Module 1 — Diagnose impact
Map process dependencies across trading, confirmations, allocations, and settlement exceptions.
T+1 Insights
T+1 readiness and post-trade operating model
This offering helps Swiss institutions address settlement-cycle compression with disciplined front-to-back execution across operations, controls, and delivery ownership.
Module 2 — Prioritise controls
Define remediation priorities for cut-off governance, data quality, and exception handling standards.
Module 3 — Execute roadmap
Build a phased plan with clear ownership, dependency management, and measurable implementation milestones.
Illustrative application contexts
- • Swiss universal bank scenario (UBS-like): front-to-back impact baseline and control redesign backlog.
- • Cantonal bank scenario (ZKB-like): exception segmentation and execution playbook for high-volume flows.
- • Market infrastructure scenario (SIX / Deutsche Börse context): reconciliation checkpoints for faster post-trade certainty.
T+1 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.