• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Fusion Corporate Overview
 

Fusion Corporate Overview

on

  • 461 views

Our capabilities and experience

Our capabilities and experience

Statistics

Views

Total Views
461
Views on SlideShare
458
Embed Views
3

Actions

Likes
0
Downloads
0
Comments
0

2 Embeds 3

http://www.lmodules.com 2
http://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Fusion Corporate Overview Fusion Corporate Overview Presentation Transcript

    • FusionExperience FusionExperience Wealth Management Practice - Corporate overview Financial Services Practices – Corporate Overview | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com
    • FusionExperience About us FusionExperience is an innovative services company providing solutions to clients internationally within the Financial Services Industry. innovation knowledge and deep domain expertise innovation advanced technologies extraordinary results | definitive outcomes FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 2 fusion-experience.com
    • FusionExperience Core values Clients Client centric | trusted partner | knowledge transfer | outcome based engagements Employee Knowledge share | collaboration | internal communications | centre of excellence “more than just safe hands...” Delivery Tailored | repeatable | responsive | proven |controlled FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 3 fusion-experience.com
    • FusionExperience Our heritage 04/09 12/09 Exclusive Exclusive Tiger 09/07 01/08 10/08 03/09 Financial 08/09 Global 01/10 03/10 Consultants FusionAI Acquires Rebrand & launch Acquires Services Partners distribution Partners Merger with founded Partners Etheios of services build distribution with Harding agreement AFC SaaS 520 to founded Group company as development agreement & Yorke with Fractal Mobile form Fusion FusionExperience capability with iRise Edge Cloud 1994 2000 2007 2008 2009 2010 02/09 03/09 07/09 10/09 12/09 Etheios 11/07 04/08 03/10 Acquires Launches Partners Wealth Insurance Group FAISL Acquires Tiger Partners formed Consultants System Customer with Sybase Management Practice Coublis founded Practice (Services) Minds Experience established Partners with practice established Complysoft FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 4 fusion-experience.com
    • FusionExperience Practice overview Financial services Wealth Management Insurance David King David Reed TBA Markets Markets Markets  Financial Services  Financial services  Financial services Sectors Sectors Sectors  Retail funds services  Platform Distribution  Broking  Institutional asset management  Admin & Wrapper Providers  Software  Private wealth management  Life & Pension Solutions  Life & Pensions  Life & pension funds  Distribution channels  General  Alternative investments • Direct  Service providers to the sector • IFA  Software suppliers to the sector • Private Clients Services Services Services  Fund Engineering  Wealth Management  Insurance Platforms  Business process Outsourcing Platforms  Platform Strategies  Operational Service Excellence  Platform Strategies  Advisory  System selection & Implementation  Customer Proposition  Architecture Review  Technology Management  Outsourcing  SaaS enablement  Regulatory & Compliance  Target Operating Model  Target Operating Model  Change Management  Operational Risk Assessment  Operational Risk Assessment  Business Strategy  Design & Build FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 5 fusion-experience.com
    • FusionExperience Practice overview Customer experience Cloud Computing Recruitment Freddie McMahon John Stephenson Chris Muir Markets Markets Markets  Financial services  Financial Services  Financial services (PSL only)  Insurance  Telecoms  Insurance  Media  Local Government  Media  Retail  Pharmaceutical  Retail  Telecommunications  Not for Profit  Telecommunications Sectors Sectors  Various  Asset Management Sectors  Wealth Management • Various  Capital Markets  Insurance  CRM  ITSM  Marketing  BPM Services Services  Customer Equity  Cloud Consulting & Transition  Employee Equity  Cloud Maturity & Roadmap Services  Transforming Software  Business Process Analysis  Search & Selection investment returns  Implementation and integration of  Flexible resourcing developed/assembled Cloud based  Managed Recruitment services solutions  PSL Mandates  Expert Witness Programme FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 6 fusion-experience.com
    • FusionExperience Our capabilities “Our capabilities underpin the services we offer and are not constrained to a specific market, sector, or practice: advise, consult, design, build…..” Strategy & architecture Consulting Design & visualisation Offering pragmatic and professional Providing business, operations and Providing visualisation, design and advice, preparing clients for the technology solutions. It is problem- simulation services across digital channel challenges ahead. solving and outcome driven. and device. Adopting a user centred design approach. Programme & project management Build & application management Management of projects through Agile, innovative software solutions ownership of a programme or project or including systems development and of a work stream within it. Such infrastructures for maximum operational programmes or projects will generally be impact. complex, large or long in duration. FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 7 fusion-experience.com
    • FusionExperience Competencies within capabilities “Our capabilities are underpinned by strong competencies within each area …..” Strategy & architecture Consulting Design & visualisation  IT Strategy • Business Strategy  Business analysis  Business architecture • Change Management  Information architecture  Applications & data architecture • Business Integration  Concept visualisation  Technical architecture • Corporate Value Chain Assessment  Design • Insourcing & Outsourcing  Simulation • Business Continuity  Guidelines & standards • Investment Process Reviews • System Selection Programme & project management Build & application management  Programme management  Application build  Project management  Integration  Governance & PMO  Implementation management  Maintenance & support (Help desk)  Testing  Training  Hosting FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 8 fusion-experience.com
    • FusionExperience Innovative technologies “Disruptive technologies play a leading role in developing innovative solutions that meet our client’s evermore complex needs…” Technologies  Visualisation: Fractal Edge Advanced data visualisation which changes the way in which data intelligence is viewed and accessed for data insight. One view | one click | total insight  Simulation: iRise Using visualisation through simulation to give companies a powerful way to define applications, “test drive” and fully experience systems before any code is written  Application Design: ONEDesk Customised software and IT solutions designed to be adaptive to changing customer needs and free the business from IT constraints  SaaS: Fusion Cloud A radical departure for existing software applications, using the internet and central remote servers to maintain data and applications - releasing the business from Capex and increasing agility. FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 9 fusion-experience.com
    • FusionExperience Visualisation through Fractal Maps One view | one click | total insight Advanced Business Intelligence Fractal Maps are the next generation of visualisation designed to simplify and speed understanding of large and small data sets. By presenting hundreds of slices in one simple picture and providing intuitive guided navigation, Fractal Maps lets you unlock the value in your data Benefits  React quicker – when it counts, with minimum effort  Gain deeper insight – identify hidden relationships  Trust your analysis – miss nothing, improve data quality FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 10 fusion-experience.com
    • FusionExperience SaaS and Cloud technologies Cloud technologies present a radical departure from existing software implementation approaches that can dramatically transform an organisation, its internal processes and ability to adapt to change. We provide guidance, best practice & proven methodologies;  Cloud Consultancy including transition, migration and maturity “Adoption empowers clients to focus on  CRM maturity, roadmap and health check real business change; eliminating  Business process analysis and improvement capital investment costs, increasing  Implementation and integration of existing Cloud-based apps: speed to market and ROI.” CRM; ITSM; BPM; Marketing, HRM FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 11 fusion-experience.com
    • FusionExperience Simulation through iRise Simulate for success iRise allows you to gather and understand your business requirements in a collaborative way, enabling you to test drive and fully experience applications before they are built. Simulate Test drive Collaborate Benefits  Reduced rework – on average 75%  Cost Savings – 10 to 50% on SDLC  Collaborate – identify hidden relationships  Time to value – Run project streams in parallel FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 12 fusion-experience.com
    • FusionExperience Client experience FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 13 fusion-experience.com
    • FusionExperience Wealth Management value chain Product & Administration Distribution IFA Banks Life Tied Agents Companies Wrapper Management Direct Investment Providers Sipp/Pension Providers EBC Multi Managers Direct/Online Distribution Disc’ Managers Distribution Platforms Private Clients Employee Services Family Offices FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 14 fusion-experience.com
    • FusionExperience Wealth Management – Drivers for Change The Financial Services sector is facing one of the largest periods of change we have seen in many years, the drivers of change within Wealth Management include:  Ageing demographic  Increasing Client demands  Advice gap  Regulatory focus  Pressure on margins  New & Emerging markets There are 3 major themes that may define the future:- 1. Emergence of „Nouveau‟ Classic Banking 2. Adaptation of Business Models 3. Increased Regulation & Oversight FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 15 fusion-experience.com
    • FusionExperience Major themes Emergence of ‘Nouveau’ Classic Banking Impact on Wealth Manager  Clients demanding higher level of service & advice  Not geared up for real time  Want a Trusted Advisor information requirements  Seeking simplicity & transparency  CRM‟s often not skilled to  Want to understand exactly what they are invested in and the associated risks provide depth of relationship  Technology innovation now driving Client expectations Adaptation of Business Models  Introduction of new revenue models based upon recurring income  Move from commission to fees  Increasingly performance is being factored into revenue  Focus on differentiators  Identify commodities – outsource Increased Regulation & Oversight  Following economic downturn large number of Institutions with significant public ownership  Impact of downturn will result in major increase in Regulatory pressures and oversight  Increased Focus on Tax Havens  Regulators will look to Wealth Managers to implement Compliant Investment processes and ensure Client compliance  Build a Tax Transparent Wealth Model FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 16 fusion-experience.com
    • FusionExperience Wealth Management - Economic / Market Environment  Despite market turmoil of last 18 months we have still seen growth in AUA on the major distribution platforms, with a number of new entrants to the sector  Historical focus on Adviser driven propositions has now been supplemented with focus on the Direct to Consumer and the emergence of the Corporate Wrap. All of which offer significant opportunity  Regulatory change, in particular RDR and TCF, will have an impact across the Wealth value chain, representing both a threat and an opportunity for Wealth propositions Market Condition Opportunity • RDR, TCF, UCITS IV, AIFM • Will have direct impact on Wealth Management sector • PSD, SEPA • Of less relevance to Wealth sector • Enhancements to regulatory framework • Will have impact post Lehmans e.g. OTC Act 2009 • Change of government • Likely impact on further regulatory tightening FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 17 fusion-experience.com
    • FusionExperience Wealth Management Services Working with some of the largest and leading financial services organisation in the world, FusionExperience has in- depth knowledge of the market and its participants providing solutions, critical insight and pragmatic recommendations for the business of the future. Areas of focus Services  Platform adoption and strategy  Wealth Management Platforms & Platform  Distribution strategy / new model advisor Strategies >>  Middle and back office rationalisation  Wealth Manager Customer Proposition >>  Portfolio monitoring / discretionary  Platform and System Selection >> management / model portfolio  Business Process Outsourcing >>  Pension developments  Target Operating Model >>  Evolution of Employee Benefits Platforms  Technology management >>  Business – consumer growth  Fund engineering >>  Regulatory Change / RDR/ TCF  Operational risk assessment >>  Regulatory & Compliance services >> FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 18 fusion-experience.com
    • FusionExperience FusionExperience Locations Head Office w/ www.fusion-experience.com London International House t/ 020 7084 7500 Edinburgh 1 St Katharine‟s Way London, E1W 1UN FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 19