finance
The greatest threat for most banks does not come from fintechs, but from traditional competitors who take better advantage of these fintechs. - EY
Innovation projects confront banks with a significant conflict between short-term performance and the positive impacts of reducing structural costs in the long term.
BEFORE THE PROJECT
We guide you in defining the framework for the innovation project, the end-to-end organization of the transformation process and the acceptance criteria.
We help you bridge the gap between your digital innovation teams and your business teams and help you reduce or even eliminate duplication in your organization.
We guide you independently and autonomously in the construction of structured business cases to be submitted to potential solution providers, to allow an effective comparison.
DURING THE PROJECT
We are your partner during the implementation of your digital transformation project, whether targeted for a line of business or global, in both business and governance aspects.
We provide you with our financial skills that will translate business needs or regulations into functional specifications.
We help you with our experience in integrating new solutions into an existing ecosystem. This will maximize the efficiency of the implementation process: impact analysis, coordination of suppliers and internal and external technical teams.
After the project
We remain at your side after the completion of your project to ensure an independent evaluation of the results, an intervention and a punctual and effective communication with your technological partners.
We validate for you the results of the solutions and provide you with clear and complete documentation of the key elements.
We help you to control the gap that the evolution of your business will generate in your technological solutions.
Before
BEFORE THE PROJECT
We guide you in defining the framework for the innovation project, the end-to-end organization of the transformation process and the acceptance criteria.
We help you bridge the gap between your digital innovation teams and your business teams and help you reduce or even eliminate duplication in your organization.
We guide you independently and autonomously in the construction of structured business cases to be submitted to potential solution providers, to allow an effective comparison.
During
DURING THE PROJECT
We are your partner during the implementation of your digital transformation project, whether targeted for a line of business or global, in both business and governance aspects.
We provide you with our financial skills that will translate business needs or regulations into functional specifications.
We help you with our experience in integrating new solutions into an existing ecosystem. This will maximize the efficiency of the implementation process: impact analysis, coordination of suppliers and internal and external technical teams.
After
After the project
We remain at your side after the completion of your project to ensure an independent evaluation of the results, an intervention and a punctual and effective communication with your technological partners.
We validate for you the results of the solutions and provide you with clear and complete documentation of the key elements.
We help you to control the gap that the evolution of your business will generate in your technological solutions.
Whether during an innovation project with a fintech/regtech or in their daily activities, financial institutions often face a lack of specialized resources in technical fields.
We are your contact point for all technical, process and organisational financial topics.
Technical
- Support for the evaluation and selection of technical solutions.
- "Ex-post" verification of the implemented solutions' results.
- Management of technological partners and evolutions.
Business
- Support for the valuation of financial instruments (structured, derivative products) according to phases (pricing, decomposition for regulatory or management purposes).
- Market and performance risk assessment, fintech solution configuration, reporting to management or clients.
- Market value assessment (MTM): existing contracts, instruments in the client portfolio and/or in investment funds.
Process
- Process optimization
- Exploiting the potential of fintech solutions
- Support during the implementation phase during the business configuration of your solutions
Regulatory
- We offer you our regulatory skills for the definition of new business processes that meet the requirements of MIFID, FATCA, CRS, KYC, EMIR, GIPS...
We guide your organization in the efficient use of data to provide market analysis and risk mitigation tools.
Reporting
- Creation of management reports
Compliance
- Identification of key data and analytical indicators to anticipate problems
- Risk mitigation strategy
Data
- Definition of data sources
- Definition of business transformation rules
- Compliance with market standards (ex. Openfunds)
- Data validation workflow
We are your partner in your training project on specific topics such as risk management, customer consulting or onboarding.
Finance, risk management, client advisory services
We are your contact point for all technical, process and organisational financial topics.
Technical
- Support for the evaluation and selection of technical solutions.
- "Ex-post" verification of the implemented solutions' results.
- Management of technological partners and evolutions.
Business
- Support for the valuation of financial instruments (structured, derivative products) according to phases (pricing, decomposition for regulatory or management purposes).
- Market and performance risk assessment, fintech solution configuration, reporting to management or clients.
- Market value assessment (MTM): existing contracts, instruments in the client portfolio and/or in investment funds.
Process
- Process optimization
- Exploiting the potential of fintech solutions
- Support during the implementation phase during the business configuration of your solutions
Regulatory
- We offer you our regulatory skills for the definition of new business processes that meet the requirements of MIFID, FATCA, CRS, KYC, EMIR, GIPS...
Management, compliance, data management and distribution
We guide your organization in the efficient use of data to provide market analysis and risk mitigation tools.
Reporting
- Creation of management reports
Compliance
- Identification of key data and analytical indicators to anticipate problems
- Risk mitigation strategy
Data
- Definition of data sources
- Definition of business transformation rules
- Compliance with market standards (ex. Openfunds)
- Data validation workflow
Training
We are your partner in your training project on specific topics such as risk management, customer consulting or onboarding.
We offer a multidisciplinary team specialized in the implementation of specific activities in the fields of operational and strategic consulting, with skills in quantitative finance and business processes. We are highly focused on problem solving while paying rigorous attention to the strategic aspects of your organization.
Anna is a Senior Consultant for banking and financial services (operations and technology), with more than 20 years of experience in process efficiency, organizational rationalization, complex transformation and digitization projects (client life cycle, investment, risk management, data management, compliance...).
Anna leads Luceed's Practice Finance.
Julien is an experienced project manager and partner at Luceed. He has over 10 years of experience in project management and business analysis of complex and large-scale solutions for clients in various industries: finance, energy, health, luxury, etc.
Julien emphasizes a relationship based on trust, with a strong desire to understand the needs of its customers to better support them in their digital journey and provide them with the right solution.
After completing a financial education at the Haute Ecole Commerciale de Lausanne (HEC), Dario joined Luceed in 2019 as a Financial Services consultant. He assists our clients in the analysis and definition of needs.
Anna Pastorello
Practice Lead Finance
Anna is a Senior Consultant for banking and financial services (operations and technology), with more than 20 years of experience in process efficiency, organizational rationalization, complex transformation and digitization projects (client life cycle, investment, risk management, data management, compliance...).
Anna leads Luceed's Practice Finance.
Julien Poffet
Julien is an experienced project manager and partner at Luceed. He has over 10 years of experience in project management and business analysis of complex and large-scale solutions for clients in various industries: finance, energy, health, luxury, etc.
Julien emphasizes a relationship based on trust, with a strong desire to understand the needs of its customers to better support them in their digital journey and provide them with the right solution.
Dario Rizzello
After completing a financial education at the Haute Ecole Commerciale de Lausanne (HEC), Dario joined Luceed in 2019 as a Financial Services consultant. He assists our clients in the analysis and definition of needs.
Efficiency
We help our clients overcome the obstacles to effective collaboration with fintechs, from procurement and supplier risk management to technical implementation.
Innovation
We aim to become our clients' preferred contact before, during and after their innovation project, by providing them with advanced analytical skills in the fields of quantitative finance and financial engineering as well as in business processes and banking ecosystems.
Risk minimization
We want to be an active partner for our customers in achieving the objectives of risk and cost reduction, increasing market share, investment and agility creation.
Specialization
Our main objective is to create a strong practice tailored to the reality of our clients, through a service offering that covers a wide range of business and technical skills, that allow us to quickly identify your needs and to support you effectively.