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Merger Integration

Professional and Project Management Support for Financial Institution Integration

Provided multi-discipline project management and advisory support across one of the largest financial institution integration projects in Hungary — spanning operations, corporate and retail banking, agriculture, HR, digitalisation, and change management.

We participated in one of the biggest financial institution integration projects in Hungary, serving as project managers and consultants across multiple areas simultaneously: operations, corporate banking, retail banking, agricultural banking, HR, digitalisation, and change management.

The context

Our client merged several credit institutions into one integrated organisation. The programme goal was to develop the entire combined operation — processes, IT, corporate structure, and the communication of changes to staff and customers. The scale and complexity of the integration required coordinated advisory across workstreams that could not be managed independently of each other.

Our contribution

Our consultants took part in the work across all major areas of the integration:

  • Operations — process mapping and operational model design for the combined entity
  • Corporate and retail banking — product and process alignment across the merging institutions
  • Agricultural banking — specialist advisory for the agricultural lending portfolios
  • Change management — designing and delivering organisational change programmes to support the transition
  • HR — supporting workforce restructuring, role alignment, and people-related programme management
  • Stock-taking — asset and liability reconciliation across the merging institutions
  • Product management — rationalising and standardising the product portfolio
  • Digitalisation — assessing and advancing the digital capabilities of the combined organisation

Providing embedded, multi-discipline advisory within a single, complex programme — rather than point advisory on individual workstreams — meant we could identify dependencies and manage risks across the integration in a way that siloed approaches would have missed.