Financial Services Case Studies

Quality Assurance

  • FOFA - Future of Financial Advice

    - Australian Financial Services legislation and compliance initiative

    - Large scale wealth manager provider

    - Management QA scope engagement

    - $5m+ delivery value

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  • Superstream

    - Australian financial services legislation and compliance initiative

    - Australian wealth manager

    - $5m+ scaled engagement

    - Management QA delivery scope

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  • Wealth Automation and DevOps Uplift

    - Top tier Australian wealth management provider

    - Management and QA delivery scope

    - $1m-$2m program value

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  • FATCA

    - Australia Financial Services legislation and compliance initiative in collaboration with international tax agencies

    - $5m+ value program engagement

    - Australian wealth manager

    - Management QA delivery scope

  • APRA Fee Levies

    - Australian Financial Services legislation and compliance initiative

    - Large scale wealth management provider

    - Management QA delivery scope

    - $5m+ delivery value

  • My Super

    - Australian Financial Services legislation and compliance initiative

    - Top Australian wealth management provider

    - Management QA delivery scope

    - $5m+delivery program value

  • Insurance Joint Venture

    - Australian Insurance, Bank and Wealth Initiative

    - Management QA delivery scope

    - $5m+ delivery value

  • Insurance and Bank Separation

    - Australian Insurance, Bank and Wealth initiative

    - Management QA delivery scope

    - $5m+ delivery program value

  • Insurance Legislation Initiatives

    - Australian tier 1 wealth management company

    - QA delivery role

    - $1m+ delivery value

  • Superannuation Legislation Initiatives

    - Australian tier 1 wealth management company

    - QA delivery role

    - $1m+ delivery value

  • Personal Investment Legislation Initiative

    - Australian tier 1 wealth management company

    - QA delivery role

    - $1m+ delivery value

Banking Engagements

  • Cash and Shares Administration

    - Australian tier 1 wealth management provider

    - Business administration role

    - $1m+ delivery value

  • Branch Terminal Migration and Integration (ATM, EFTPOS and Card schemes)

    - Tier 1 Australian bank

    - Large scale engagement

    - Management and data and analytics delivery scope

    - $5m+ delivery value

  • Credit Card Internet Gateway System (MIGS)

    - Global credit card company

    - $5m+ delivery engagement

    - Management and software engineering scope engagement

  • Credit Card Online Authentication Service (MOAS)

    - Global credit card company

    - Large scale $5m+ program value

    - Management and software engineering delivery scope

  • Provision of Web Infrastructure & Application Products

    - Large Australian wealth manager provider

    - $5m+ delivery value

    - Management and end to end delivery scope

  • Olympics 2000 Electronic banking for the Athletes Village

    - Global credit card company and solution provider

    - Large scale $5m+ investment

    - Management and end to end delivery scope

  • Blockchain Analytics Platform

    - Blockchain data and analytics platform

    - Management and end to end delivery scope

    - $0m to $1m+ program value

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