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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 – – – – 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: – – – – – 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 – – – – 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