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Company Philosophy Desktop Solutions for the New Age of Banking Internet and intranet desktop solutions that simplify and streamline trust management.

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Presentation on theme: "Company Philosophy Desktop Solutions for the New Age of Banking Internet and intranet desktop solutions that simplify and streamline trust management."— Presentation transcript:

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2 Company Philosophy Desktop Solutions for the New Age of Banking Internet and intranet desktop solutions that simplify and streamline trust management for colleagues and customers alike.

3 New Age of Banking Grow Customer Relationships by Automating Trust Workflow Electronic Data Exchange Tax Officer Call Center Specialist Trust Officer/Admin Customer Operations Analyst Document Management Portfolio Manager

4 Your strategies differentiate you from your competitors. Your information systems should support your strategies (not the other way around). Solutions must leverage your investment in existing systems and research by linking them together. ATS provides solutions, not just systems. New Age of Banking: The Solutions Perspective

5 Automating Customer Service, Trust & Portfolio Management

6 New Age of Banking: Customer Demands 24/7 Customer Service –Instant Access to Account Information –Real Time Display Mass Customization –E-Statements Trust Officer/Admin Customer Portfolio Manager Branding – –Targeted Retail/Private Banking – –Pre-Packaged and Enhanced Content Tools

7 24/7 Customer Service Leading edge technology as the building blocks of continuous service for and access by trust customers 24 hours a day.

8 Mass Customization Intuitive Navigation –Standardized Browser Controls –Consistent Layout Stored Profiles –Personal Views –Account Views –Tax Views –Investment Views E-statements

9 Branding ATS ActiveX Design-Time Controls (DTCs)Libary –Package trust data, and display options for presentation. –Use commercial Web authoring products. –Configurable data properties. Web Design Capabilities –Flexibility & Brand Control. –DTCs function as embedded to modify Web content. Minimal Time to Market –DTC-generated web application content environment. –Extractable trust data.

10 New Age of Banking: Trust Administration Integrated trust administration Back-end data source independent e-commerce initiatives (browser-based) –Intranet delivery –Leverage personalization opportunities Electronic Data Exchange Tax Officer Call Center Specialist Trust Officer/Admin Operations Analyst Document Management Portfolio Manager Ease of use & accessibility to information Speed & performance Security

11 Ultimate Trust Administration Seamless multi- account administration. Bank, location and user-level configurability. Add-on modules to integrate operations, workflow and document management.

12 Seamless Administration Cash transaction creation and approval Account set up and processing Account inquiries Stop payments & tickler notifications Exceptions review Trades and SMAC order review Corporate actions

13 Configurability Links to internal/external systems: –Bank DDA –General ledger –Wire systems –Electronic bill payment/presentment Integrated tax processing Document routing

14 Add-on Modules Enables end-to-end transaction processing. Customized queuing and access. Electronic document storage and retrieval. Centralized call management and exception processing. Intranet deployed for ease of maintenance.

15 New Age of Banking: Investment Professionals Research tools Analysis and modeling Real-time internet access Operations integration Compliance Electronic Data Exchange Document Management Trust Officer/Admin Customer Portfolio Manager

16 Empowering the Portfolio Manager The power of Windows® workstation and the ease of internet access: –Performance data –Third-party research –Compliance rules –Analytic systems –Trading systems Improved investment decision-making

17 Portfolio Management Multiple portfolio management: –Select and group accounts. –Implement trading strategies across multiple portfolios. Profiling & modeling: –Profile by multiple sector levels and stratification layers. –Rebalance account groups to model portfolios or benchmark.

18 Portfolio Management Automated order generation: –Automated order blocking –Direct link from modeling to SMAC system order submission –Asset allocation –Asset targeting –Rebalancing Guidance and restriction lists Proposal blotter Trade blotter

19 Multiple views: –Settlement Date –Trade Date –Projected (includes released, unexecuted orders) –Proposed (what-if) Tax-lot management Customizable calculation engine User-defined models and benchmarks Custom reporting Portfolio Management Investment information portal: – –Customizable intranet site – –Security data via internal/external web sites Third-party systems Interfaces: – –Import to analytic engine – –Export to third-party systems/databases Research: – –Brokerage – –Company Financials – –Internal Links to other applications: – –AM ADMINISTRATOR – –Reports

20 Leverage Existing Resources

21 New Age of Banking: Connectivity Requirements Enterprise-wide integration Legacy systems Multiple platforms Secure data

22 XML New Age of Banking: Connect Resources with XML Application The application requests a service from a Business Object. External System The external system or legacy system performs the service and returns a response. Application Adapter The Application Adapter translates the XML document into a form understood by the External System. Application Adapters Application Adapters Application Adapter Resource Manager Based on the function name, the Resource Manager determines where to send the XML document typically an Application Adapter. Business Object The Business Object builds an XML document and forwards it to the Resource Manager along with a function name.

23 New Age of Banking: Connected Resources The essential connectivity tool for enterprise application integration. Legacy systems become “data suppliers” to the ATS Desktop Products Suite. Broad-based connectivity provides a platform for added functionality.

24 Flexible XML Protocol Communicates between business objects and application adapters. Industry standard metadata language for describing structured data, such as: –account lists –account holdings –transaction history

25 Flexible XML Protocol Links web, document/database publishing activities –Flexible –License-free –Platform-independent –Self-describing

26 New Age of Banking: The Big Picture Focus on process not individual tasks: –Customer Access –Trust Administration –Portfolio Management –Order Management Leverage existing investments in related data and systems. Connectivity between internal and external systems.

27 Trust Software Solutions Get Connected … Stay Connected –Customers –Colleagues –Existing systems –Third-party resources The total technology solutions you need to succeed in the new age of banking...Only from ATS.

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