Summary
Key results
Stronger oversight of regulatory programs and key initiatives
Lower execution risk across regulatory programs and key projects
Scale and regulatory change increasing need for stronger coordination
The client serves millions of customers across multiple global businesses, operates in 63 countries, and manages total assets of USD 2.953 trillion. At this scale, regulatory programs and key projects involve many stakeholders, priorities, and governance requirements.
The institution was looking for a dedicated team to manage and oversee these initiatives, keeping them aligned with strategic objectives, regulatory standards, and performance goals. This required experienced professionals who could bring structure to portfolio coordination, from planning and resource allocation to dependency management, risk oversight, reporting, and stakeholder communication.
Sii has been chosen for its industry expertise across fintech, private and corporate banking, insurance, and other financial services sectors. With 150+ certified Project Management and PMO experts, Sii could provide end-to-end support, from portfolio coordination and governance to hands-on delivery, helping the client keep internal teams focused on strategic priorities instead of daily coordination and reporting.
Experienced Portfolio Coordinators for structured portfolio management
The goal of the project was to strengthen coordination across regulatory programs and key projects, keeping delivery aligned with strategic objectives, regulatory standards, and performance goals. Sii provided experienced Portfolio Coordinators to support the bank across the full portfolio coordination process.
Their work covered:
- Planning and scheduling – coordinating delivery activities across multiple initiatives
- Resource allocation – helping align available capacity with portfolio priorities
- Risk management – identifying risks and supporting mitigation actions
- Dependency management – managing links between projects and related activities
- Reporting – preparing clear status updates for stakeholders
- Stakeholder communication – keeping teams aligned across the portfolio
- Tool support – using Jira, Atlassian Confluence, and Microsoft Project to support coordination and reporting
Better execution control and more room for strategic focus
By adding experienced coordinators to the delivery model, Sii helped the bank improve execution across a complex portfolio of regulatory programs and key projects. This gave the institution a more structured way to keep initiatives aligned with timelines, budgets, quality standards, and strategic priorities.
The support also helped reduce delivery risk. With dependencies managed, risks monitored and reporting kept consistent, the bank gained stronger control over coordination across multiple initiatives.
Just as importantly, the model gave internal leaders more room to focus on higher-level priorities. With Sii supporting day-to-day coordination and reporting, decision-makers could move forward with greater confidence in delivery quality and operational efficiency.
Key results
- Stronger oversight of regulatory programs and key initiatives
- Better visibility into risks, dependencies, and project status
- Better alignment with strategic objectives, regulatory standards, and delivery goals
- Lower execution risk across regulatory programs and key projects
- Greater confidence in meeting timelines, budgets, and quality standards
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