Global Transformation Programme Design & Delivery

Outcomes: strong working partnerships, streamlined and sustainable operations

  • restructuring of global credit analysis team to locate certain activities closer to the customer for improved response times whilst centralising and right-shoring other supporting operational aspects (eg. spreading, generic industry analysis) for reduced costs and greater fungibility of resources
  • trade & transaction reporting (eg. MiFiD II, Brexit, SEC, HKMA, etc.) - assessment of global portfolio for correct scope, resourcing, and budget and establishment of programme milestones and completion tracking
  • restructuring of global lending documentation team (eg. ISDA, loan documents, etc.), both lawyers and otherwise experienced personnel, aligning personnel with activities within the documentation life-cycle:

    • negotiation, including separation of 'plain vanilla' and specialised, across counterparty types
    • document creation automation (eg., HotDocs or similar document automation management technologies)
    • storage of executed lending documents for future retrieval and renegotiation
    • capture of attributes within agreements for regulatory response (eg. Recovery & Resolution Planning) and business management activities (eg. interest rate management, clause management, etc.)