• Banking & insurance

A major player in the insurance and asset management sector

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Optimization and compliance of asset management processes in a leading insurance and asset management group

Objective: Strengthen governance and ensure regulatory compliance of asset management projects

Background and challenges

In an environment of complex regulations and an ever-increasing number of projects, a management company of a major international group called on PALMER to optimize its asset management processes. The objective was twofold:

  • Improving project management
  • Reinforcing compliance and proactive risk management

Thanks to a robust PMO methodology and rigorous management, projects in difficulty were turned around and realigned with business objectives.

PALMER’s added value

  • Project expertise: Intervention in a highly regulated multi-project context
  • PMO methodology: Structuring resource and deadline management
  • Automation: Deploying tools for proactive risk management
  • Compliance: Monitoring of major regulatory projects (e.g. MIFID2)
  • Governance: Smooth running of committees and interdepartmental coordination
  • Monitoring: Continuous anticipation of regulatory changes

The keys to success

  • Process optimization in a demanding regulatory environment
  • Turnaround of projects with high strategic value
  • Automation of risk management tools
  • Structured management of project bodies (working groups, steering committees)
  • Cross-functional collaboration: marketing, IT, legal, compliance, management
  • Setting up a regulatory watch system
  • Simultaneous management of complex projects under tight deadlines

Course of the mission

  • Initial diagnosis: Process analysis and turnaround of critical projects
  • Automation: Development of compliance and risk monitoring tools
  • Project coordination: synergy between teams (compliance, IT, legal, etc.)
  • Governance: Smooth running of committees and clear reporting
  • Regulatory monitoring: Ongoing compliance with MIFID2 and other requirements
  • Active monitoring: Adapting processes to new regulations

Challenges

  • Regulatory complexity: integration of strict standards (e.g. MIFID2)
  • Multi-project: Simultaneous management with limited resources
  • Turnaround: Maintaining compliance while guaranteeing delivery
  • Coordination: Aligning inter-departmental visions and priorities
  • Regulatory agility: Rapid response to changes in the law

A concrete, measurable impact

  • Meeting deadlines: optimizing resources and reducing drift
  • Strengthening compliance: Integration of MIFID2 and automated risk monitoring
  • Greater synergy: improved collaboration between support teams
  • Proactive compliance: Anticipating and adapting to regulatory changes
  • Project turnaround: Achieving the strategic objectives set by the Group
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