The DTCC Learning Group partners with customers as business consultants to help them achieve excellence and performance through learning solutions. It applies a philosophy of assessing needs, developing solutions, and engaging customers. Solutions include online and in-person training, certifications, and customized programs developed through collaboration between DTCC subject matter experts and customers.
2. Partners in Learning. Leaders in solutions.
Partners in Learning Leaders in solutions
The DTCC Learning Group Philosophy:
Group Philosophy:
Think. Solve business issues with learning solutions
Act.
A t Partner with our customers and help them achieve a greater
h dh l h h
standard of excellence and performance through learning solutions
Engage. Communicate, share and facilitate
DTCC Relationship Management DTCC Customer Help Center DTCC Product Management
Value. DTCC Customer
3. Partners in Learning. Leaders in solutions.
Partners in Learning Leaders in solutions
The DTCC Learning Group Process is managed with the customer in mind. We apply our philosophy
of think, act, and engage to every request made by our internal DTCC groups or directly by the customer.
Six Sigma
Think. Act. Engage.
•Assess request •Apply best practices •Progress meetings
•Assign consultant or team •Create solution •Post‐needs analysis
•Conceive strategy to align •Post‐evaluation
with business needs
with business needs •Monthly course availability
•Monthly course availability
newsletter
4. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group Process is managed with the customer in mind.
g p g We apply our p
pp y philosophy
p y
of think, act, and engage to every request made by our internal DTCC groups or directly by the customer.
Product Portfolio
Think.
Think VP Manager
•Assess request PM Debbie Vicoli
Kaliym Islam Product Portfolio
•Assign consultant or team
•Conceive strategy to align Manager
with business needs Trish Ryan
Director Manager
Strategic Learning Analytics &Technology
Bobbi Edwards Nashid Salahuddin
Manager
Delivery Services
Roger Roess
5. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group Process is managed with the customer in mind.
g p g We apply our p
pp y philosophy
p y
of think, act, and engage to every request made by our internal DTCC groups or directly by the customer.
Product Portfolio
Manager
VP
VP PM Debbie Vicoli
Act. Six Sigma Kaliym Islam Product Portfolio Training
Black Belt Manager
•Apply best practices Trish Ryan
•Create solution Green Belt
Green Belt
Director Manager
Strategic Learning Analytics &Technology
Bobbi Edwards Nashid Salahuddin
Green Belt Training
Manager
Delivery Services
Roger Roess
Green Belt
6. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group Engages our customer through various communication channels,
performance reports, quantitative and qualitative data driven reports.
Engage.
•Progress meetings
•Post‐analysis/opportunities
•Post‐evaluation/summary
•Monthly course availability
newsletter
7. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group Engages our customer through various communication channels,
performance reports, quantitative and qualitative data driven reports.
Engage.
•Progress meetings
•Post‐analysis/opportunities
•Post evaluation/summary
•Monthly course availability
newsletter
8. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group Engages our customer through various communication channels,
performance reports, quantitative and qualitative data driven reports.
Engage.
•Performance reviews
•Post‐analysis/opportunities
•Post‐evaluation/summary
•Monthly course availability
newsletter
9. Partners in Learning. Leaders in solutions.
Partners in Learning. Leaders in solutions.
The DTCC Learning Group US: We develop learning solutions for our customers that result
in the more effective use of the products and services of DTCC subsidiaries.
Train. New hire or retraining needs, and customer onboarding
Educate. Needs analysis, product updates, data and
performance reports
Learn. Develop continuous learning opportunities, professional development
Learn Develop continuous learning opportunities professional development
Training Education Learning
•Podcasts •Podcasts •DTCC Certification Level 1
•Webinars •Webinars •Settlement
•Clearance
•Simulations •eLearning •Securities Processing
Securities Processing
•Help Files •Webcasts •Corporate Actions
•User Guides •Instructor‐Led •Customized Solutions
Classroom •Online Learning communities
10. Partners in Learning. Leaders in solutions.
Podcast. Audio or visual file that you can download at any time.
•DTCC Certification Level 1
•Podcasts •Podcasts •Settlement
•Webinars •Webinars •Clearance
Si l ti
•Simulations •eLearning •Securities Processing
•Securities Processing
•Help Files •Webcasts •Corporate Actions
•User Guides •Instructor‐Led •Customized Solutions
Classroom •Online Learning communities
11. Partners in Learning. Leaders in solutions.
Webinar. A Webinar is a live, interactive session led by a Learning Trainer
.
•DTCC Certification Level 1
•Podcasts •Podcasts •Settlement
•Webinars •Webinars •Clearance
Si l ti
•Simulations •eLearning •Securities Processing
•Securities Processing
•Help Files •Webcasts •Corporate Actions
•User Guides •Instructor‐Led •Customized Solutions
Classroom •Online Learning communities
12. Partners in Learning. Leaders in solutions.
Simulation. A guided tour, interactive illustration of a workflow, procedure, or case study.
•DTCC Certification Level 1
•Podcasts •Podcasts •Settlement
•Webinars •Webinars •Clearance
•Simulations •eLearningg •Securities Processing
•Securities Processing
•Webcasts •Corporate Actions
•Help Files
•Instructor‐Led •Customized Solutions
•User Guides
Classroom •Online Learning communities
13. Partners in Learning. Leaders in solutions.
Help File. A file within the application which help users use DTCC systems.
•DTCC Certification Level 1
•Podcasts •Podcasts •Settlement
•Webinars •Webinars •Clearance
Simulations
•Simulations •eLearningg •Securities Processing
•Securities Processing
•Help Files •Webcasts •Corporate Actions
•Instructor‐Led •Customized Solutions
•User Guides
Classroom •Online Learning communities
14. Partners in Learning. Leaders in solutions
User Guide. A readily available document which explains how to use DTCC systems.
Quick Reference GUIDE
Quick Reference GUIDE
About this Guide
The
Th purpose of this guide is to explain the process
f thi id i t l i th
for submitting buy-ins to NSCC’s CNS (Continuous
Net Settlement system) using the SMART/Track for
Buy-ins application. Included are the steps and
timelines for CNS buy-ins and retransmittals, cutoff
times for submission, and answers to frequently
asked questions.
For d t il d
F a detailed explanation of th SMART/Track f
l ti f the SMART/T k for
Buy-ins system, refer to the SMART/Track for Buy-
ins User Guide or click the Help button in the
browser application. For more information about the
Continuous Net Settlement System, refer to the
Settlement Service Guide at:
http://www.dtcc.com/products/training/EDL_index.p
hp
SMART/Track CNS Buy-ins
Buy- SMART/Track CNS Buy-ins
Buy-
11/20/2008 11/20/2008
•DTCC Certification Level 1
•Podcasts •Podcasts •Settlement
•Webinars •Webinars •Clearance
Simulations
•Simulations •eLearningg •Securities Processing
•Securities Processing
•Help Files •Webcasts •Corporate Actions
•User Guides •Instructor‐Led •Customized Solutions
Classroom •Online Learning communities
18. Partners in Learning
The DTCC Learning Group Partners with our customers as business consultants
to help them achieve a greater standard of excellence and performance through
p g p g
learning solutions.
•DTCC Certification Level 1
•Settlement
•Clearance
•Securities Processing
•Corporate Actions
•Customized Solutions
•Online Learning communities
19. Partners in Learning
The DTCC Learning Group partners with our customers as business consultants
to help them achieve a greater standard of excellence and performance through
learning solutions.
23. Partners in Learning
The DTCC Learning Group Partners with our customers as business consultants
to help them achieve a greater standard of excellence and performance through
learning solutions tailored to their needs
learning solutions tailored to their needs.
Case Study ‐ customized solution for major
financial services institution Coursew are:
• In‐classroom training (phase 1)
In‐classroom training (phase 1) The exercises, examples and/or simulations presented helped me understand
, p
the content.
p p
• eLearning &webinar (phase 2) 31%
1%
• Certification Level 1 Pilot with ROI analysis Strongly Agree
Agree
68% Neutral
Coursew are:
The exercises, examples and/or simulations presented helped me understand
the content.
1%
31%
Strongly Agree
Agree
68% Neutral
Return on Investment
100%
80%
60%
40%
20%
Perceived Increase in Skill:
0%
Rate your INCREASE in skill level or know ledge of this content before versus
This training w as a w orthw hile This training w as a w orthw hile
after the training. investment in my career investment for my employer.
25%
Strongly Agree 70.21% 69.15% •DTCC Certification Level 1
Agree 23.40% 24.47%
20% Neutral 6.38% 6.38% •Settlement
15% Disagree
Strongly Disagree
0%
0%
0%
0%
•Clearance
10%
5% •Securities Processing
•Securities Processing
0%
10 - 40% 50% 60% 70% 80% 90% 100% Blank
•Corporate Actions
30%
•Customized Solutions
•Online Learning communities
24. Partners in Learning
The DTCC Learning Group partners, learns and engages with our customers
through customized solutions, pilot programs, learning events, focus groups and an industry
online learning community.
25. Partners in earning. eaders in solutions
Partners in Learning. Leaders in solutions
The DTCC Learning Group Invites You To:
Group Invites You To:
Think.
How can DTCC and The DTCC Learning Group
help solve your business issues with learning solutions?
Act.
Contact your DTCC Relationship Manager to discuss your needs
Engage.
Visit us: www.dtcc.com/products/training
Email us: training_administrator@dtcc.com
Call us: 888.258.6393
Call us: 888 258 6393