Leading global private bank
Client profile
Leading global private bank within a US-based tier-1 multinational bank.
Challenge
Our client, a global private bank, wanted expert restructuring of a new tax wrapper service for fund solutions, to launch for a European client segment.
What we did
-
Led a re-plan review, with challenges made to existing service model, milestones and responsibilities
-
Led core UAT workgroup through successful IT testing with external vendor
-
Worked with internal governance and function stakeholders to satisfy risk and regulatory standards
-
Managed relationship with external vendor to provide key ancillary services
-
Connected subject matter experts in solving change impacts and dependencies as they arose
Outcome Delivered
-
Charted and delivered a re-aligned project plan with buy-in from project members
-
Improved communication and project deliverables from near/& off-shore functional teams
-
After managing core stages, handed over final implementation & close-out of plan to internal project resources