Business Architecture in Asset Management, Investment Banking, and Private Banking

 

Core Competencies

EKKONO core competencies and project examples

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  • Review and (re-)design of national and international Private Banking business and operating models, i.e. creation of Business Architectures. Especially concerning value chain coverage (i.e. outsourcing options), market entry, and new product competencies (managed mandates, active advisory, hybrid products, etc.)
  • Design and implementation of comprehensive solutions for the Investment Process. This includes functional issues such as strategic asset allocation, risk and performance management, etc. as well as the necessary organizational structures and IT capabilities (in-house, ASP, or outsourced).
  • Conceptualization and implementation of powerful and immediate sales force support as well as corresponding sales management and controlling tools.
  • Design of high-quality, efficient, and effective client, management, and regulatory reporting solutions through streamlined processes and extended IT capabilities.
  • Classic reengineering of processes, organizations, as well as functional and technical architectures, e.g. within strategic or operational (re-)alignment, functional enhancement, or in- and outsourcing initiatives.
  • Design, implementation, migration, test, and roll-out support for Private Banking front-, middle-, and back-office solutions (e.g. Tripleā€™A, Advisor, tetralog, Actuate, Business Objects, etc.) in national and international settings.
  • Design, planning, and execution of comprehensive data quality projects to resolve interface, data warehousing, risk and performance management, and reporting issues.
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