A French public financial institution undertook an ambitious project to structure a high-performance securities back-office within its administrative department. The main objective was to guarantee rigorous control of securities transactions, while meeting strict compliance and efficiency requirements. Our business expertise and in-depth understanding of the internal teams enabled us to optimize every stage of the project, from the call for tenders to the migration to a financial software package. The challenge was to seamlessly integrate this service into a highly regulated environment, while respecting time and budget constraints.
In-depth expertise of securities industry specifics and regulatory requirements.
Control of implementation processes within a strict compliance framework.
Optimized management of relations with internal and external teams.
Customized support in optimizing the call for tenders and the choice of software package.
Strategic support for the implementation of rigorous control procedures.
An in-depth analysis of the specific needs of the securities back-office.
Smooth and efficient collaboration with the organization’s internal teams.
Strict compliance with public procurement and regulatory requirements.
Setting up a dedicated team trained in the challenges of the project.
Careful monitoring of the migration to a financial software package to minimize interruptions.
Analysis and scoping phase: study of the needs and regulatory requirements of the securities sector.
Optimization of the call for tenders: assistance with the timing of the expression of needs and the selection of the software package.
Setting up the back-office team: training and setting up a team dedicated to the service.
Setting up procedures: developing rigorous control and monitoring procedures.
System migration: supervision of the migration to the Evolan Treasury platform, with careful management of deadlines.
Negotiation of mandates: coordination with CDC Ixis to ensure continuity and optimization of mandate management.
On time and on budget: a major challenge is to meet deadlines while maintaining the quality of deliverables.
Managing regulatory requirements: ensuring that all procedures and the choice of software package comply with legal obligations and public contracts.
Change management: supporting in-house teams in a highly regulated and transformational environment.
Optimizing collaboration: working in synergy with internal and external teams to ensure a smooth transition.
Enhanced compliance: strict procedures to ensure compliance with public market and custodian requirements.
Process optimization: improved service efficiency thanks to optimized management of securities transactions.
Smooth transition: successful migration to Evolan Treasury with minimal downtime.
Training of the dedicated team: creation of a trained and competent team, enabling autonomous and efficient management of the securities back-office.
Optimal software package selection: choosing a software package that is perfectly adapted to the specific needs of the assignment and complies with regulatory constraints.
