Platform Integration
Front-to-Back Investment Platform Integration Following Merger of Two European Banks
After a cross-border acquisition, TGGC drove the complete discontinuation of the acquired bank's AM IT platform and migrated all clients across 5 waves — within 3 months.
5
Migration waves
3mo
To system discontinuation
Full
Front-to-back migration
Challenge
The acquisition resulted in two parallel operating models running across multiple geographic offices. The mandate: fully discontinue the acquired bank's AM IT platform, build a new execution-only savings plan, and migrate all clients without disruption.
Approach
- Mapped capabilities required for AM and execution-only use cases
- Wrote business requirements and converted them into IT stories with product owners
- Drove development teams through completion of the execution-only savings plan
- Executed user acceptance tests across all front-to-back functionalities
- Validated data integrity and oversaw 5 client migration waves
Outcomes and recommendations
- Execution-only savings plan live — legacy system discontinued in 3 months
- Functional rebalancing engine deployed with an internal Portfolio Management System
- All client accounts migrated successfully across 5 waves
- Legacy third-party AM system fully replaced
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.
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