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Partnering with our customers for shared success

Experience you can trust

Geschäfts Präsentation

Performance records

The successful implementation of technical, regulatory, operational, and technological projects is our focus and our passion. We provide holistic support for change processes and ensure that complex requirements are met efficiently, securely, and sustainably.

Consistent Treasury P&L

We create transparent and consistent structures for managing financial results. By harmonizing different perspectives and integrating relevant management and risk aspects, we enable sound analyses and support efficient overall management.

​​Task

  • Redesign of treasury performance considering

  • Consistent, reconcilable profit and loss statements: present value/ economic, IFRS, German GAAP (HGB)

  • Risk and control information

  • Determination of the structural contribution of the loan portfolio

  • P&L attribution​

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Approach and Achievements

  • Development of the functional requirements ("target image")

  • Functional design including rapid prototyping

  • Design of a reconciliation statement at the individual loan level

  • Technical implementation

  • Testing and acceptance testing

  • Production launch and adjustments

  • Ensuring the availability of treasury and controlling inventory information for the loan portfolio

  • Further development

IPV-Platform Price verification

We provide centralized, scalable solutions to ensure quality and transparency in evaluation processes. Through standardized procedures and a uniform database, we promote efficiency and create a reliable basis for informed decisions.

Task

  • Implementation of a strategic, global platform for conducting IPV (independent verification of the valuation of traded products)

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Approach and Achievements

  • Specification creation

  • Technical object modeling

  • Cross-sectional analysis

  • Standardization of processing steps

  • Creation of generic concepts

  • Process design

  • Development of functional requirements for technical implementation

  • Sprint planning with the development team in a Scrum project organization

  • Implementation

Implementation of settlement system

We develop comprehensive solutions to ensure quality and transparency in key processes. Through clearly structured workflows and a consistent data foundation, we increase efficiency and create a solid basis for informed decisions.

Task

  • Introduction of GLOSS as a
    - Securities settlement system 
    -  Settlement system for ETDs
    - Treasury settlement system including

  • De-migration from a securities services provider

  • De-migration of the legacy system TradeThru​
     

Approach and Achievements

  • Business analysis of functional processes

  • Requirements management Development of the "target state"

  • Functional design of all processes

  • Support during technical implementation and integration into the system architecture

  • Test management: Test design, execution, issue tracking, defect management, and audit-proof documentation

  • Migration: Design, implementation, acceptance testing, and audit-proof documentation

  • Go-live management and support

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Development of P&L Analyzer & Portfolio Management System

We develop and optimize solutions for analyzing and managing financial results, taking into account regulatory and professional requirements. By integrating cross-functional perspectives and continuously improving processes and systems, we create a reliable foundation for sound decisions and efficient overall management.

Task

  • Further development and optimization of the P&L Analyzer and the portfolio management system, taking into account regulatory requirements and cross-functional concepts.

  • Ensuring technical operational capability through the implementation of updates, upgrades and migrations, as well as the expansion of test automation.

 

Approach and Achievements

  • Analysis of the functional requirements of data-receiving systems

  • Usability optimization

  • Implementation of regulatory requirements from supervisory audits in the P&L environment

  • Creation and maintenance of a role matrix

  • Planning, execution, and monitoring of tests

  • Coordination with specialist departments and technical stakeholders

  • Pragmatic implementation taking technical restrictions into account

  • Support for further development in the context of central risk management topics

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Introduction of a central market data system (EOD - Pricing)

We support in creating a central platform for the consistent and independent provision of end-of-day market prices across all asset classes. By harmonizing processes, integrating various market data sources, and ensuring price quality, we enable reliable, independent P&L reporting for trading areas.

Task

  • Analysis and coordination of FO and RC processes

  • Technical concept development and implementation support

  • Stakeholder management and interface coordination

  • Ensuring data quality and evaluation logic

 

Approach and Achievements

  • Iterative rollout of the central market data platform

  • Implementation of EOD valuation processes for FX, interest rates and commodities

  • Integration and processing of data from front-office systems

  • Establishment of a system for the independent evaluation of all relevant positions

  • Establishment of an independent EOD pricing system including quality control.

  • Continuous expansion to include further asset classes and valuation logics

  • Implementation of a bank-wide unique same-day valuation for fixed income

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Governance processes in the area of Financial Reporting & Controls

We strengthen governance and control structures in the financial reporting environment through transparent processes and consistent risk management. By establishing standardized controls and clear responsibilities, we increase the traceability of IT risks and ensure compliance with regulatory requirements.

Task

  • Support and documentation of key governance processes, including risk assessments for new assets

  • Conducting and following up on ITRMP checks

  • Administration and support of End User Computing (EUCs), e.g. network segmentation.

 

Approach and Achievements

  • Establishment and monitoring of ITRM controls and ensuring central compliance requirements

  • Increased transparency and traceability of IT risks; successful implementation of standardized control processes; sustainable reduction of operational risks through structured EUC governance and regular reviews.

What Our Clients say

MT-ifs consultants combine profound project management expertise with extensive banking and technical know-how. They work with strong commitment and independence, delivering projects on time and within budget. Their high level of social competence and flexibility has established a trusted partnership from the outset, leading to broad acceptance across business and IT teams. Their open and communicative style keeps teams motivated even under pressure.

Head of Project Management

Securities House

Program Management,

Project Management, 
Project Management Office

Successfully initiating, planning, and managing agile and traditional projects and programs is essential to the sustainable advancement of the dynamic financial services industry. We apply proven project management best practice.

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Development of depot systems

In multi-project management, we coordinate the parallel implementation of regulatory requirements (including EMIR, MiFIR, FATCA, and InvStRG) and ensure their consistent integration. We combine business requirements with technical adjustments and create clear structures for efficient implementation – particularly in data warehousing, performance measurement, and customer-related outputs.

Task

  • Multi-project management for the implementation of multiple regulatory requirements (including EMIR, MIFIR, FATCA, InvStRG, etc.) as well as corresponding IT adjustments to data warehousing, performance measurement infrastructure, and customer outputs.

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Project Approach

  • Project initiation, planning, control, risk management and reporting based on international standards (IPMA, PMI, PRINCE2, SCRUM and Six Sigma)

  • Methods used include Lean, WBS, network planning techniques, milestone trend analysis, and Kanban.

  • Compliance with IT governance frameworks (including ITIL, COBIT)

  • Test management according to ISTQB

people sitting down near table with asso

Program Management

In program management, we are responsible for long-term, bank-wide development projects as well as the organization and management of the overarching Project Management Office. We ensure consistent planning, coordination, and implementation of diverse projects and create clear structures for efficient processes and transparent results.

Task

  • Multi-project management in long-term project programs: bank-wide development projects, as well as organization and management of the overarching Project Management Office.

 

Project Tasks

  • Coordination of all project activities

  • Budget and effort management

  • Overarching resource management

  • Requirements management

  • Change Request Board Integration, architecture, processes

  • Project progress monitoring

  • Delivery date monitoring

  • Consulting with business units on requirements definition

  • Project risk management

  • Project committees and communication Methods: Lean, WBS, network planning, Kanban Compliance with IT governance frameworks (including ITIL, COBIT)

  • Test management according to ISTQB

Planning ahead through a kanban roadmap.

Project Management Core Applications

Our project management solutions guarantee the structured implementation of your projects. We offer support in planning, execution, and control to ensure your goals are met on time.

Task

  • Multi-project management of projects for the further development of several core applications of the bank

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Project Approach

  • Requirements Management

  • Consulting with business units on requirements definition

  • Active management of requirements from conception through implementation (development & testing) to go-live

  • Coordination of readiness

  • Creation of go-live scripts

  • Change tickets in accordance with SE guidelines

  • Management of scope, budget, time, resources, and risk

  • Planning and execution of meetings

  • Coordination between participating departments Project committees and communication

  • Test management and execution Defect management

  • Project status reporting

  • Methods: Scrum, Lean, Kanban

  • Compliance with IT governance frameworks (including ITIL, COBIT)

  • Test management according to ISTQB

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