Consulting it
*We Find The Perfect Alchemy Between The Human Factor And IT. Our role is to help you dealing with the transformations occurring in your professional sector. With our extensive geographical presence and wide diversity of clients, our consultants will assist you with the implementation of the projects at the heart of your core business.
Our Professions & Services
We help meet the challenges faced as a in specialised business areas:
- Banking: Credit, Savings, Factoring, Leasing, Bank data processing, Trade finance, Cash management, Risk, Regulatory reporting, Accounting, Management control
- Insurance: Savings, Personal risk, Health, Retirement, P&C
FINANCE, BANKING, AND INSURANCE SOFTWARE PACKAGES
We help our clients choose their Finance, Banking, and Insurance solutions: the strength of our achievements and our consultants’ expertise allow us to offer customers a methodology for selecting a tried and tested software package, which enables us to offer high-quality advice on a range of functional topics.
In close collaboration with your teams, the main stages of our approach are:
- Auditing existing elements and performing a needs assessment
- Interviewing Key Users
- Defining selection criteria
- Drafting the RFI/RFP for publishers
- Organiz POCs
- Examining the RFQ
PROFESSIONAL CONSULTING FOR BANKING
Professional consulting is at the heart of the CAPFI B&I offer and is involved in all stages:
- Project oversight and coordination
- Project management
- Certification
- Management
OUR METHODOLOGY
Our consultants’ certified methodological expertise (PMP, Prince2, ISTQB, Agile, etc.) allows them to successfully oversee every aspect of the projects they are entrusted with:
- Evaluating user needs
- Scoping studies
- Drafting functional specifications
- Designing the test strategy
- Managing change
- Support
Our consultants’ expertise is renowned among the major players in the market.
PROFESSIONS COVERED
Our Bank Consultancy offering covers all retail banking specialisation areas:
- Accounting – management auditing
- Credit – factoring – leasing
- Savings – bookkeeping
- Bank data processing – payment methods – trade finance
- Risks – regulatory reporting
- Cash management
- Core banking systems such as SAB and Amplitude
PROFESSIONAL CONSULTING FOR INSURANCE
Professional consulting is at the heart of the CAPFI B&I offer and is involved in all stages:
- Project oversight and coordination
- Project management
- Certification
- PMO
OUR METHODOLOGY
Our consultants’ certified methodological expertise (PMP, Prince2, ISTQB, Agile, etc.) allows them to successfully oversee every aspect of the projects they are entrusted with:
- Evaluating user needs
- Scoping studies
- Designing the test strategy
- Managing change
- Support
Our consultants’ expertise is renowned among the major players in the market.
PROFESSIONS COVERED
Our Insurance Consulting offering covers all of the life and non-life insurance specialisation areas:
- Savings
- Personal risk
- Health
- Retirement
- P&C
- Insurance management software packages such as Activ’Infinite, GraphTalk AIA, Wynsure and Master I
PROFESSIONAL REGULATORY CONSULTING
Regulatory changes have a particularly significant impact on the banking and insurance sectors. To cope with this, some organisations have to make profound changes to their organisation and information systems.
We intervene in all the regulatory areas that affect our clients’ professions:
- Solvency, Basel
- BCBS 239, IFRS 9
- The Eckert Act, Generalised direct payment by insurers, “Usine Retraite”, DSN filings
- FATCA, EAI, RGPD
- COREP, FINREP, SURFI
We work at every stage of projects and programmes pertaining to:
- Scoping
- Project management
- Project management support/Business analysis
- Oversight and coordination
- Managing change
- Configuration
- Regulatory monitoring
Through our training courses and our knowledge-sharing programme, we ensure that our employees are constantly up to speed on changing standards, and we provide optimised monitoring of how these standards will shift in the future.
Our Achievement
Our consultants have strong functional and relational skills. They adapt to the client’s environment so as to contribute their expert IT advice as project managers, IT consultants or product owners.
2 453
Number of goals scored in table-football by the Consulting team
122
Consulting missions currently under way
78
Active clients