chessit finance front office (pivotal crm add-on)
DESCRIPTION
Are you ready?TRANSCRIPT
Finance Front Office
Trends
• Increased Compe..on • New Products • New Services • New Customers
• New Regula.ons
Increased CompetitionAre 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 …..)
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?)
New Customers
• Genera.on X, Y & Z • How do they communicate? How do we reach them and what do they want?
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?
Only the fitest Survive
Are your organisa.on agile and flexible?
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?
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
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
Finance Front Office
Pivotal
Informa.on Providers
Execu.on Services
Source Systems
Publica.on Distribu.on
Event Management
Order Management
Sales & Opportunity
Event Calendar Projects
Equity Fixed Income
ECM/DCM Corporate Finance
Asset Mgt / PB
Fund Management
Investor Rela.ons
Management & Control
Authoriza.on
Ac.vi.es
Finance Front Office
CTI
Håkan Hammar ACCOUNT MANAGER
Kevingeringen 7A SE-‐182 50 Danderyd Sweden
Mobile: + 46 (0)70 342 00 99 [email protected] www.chessit.se