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