ARTICLES
Notes from bank
integration and
migration projects
Practical articles on process optimisation, business integration, data migration and project support in banking and wealth management.
Lessons from real banking projects, written down while they still matter. Each article ends with steps you can apply on your own project.
From project work, not theory
Practical steps
PMO Support
04
RAID tracking, status reporting, steering-committee papers
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START WITH A SERVICE
01
Process Optimisation
Root causes and structural fixes for recurring operational issues
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02
Business Integration
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Bank mergers, operating model, client and asset transfer
Data Migration
03
Client, portfolio and position data between platforms
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CATEGORY
9 articles in Process Optimisation
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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. Process simplification gives banks a smaller and cheaper process to automate.
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PROCESS OPTIMISATION
16 OCT 2025 · 8 MIN READ
Desktop Procedures That Survive a Handover
42% of institutional knowledge is unique to one person. Desktop procedures a newcomer can follow keep bank operations stable after a handover.
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PROCESS OPTIMISATION
10 JUL 2025 · 6 MIN READ
Keep Data Quality High Across Many Systems
Only 2 of 31 global banks fully met Basel's risk data rules in 2023. A data quality framework fixes errors where one system feeds the next.
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PROCESS OPTIMISATION
15 MAY 2025 · 6 MIN READ
Map the Process Before You Change It
Gartner finds a 46% gap between how processes are thought to run and how they really run. As-is process mapping closes it before any change.
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PROCESS OPTIMISATION
22 AUG 2026 · 8 MIN READ
Find the Bottleneck in Bank Operations
Banks pulling every lever gain 30% or more in efficiency. Bottleneck analysis shows which single step limits output and where to act first.
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PROCESS OPTIMISATION
24 JUL 2025 · 8 MIN READ
Four Eyes Principle Without the Bottleneck
Process errors caused 47% of op risk losses at five big UK banks. A four eyes principle set by risk catches errors without long approval queues.
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PROCESS OPTIMISATION
26 JUN 2025 · 6 MIN READ
Automating Weekly Reporting With Excel and VBA
Errors were found in 94% of spreadsheets studied. Automate reports in Excel with Power Query and VBA and build in checks that stop errors.
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PROCESS OPTIMISATION
11 DEC 2025 · 8 MIN READ
Automate Reconciliation in Bank Operations
18% of accountants make errors every day. Reconciliation automation with clear matching rules and owned exceptions keeps bank books in line.
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DATA MIGRATION
21 FEB 2026 · 6 MIN READ
Automating Weekly Reporting With Excel and VBA
How banks keep data consistent across many systems: pick the critical data, agree one definition, name owners and golden sources, measure, reconcile and fix errors where they start.
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PROCESS OPTIMISATION
16 JUN 2025 · 8 MIN READ
Run Your KYC Refresh Without a Backlog
67% of banks lost clients to slow KYC in 2024. A KYC refresh set by risk and trigger events keeps client files current without a backlog.