Module 1 — Establish baseline
Build inventory clarity across products, entitlements, vendors, and usage patterns.
Market Data Insights
Market data operating model and value realisation
This offering helps Swiss stakeholders improve market data transparency, governance, and cost discipline while preserving business continuity in trading and advisory operations.
Module 2 — Strengthen governance
Align business, procurement, and control functions around one operating framework and KPI set.
Module 3 — Deliver efficiencies
Prioritise immediate actions on entitlement hygiene, recertification, and policy standardisation.
Illustrative application contexts
- • Private bank scenario (Julius Baer-like): desk-level spend transparency and governance model.
- • Brokerage scenario (Swissquote-like): entitlement recertification controls and audit-ready workflow.
- • Universal bank scenario (Deutsche Bank / Commerzbank context): cross-entity ownership redesign.
Market Data Offering Asset
Open PDFTeam for this offering
Relevant delivery profiles
The team composition is adjusted to the offering scope, with profiles selected for execution depth, analytical rigor, and stakeholder coordination in Swiss financial-services environments.
SH
Stefan Hartenberger
Senior Project Manager
Senior banking transformation lead with experience in transaction banking, neo-broker onboarding, target operating model design, core banking implementation, testing, and regulatory delivery.
Why relevant here
Supports operating-model redesign, execution governance, and implementation readiness across banking change programs.
Joao Vieira de Meireles
FS Business & IT Manager
15 years of professional experience, including 10 years of consulting across fund and asset servicing, brokerage, insurance, corporate banking, and wealth management.
Why relevant here
Leads transformation delivery, target-state design, cloud and AI-enabled platform initiatives, and coordination between business and technology stakeholders.