Our Experts

Matthew Montgomery

Matthew Montgomery

Director Harp Sarl & Senior Consultant Expert

A charismatic performance driven, innovative initiator with a helicopter view and an eye for details who thinks in concepts and processes and has a strong sense for quality and service. Enjoys complex challenges covering a wide subject area and can build bridges between business and ICT. More than 15 years banking experience in Business Consultancy / Analyst and Project management, in the Banking domain.

Matthew is an experienced Banking Consultant with expertise in FX, payments, securities, corporate actions, derivatives, money market, AA loans and deposits. He is a multi functional professional and has a strong process and analyses background. 

Matthew Holds a Master of European Business Degree from Cass Business School BSc, Banking and International Finance 2.1 at CASS Business School, International Management, Marketing, Sales, HR, Trade Finance at ICN Business School.

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Email: matthew.montgomery@otap-projects.com

Contact Number:  +352621390018

 

Michel Bastin

Michel Bastin

Associate Director/Senior T24 Business Analyst – Expert

Highly experienced multilingual banking consultant with 20 Years Experience, Gathering Analysis, acceptance or rejection of the various development or customization requests from users and eventually transmission of the validated, expressions of needs to the various stream managers based in Luxembourg or on-site development, depending of the implied workload

In charge of the functional analysis and drawing of the functional specifications for the installation of a solution to release the payments (cash, cards and cheques) of all the micro loans issued by Fondation pour le Développement Local et le Partenariat under T24

Setup T24 general ledger, Define accounting keys, Setup accounting for Money market module, Migrate entries from Navision to T24, Migrate entries from TS2 to T24

Michel Graduated in all the courses of IFBL modules I and II Trainee in all the major departments of the bank (Back Office securities/Dealing room (stock exchange desk), Custody department, Corporate actions dept.
Private banking dept. Corporate customers dept. End of studies thesis on the CORPORATE FINANCE activities specific to KBL)

He worked with Rothschild, KLB, East West and Raiffeisen

Contact Number:  +352 621 222051

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Wayne Menzies

Wayne Menzies

T24 Securities Expert - 20 Years + Experience

Experienced Project Manager and Business Analyst/Consultant, having performed these roles since 2001, backed by extensive knowledge gained from working in the industry. This experience allows me to be flexible in my approach, being comfortable working hands on or remotely, as part of a team or autonomously. Effective communication (both written and verbal), is a skill that I have developed over the years, being able to manage multiple stakeholders and communicate at all levels. I am quality and results driven, always aiming to achieve the best possible solution, within the constraints of the timescales and budgets that have been set.

Banking Experience, Covering Private Banking, Retail Banking, Offshore Banking, Custody, Broking, Funds Administration (Transfer Agency), Static Data, Compliance, Asset Management, Corporate Actions, Dividends, SWIFT, Reconciliations and Trade flow/processing through Back, Middle and Front Offices.

Temenos Globus/T24 – Design, implementation, parameterisation and customisation. Experienced in most modules including Securities, Order Management, Corporate Actions, European Savings Directive, Core, SWIFT, Tax, Accounting (including GL), Charges, Payments (including Funds Transfer), Loans and Deposits, Mortgages, FX, Limits and Collateral, Islamic Banking, Trailer Fees, specialising in all areas of the Securities module.

  • CLASS Custody (Bespoke Mainframe Banking system).
  • STB2 (ADP Wilco Mainframe Private Banking system).
  • RUFUS (Fund Administration and Transfer Agency system).

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Philip Morris

Philip Morris

T24 Migration Expert

International Business professional with more than 35 years of experience in the Financial Industry. Extensive experience of over 20 years in Data Migration and testing in consulting, T24 banking systems, conversions, quality assurance, product R&D and testing. Fully versed in all aspects of SDLC from requirement gathering through Data Mapping, implementation testing and training. Experienced in various financial industries including Retail, Corporate, and Investment Banking, as well as Credit Union and Building Societies.

A results oriented consultant in banking system implementation and Parameterisation using a variety of methodologies for delivering successful projects. Strong competence around quality assurance and data migration, moving banks from their legacy systems to T24 via both automated and manual processes.
Design/review SOP, design/review SOW. Migration Strategy and Migration approach, create Project Plan to include SIT & UAT. Design Reconciliation strategy to include Go/No Go Scenario.
Manage both onshore and offshore teams for completion and testing of developments based on completed design requirements agreed with BA teams engaged with.

Project management of Core set-up and Data Take-On including Reconciliation, System Upgrades, Quality Assurance, Change Control, and Testing of GLOBUS/T24 through various major new releases and also Module installation.
An integral role regarding creation and implementation of Financial Crime requirements engaging with various departments for assessment of FATCA/CRS, AML and more recently GDPR

KEY ACHIEVEMENTS

  • Consulted and managed the design, build, quality, and testing of migration of the largest multi-bank, multi-book, multi-company architecture for RBC Caribbean market
  • Managed three simultaneous Go-Lives on the same evening; reconciliation and sign-off attained to commence ‘business as usual’ the next day
  • Provided the base documentation and expertise used to write the ‘migration methodology’ for one of the world’s foremost leading software houses
  • Designed and devised the driver schedule for London Dockyards Light Railway transport system during the 2012 Olympic and Paralympic games
  • Created and implemented the first ever pension product for an assurance company with no previous history of pension products in their range

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