Areas of Expertise
Having spent over 20 years in private banking, I have accumulated extensive knowledge by taking on multiple roles throughout my career.
Front Office Support
- Client Relationship Management (CRM)
- Front Workplace
- Client Onboarding
- Portfolio Management
Back-Office Operations
- Security Processing
- Settlement
- Cash Management
- Corporate Actions
- Fund Dealing
Regulatory Compliance
- Know your Client (KYC)
- FATCA
- CESOP
- MIFID II
- EMIR Refit
- Client Due Diligence (CDD)
Core Functionalities
- Process optimization
- Standard Favourites
- Cost & Fees
- Rule Engines
- Tax
- Third party interfaces
- Incident Management
FlexiSupport PAckage
- Front Office Support: Client Output, Portfolio Management, CRM, Client Onboarding.
- Back-Office Operations: Settlement, Cash Management, Corporate Actions, Funds Dealing.
- Regulatory Compliance: KYC, FATCA, CESOP, MIFID II, EMIR Refit
- Core Functionalities: Cost & Fees, Central Registry, Front Workplace, eBanking, Mobile.
Online support
CHF
Mondays & Fridays200
/hour9h00 to 12h00
Central European Time (CET)
10 hours minimum over a 3 months period.
Project Boost Package:
Your Dedicated Avaloq Core Project Expert
Accelerate your Avaloq Core initiatives with my specialized project support. With a minimum commitment of 5 days, I can help you drive success in critical areas such as:
- Regulatory Reporting: Streamline compliance processes and mitigate risks.
- Tax: Optimize tax calculations and reporting.
- Pricing Models: Implement effective pricing strategies.
- Test Campaigns: Ensure system quality and stability.
- CRM: Enhance customer relationship management capabilities.
- Compliance: Strengthen your bank's regulatory framework.
- Interface Integration: Seamlessly connect Avaloq with other systems.
- Tailored Training: Empower your staff with targeted training solutions.
- Incident Management: Conduct thorough incident reviews to reduce backlog and prevent recurrence.
onsite/online support
CHF
Tuesdays, Wednesdays & Thursdays1'600
/day9h00 to 17h00
Central European Time (CET)
5 days minimum over a 3 months period.
Benefits
- Rapid Response: Quick resolution of urgent issues.
- Cost Efficiency: Pay only for the hours/days you need.
- Deep Expertise: Access to 10 years of experience in Avaloq projects.
- Customization: Tailored support to meet your specific requirements.
- Issue Tracking: All questions are documented and stored on client's site.
- Online Sessions can be recorded.
Let's talk about your needs !
Let's schedule a 30-minute conversation to better understand your requirements.