Initial situation and challenge
- Top 5 Asset Manager with advanced DLT Know-How plans to enter the crypto currency business for retail clients
- The client plans to serve retail clients mainly through a B2B2C business model – however, direct contractual agreements with end clients cannot be fully avoided
- Product and client scope including a compelling business case are yet to be defined
- Moreover, the operating model including technical, procedural and legal architectures are unclear
- Hence, a clear target picture as well as the design of an respective project implementation design are to be conducted
Tasks assumed by FinPlanet
- Overarching analysis of the strategic starting position, motivation & objectives
- Conducting target customer definition incl. high-level needs analysis
- Deriving high-level product design including pricing approach and expansion stages
- Working out service relationships along the investment path from input channel to trade execution
- Consolidation of various working hypotheses (e.g. business model, sourcing degree, existing and new IT architectural components) into compelling Target Operating Model (TOM)
- Drafting of project implementation design; including work streams and milestones
Added value for the client
- Ready-to-use target picture in 3 months – signed by executive board
- Crafting of product and production design of a competitive digital asset product ready to generate additional revenues of more than EUR 30 Mio. p.a. for the client / client organization
- Crafting of project implementation design to bring product live in less than 15 months
