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Zanibal Financial Services Solutions

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Introduction to Zanibal and overview of our financial services solutions.

Introduction to Zanibal and overview of our financial services solutions.


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  • The context for this demo is to showcase a customer lifecycle (lead capture, lead qualification with workflow, campaign execution, lead conversion & account managementLead Capture:A lead will be captured from the demo bank websiteAfter showing the lead record in Zanibal, point out that a very simple lead processing workflow is automatically started and complete the “Validate Data” activity A number of emails and phone calls are traded with the lead and follow up tasks are also created during the qualification process. A proposal document that is sent to the lead is also captured into the lead accountAt the end go back to the “Home” tab and complete the qualification activity in the workflowAfter the qualification, a walk through for the Monacho HF campaign is done and the newly captured lead is added to the campaignAnother lead from the CABAL analysis is uploaded from an excel sheet and is also attached to the campaignAfter the campaign is executed and the web captured lead responds, his lead account is then converted to a customer account by running the lead conversion workflow. Account Management:Log into the online bankingShow the checking and savings balanceUpdate the contact info for the client and then follow the link into ZanibalNow show the “Activity Tracking”, Case, Contact, Opportunity & Financial Accounts Tab. Also mention that there are indicator prompts to help the CSRs understand his lifetime value. Point out that there is an indicator prompt that mentions that he is a target for our new Amex credit card productMention that the account tab has a complete view of all the holdings of this client across other product groups. Go back to the website and complete the application for the Credit CardFollow the link and then jump into the Case record. Walk through the case record and then complete the case workflow. Now go back to the website and open a current account transaction and complain about a transaction. Opportunity Management:Use “Emeka’s” account to discuss pipeline management (Sales Stages, Probability #s, Tasks & Doucments)Also mention what the workflow engine can be used to automate the entire process and make sure that tasks are correctly and timely executed. Case Management:Go to the website and complain about a given transactionFollow the link and show that case captured in Zanibal within context of the user’s accountUpload a document into the case and close out the case.Document Management:Search for emeka to see all the related doucumentsMention automated capture using cheap MFPs that are workflow enabledReports:Run the Key accounts report and show how the filters can be easily changed. Export the report as a PDF and click on an account to see its details. Modify the report and save it as a private report with some new filter added (Use the partner.ownerType = “ORG” to create a new report for companies)
  • Transcript

    • 1. ZanibalOne Integrated Business Platform For Financial Services
    • 2. Agenda
      Our company
      FSI Challenges & Opportunities
      Our Services & Solutions
      Capital Market Back Office
      Customer Service
      Sales Force Automation
      Document Management
      Data Management & Business Consulting
      Delivery Approach
      Case Study & Demo
    • 3. About Zanibal
      Started with a mission to deliver cost effective and flexible on-demand solutions
      Headquartered in San Jose, California
      Started operations in Lagos – Jan 2008
      Large and growing base in FSIs
      Award winning solutions.
      Technology Marketing
      Corporation's
      Best Software Service
      "Keep an Eye On"
      The CPA Technology Advisor
    • 4. Zanibal - Some Customer Quotes
      “The ability to leverage the insight and understanding of every customer's value at all service points has enabled us to deliver outstanding business performance at unprecedented low costs” –HarunaJalo-Waziri (CEO) UBA Stockbrokers Ltd
      “Our improved visibility to business performance and better customer and sales management enabled by Zanibal continues to help our bank outperform its expectations.” - Edson Sossai (VP Sales) Banco Itau Europa International
      “The web services integration b/w our home grown systems and Zanibal is so seamless and flexible that we can now deliver new business capabilities in 20% of the time it used to take us” – Roland De’Veries (CTO) InterraNet Group
    • 5. Unified SOA PlatformTo Run A Business
      Zanibal: 3 Core Capabilities
    • 6. Reusable Platform for Multiple Solutions
      Collaborative
      Customer
      Engagement
      Compliance
      Global
      Knowledge
      Base
      ERP/CRM
      Solutions
      Process
      Optimization
      eDiscovery
      Financial Market
      Solutions
      Enterprise
      Collaboration
    • 7. Unified SOA PlatformTo Run A Business
      Tailor & Extend To Leverage Competitive Differentiators
      Zanibal: 3 Core Capabilities
    • 8. Customization
      Web Services
      AppBuilder
      Easily Extend & Customize
      Zanibal Web Services SOAP, standards-based web service APIs extend system of record – Zanibal – to subordinate systems
      Zanibal CustomizationPersonalization, configuration, and vertical tailoring all within Zanibal
      Zanibal AppBuilderAllows for entirely new applications to be built within Zanibal including custom database tables, forms, process validation, and tabs
      Sales
      Marketing
      Service
      Zanibal
      Workflow
    • 9. STP & Streamlined Business Processes
      Unified SOA PlatformTo Run A Business
      Tailor & Extend To Leverage Competitive Differentiators
      Zanibal: 3 Core Capabilities
    • 10. Knowledge
      Base
      Tracking
      Web Store
      Orders
      Support
      Content
      MarketingCRM
      SALES
      MARKETING
      Back Office
      Processes
      SUPPORT
      BANKING
      INSURANCE
      CAPITAL MARKETS
      Zanibal
      Streamlined & Integrated Processes
    • 11. Zanibal Professional Services
      Industry Best Practices
      Vertical domain expertise
      Streamlined process mapping and consulting
      Six-Stage Implementation Methodology
      From initial consulting, to data conversion to tailored end-user training
      “Train the Trainer” approach
      Self sufficient post implementation
    • 12. Summary
      One complete front & back office system to deliver a single, real-time view of your transactions, customer and sales processes across all departments and all locations
      Applications designed for all businesses sizes
      Delivered as a hosted service or deployed on client’s site
      Designed for lowest cost of ownership and enterprise class scalability and performance.
      Easily extend functionality
      Via Built In Customization APIs & Web Services
      World class business consulting services
      Best practices implementation methodology
    • 13. FSI Business Challenges & Opportunities
    • 14. Our FSI Mantra
      “Help financial service institutions increase their revenue, streamline costs and drive organic growth through reengineering of their organizations and implementation of ourfront & back office management solutions”
    • 15. Key Challenges for FSIs
      Lack of Support for Customer Activities
      Poor Sales Force Automation
      The tracking of sales activities and associated revenue pipeline is very rudimentary and there is poor visibility into the real time performance of the sales force.
      A lot of the activities required to supportcustomer business functions are manual. Most customer requests and cases cannot be initiated using self service web forms. Customer information from all channels is not integrated into a single view.
      Poor Analytical Capabilities
      Poor Document & Process Integration
      Disintegrated systems and platforms resulting in fragmented views of the customer, service issues and an inability to properly align the customers lifecycle with products at the right channels
      Most of the processes are manually tracked with no ability to monitor the real time execution of customer requests. KYC, AML and other regulatory compliance challenges due to poor document management capabilities.
    • 16. Transforming the value chain
      • To become a leading banking organization Technology & Processes must be transformed to deliver strategic capabilities and drive value creation.
      • 17. Core functions in the business units must be reengineered and automated with technology to be at least on par with best practice benchmarks.
      • 18. Organizational design must reflect consolidated back office functions
      Consolidation & Organizational Redesign - > Shared Services
      Back Office Processes
      Customer
      Service
      Custody,
      Clearing &
      Settlement
      Trading & Funds
      Management
      Sales, Marketing &
      Research
      Transaction Management
      Finance (accounting, financial planning, reporting, forecasting)
      Human Resources (Benefits, compensation, recruitment, payroll, HRIS, etc.)
      Legal & Other Services
      Information Technology
    • 19. A Capital Market Platform
      A shared service for:
      Retail Banking
      Capital Markets & Merchant Banking
      Wealth Management
      Brokerage (Equity, Insurance etc)
      Registrar Services
      Asset Management
      Custody & Trustees
      Pensions
    • 20. Key Platform Capabilities
      A front-to-back technology platform to support:
      client interaction (Web Enabled)
      aggressive growth plans (Scalable)
      process reengineering (Single Data Model)
      lead generation (CRM functionality)
      client agreements (Document Management)
      transaction lifecycle (Workflow Tools)
      asset servicing (Interface to Ledgers)
      teamwork (User Groups)
      delivering strong technology ROI
    • 21. Platform Benefits
      • Operations risk transparency
      • 22. Reputational risk reduction
      • 23. Friction cost avoidance
      • 24. Supporting aggressive growth plans
      • 25. Accommodating workload peaks
      Control
      Capacity
      Cost /
      Income
      Client Service
      Capability
      Cost
      • Rework and error reduction
      • 32. Streamlined paper handling
      • 33. Reduced cost per trade
    • Our FSI Services & Solutions
    • 34. Dashboard-Centric Management
      Key Performance Indicators (KPI) & Comparatives
      Trend Analysis
      Point & click content
      Drag & drop layout
      Dashboards as a Workspace
      AJAX Productivity
      Role-Based Dashboards for Executives, Managers and line of business personnel
    • 35. Key CRM & SFA Benefits
      Operational Excellence
      Responsive and accurate delivery of customer requests across all channels
      Analytical Insight
      Analyze, predict and drive customer behavior
      Identify the right time to make the right offer to the right market
      Process Optimization
      Improve visibility and performance across all involved business processes
      Know More
      Sell More
    • 36. Offline
      Online
      Phone
      Manage Cross-Channel Interactions
    • Electronic Content Management
      Capture & secure content and knowledge
      Execute business processes with content
      Compliance
      Workflow
      Safely archive and retrieve content
    • 43. Solution Architecture
      Enterprise Service Bus (Real time Integration)
      CRM
      SFA
      DM
      TOMS
      AWM
      CUST
      SRM
      BNK
      LEG
      App DB
      App DB
      App DB
      App DB
      App DB
      App DB
      App DB
      App DB
      App DB
      Extract, Transform & Load (ETL)
      Legend
      CRM – Customer Relationship Mgmt.
      SFA – Sales Force Automation
      DM – Document Management
      TOMS – Trade Order Management System
      AWM – Asset & Wealth Management
      CUST – Custody Systems
      SRM – Share Registration & Management
      BNK– Core Banking Application
      LEG – Legacy Systems
      Operational Data Warehouse (ODS)
      Data Mining & Enterprise Reporting
    • 44. Data Warehousing
      Consolidate information on customers from all systems
      Bio, Household, Address, Valuation data
      Normalize data and uniquely identify customers across the various systems
      Store all customer transactions
      Trades, Position, Deposits, Withdrawals etc.
      Store asset valuation history across all systems and asset classes
      Equity, Bonds, Currency
      Building block for analytics & research
      Consolidated Analysis & Reporting
      Customer relationship/account valuation & segmentation
      Customer Lifecycle & Product Analysis
      Cross-sell & Up-sell Management
      Marketing design
      Segmentation & Lead Identification
      Compliance Reporting
    • 45. Multi-Tier Scalability
    • 46. Delivery Approach
    • 47. Architectural Vision
      Application Portfolio
      System Mgmt.
      Decision Support
      Security
      Business Vision &
      Strategic Goals
      IT Strategy &
      Vision
      Existing IT Environment
      New & Emerging Technologies
      Network
      Architecture Drivers
      Technology
      Data
      Business
      Principles
      Standards
      Arch. Models
      Mgmt. Process
      Transition Plans
      Core Operations
      High Availability
      • An Architecture driven by business and strategic goals and contains principles, standards, models and governance processes
      • 53. Managed in the long-term and evolve pragmatically over time as packages and components are selected, business requirements change and new strategic projects are implemented
    • Market
      Assessment
      Our Delivery Approach
      3-phased approach aims to break down transformation roadmap into distinct and manageable stages, each with their own timeline, milestones and deliverables
      Phase 1 – Strategy Formulation
      Phase 2 – Business Case
      Phase 3 – Implementation
      Define target business service model, products/services, operating model, organization model and technical architecture; build cases whether to go/no go
      Clear understanding of products/services, market forces, business drivers, current operating environment and formulate strategy options.
      Execute the chosen option, implement new procedures and communication plans
      Define & agree strategic principles
      Phase 2
      Phase 1
      Phase 3
      1
      5
      4
      Gap Analysis
      2
      10
      9
      6
      Current State Analysis
      Strategy Execution
      Mobilisation
      Implementation Plan & Roadmap
      Future State Design
      7
      Business
      Strategy
      Options
      Plan
      &
      Visioning
      12
      11
      3
      Benefits Tracking
      Maintenance & Audit
      8
      Scenarios & Financial Modeling
      Endorse options
      “Go/No Go” decision
      The first step to transformation needs to be driven through a clear articulation of the problems with the existing architecture and the establishment of a set of strategic principles
    • 54. Phase 1 – Strategy FormulationMobilisation & Visioning, Current State Analysis, Market Assessment, Strategy Options
      Tasks and Activities
      Strategy Options
      Market Assessment
      Mobilisation & Visioning
      Current State Analysis
      • Analyze current business model, product/service offerings, client base, processing capabilities, operating and functional model, technical architecture and resources profile
      • 55. Conduct comparative assessment of current offerings position to the other players’ in the market
      • 56. Identify current strengths and weakness in terms of key business processes, organization, skills, management and technology
      • 57. Define team member, finalize roles and responsibilities
      • 58. Define and agree on work plan
      • 59. Agree on communication, reporting and escalation procedures
      • 60. Prepare analysis templates and materials
      • 61. Determine information required
      • 62. Formalize the scope of the project, identifying what’s in and what’s out of scope
      • 63. Clear identification of project objective and milestones
      • 64. Assess the Nigerian/ regional industry to examine the long-term growth prospects, the range of products/services offered, barriers to entry/exit and competitors’ positioning
      • 65. Identify competitors’ core competency in the respective products/services
      • 66. Identify the opportunities and threats posed to business
      • 67. Formulate a set of high-level strategic initiatives
      • 68. Highlight the key value propositions and key differentiators
      Sample Deliverables
      • Detailed scope of the project, team roles and responsibilities, detailed project plan, list of deliverables
      • 69. Market landscape of securities businesses in Nigeria
      • 70. SWOT analysis of current capabilities
      • 71. List of strategies and value propositions
    • Phase 2 – Business CaseFuture State Design, Gap Analysis, Business Plan, Scenario & Financial Modelling
      Tasks and Activities
      Scenario & Financial Modeling
      Future State Design
      Business Plan
      Gap Analysis
      • Define future client requirements
      • 72. Analyze industry trends
      • 73. Compare existing environment to new requirements
      • 74. Understand the extent of the transformation program required based on the gap
      • 75. Highlight areas where target state can be achieved through transformation program
      • 76. Define a set of objective parameters (e.g. ROI)
      • 77. Build a business case by reviewing the current state and using a set of transformation principles to help achieve the future state
      • 78. Define the high level target business service model, products/services, operating model, organization model, technical and application architecture
      • 79. Derive the required core competence in key business processes, organization, skills, management and technology
      • 80. Create a financial model for assessing business cases, collating numerical inputs and assumptions around the key drivers, and for assessing future revenue, cost and investment ratios
      Sample Deliverables
      • Financial model that includes an analysis of the revenues and costs, Profit and loss and balance sheet and the forecasted investment and cash flows for the initial X years
      • 81. Business plan outlining the core business services and value proposition, functional and technical architecture, strategic investment, sale and marketing plans
      • 82. Operations and technology blueprint
      • 83. Target core competency matrix of investment banking business
      • 84. Report of critical gaps in market and services
      • 85. Report on potential opportunities
    • Phase 3 – ImplementationPlan & Roadmap, Strategy Execution, Performance Measurement, Maintenance
      Tasks and Activities
      Master Plan & Roadmap
      • Design a high-level plan articulating the major work streams involved in the business plan implementation
      • 86. Prioritize the tasks and map them onto a timescales
      • 87. Identify key milestones and dependencies amongst the different work streams
      • 88. Highlight any potential issues and foreseeable obstacles
      • 89. Identify critical success factors and project owners
      Execution
      Build/ Adapt
      Design
      Test
      Migrate
      Benefits Tracking & Performance Measurement
      Sample Deliverables
      Maintenance
      • Integrated project plan with assigned responsibilities, program schedule, roadmap
    • Case Study & Demos
    • 90. Banking Platformhttp://www.zanibal.com/demos/banking/index.php
      Demo Highlights
    • UBA Stockbrokers Ebiz Platformwww.ubastockbrokersltd.com
      Solution Highlights
    • Demo - Customer Service Highlights
      Web capture of account opening requests
      Use of a workflow engine to complete document capture, validation and approval steps
      Customer complaints can be submitted online by clients in context of their account & transactions
      All communication with clients (email, call logs, sms etc) are captured and archived into the client’s account
      All client tasks such as portfolio reviews are scheduled in the system, assigned and tracked
      All authorized client contacts are associated with the account and communication can be tracked.
      All Documents (paper & electronic) related to a client are available within the client’s record.
    • 117. Demo - Sales & Marketing Highlights
      Leads can be generated on the corporate sites and captured directly into Zanibal for analysis and marketing programs
      Advanced reporting/segmentation of leads and customers for marketing purposes.
      Combined with product/account data from the ODS for cross sell & up sell analysis.
      All marketing plans can be attached to the clients record for use by sales or service reps
      Marketing campaigns can be designed, targets identified and attached and performance measured within the platform
    • 118. Paper documents can be captured directly into electronic workflows using workflow enabled MFC scanners.
      Key meta data such as customer numbers, notes etc are captured at scan time.
      Batch numbers used for retrieval from the offsite location is also captured
      Generated PDF files automatically attached to the relevant Zanibal document.
      Electronic documents in any format can be uploaded and archived into customer records
      Documents used in resolving complaints or other transaction types in Zanibal can also be archived.
      Demo – Documents & Records Management
    • 119. Thank You