ChessIT Finance Front Office (Pivotal CRM add-on)

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ChessIT Finance Front Office (Pivotal CRM add-on)

  1. 1. Finance Front Office
  2. 2. Trends •  Increased  Compe..on   •  New  Products   •  New  Services   •  New  Customers   •  New  Regula.ons  
  3. 3. Increased Competition
 Are 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  …..)  
  4. 4. 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?)  
  5. 5. New Customers •  Genera.on  X,  Y  &  Z   •  How  do  they  communicate?  How  do  we  reach   them  and  what  do  they  want?  
  6. 6. 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?  
  7. 7. Only the fitest Survive Are  your  organisa.on  agile  and  flexible?  
  8. 8. 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?  
  9. 9. 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  
  10. 10. 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  
  11. 11. Finance Front Office Management  &  Control   Fixed   Corporate   Asset  Mgt  /     Fund   Investor   Equity   ECM/DCM   Rela.ons   Income   Finance   PB   Management   Authoriza.on   Publica.on   Event     Order   Sales  &   Event   Projects   Ac.vi.es   Distribu.on   Management   Management   Opportunity   Calendar   Finance  Front  Office   Pivotal   Informa.on   Execu.on   Source   Services   Systems   CTI   Providers  
  12. 12. Håkan  Hammar   ACCOUNT  MANAGER   Kevingeringen  7A   Mobile:  +  46  (0)70  342  00  99   SE-­‐182  50  Danderyd   hakan.hammar@chessit.se   Sweden   www.chessit.se  

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