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Similaire à Fusion Corporate Overview (20)
Fusion Corporate Overview
- 1. FusionExperience
FusionExperience
Wealth Management Practice - Corporate overview
Financial Services Practices – Corporate Overview | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com
- 2. FusionExperience
About us
FusionExperience is an innovative services company providing solutions to
clients internationally within the Financial Services Industry.
innovation
knowledge and
deep domain expertise innovation advanced technologies
extraordinary results | definitive outcomes
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- 3. FusionExperience
Core values
Clients
Client centric | trusted partner | knowledge transfer |
outcome based engagements
Employee
Knowledge share | collaboration | internal communications
| centre of excellence
“more than just safe hands...” Delivery
Tailored | repeatable | responsive | proven |controlled
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- 4. FusionExperience
Our heritage
04/09 12/09
Exclusive Exclusive
Tiger 09/07 01/08 10/08 03/09 Financial 08/09 Global 01/10 03/10
Consultants FusionAI Acquires Rebrand & launch Acquires Services Partners distribution Partners Merger with
founded Partners Etheios of services build distribution with Harding agreement AFC SaaS 520 to
founded Group company as development agreement & Yorke with Fractal Mobile form Fusion
FusionExperience capability with iRise Edge Cloud
1994
2000 2007 2008 2009 2010
02/09 03/09 07/09 10/09 12/09
Etheios 11/07 04/08 03/10
Acquires Launches Partners Wealth Insurance
Group FAISL Acquires Tiger Partners
formed Consultants System Customer with Sybase Management Practice Coublis
founded Practice
(Services) Minds Experience established
Partners with practice established
Complysoft
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- 5. FusionExperience
Practice overview
Financial services Wealth Management Insurance
David King David Reed TBA
Markets Markets Markets
Financial Services Financial services Financial services
Sectors Sectors Sectors
Retail funds services Platform Distribution Broking
Institutional asset management Admin & Wrapper Providers Software
Private wealth management Life & Pension Solutions Life & Pensions
Life & pension funds Distribution channels General
Alternative investments • Direct
Service providers to the sector • IFA
Software suppliers to the sector • Private Clients
Services Services Services
Fund Engineering Wealth Management Insurance Platforms
Business process Outsourcing Platforms Platform Strategies
Operational Service Excellence Platform Strategies Advisory
System selection & Implementation Customer Proposition Architecture Review
Technology Management Outsourcing SaaS enablement
Regulatory & Compliance Target Operating Model Target Operating Model
Change Management Operational Risk Assessment Operational Risk Assessment
Business Strategy
Design & Build
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- 6. FusionExperience
Practice overview
Customer experience Cloud Computing Recruitment
Freddie McMahon John Stephenson Chris Muir
Markets Markets Markets
Financial services Financial Services Financial services (PSL only)
Insurance Telecoms Insurance
Media Local Government Media
Retail Pharmaceutical Retail
Telecommunications Not for Profit Telecommunications
Sectors Sectors
Various Asset Management Sectors
Wealth Management • Various
Capital Markets
Insurance
CRM
ITSM
Marketing
BPM
Services Services
Customer Equity Cloud Consulting & Transition
Employee Equity Cloud Maturity & Roadmap Services
Transforming Software Business Process Analysis Search & Selection
investment returns Implementation and integration of Flexible resourcing
developed/assembled Cloud based Managed Recruitment services
solutions PSL Mandates
Expert Witness Programme
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- 7. FusionExperience
Our capabilities
“Our capabilities underpin the services we offer and are
not constrained to a specific market, sector, or practice:
advise, consult, design, build…..”
Strategy & architecture Consulting Design & visualisation
Offering pragmatic and professional Providing business, operations and Providing visualisation, design and
advice, preparing clients for the technology solutions. It is problem- simulation services across digital channel
challenges ahead. solving and outcome driven. and device. Adopting a user centred
design approach.
Programme & project management Build & application management
Management of projects through Agile, innovative software solutions
ownership of a programme or project or including systems development and
of a work stream within it. Such infrastructures for maximum operational
programmes or projects will generally be impact.
complex, large or long in duration.
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- 8. FusionExperience
Competencies within capabilities
“Our capabilities are underpinned by strong competencies
within each area …..”
Strategy & architecture Consulting Design & visualisation
IT Strategy • Business Strategy Business analysis
Business architecture • Change Management Information architecture
Applications & data architecture • Business Integration Concept visualisation
Technical architecture • Corporate Value Chain Assessment Design
• Insourcing & Outsourcing Simulation
• Business Continuity Guidelines & standards
• Investment Process Reviews
• System Selection
Programme & project management Build & application management
Programme management Application build
Project management Integration
Governance & PMO Implementation management
Maintenance & support (Help desk)
Testing
Training
Hosting
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- 9. FusionExperience
Innovative technologies
“Disruptive technologies play a leading role in developing
innovative solutions that meet our client’s evermore
complex needs…”
Technologies
Visualisation: Fractal Edge
Advanced data visualisation which changes the way in which data intelligence is viewed and
accessed for data insight. One view | one click | total insight
Simulation: iRise
Using visualisation through simulation to give companies a powerful way to define applications, “test
drive” and fully experience systems before any code is written
Application Design: ONEDesk
Customised software and IT solutions designed to be adaptive to changing customer needs and
free the business from IT constraints
SaaS: Fusion Cloud
A radical departure for existing software applications, using the internet and central remote servers
to maintain data and applications - releasing the business from Capex and increasing agility.
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- 10. FusionExperience
Visualisation through Fractal Maps One view | one click | total insight
Advanced Business Intelligence
Fractal Maps are the next generation of visualisation designed to simplify and speed understanding of large and
small data sets. By presenting hundreds of slices in one simple picture and providing intuitive guided navigation,
Fractal Maps lets you unlock the value in your data
Benefits
React quicker – when it counts, with minimum effort
Gain deeper insight – identify hidden relationships
Trust your analysis – miss nothing, improve data quality
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- 11. FusionExperience
SaaS and Cloud technologies
Cloud technologies present a radical departure from existing software implementation approaches that can dramatically
transform an organisation, its internal processes and ability to adapt to change.
We provide guidance, best practice & proven methodologies;
Cloud Consultancy including transition, migration and maturity “Adoption empowers clients to focus on
CRM maturity, roadmap and health check real business change; eliminating
Business process analysis and improvement capital investment costs, increasing
Implementation and integration of existing Cloud-based apps: speed to market and ROI.”
CRM; ITSM; BPM; Marketing, HRM
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Simulation through iRise
Simulate for success
iRise allows you to gather and understand your business requirements in a collaborative way, enabling you to test
drive and fully experience applications before they are built.
Simulate Test drive Collaborate
Benefits
Reduced rework – on average 75%
Cost Savings – 10 to 50% on SDLC
Collaborate – identify hidden relationships
Time to value – Run project streams in parallel
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- 13. FusionExperience
Client experience
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- 14. FusionExperience
Wealth Management value chain
Product & Administration Distribution
IFA
Banks
Life
Tied Agents
Companies
Wrapper
Management
Direct
Investment
Providers
Sipp/Pension
Providers
EBC
Multi
Managers
Direct/Online
Distribution Disc’ Managers
Distribution
Platforms Private Clients
Employee
Services
Family Offices
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- 15. FusionExperience
Wealth Management – Drivers for Change
The Financial Services sector is facing one of the largest periods of change we have seen in many years, the drivers
of change within Wealth Management include:
Ageing demographic
Increasing Client demands
Advice gap
Regulatory focus
Pressure on margins
New & Emerging markets
There are 3 major themes that may define the future:-
1. Emergence of „Nouveau‟ Classic Banking
2. Adaptation of Business Models
3. Increased Regulation & Oversight
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- 16. FusionExperience
Major themes
Emergence of ‘Nouveau’ Classic Banking Impact on Wealth Manager
Clients demanding higher level of service & advice Not geared up for real time
Want a Trusted Advisor information requirements
Seeking simplicity & transparency CRM‟s often not skilled to
Want to understand exactly what they are invested in and the associated risks provide depth of relationship
Technology innovation now driving Client expectations
Adaptation of Business Models
Introduction of new revenue models based upon recurring income
Move from commission to fees
Increasingly performance is being factored into revenue
Focus on differentiators
Identify commodities – outsource
Increased Regulation & Oversight
Following economic downturn large number of Institutions with significant public ownership
Impact of downturn will result in major increase in Regulatory pressures and oversight
Increased Focus on Tax Havens
Regulators will look to Wealth Managers to implement Compliant Investment processes and
ensure Client compliance
Build a Tax Transparent Wealth Model
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- 17. FusionExperience
Wealth Management - Economic / Market Environment
Despite market turmoil of last 18 months we have still seen growth in AUA on the major distribution platforms, with a
number of new entrants to the sector
Historical focus on Adviser driven propositions has now been supplemented with focus on the Direct to Consumer and the
emergence of the Corporate Wrap. All of which offer significant opportunity
Regulatory change, in particular RDR and TCF, will have an impact across the Wealth value chain, representing both a
threat and an opportunity for Wealth propositions
Market Condition Opportunity
• RDR, TCF, UCITS IV, AIFM • Will have direct impact on Wealth Management sector
• PSD, SEPA • Of less relevance to Wealth sector
• Enhancements to regulatory framework • Will have impact post Lehmans e.g. OTC Act 2009
• Change of government • Likely impact on further regulatory tightening
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- 18. FusionExperience
Wealth Management Services
Working with some of the largest and leading financial services organisation in the world, FusionExperience has in-
depth knowledge of the market and its participants providing solutions, critical insight and pragmatic
recommendations for the business of the future.
Areas of focus Services
Platform adoption and strategy Wealth Management Platforms & Platform
Distribution strategy / new model advisor Strategies >>
Middle and back office rationalisation Wealth Manager Customer Proposition >>
Portfolio monitoring / discretionary Platform and System Selection >>
management / model portfolio Business Process Outsourcing >>
Pension developments Target Operating Model >>
Evolution of Employee Benefits Platforms Technology management >>
Business – consumer growth Fund engineering >>
Regulatory Change / RDR/ TCF Operational risk assessment >>
Regulatory & Compliance services >>
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- 19. FusionExperience
FusionExperience
Locations Head Office w/ www.fusion-experience.com
London International House t/ 020 7084 7500
Edinburgh 1 St Katharine‟s Way
London, E1W 1UN
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