讲义教程案例informatica mdm hub managing account executive hierarchies overview for boci

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