Investment proposal tool: prototype (proof of concept) and proposal further procedure
- Investment proposal tool: realization of tool support for investment proposal
- Customer relationship management: CRM strategy and requirements definition
- Customer relationship management: requirements definition, system evaluation and project management system implementation
- Customer relationship management: requirements definition and evaluation system
- Mandate software: requirements definition and evaluation system
- Mandate software: Evaluation system and and variants for further action
- Internet Portal: project management implementation
- Internet portal: concept and project management implementation
Avaloq Banking System
Comprehensive activities in the modules: portfolio management, investment performance, appraisal & attribution and reporting (PFM), MiFID and securities master datar Data (Asset):
- Business analysis for proprietary performance attribution reporting
- Business analysis ESG / SDG, data management, reporting and eBanking integration
- Architecture concept and business analysis for real and near-time price utilization in order entry & portfolio valuations
- Business analysis PFM data interface to investment reporting software
- Business analysis PFM, reports and usability for EAM (external asset managers) ebanking platform using Front Workplace and Web Rebalancer Banklet
- Business analysis PFM object model and full automation rebalancing
- Head of task forces testing & roll-out for mobile & eBanking
- Business analysis MiFID documents in mobile & eBanking
- Business analysis and implementation MiFID II ex-post reporting
- Business analysis MiFID II loss threshold and cost transparency
- Business analysis and implementation MiFID II loss threshold
- Business analysis PFM & client and investment reporting and parameterization performance
- Replacement of a proprietary analysis/investment reporting solution for institutional and discretionary clients with Avaloq PFM
- Business analysis PFM and parameterization performance
- Business analysis PFM & customer reporting as well as parameterization performance at a BPO center
- Business analysis and implementation of price interface to Bloomberg
- Business analysis PFM, investment controlling, MiFID, custodian (funds) and asset
- Business analysis PFM & client and investment reporting
- Business analysis and implementation STEX order interface for ebanking
- Business analysis and full implementation PFM
- Business analysis and modelling object model Asset
- Evaluation and implementation of securities master data system to supply Avaloq with asset data based on SIX Telekurs (Valordata Feed/VDF)
- Various coaching mandates in the area of PFM, customer reporting and asset
- Various operational activities (changes and incidents) in the area of PFM, customer reporting, ebanking, MiFID and asset
Process Management
- Business process engineering in the area of investment process
- Business process engineering and implementation in asset management
- Governance, organization, process and IT target architecture for financial information at financial service provider
- Organizational assessment: analysis of the status quo and development of options for implementation
IT / Data Strategy & Architecture
- IT strategy/architecture: development and coaching
- IT strategy/architecture: development for the financial information area
- IT strategy/architecture: streamlining application landscape
- Microservice architecture: business analysis and project management implementation intraday price microservices and their use for use cases like display, order calculation and portfolio valuation in different systems (core, mobile & ebanking)
- IT strategy: evaluation core banking system
- Data Architecture: business view design asset management data warehouse
- Data architecture: business review of a data warehouse
- Data architecture: business analysis multidimensional price and trading place concept and project management implementation
- Data architecture: various projects in the area of data and object model for financial instruments as well as their quality and life cycle management
Enclosed an excerpt from the customer reference list:
