Ομιλία – Παρουσίαση: François-Eric Perquel, Chairman, MedySIF Τίτλος Παρουσίασης: "Financial Data Trends in the European Union"

1. Financial Data Trends
in the European Union

2. About Us
We help financial institutions to boost their sales
and/or cut costs while optimizing data management.
• Founded in 1999 by members
specialized in capital markets,
company management and
software development.
• 6 propietary platforms
developed by MedySIF.
• 7 international partners.
• Customers in 4 countries.
• By year end, 40% of the top 20
largest banks in Europe will have
used at least one of our
services.

3. Financial Data

4. Financial Market Data
Management

5. Financial Market Data Management
More control & audits from
exchanges/data vendors & the
need to reduce data costs in
financial insitutions
• Information Tracking
• Market Data strategy
• Inventory tools
• Permissioning
• Workload of market data managers

6. Financial Market Data Management
• Data usage. You pay for what you have access to; irrespective
of what you are using.
• Reporting. Reports to other departments, data analisys, cost
control.
• Audits preparation. Rules and Regulations vary from exchange
to exchange, but the main purpose is their intention to prevent
unauthorized use of their data.
• Entitlements. Permissioning systems are gaining importance.

7. Private Capital
Financial Data

8. Private Capital Financial Data
Strong financial disintermediation due
to Basilea III, but Banks have a strong
competitive advantage
• Dynamism of the market
• Strong growth of the
Schuldschein market
• New Stock Market segments
• New Multilateral Trading
Facilities
• New rules

9. Private Capital Financial Data
• Private placement debt markets need more professional
solutions
• Easing interaction between participants, reducing workload
and having an organized document repository is a must.
• Data security and confidentiality of transactions must be re-
enforced.
• Communication between participants in a transaction should
be easy.

10. Financial Data
Governance

11. Financial Data Governance
Data control is becoming more
exhaustive. The need of more data
control and the control of more types
of data
• Data highly controlled
• New regulations
compliance
• Risk level
• Data security and data
management

12. Financial Data Governance
• Integration. Integration of application permissions with
permissioning systems.
• Entitlements. Centralized entitlement system.
• Reporting. Internal control reports and reports for internal
invoicing.
• Management. Complete workflow and application permission
management

13. Financial Data
Compliance

14. Financial Data Compliance
Endless and hard-to-understand rules and
regulations
• New needs
• Regulations
compliance
• Audits are usual
• Financial Data
tracking
• Control and inventory
tools

15. Financial Data Compliance
Financial
Data
GDPR
Basilea
III
MiFID
II
• Centralization. Information shall be
centralized.
• Quality. Data quality becomes important in
processes.
• Homogeneity. Data must be homogeneous in
all departments within the entity.
• Accessibility. Advanced collection, filtering,
monitoring, data enrichment, conversion and
distribution.
• Inventory. Complete inventory of critical
business content that requires long term
archive.

16. CONTACT US
E-mail: questions@medysif.com
Tel.: +34 911 592 180
General Moscardó, 6 28020 – Madrid
Espronceda, 53-57 08005 – Barcelona
Subsidiary in Buenos Aires, Argentina