Finance Front Office

Trends

•  Increased  Compe..on  •  New  Products  •  New  Services  •  New  Customers  

•  New  Regula.ons  

Increased CompetitionAre 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  …..)  

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?)  

New Customers

•  Genera.on  X,  Y  &  Z  •  How  do  they  communicate?  How  do  we  reach  them  and  what  do  they  want?  

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?  

Only the fitest Survive

Are  your  organisa.on  agile  and  flexible?  

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?  

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  

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  

Finance Front Office

Pivotal  

Informa.on  Providers  

Execu.on  Services  

Source  Systems  

Publica.on  Distribu.on  

Event    Management  

Order  Management  

Sales  &  Opportunity  

Event  Calendar   Projects  

Equity  Fixed  Income  

ECM/DCM  Corporate  Finance  

Asset  Mgt  /    PB  

Fund  Management  

Investor  Rela.ons  

Management  &  Control  

Authoriza.on  

Ac.vi.es  

Finance  Front  Office  

CTI  

Håkan  Hammar  ACCOUNT  MANAGER  

Kevingeringen  7A  SE-­‐182  50  Danderyd  Sweden  

Mobile:  +  46  (0)70  342  00  99  hakan.hammar@chessit.se  www.chessit.se