Client On-boarding Target Operating Model

The Merger of the Two Global Investment Banks

  • Provided experienced regulatory compliance and operational change consultants to devise a suitable single solution to meet business needs of the merged bank.
  • Developed a Target Operating Model incorporating a strategic systems architecture.
  • Produced a System Integration Plan leveraging the best of the breed technology and working practices.
  • Managed the execution of the programme over a 28-month timeframe.

The Client

The Merger of the Two Global Investment Banks

The Challenge

The two major global investment banks had their own set of systems, procedures and clients that needed integrating into the single bank whilst continuing to on-board their new clients.  The requirement was implementation of a single Client On-boarding organisational structure and alignment of systems & procedures to a single global policy.

The Solution

The Outcome