Value proposition

Management Consulting Services for financial institutions in the context of regulatory or strategic driven transformation and change projects. Broad experience in the market entry of banks in Germany and the transformation and corporate transaction of European subsidiaries of international banks into branches of one Pan-European (EU pass porting) entity.

Recent projects:
10/2022 – ongoing Building something great...
10/2022 – ongoing Implementation and rollout of a digital onboarding application
10/2020 – 12/2022 Implementation project to open a branch via EU-Passporting in Germany including business case analysis and RfP-process
10/2020 – 09/2022 Product Owner and Program Management
03/2018 – 10/2020 Implementation of a new Portfolio Management System to enable growth strategy and business plan for a private bank in wealth management
09/2018 – 06/2019 Design, development and implementation of a new digital account opening software for high net worth clients incl. digital signature
10/2016 - 03/2018 Corporate Transaction of European subsidiaries into branches of one Pan-European (EU pass porting) entity: Advisory of the Mgmt. Board to transform European onshore markets into fully licensed branches of an EU passported entity
12/2016 – 02/2017 Development of EU-Footprint Strategy 2020
06/2016 – 12/2016: Corporate Transaction of European subsidiaries into branches of one Pan-European (EU passporting) entity
04/2016 – 05/2016: Strategic PSD II impact analysis
10/2014 – 03/2016: Development of a software to automate analysis of banking regulation

Management Consulting, Mergers & Acquisitions, Qualified Holding Procedure, Cross-border Downstream Merger, Target Operating Model Development, Corporate Strategy, Digitalization in Banking, Regulatory Engagement ECB/BaFin/BuBa, Post Merger Integration, and EU Passporting