Collaboration Services

Global requirements for more transparent and connected markets are driving the need for open networks.

More people, systems and enterprises must connect across geographic boundaries and functions – compliantly and seamlessly.

There is an increased focus on proactive information security measures and maintaining ownership over the firm’s content. Meanwhile, firms face pressure to rationalise and control cost in areas of infrastructure, data management and compliance.

\ 3

Markit Collaboration Services is an open network designed for the financial services industry.

Secure

Security and privacy standards ensure that auditable measures are enforced for your data, your users and your message content.

Verified identity

Mitigating misidentification and misrepresentation in the industry is fundamental for transparent global markets. A validation process verifies the data in the directory, resulting in a trusted source for managing contacts across the financial services industry.

Technology agnostic

Firms can bring their own instant messaging, compliance systems and directories to the network. The network supports the creation of services that harness and expand the power of existing technology investments.

Open network

Open standards and a vendor agnostic technology approach means that a variety of services are being added to the network, helping to connect the network to a firm’s workflow for maximum productivity.

Director

Markit Collaboration Services

Directory Federation Gateway

Markit Collaboration Services comprises three capabilities: directory, federation and gateway.

DIRECTORY

The directory is a secure source for managing verified contacts across the financial services industry. It is populated by firms and users, and validated by network participants.

Trusted and verifiedInformation validation, including integration with corporate directories, mitigates misidentification and misrepresentation. Each contact includes a portable golden record identifier which follows the individual as they move within or between firms.

FlexibleMarkit can accept and send data via several different delivery mechanisms to best meet the needs of the firm. Plus, APIs give an organisation the ability to integrate the directory into existing enterprise applications.

Instant networkThe directory removes identification, access and collaboration barriers by opening up a secure environment to the industry.

ControlRetain complete control over which employee profiles are visible to end users of the directory and which data fields are displayed.

Connect with the largest open, trusted network of financial professionals.

\ 4 markit.com

The directory aggregates millions of profile attributes to produce a verified contact record, complete with a golden record identifier and confidence score.

\ 5

PROFILES IN THE DIRECTORY ARE VERIFIED AND SECURE

Users may enhance their professional profile, search and make new connections within a secure, vetted community.

Search, not phish Search results are limited to prevent phishing, and will display only basic information about matching profiles.

Request connections Once a request has been accepted, additional profile details are visible.

Access verified profiles A verification process ensures the professionally vetted structure of the network.

\ 6 markit.com

Federation connects unified communications platforms and proprietary messaging systems, enabling an open, secure messaging network.

Technology agnosticConnect your entire network, regardless of the underlying technology platform being used.

Maintain one connectionWith federation, firms achieve interoperability across multiple platforms through a single connection.

Send instant messages securelyTransport your firm’s secure messages across an encrypted secure service.

FEDERATION

Communicate securely across the financial services industry, regardless of underlying technology platform.

ExchangeXMPP proprietary

BuysideMicrosoft Lync ®

CorporateOpenfire

IDBThomson ReutersEikon Messenger

BankCisco Jabber ®

VendorIBM Sametime ®

Federation

A single federation connection to Markit Collaboration Services gives the firm access to the entire industry.

The federation service is powered by NextPlane.

\ 7

Federation manager allows firms to administer and control their connectivity to the federated network.

CustomisationFirm administrators have additional functionality to set usage policies, add disclaimers, hide the presence indicators of individuals, and enable granular blacklisting and whitelisting of instant message traffic between individuals or groups.

ControlProvision additional domains, send requests to other members of the service and produce valuable usage reporting.

MANAGE ACCESS POINTS TO THE NETWORK WITH FEDERATION MANAGER

\ 8 markit.com

CONNECTING THE FINANCIAL SERVICES COMMUNITY

RESEARCH ANALYSTAn analyst at a brokerage firm issues a new research report and disseminates it to the firm’s sales traders and clients. An analyst at a hedge fund reads the report and connects with him in the directory. She is able to stay in touch and continue to read his research when he switches firms.

INSTITUTIONAL INVESTORAn institutional investor initiates a chat with her sales trader after reviewing the research.

SALES TRADERA sales trader references the new research in conversations with his clients and discusses relevant trade ideas via federated instant messaging.

\ 9

COUNTERPARTIESThe sales trader brings the analyst into the chat to answer the client’s specific questions about the research. The investor then initiates an order with the trader.

TRADERThe trader receives the inquiry and executes the order based on the investor’s instructions. The trader confirms the execution details with the sales trader, who provides confirmation of the trade to the investor.

TRADE SUPPORTA trade support associate for the dealer processes and allocates the trade. The associate chats with his counterpart at the client firm to validate the trade details and clarify the allocation instructions. The clean industry directory helps fulfil FATCA and ISDA customer validation requirements, so he knows with whom he is communicating.

\ 10 markit.com

GATEWAY SERVICES

Embed directory and federation in third party applications, workflows and other networks.

An expanding suite of APIs and services are available to help integrate collaboration into the firm’s workflow in the most efficient and customised manner.

\ 11

Register for the directory or request more information.

https://directory.hub.com

SEE FOR YOURSELF THE POWER OF MARKIT COLLABORATION SERVICES

More information

For more information on the products and services from Markit, please contact us at sales@markit.com or call one of our sales offi ces:

London +44 20 7260 2000

New York +1 212 931 4900

Amsterdam +31 20 50 25 800

Boulder +1 303 417 9999

Dallas +1 972 560 4420

Frankfurt +49 69 299 868 100

Hong Kong +852 3478 3948

Tokyo +81 3 6402 0130

Toronto +1 416 777 4485

Singapore +65 6922 4200

Sydney +61 2 8076 1100

markit.com

mines data,pools intelligence,surfaces information,enables transparency,builds platforms,provides access,extends networks,& transforms business.

® Markit makes no warranty, expressed or implied, as to accuracy, completeness or timeliness, or as to the results to be obtained by recipients of the products and services described herein, and shall not in any way be liable for any inaccuracies, errors or omissions herein. Copyright © 2013, Markit Group Limited. All rights reserved. Any unauthorised use, disclosure, reproduction or dissemination, in full or in part, in any media or by any means, without the prior written permission of Markit Group Limited is strictly prohibited.