modernizing the customer experience at abn amro · 2020-07-01 · abn amro bank n.v. ok emir status...

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MENDIX RADD ABN AMRO Modernizing the Customer Experience at ABN AMRO for Generations to Come

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Page 1: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

MENDIX RADD

ABN AMRO

Modernizing theCustomer Experience

at ABN AMROfor Generations

to Come

Page 2: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Our story

Our bankWhere wecome from

Mendix@ABN AMRO Current State RADx PCMAN

Page 3: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Pascal Smissaert

IT Engineering Lead, ABN AMRORobotics Process Automation & Rapid Application Development and Deployment

Page 4: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Our bank ABN AMRO is one of the Netherlands’ leading banks. To our clients,we provide loans, mortgages and other banking services and we lend to business.

Page 5: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Our Strategy Built around our purpose: Banking for better, for generations to come.

1. Reinventing the customer experience

2. Building a bank that is fit and ready for the future

3. Supporting clients in their transition to sustainability

Digitalisation is key in our strategy!

Page 6: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

To Know Where You are Going,

You Must KnowWhere You

Come From

Page 7: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Situation 2016 Shadow IT and outdated technology

400+End User Developed Applications

200+Domino Lotus NotesEmployee facing Apps

Phasingout

Moving away fromMicrosoft SharePoint

No experimentation

No Bi-Model IT

Mode 2

Page 8: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

RADD FSA Future State Architecture

Unplanned/ ExperimentalEmployee facing

Short time-to-marketFocus on presentation

Unpredictable development process

Aggregation of existing services and data

Short usage Interface with external sources Mode 2

Page 9: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Enabling CloudCharacteristics,

in a Heavily Regulated

Environment

Page 10: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Mendix @ABN AMRO Virtual Public Cloud

Balancing between cloud-native benefits and having full control.

Page 11: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Enabling Others,to Create Value

for Our Customers

Page 12: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Current State MENDIX Platform Team versus Value Delivery Teams

DEVELOP MANAGE CODE BUILD PUSH DEPLOY

Developers

MX Platform Team

Infra Broker Team

Page 13: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Current State MENDIX Platform Team Responsibilities

Life cycle management

User Support

Consultancy

Adapt & Develop

Standards & Guidelines

Operate it

Page 14: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Current State Value delivery show cases

25In production 10 15 In development

> 200 EOY Mendix MARQeRMoving fast to meet external deadlines

Mendix GroenbankStarting small and incrementally growing

Mendix Escape RoomGamification with knock out UI

Page 15: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

When you lovesomething,shout it from

the roofs

Page 16: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial
Page 17: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

Pre Trade Counterparty Manager (PCMN)Mobile version

17

Mendix World April 17th

Page 18: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

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What is PCMN? For Global Markets Sales and Trading

Collects regulatory client information from source systems

Based on colour coding and business logic

Procedural Regulatory Pre-Trade Check application

KYC, MIFID II, EMIR SEC US and Dodd-Frank

Page 19: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

OKKYC Status ISSUEDLEI Status

BHWKSI2894BSKDJ31-Aug-2018ABN AMRO Bank N.V.

OK

Not OKEMIR Status

Counterparty Type:

Addition CP Type:Reporting Delegated to AAB:

Non-Financial CounterpartyCentral CounterpartyNO

OKDodd-Frank Status

DF SEC US Person:DF CFTC US Person:DF CTPTY Swap Dealer:

TO BE REVIEWEDNONo SD/MSP/SE

OKMiFID Status

Client Classification:

Permitted Asset ClassesCommodity Derivatives:Foreign Exchange Derivatives:Fixed Income Cash:Equity Brokerage:

SHOW Not Permitted Asset Classes

PROFESSIONAL

Execution Only (A.B)

Execution Only (A.B,C)Execution OnlyExecution Only

EMIR Documentation Not Received

LEI Code:LEI Renewal Date:LEI Legal Name:

PCMN

Search Counterparty CodeHome Details

Welcome John, Netherlands

Client Name:Counterparty Code:BC ID:BC Validation Level:Business Line:Servicing Unit:

SEC US Person

ABC BANK B.V.AGBKLWP1387623944Large Corporates CIB/GM/GM NL/ECM/CB/SPS

No SEC US Person

FR&R Status

Credit Responsibility: Regular Business

PCMN Desktop Version

Page 20: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

VAN D V.O.F

PCMN Mobile Version

Page 21: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial

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PCMN MOBILE VERSION

Re-use existing business flows from desktop version

Same functionality as desktop version

Entirely developed during a

Easy development and implementation

4 hour hackathon session!

Page 22: Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status Not OK Counterparty Type: Addition CP Type: Reporting Delegated to AAB: Non-Financial