Investment Reporting System
Private Banking/Office Group
In the development of a comprehensive project plan and through extensive project management, LoBue provided the total user requirements, detailed process definitions, identification of the data elements, and reporting requirements. LoBue also designed the operating and client service organization, including staffing levels, processes, data and physical security, and levels of customer service. Through the delivery of a system prototype, LoBue ensured the timely implementation for a state-of-the-art private banking system.