Inside Out Next Generation Outsourcing

Transcription

1 Haider Mannan Inside Out Next Generation Outsourcing TSAM Lancaster Hotel London TSAM 2013

2 2 IDS - Managed Service Provider Operating Worldwide Regions 74% Europe 16% Asia 10% USA Industry 70% Asset Managers 12% Insurance Companies 9% Banks 9% Other Sectors IDS GmbH Analysis and Reporting Services 100% subsidiary of Allianz SE Established in 2001 Munich, Frankfurt/Main, London, Minneapolis, San Francisco and Hong Kong About 290 employees from more than 30 nations with sector-specific background Segmentation 61% Allianz Group 39% Third Party Statistics based on legal entities as at December 31,

3 3 Platform Model Archetypes I Courtesy of the Technology Business Management Council The TBM Book 3

4 4 Platform Model Archetypes II Courtesy of the Technology Business Management Council The TBM Book 4

5 5 Platform Model Archetypes III Courtesy of the Technology Business Management Council The TBM Book 5

6 6 Platform Model Archetypes IV Inside Out Model Courtesy of the Technology Business Management Council The TBM Book 6

7 7 Inside Out Model Platform View Client Sphere Raw data Data export Preprocessed data Analytic export Analytics data Report distribution Business Process Master Record Keeping Analytics Reporting One workflow, one dataset based on a highly scalable and flexible platform Portfolio analytics based on state of the art applications Client defined content scheduled and ad hoc Business Platform Market Data Sources Cross Referencing GRIPS Client s systems Technical Compliance Golden Records Preprocessed Client Data Standard Software IDS Software Reporting Portals 50 data vendors 340 source systems 1,070 fund portfolios, 9,030 portfolios in total 229,000 instruments identified monthly 21,280 reports on a monthly basis More than 3 million instruments in data warehouse 50 million client holdings monthly processed approx. 1 tn EUR assets under reporting (as at December 31, 2012) Financial Library Data Management Analytics Reporting 7

8 8 Inside Out Model Benefits By optimizing our processes to a standardized technology offering, we can offer both greater process efficiency and improved resource utilization across multiple clients. The underlying technology is provided with the service, no capital investment is required by the customer. Deployment of same technology across multiple customers is supported by a shared Allianz service center which reduces the total cost of ownership passed on in cost savings to the customer. Continuous feedback loop between service delivery team and technology team across multiple client engagements enables ongoing enhancements to underlying technology. This can include new functionality and related applications enabling continued positive business impact beyond cost savings. Services are optimized to the platform from the beginning, the amount of time to achieve savings is greatly reduced. 8

9 9 Inside Out Model Advantages 1 Atypical alignment from a vendor model; revenue drives product development, and not the other way around ensuring that clients across the platform benefit from enhancements. 2 Creates unique advantages for external clients, who can exploit operating model for marketing benefit and access to new markets. 3 Platform inherits group controls and policies providing external clients indirect access to an audit-proof workflow thereby providing regulatory compliance benefit. 9

10 10 De-Risking the Vendor Selection Process HIGH Selection / Adoption RISK Platform Integration Implementation Commercial Viability Service Delivery LOW LOW VALUE HIGH 10

11 11 Residual TCO vs. Cost Savings Comparison Full BPO Outsourced Middle Office Integrated Data / Analytics / Reporting Integrated Data / Reporting Data Warehouse / Data Management No Outsourcing Residual TCO Cost Savings TCO 11

12 12 The Future of Outsourcing When everyone has access to the same tools then having a tool isn t much of an advantage. The industrial age, the age of scarcity, depended in part on the advantages that came with owning tools others didn t own. Time for a new advantage. It might be your network, the connections that trust you. And it might be your expertise. But most of all, I m betting it s your attitude. -Seth Godin. 12

13 13 Contact Haider Mannan Director International Business Development Empowering Investment People. 13