1
relationship manager stanford is alerted
by event notifications affecting the
portfolio of his client peter summer:
- re...
The results of a B2E workflow
analysis are available in
Summer’s B2C DMS now
Assets/liabilities
risk analysis
preferences
...
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Use Case Investment Process, featuring Social Graph 2.0

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Use Case Investment Process, featuring Social Graph 2.0

  1. 1. 1 relationship manager stanford is alerted by event notifications affecting the portfolio of his client peter summer: - redemption of a big bond position, internal notification by b2e portal - payment of an inheritance share by payment preadvice of subsidiary bank, notification by b2b portal objectives: get all relevant information to run a successful investment advisory. shared workflow for investment process ending with order capture. Ron STANFORD is registered as employee and Relationship Manager within the All is One 2.0 Portal. he has roles and Networking Partners in the B2E B2C andB2B portals Ron receives notifications! redemption of bond is very close (B2E PORTAL) - also the payment of inheritance by subsidiary bank (B2B PORTAL) 3 Use case interactive investment process Peter summer is ron's client and NETWORKING PARTNER In the B2C PORTAL 2 zwei event- benachrichtigungungen B2B / B2E two event notifications B2B / B2E ron navigates to summer's profile via social graph 2.0. the context menu provides most commonly used functions 4
  2. 2. The results of a B2E workflow analysis are available in Summer’s B2C DMS now Assets/liabilities risk analysis preferences 1. xx a) b) c) 2. a) b) c) new risk profile I. risk orientation Hi Peter! I would propose the following dates for our online meeting: 1) May 15th 930am 2) May 19th, 345pm 3) May 24th, 11am Best regards, Ron Stanford investment objective ---- --xx- - --vv-------- ----- -x--- ------ ------ --i- --x/-- fund fact sheets from lead offering research ---- xxxx ---... --- - --/-- xx reaction on proposal (stress- test) ---- --- - ---------- ----- ---- ------ ------ --- --/-- 5 meeting by videocall as a result from analysis and client feedback, a highly customized proposal is elaborated.... 8 availability check with calendar feature - instant access! 6 ron's CalendAr summer's CalendAr buy: etf Spi index and eur money market fund with forex conversion - end - ...and 3 proposals transmitted right now by mobile messenger 7 (c) Enterprise know how ag - lachen/zurich - switzerland - www.enterpriseknowhow.ch meeting day! all with social graph 2.0! orders, fulfilling all suitability criterias, will be captured together by b2c e banking 9

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