2. Trends
• Increased
Compe..on
• New
Products
• New
Services
• New
Customers
• New
Regula.ons
3. Increased Competition
Are you prepared?
• Easier
for
new
players
to
enter
market
• Using
Internet
as
the
main
channel
• No
legacy
to
care
about
(Low
cost
of
Infrastructure)
• Sector
Movements
(Retailers
become
Banks
…..)
4. New Products
• Products
Defined
by
Clients
(Does
your
System
cope?)
• Compe.tors
invents
new
Products
(Can
you
follow?)
• Business
Invents
New
Products
(Does
your
System
cope?)
5. New Customers
• Genera.on
X,
Y
&
Z
• How
do
they
communicate?
How
do
we
reach
them
and
what
do
they
want?
6. New Regulations
• We
have
already
seen:
Basel
II,
MiFID,
AML
…..
• Now
we
are
wai.ng
for:
Basel
III,
Solvency
II
…
• What's
next?
What
constraints
will
this
put
on
your
organisa.on?
• How
does
your
systems
adopt
to
new
regula.ons?
7. Only the fitest Survive
Are
your
organisa.on
agile
and
flexible?
8.
9. Mashups/Portals/Composite Apps
• Can
you
access
relevant
informa.on
from
a
single
view?
• Can
you
access
all
data
sources
from
one
user
interface?
• How
easy
is
it
for
your
to
define
Role
Based
Security?
10. Front Office for The Finance Sector
• Many
clients
from
this
sector
• Long
experience
• Many
new
regula.ons
• Increased
demand
for
Standardised
Solu.ons
(Shared
Cost)
• Module
Based
–
Grow
as
you
Go
• Complex
Integra.ons
to
3rd
party
applica.ons
• Single
view
of
client
engagement
11. Finance Front Office + Pivotal CRM
• Built
on
the
most
flexible
and
agile
CRM
pla[orm
• Rich
func.onality
• Strong
Development
Pla[orm
embedded
in
the
product
• Latest
technology:
.Net,
SmartClient
….
• Enables
Low
Cost
of
Ownership
12. Finance Front Office
Management
&
Control
Fixed
Corporate
Asset
Mgt
/
Fund
Investor
Equity
ECM/DCM
Rela.ons
Income
Finance
PB
Management
Authoriza.on
Publica.on
Event
Order
Sales
&
Event
Projects
Ac.vi.es
Distribu.on
Management
Management
Opportunity
Calendar
Finance
Front
Office
Pivotal
Informa.on
Execu.on
Source
Services
Systems
CTI
Providers
