Banking Possibilities

Our vision

We are committed to providing independent advice to our clients for the concept design and implementation of a sourcing strategy fully aligned with their core business strategy.

To help small and mid-size companies build their own strategy for sourcing (in or out) their Operations

Our vision

We aspire to be acknowledged as a credible player in the arena of sourcing strategy independent advisors, supplying our services to companies headquartered in Switzerland, Italy and Luxembourg and to all their business units located in the EU.

To help small and mid-size companies build their own strategy for sourcing (in or out) their Operations

Who we are

We like to refer to ourselves as Change enablers

We are a team of very senior people, with long lasting experiences, built over 2 to 3 decades spent playing managerial roles in mid to big size companies, in some cases complemented with experiences as advisors or consultants.

Having spent the most of our professional life in evolving or revolutionising organisations, we are convinced to be able recommend the most practical and pragmatic ways for an efficient and effective utilization of human and technical resources to our clients.

Our background and experience are put at the service of clients who need to “look with new eyes” at the way to run their business.

Studies

Swiss Financial Services and Institutions Acts enter into force: stay ahead of the curve

5 years ago

Following the adoption of the Financial Service Act (FinSA)  and the Financial Institution Act...

GDPR: A new regulation, a new opportunity

6 years ago

The EU General Data Protection Regulation (“GDPR”) came into force across the European U...

News

Il mondo dei payments e della blockchain, questo sconosciuto

8 months ago

Nell'ambito dei Webinar gratuiti di Route Crypto Training, e' stato chiesto a Filippo Bernas...

Nice nick names but rather wide implications

1 year ago


Nice nick names but rather wide implications

"It is very common to refer to EU regulations...

Our background and experience
are put at the service of clients who need to “look with new eyes” at the way to run his business

Banking services

Analysis of internal organisation and FTEs dedicated to the services provision, outsourced or in house, aiming at checking the rightsizing, the correctness and completeness of the services governance.

Evaluation of the organisation “climate”, verification of the job descriptions and the roles occupied by employees in the concerned organisation, aiming at checking the right assignments skills / jobs and the level of commitment and motivation.

Evaluation of the existing IT architecture, aiming at checking eventual architectural constraints with regard to the client aspirations and its business architecture.

End to end processes, including control processes, aiming at checking overall the coherence and consistency of the tasks performed.

Compliance of Service Descriptions and Service Level Agreements (SLA) to client directives, risk management policies and external regulations.

The budgeted IT project portfolio, with regard to the quality of the deliverables (time, cost, goals achievement) and how it matches the strategic needs of the client, specifically evaluating the internal evolutionary model.

Analysis of internal organisation and FTEs dedicated to the services provision, outsourced or in house, aiming at checking the rightsizing, the correctness and completeness of the services governance.

Evaluation of the organisation “climate”, verification of the job descriptions and the roles occupied by employees in the concerned organisation, aiming at checking the right assignments skills / jobs and the level of commitment and motivation.

Evaluation of the existing IT architecture, aiming at checking eventual architectural constraints with regard to the client aspirations and its business architecture.

End to end processes, including control processes, aiming at checking overall the coherence and consistency of the tasks performed.

Compliance of Service Descriptions and Service Level Agreements (SLA) to client directives, risk management policies and external regulations.

The budgeted IT project portfolio, with regard to the quality of the deliverables (time, cost, goals achievement) and how it matches the strategic needs of the client, specifically evaluating the internal evolutionary model.