The short case studies below are examples of current or recent Projecting projects.
Banking System Replacement
Projecting supported a UK private bank in the selection and implementation of a new banking system. Projecting’s role included development of the business case, supplier selection, programme planning, test management, operational readiness, data migration, and implementation management. We worked with the client over a 2-year period to support the entire project lifecycle.
Investment Client Take-On
Projecting managed the client take on for a third-party administrator. This involved the implementation of operational processes, migration of data from legacy systems, implementation of new systems, working with the end client to outsource to the administration company, delivering all project activities; client reporting, fees, custody, operations, client management, client relationship systems, and dealing system.
Investment Banking Operating Model
Projecting supported a global bank’s UK subsidiary to become ready for Banking Reform. This included the definition and implementation of the Target Operating Model for the Investment Banking activities not permitted inside the ringfenced bank post 2019, with a particular focus on Middle Office activities and set-up and policies and procedures definition and implementation. The team supported the client over an 18-month period, from inception to post go live.
A third-party investment administration and custody services company required to document, assess and implement MiFID II impacts on their business. The company services wealth managers and family offices. The provision of custody and administration has many different forms and therefore all aspects of MiFID II had to be considered. Projecting initiated the operational processes gap analysis and worked with Compliance and with their clients to plan the delivery of solutions.
Bank Branch Application
Our client was a non UK domiciled private and corporate bank, seeking to establish a presence in the UK mainland through the set-up of a banking branch. Projecting supported the client on the regulatory application process, from building and approving the internal business case for investment, to defining a high level Operating model and drafting the initial submission documents for the regulator. The client was successful in its application and the branch went live within the agreed timeline.
At Projecting we have the skills and experience to help you deliver your projects, whether strategic, regulatory, or technical.
Please do not hesitate to contact us if you wish to discuss any ongoing or potential project.
Projecting has offices in Edinburgh, London, and Madrid and we work with financial services organisations across the UK, Spain, and the rest of Europe delivering and supporting projects for them. Since our formation, we have grown steadily by word of mouth and on a strong reputation for delivery. Our experience covers all parts of financial services, and our project expertise can be applied to any project.
Edinburgh Office: +44(0) 131 564 0465
London Office: +44 (0)20 7887 2697
Madrid Office: +34 910 62 60 24