10. Multi-Bank Liquidity Management, Example - Bank Y Internet Banking Phase 1 – Balance Consolidation Phase 2 – Sweeping Funds “ No need for the banks to cooperate, Actually they don’t even know.” Bank Y Multiple 3 rd Party Banks
21. PDNet Example 1 - Bank X Treasury Products Distribution Augmented by Managed ASP Services White Label Bank Branches Agents Distribution Network Customers White Label Bank Branches Agents Distribution Network Customers Hong Kong ASP Bank X License China Taiwan Korea Bank X Europe Bank X Latin America Bank X Internal Community White Label External Community
34. ● Service Request ● Profile Information ● 所有帳戶明細同步化 ● 新聞、資訊 ● 廣告 ● 市場資訊、產品資訊 ● Service Request ● Profile Information ● 投資策略 ● 客製化分析 ● Service Subscription Application Service Model - FP Service Triangle 理財日記 理財應用入口 理財寶典 理財規劃分析 全方位理財網 線上服務 資訊、新聞
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37. Financial Planning Modules NETWORTH Module CASHFLOW Module Financial Planning Panel Risk Profiling Module Rule Based Suggestion Module Financial Calculator Module Asset Allocation Strategy Module Goal Planner Module Insurance Needs Module Product Mapping Module FP Report Module Financial Ratio Module To show the summary info of personal finance info To test the client’s risk tolerance regarding investment risk To calculate the needs of Insurance coverage To calculate personal diverse financial goals and savings plan To give suggestion whether the goal Setting is reasonable or not To retrieve the relevant product info mapped with personal financial needs To visualize the future cash flow based on personal finance input and assumptions To calculate important financial ratios of personal finance To print out the summary report and recommendation of personal finance To input calculate personal income statement and balance sheets To map with the strategies that suits for personal financial plan Various financial calculators General Base Custom Base To be enhanced