ALEXANDER KIEL · FREELANCE BUSINESS ANALYST
Banking Change
Delivered Cleanly.
I help banks and wealth managers fix recurring operational issues, integrate businesses and migrate data, without disrupting clients or operations.
SERVICES
Process Optimisation
Business Integration
Data Migration
Project Support
CERTIFICATIONS
Certified Scrum Master
Lean Six Sigma Green Belt
GenAI for Business Consultants
TRACK RECORD
VERIFIED OUTCOMES
10+
years in financial services
EXPERIENCE
300+
test cases for user access to
archived data
DATA MIGRATION
3
bank integrations supported
BUSINESS INTEGRATION
−64%
fewer portfolio reconciliation
breaks
PROCESS OPTIMISATION
Delivery
On-site, remote or hybrid
Domain
Private banking, wealth management, capital markets
Languages
German, English
SERVICES
What I Bring to Your Team
Practical expertise and hands-on support for banking and
wealth management projects.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
01
Process Optimisation
Root-cause analysis and structural fixes for recurring operational issues in banking, from portfolio reconciliation and performance calculation to data quality across multi-system landscapes.
Reconciliation
Root-cause analysis
Lean Six Sigma
PROOF POINT · LEADING SWISS BANK, LUXEMBOURG · 2025
Reduced portfolio reconciliation breaks by 64% and recurring issues by 57% through root-cause analysis and structural fixes. Automated recurring tasks and reporting in VBA, with AI-assisted access to SQL databases, for stronger controls and consistent data.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
02
Business Integration
Support for post-merger integration of banks and wealth managers, contributing to the target operating model, process design and the transfer of clients and data from one bank to the other.
Post-merger integration
Operating model
Client transfer
PROOF POINT · THREE BANK INTEGRATIONS · 2017–2026
Supported the integration of a leading Scandinavian bank’s Zurich branch into its Luxembourg head entity in 2017, the transfer of its Luxembourg wealth management business to a leading Swiss bank in 2018, and the merger of two major Swiss banks in 2025–2026.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
03
Data Migration
Migration, archiving and reconciliation of client data across banking platforms, including the decommissioning of legacy applications, backed by hands-on technical and operational expertise.
Archiving
Reconciliation
Decommissioning
PROOF POINT · LEADING SWISS BANK, LUXEMBOURG · 2026
Supported the decommissioning of 17 legacy applications in the merger of two major Swiss banks, writing 300+ test cases to validate data access and integrity in the enterprise archive. Automated data quality and reconciliation checks with AI-assisted scripts.
01
Process Optimisation
→
02
Business Integration
→
03
Data Migration
→
04
Project Support
→
04
Project Support
Keeping programmes on track behind the scenes by coordinating workstreams, tracking progress and dependencies, and preparing the reports and decision papers that management needs to steer.
Programme coordination
Status reporting
Decision support
PROOF POINT · LEADING SCANDINAVIAN BANK, LUXEMBOURG · 2018
Member of the management support office for the transfer of the bank’s Luxembourg wealth management business to a leading Swiss bank. Prepared management reports, ensured complete client data and supported compliance requirements throughout the transition.
CASE STUDIES
Impact Delivered
Challenges addressed, actions taken and measurable results achieved.
ORGANISATION
Leading Swiss Bank
Luxembourg City, Luxembourg · 2026
CHALLENGE
The merger of two major Swiss banks required legacy applications to be shut down securely, with all data kept complete, accessible and fully compliant.
WHAT I DID
Wrote 300+ test cases to validate data access and integrity in the enterprise archive, and automated the data quality checks with AI-assisted scripts.
RESULT
Supported the decommissioning of 17 legacy applications on schedule, with data integrity and regulatory compliance maintained throughout the merger.
17
Legacy applications
decommissioned
300+
Test cases written
IN BRIEF
Nine-month engagement supporting the secure decommissioning of legacy banking applications in a bank merger, from test design to archive validation.
ORGANISATION
Leading Swiss Bank
Luxembourg City, Luxembourg · 2025
CHALLENGE
Weak portfolio processes caused recurring reconciliation breaks and performance issues, reducing data quality, reliability and operational efficiency.
WHAT I DID
Analysed root causes across systems and processes, introduced structural fixes and automated recurring tasks and reporting in VBA with SQL data access.
RESULT
Reduced portfolio reconciliation breaks by 64% and recurring issues by 57%, giving operations more reliable data and a far more efficient daily routine.
−64%
Portfolio reconciliation issues
−57%
Recurring issues
IN BRIEF
Eight-month engagement applying Lean methods to root-cause analysis and structural fixes for recurring portfolio reconciliation and performance issues.
ORGANISATION
Leading Scandinavian Bank
Zurich, Switzerland · 2017
CHALLENGE
The closure of the Zurich branch required clients and assets to move to Luxembourg without disruption, across portfolios worth between €3m and €20m.
WHAT I DID
Supported client and asset transfers, monitored compliance documentation and gave senior management the insights needed for an orderly branch closure.
RESULT
Maintained service continuity for high-value clients during the transfer, improved data completeness and brought client relationships into Luxembourg.
€3–20m
Client portfolio value range
IN BRIEF
Supported the closure of the bank’s Zurich branch and the transfer of its clients and assets to the Luxembourg head entity, from planning to completion.
CHF 317m
Branch assets (2016)
ORGANISATION
Leading Scandinavian Bank
Luxembourg City, Luxembourg · 2018
CHALLENGE
The transfer of the Luxembourg wealth management business to a leading Swiss bank required accurate, complete and compliant client data for integration.
WHAT I DID
Worked with relationship managers and Compliance to retrieve, validate and align client data, and supported ad hoc projects to improve data quality.
RESULT
Improved the completeness and accuracy of client data, met compliance requirements and provided reliable data for the transfer and the integration work.
≈€10bn
Client assets
IN BRIEF
Supported the transfer of the bank’s Luxembourg wealth management business to a leading Swiss bank, working with relationship managers and Compliance.
119
Employees transferred
ABOUT
Business and IT,
Front to Back
I support private banks and wealth managers through mergers, data migrations and operational change, finding the root causes of recurring issues, simplifying processes and keeping client data complete and correct.
With more than 10 years in private banking, wealth management, client advisory and business analysis, I have worked across the whole value chain, from client-facing advisory to operations and regulatory infrastructure. That lets me work fluently between business and IT.
EDUCATION & TRAINING
Methods
Ways of Working
Methods, working principles and practical delivery in banking projects.
AGILE DELIVERY
Certified
Scrum Master
Backlog refinement, user
stories and acceptance criteria
within Scrum roles, events and
artefacts.
LEAN
Lean Six Sigma
Green Belt
Root-cause analysis and
structural fixes, for example
recurring reconciliation issues
reduced by 57%.
GENERATIVE AI
GenAI for
Business Consultants
Certified in 2026. Advanced
use of internal AI tools for
coding and technical support,
making delivery more efficient.
ENGAGEMENT
Time &
material
Time & material, on-site,
remote or hybrid. Through
consultancies and integrators,
or directly with banks.
TESTIMONIALS · 01/05
“He provided excellent support to our clients and our
team to best possible implement the restructuring
decision by our management.”
Acquisition Manager, Switzerland
TESTIMONIALS · 02/05
“He consistently demonstrated strong problem-solving
skills, taking initiative to investigate issues thoroughly
and propose practical, sustainable solutions.”
Deputy Head of IT, Luxembourg
TESTIMONIALS · 03/05
“His ability to calmly interact with people in demanding
situations made him a pleasant colleague and enjoyable
to work with.”
Head of Insurance Desk, Luxembourg
TESTIMONIALS · 04/05
“… a reliable point of reference for the team, with his
outcomes consistently meeting the project’s operational,
compliance and governance standards.”
Project Lead, Luxembourg
TESTIMONIALS · 05/05
“He strengthens collaboration and communication across
delivery teams and consistently follows up to ensure
projects stay on track.”
IT Engineer, Luxembourg
ARTICLES
Insights from Banking Projects
Lessons, observations and ideas grounded in real-world project
experience.
PROCESS OPTIMISATION
17 OCT 2026 · 7 MIN READ
Simplify the Process
Before You Automate
Ford cut accounts payable head count by 75% by redesigning work.
Read article →
PROJECT SUPPORT
3 OCT 2026 · 8 MIN READ
Close a Project and
Keep the Lessons
How banks close a project properly.
Read article →
DATA MIGRATION
5 SEP 2026 · 8 MIN READ
Delta Migration After
the Initial Load
How banks move the changes made after the initial load.
Read article →