Target Operating Model for a Digital Asset Bank's Brokerage, Custody and Risk Integrated Platform

    A leading Swiss digital asset bank needed to reduce operational risks and stabilise its core banking platform while launching new trading and custody products to protect its competitive position.

    Full

    Business & tech architecture

    OEMS

    Integrated execution system

    C-level

    Stakeholder alignment

    Challenge

    The bank needed to reduce operational risks and stabilise the core banking platform to protect its current business and attract more clients. Simultaneously, new trading and custody products were required to protect its leading competitive position and ensure future growth.

    Approach

    • Captured the current setup and pain points to design a target setup addressing strategic objectives
    • Proposed solution approaches with internal development and/or external solution providers
    • Designed detailed TOM with business and technical architecture for brokerage, custody and risk
    • Created a phased plan addressing issues in the most adapted sequence
    • Achieved full alignment with internal stakeholders (C-level to IT dev team) and external providers

    Outcomes and recommendations

    • New business and technical architecture design enabling product rollout and improved client experience
    • Introduction of an orchestration layer for digital assets custody systems and core banking
    • New Order Execution Management System fully integrated with client portal, risk and custody systems
    • Client portal and B2B APIs integration plan with new architecture

    Anonymous · Reference on request. Ambitions, cost targets and identified opportunities are not delivered savings. Case-specific timings and results are not guarantees for another engagement.

    Discuss the challenge in your business.

    ← Back to bank cases