LESEN
Case Payments

Offering peace of mind through board level strategic advisory

The challenge

  • Advising a global fund administration and corporate services provider on banking and payments infrastructure.
  • The project spanned three continents: North America, Europe, and Asia.
  • The broad strategic scope was challenging, due to the complex regulatory, operational, and commercial requirements.

 

Unser Ansatz

  • Our pragmatic and execution-focused approach set us apart from traditional consultancy firms.
  • We delivered board-level strategic advice between August and December 2024.
  • We worked cross-practice (Payments, Data, Risk & Compliance) to cover the full scope of the extensive project.
  • We performed a competitor analysis and provided actionable insights on product requirements, solution models, payment automation, vendor solutions, risk, and operational and regulatory frameworks.

 

Key results

  • The board decided to proceed based on our strategic recommendations.
  • We were recognised for our hands-on approach and our execution capabilities, outperforming larger consultancies.
  • We were able to give our client peace of mind while facilitating their global progress.

Date:August 1, 2025

Our client is a global leader in fund administration and corporate services, active in 50 markets worldwide and employing 10,000 people. In the second half of 2024, they engaged Projective Group to advise the board on the future of their banking infrastructure. Our purpose? Progress.

Broad scope, high stakes

The scope of our advisory report was very broad. It encompassed everything from licensing and payments automation to solution models and compliance implications. It also involved a Target Operating Model and competitor analysis. And this wasn’t just a regional challenge - the client needed strategic advice for three major geographies: North America, Europe, and Asia.

QUOTE: Our client needed strategic advice for three major geographies: North America, Europe, and Asia.

The stakes were high. We were trusted to advise on board-level decisions that would shape the firm’s operational and competitive positioning for years to come — and we delivered.

A cross-practice effort

The client chose Projective Group because we don’t just write reports – we execute. Our reputation for being pragmatic, hands-on, and results-driven pushed us ahead of our competitors.

We don’t just write reports – we execute. Our reputation for being pragmatic, hands-on, and results-driven pushed us ahead of our competitors.

To bring this project to a successful conclusion, we mobilised a cross-practice team with experts from Payments, Risk & Compliance, and Data. Our comprehensive, actionable advisory report covered competitor benchmarking, product requirements, partner and licensing options (including bank license, partner banks, and white label), payment automation, vendor assessments, a Target Operating Model, business case, risk evaluation, regulatory oversight implications, and programme planning.

Conclusion

In the end, our findings and recommendations gave the client the strategic clarity to move forward with peace of mind. Once again, we did what we do best: to combine strategic insight with execution muscle to deliver palpable results. This is a capability we are very proud of, especially when it comes to something as complex and high-stakes as global payments infrastructure. Cross-practice projects like this are where we can truly showcase our execution capabilities.

QUOTE: We did what we do best: to combine strategic insight with execution muscle to deliver palpable results.

Über Projective Group

Gegründet im Jahr 2006 ist die Projective Group ein führender Spezialist für Change im Financial Service Bereich.

In der Branche sind wir als umfassender Lösungsanbieter anerkannt und arbeiten partnerschaftlich mit unseren Kunden zusammen, um ganzheitliche und pragmatische Lösungen zu bieten. Wir haben uns zu einem vertrauenswürdigen Partner für Unternehmen entwickelt, die in einer sich ständig wandelnden europäischen Finanz- und Unternehmenslandschaft erfolgreich sein und wachsen möchten.