- Private Banking \/ Wealth Management<\/a><\/li>\n\n
- Asset Management<\/a><\/li>\n\n
- Investment Controlling<\/li>\n\n
- FinTech<\/a> \/ WealthTech<\/a><\/li>\n\n
- Blockchain<\/a><\/li>\n\n
- Life Insurance<\/li>\n\n
- Software \/ IT Services<\/li>\n\n
- Banking Services<\/li>\n\n
- Trust\/Law Firms<\/li>\n\n
- Public Administration<\/li>\n<\/div><\/ul>\n\n\n
For these clients<\/a>, BICon has carried out projects and mandates in the following subject areas:<\/p>\n\n\n\n
Strategy & Value Creation<\/a><\/h3>\n\n\n\n
directions<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n- Board- and Executive-level advisory for banks and FinTechs: IT and digital strategy, digital\/AI governance, digital transformation and AI operating model design<\/li>\n\n
- Mobile & e-banking strategy: customer journeys, channel mix, platform selection and delivery roadmap<\/li>\n\n
- Business case for crypto trading and custody at a private bank: target operating model, IT architecture, risk & compliance and economics<\/li>\n\n
- Strategy for investment division at a regional bank group: target operating model, capabilities, governance and KPIs<\/li>\n\n
- FinTech\/WealthTech advisory on robo-advisory and wealth platforms: product strategy, platform selection and partnerships<\/li>\n\n
- Operating model transformation for portfolio management department at a private bank: roles, processes, applications and controls<\/li>\n\n
- Advisory on blockchain \/ DLT applications: use-case design, feasibility assessment and implementation pathway<\/a><\/li>\n\n
- Digital transformation strategy for financial services provider: target state, roadmap and investment case<\/li>\n\n
- Value proposition, product offering and pricing for a new subsidiary of a major bank: positioning, packaging and pricing model<\/li>\n\n
- Telecom Liechtenstein, cooperation scenarios at the LKW\u2013LTN interface: partnership models, business case and execution options<\/li>\n\n
- Outsourcing of public-sector services to private providers: options assessment and evaluation<\/a><\/li>\n<\/div><\/ul>\n\n\n
Asset Management<\/a><\/h3>\n\n\n\n
trending_up<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n- ESG \/ SDG data management and analyses: business analysis<\/a><\/li>\n\n
- Mass generation of TAAs and model portfolios from basic building blocks, taking into account country and customer restrictions: business analysis<\/li>\n\n
- Performance engine for SW Platform: design<\/li>\n\n
- New investment strategies & asset classes: business analysis and project management for business, implementation, IT and reporting<\/li>\n\n
- Performance contribution & attribution: concept and implementation incl. automated replication of various index families on single instrument level<\/li>\n\n
- Customer reporting (performance): business requirements and analysis, development of IT specifications for in-house development<\/li>\n\n
- Portfolio management system: system implementation<\/li>\n\n
- Portfolio management system: requirements definition and evaluation<\/li>\n\n
- Portfolio management system: requirements definition, evaluation and project management system implementation<\/li>\n\n
- GIPS: definitions, processes, data preparation, system implementation and audit support<\/li>\n<\/div><\/ul>\n\n\n
Client Management<\/a><\/h3>\n\n\n\n
supervisor_account<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n- Mobile & eBanking: Business Analyse und Projektleitung Wealth Tools, Reporting, Finanzdaten Integration, Personas, Usage Analysis, User Profiles, Dashboards, Navigation & UX\/Usabilty<\/li>\n\n
- Intraday Prices for display, order calculation and portfolio valuation in core, mobile & ebanking: requirements definition, business analysis, evaluation supplier and project management implementation<\/li>\n\n
- Investment proposal tool: business analysis modeling investment strategies, cost & fee simulations and MiFID cost transparency.<\/a><\/li>\n\n
- Mandate software: requirements definition and evaluation system<\/li>\n\n
- Mandate software: Evaluation system and and variants for further action<\/li>\n\n
- Investment proposal tool: realization of tool support for investment proposal <\/a><\/li>\n\n
- Investment proposal tool: prototype (proof of concept) and proposal further procedure<\/li>\n\n
- Customer relationship management: requirements definition and evaluation system<\/li>\n\n
- Internet Portal: project management implementation<\/a><\/li>\n\n
- Internet portal: concept and project management implementation<\/li>\n\n
- Customer relationship management: CRM strategy and requirements definition<\/li>\n\n
- Customer relationship management: requirements definition, system evaluation and project management system implementation<\/li>\n<\/div><\/ul>\n\n\n
Avaloq Banking System<\/a><\/h3>\n\n\n\n
account_balance<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n\nComprehensive activities in the modules: portfolio management, investment performance, appraisal & attribution and reporting (PFM), MiFID and securities master datar D<\/span>ata (<\/span>Asset):<\/p>\n\n\n
- Business analysis for proprietary performance attribution reporting<\/li>\n\n
- Business analysis ESG \/ SDG, data management, reporting and eBanking integration<\/a><\/li>\n\n
- Architecture concept and business analysis for real and near-time price utilization in order entry & portfolio valuations<\/li>\n\n
- Business analysis PFM data interface to investment reporting software<\/a><\/li>\n\n
- Business analysis PFM, reports and usability for EAM (external asset managers) ebanking platform using Front Workplace and Web Rebalancer Banklet<\/li>\n\n
- Business analysis PFM object model and full automation rebalancing<\/li>\n\n
- Head of task forces testing & roll-out for mobile & eBanking<\/li>\n\n
- Business analysis MiFID documents in mobile & eBanking<\/li>\n\n
- Business analysis and implementation MiFID II ex-post reporting<\/a><\/li>\n\n
- Business analysis MiFID II loss threshold and cost transparency<\/li>\n\n
- Business analysis and implementation MiFID II loss threshold<\/li>\n\n
- Business analysis PFM & client and investment reporting and parameterization performance<\/a><\/li>\n\n
- Replacement of a proprietary analysis\/investment reporting solution for institutional and discretionary clients with Avaloq PFM<\/li>\n\n
- Business analysis PFM and parameterization performance<\/li>\n\n
- Business analysis PFM & customer reporting as well as parameterization performance at a BPO center<\/a><\/li>\n\n
- Business analysis and implementation of price interface to Bloomberg<\/li>\n\n
- Business analysis PFM, investment controlling, MiFID, custodian (funds) and asset<\/a><\/li>\n\n
- Business analysis PFM & client and investment reporting <\/li>\n\n
- Business analysis and implementation<\/a> <\/a>STEX order interface for ebanking<\/li>\n\n
- Business analysis and full implementation PFM <\/a><\/li>\n\n
- Business analysis and modelling object model Asset<\/a><\/li>\n\n
- Evaluation and implementation of securities master data system to supply Avaloq with asset data based on SIX Telekurs (Valordata Feed\/VDF)<\/li>\n\n
- Various coaching mandates in the area of PFM, customer reporting and asset<\/li>\n\n
- Various operational activities (changes and incidents) in the area of PFM, customer reporting, ebanking, MiFID and asset<\/li>\n<\/div><\/ul>\n\n\n
Process Management<\/a><\/h3>\n\n\n\n
fast_forward<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n- Business process engineering in the area of the investment process<\/li>\n\n
- Business process engineering and implementation in asset management<\/li>\n\n
- Governance, organization, process and IT target architecture for financial information at financial service provider<\/li>\n\n
- Tool development for managing the innovation portfolio within the development funnel of a company specializing in innovative hearing care solutions<\/li>\n\n
- Organizational assessment: analysis of the status quo and development of options for implementation<\/li>\n<\/div><\/ul>\n\n\n
IT \/ Data Strategy & Architecture<\/a><\/h3>\n\n\n\n
data_usage<\/i><\/span><\/a><\/div><\/div><\/div>\n\n\n- IT strategy\/architecture: development and coaching<\/li>\n\n
- Open Wealth APIs implementation for custody service \/ order placement<\/a><\/li>\n\n
- 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)<\/a><\/li>\n\n
- IT strategy\/architecture: development for the financial information area<\/li>\n\n
- Data Architecture: business view design asset management data warehouse<\/li>\n\n
- Data architecture: business analysis multidimensional price and trading place concept and project management implementation<\/li>\n\n
- Data architecture: business review of a data warehouse<\/li>\n\n
- IT strategy: evaluation core banking system<\/a><\/li>\n\n
- IT strategy\/architecture: streamlining application landscape<\/li>\n\n
- Data architecture: various projects in the area of data and object model for financial instruments as well as their quality and life cycle management <\/li>\n<\/div><\/ul>\n\n\n
\n\n\n\nEnclosed an excerpt from the customer reference list:<\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/bicon.li\/wp-content\/uploads\/2018\/12\/Referenzen.jpg?resize=827%2C799&ssl=1\")
<\/figure>\n\n\n\n
\n\n\n\nFrom framework to working system<\/h3>
From reference models to working systems
<\/p><\/div> - 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)<\/a><\/li>\n\n
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\n
\n
\n
\n
\n - Asset Management<\/a><\/li>\n\n