Daniel Weckermann

Translates the company’s strategy into a consumer facing service portfolio in Digital Banking. Shapes and executes short and long-term goals within the leadership team. Continuously assesses the company’s competitive position to grasp new business opportunities. Focuses on the accomplishment of customer needs while innovating to meet future potential demands. Software partner management to support business objectives and development to serve a diverse, evolving industry with swift strategic precision.

Works with renowned financial institutions in Switzerland. Successfully Integrated leading CRM & client advisory applications that foster a digitalized advisory approach and enable business units to reach their targets. Leads cross-functional teams with focus on value, time, costs and to optimize team performance. Aids customers in transforming visions and goals into aligned product roadmaps that maximize investment returns.

Provided IT consulting with a focus on state-of-the-art banking software. Satisfied the needs of a fast-paced, ever-changing banking environment. Worked in cooperation with several highly regarded international banks within the financial markets. Software requirements engineering and implementation supported by precise business analysis. Executing project management tasks as part of international software projects. Business Focus: + FATCA reporting + CRS reporting

Managing back office processes related to stock exchange and OTC ordering, order executing and securities settlement. Business analysis and process improvement with a focus on incorporating backoffice software in the process landscape. Process modelling in cooperation with international members of the process management team. Working in project teams close to national and international members.

Processing of deliveries/receipts free of payment and against payment for institutional and private customers including the arrangement of non-standard transfers through international clearing houses. Confirmation matching for executed stock exchange and OTC orders, reconciliation of securities accounts.

Capital Markets