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Desktop Solutions for the New Age of Banking
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.
New Age of Banking
Grow Customer Relationships by Automating Trust Workflow
Customer
Portfolio Manager
Call Center
Specialist
Operations
Analyst
Electronic Data
Exchange
Trust Officer/Admin
Tax Officer
Document
Management
New Age of Banking:
The Solutions Perspective
• 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.
Automating Customer Service,
Trust & Portfolio Management
New Age of Banking:
Customer Demands
• 24/7 Customer Service
– Instant Access to Account
Information
– Real Time Display
• Mass Customization
– E-Statements
• Branding
– Targeted Retail/Private
Banking
– Pre-Packaged and Enhanced
Content Tools
Customer
Portfolio Manager
Trust Officer/Admin
24/7 Customer
Service
• Leading edge
technology as
the building
blocks of
continuous
service for and
access by trust
customers 24
hours a day.
Mass
Customization
• Intuitive
Navigation
– Standardized
Browser Controls
– Consistent Layout
• Stored Profiles
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–
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Personal Views
Account Views
Tax Views
Investment Views
• E-statements
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.
New Age of Banking:
Trust Administration
• Integrated trust
administration
• Back-end data source
independent
• e-commerce initiatives
(browser-based)
– Intranet delivery
– Leverage personalization
opportunities
• Ease of use & accessibility to
information
• Speed & performance
• Security
Portfolio Manager
Call Center
Specialist
Operations
Analyst
Electronic Data
Exchange
Trust Officer/Admin
Tax Officer
Document
Management
Ultimate Trust
Administration
• Seamless multiaccount
administration.
• Bank, location and
user-level
configurability.
• Add-on modules to
integrate operations,
workflow and
document
management.
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
Configurability
• Links to internal/external
systems:
–
–
–
–
Bank DDA
General ledger
Wire systems
Electronic bill
payment/presentment
• Integrated tax processing
• Document routing
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.
New Age of Banking:
Investment Professionals
•
•
•
•
•
Research tools
Analysis and modeling
Real-time internet access
Operations integration
Compliance
Customer
Portfolio Manager
Electronic Data
Exchange
Trust Officer/Admin
Document
Management
Empowering the
Portfolio Manager
• The power of Windows®
workstation and the ease
of internet access:
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–
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Performance data
Third-party research
Compliance rules
Analytic systems
Trading systems
• Improved investment
decision-making
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.
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
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
• 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
Leverage Existing
Resources
New Age of Banking:
Connectivity Requirements
•
•
•
•
Enterprise-wide integration
Legacy systems
Multiple platforms
Secure data
New Age of Banking:
Connect Resources with XML
Application
XML
Business Object
Resource Manager
The application requests a service
from a Business Object.
External System
The Business Object builds
an XML document and
forwards it to the Resource
Manager along with a
function name.
Based on the function name, the
Resource Manager determines
where to send the XML document
typically an Application Adapter.
Application Adapter
The external system or legacy
system performs the service and
returns a response.
The Application Adapter
translates the XML
document into a form
understood by the
External System.
Application
Application
Adapters
Adapters
Application
Adapter
XML
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.
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
Flexible XML Protocol
• Links web,
document/database
publishing activities
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Flexible
License-free
Platform-independent
Self-describing
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.
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.
http://www.atsllc.com