版权说明:本文档由用户提供并上传,收益归属内容提供方,若内容存在侵权,请进行举报或认领
文档简介
1、Informatica MDM HubManaging Account Executive HierarchiesOverview for BOCIAhmed Quadri, Sr. Director MDM InitiativesOur understanding of BOCI requirementsComplex relationships exist within the Account Executive TeamsManage hierarchies of Account Executive/Account Teams and associated Accounts and Cl
2、ientsNeed to get solution in place in 1-3 monthsOther considerationsManaging other “master data” within the Bank (customers/clients, counterparties, etc.)Master Data Management SolutionsROI in Key Business AreasImprove Customer SatisfactionImprove Employee ProductivityAutomate Client On-boardingIden
3、tify Total Customer ValueAlign Business UnitsImprove Customer ProfitabilityReduce Regulatory CapitalMinimize Compliance CostsAvoid PenaltiesAccurately Assess RiskOptimize Credit PolicyReduce Operational RiskReduce Trade FailuresReduce Execution CostsReduce CapitalOurClientsCustomerExperienceProfitab
4、ility& SegmentationRegulatoryComplianceRiskManagementTradeExecutionThe Information ChallengeSynthesize & Govern Data Across Silos & ProvidersDataGovernance?CustomerExperienceFinancial AdvisorApplicationsRegulatoryComplianceRiskManagementTradeExecutionClientCounterpartySecurityClientCounterpartyAccou
5、ntAccount ExecClientAccountClientAccount ExecExternalDataProvidersWho?What?How?The Multi-domain MDM HubDisparate Data, Reliably ResolvedCustomerExperienceFinancial AdvisorApplicationsRegulatoryComplianceRiskManagementTradeExecutionClientCounterpartySecurityClientCounterpartyMarket DataSecurityClient
6、AccountClientCounterpartyExternalDataProvidersDataGovernanceClientCounterpartySecurityAccount ExecAccountEnterprise Master Data HubRecognizeResolveRelate3 mo8 mo9 mo6 moComplianceAcross different stylesAcross solutionsAcross business divisions, geographiesTo partners, vendorsStart small anywhere sca
7、le in many waysin months, not yearsThe Enterprise MDM JourneyA Proven & Pragmatic ApproachCustomersAccount ExecutivesAccountsCross-SellCapabilities OverviewMDM LandscapeOperationalAnalyticalCIFLegacy SystemsDataWarehouseData MartsPortal/ DashboardBusiness IntelligenceLegacy SystemsApplicationsApplic
8、ationsLegacyThird PartyDataRECOGNIZELouis ValdesLuis ValdezCRMERPRECOGNIZERESOLVELuis ValdezLouis ValdesERPCRMRESOLVERELATELuis ValdezJulia SmithSpouseEmployed byABC CorpRELATEMaster Data ManagementDataQualityDataProfilingDataIntegrationMaster Data FoundationInformatica MDM Hub CapabilitiesPowerCent
9、er, JMS, SOA/ESB/EAIOperationalPowerCenter, JMS, SOA/ESB/EAIAnalyticalCIFLegacy SystemsDataWarehouseData MartsPortal/ DashboardBusiness IntelligenceLegacy SystemsPowerCenterMDMApplicationsData MasteringModelCleanseEnrichMatchConsolidateData SecuritySecureGovernConsumeIntegrateRelateDataInteractionAp
10、plicationsLegacyThird PartyDataBusiness Data DirectorA data governance application to effectively create, consume, manage, and monitor master data and hierarchiesBusiness Data DirectorBusiness-user focusedIntuitive and Easy-to-useWeb-basedSecured by user roleTask-oriented and Workflow-drivenCustomiz
11、able and Configurable Business Data Director for Business UserMaster DataCreateConsumeManageMonitorGraphical Management of HierarchiesUser can choose layoutRelationships can have attributes/descriptionsRelationships can be added manuallyAdditional actions e.g. View History, Create TaskRelationships
12、can exist between multiple entities (Groups, Individuals, Accounts, etc)Complex Hierarchies can be Managed GraphicallyComplete view of all relationships for a given entityHistorical Comparison of HierarchiesSelect the point in time for the comparisonBusiness Data Director User InterfaceDashboard of
13、tasks assigned to a userFinancial Services Case StudiesAddresses Critical Needs of Banking and Insurance CompaniesBusiness FunctionMultidomain MDMOpen new accountClient, AccountsSell investment productsClient, ContactsComply with institutional credit risk management regulations (Basel II)Counterpart
14、y, Corporate HierarchiesStandardize trade executionCounterparty, Settlement InstructionsSell investment productsSecurities, RatingsSell insurance and service claimsCustomer, PoliciesSell insurance policiesCustomer, AgentImprove customer insight with 360-degree view of customersCustomer, ProductFinan
15、cial advisors are able to Reduce administrative tasks.Make better decisions on more timely informationFully implement cross-sell, up-sell campaignsMore effectively leverage institutional knowledge and information resourcesRecalibrate service levels to meet customer needsSiperian aggregates critical
16、customer profiles and accounts, delivering them to 25,000 financial advisors in real-time.IT systems designed around account-centric instead of client centric point of view.Executives learned 70% of financial advisor time spent on back office functions leaving 30% for customer facing activityCompany
17、 was unable to benefit from cross-sell, up-sell campaigns in the past.Financial advisors found it difficult to apply right level of service to their clients.Executive management faced with corporate mandate to increase corporate revenue.Confronted with two options improve productivity or increase he
18、adcount.Fortune 50 Global Wealth Management FirmEnterprise-wide MDM to Improve Financial Advisor ProductivityBenefitsSolutionRootCauseBusinessProblemSituationFin. Advisor ServicesEnd UsersProfilingComputerTelephonyContact Mgmt.Financial AdvisorsSame DayAcct. OpeningRetirement eOrganisationGrowthTrus
19、teeAccountsCustomersProspectsIndividualsIncreased client satisfaction due to quicker trade executionRisk managers are able to view risk concentrations from any perspective.$11M savings annually, freeing $300M to be invested elsewhere.Bank deployed Counterparty Master Hub to support Trade Execution and Credit Risk Management.Hub will keep hundreds of downstream trading systems synchronized with the most accurate legal entity information, ensuring that trades flow automatically without manual intervention.Lacked centralized regime to source legal entity an
温馨提示
- 1. 本站所有资源如无特殊说明,都需要本地电脑安装OFFICE2007和PDF阅读器。图纸软件为CAD,CAXA,PROE,UG,SolidWorks等.压缩文件请下载最新的WinRAR软件解压。
- 2. 本站的文档不包含任何第三方提供的附件图纸等,如果需要附件,请联系上传者。文件的所有权益归上传用户所有。
- 3. 本站RAR压缩包中若带图纸,网页内容里面会有图纸预览,若没有图纸预览就没有图纸。
- 4. 未经权益所有人同意不得将文件中的内容挪作商业或盈利用途。
- 5. 人人文库网仅提供信息存储空间,仅对用户上传内容的表现方式做保护处理,对用户上传分享的文档内容本身不做任何修改或编辑,并不能对任何下载内容负责。
- 6. 下载文件中如有侵权或不适当内容,请与我们联系,我们立即纠正。
- 7. 本站不保证下载资源的准确性、安全性和完整性, 同时也不承担用户因使用这些下载资源对自己和他人造成任何形式的伤害或损失。
最新文档
- 2024-2030年中国链激酶行业市场发展趋势与前景展望战略分析报告
- 2024-2030年中国铁路工程行业市场深度发展趋势与前景展望战略研究报告
- 2024-2030年中国铀矿行业经营状况及投资效益预测研究报告
- 2024-2030年中国钱包行业市场发展趋势与前景展望战略研究报告
- 2024-2030年中国金粒多农药行业市场运营模式及未来发展动向预测研究报告
- 2024-2030年中国金属浸渍设备行业发展趋势与前景动态预测报告
- 大型汽车租赁合同模板
- 山东省济南市济阳县重点达标名校2024年中考数学模拟试题含解析
- 物流与客户合同模板
- 远洋合同模板
- GB/T 17359-2023微束分析原子序数不小于11的元素能谱法定量分析
- 2024年国新国际投资有限公司招聘笔试参考题库含答案解析
- 化工企业重大危险源安全管理信息化建设
- 年产万吨甲醇羰基化制醋酸工艺流程
- 2024版职业发展规划医疗人员的成长路径和晋升机会培训课件
- 食堂餐厅服务方案投标方案(技术标)
- 大班绘本:萝卜回来了
- 校长参加意识形态教育培训班心得体会
- 内分泌科甲状腺功能亢进症诊疗规范2023版
- 平行四边形的认识 公开课教学设计
- 技能认证变配电运行值班员中级考试(习题卷4)
评论
0/150
提交评论