2. Business Problem
Commissions on Trading the Firm’s
Trades Cash Assets
Online Reporting Internal Trade
Research
Calls
Market Research and
and
Insight
email
3. Business Problem
No Documenting of the Research Department
processes.
Communicating, validating and acceptance of
research outcomes take too much time.
Manual consolidation of client’s online, phone
and email trades.
Increasing amounts of data, less and less
knowledge and control.
4. Solution Requirements
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
5. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
6. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
7. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
8. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
9. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
10. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage
11. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage