Welcome to the Dunstan Thomas Newsletter

Transcription

1 Welcome to the Dunstan Thomas Newsletter The newsletter will give an update into what the various companies that make up the Dunstan Thomas Group are up to. Dunstan Thomas is made up of four companies. DUNSTAN THOMAS Newsletter

2 ADAPTIVE PORTAL Client portals providing exceptional user experience Digital Keystone provides solutions to the financial services market with client portals and workflow technology. Adaptive Portal provides highly configurable, scalable portal solutions with exceptional user experiences. Adaptive Portal users can be clients, advisers or consumers. Adaptive Portal is a component based client portal that provides flexibility and agility so that information and insight can be delivered in an engaging way to users. Adaptive Portal is built to provide exceptional user experiences. Adaptive Portal uses leading edge technologies to future proof IT investments. Adaptive Portal keeps pace with the changing behaviours of users through delivery across devices. The Adaptive Portal API is able to integrate into any number of data sources to provide access that extends the life of systems. Whether you are integrating or optimising your legacy systems, or in need of solutions that will provide leading edge portal and workflow solutions, Adaptive Portal is designed for unique solutions with innovative technology that meet the demands of the financial services market. Tried and tested solutions to the new MiFID II challenges Dunstan Thomas, an expert in providing disclosure solutions to the highly- regulated pensions market for more than 20 years, has applied its expertise and already mature Imago-branded suite of technology products to the task of meeting asset managers new MiFID II reporting and disclosure requirements. Bryan Beeston, Business Development Director at Dunstan Thomas explained: Having unpicked MiFID II disclosure requirements, we spotted that asset managers were not focusing enough on the investor reporting and pre- and postsale illustration requirements within MiFID II. Because we have such depth in understanding of how the data for these types of illustrations and reports can be brought together, tailored to specific audiences and then presented both online and in paper form, it made sense to offer ready solutions to meet asset managers needs ahead of tight MiFID II compliance deadline.

3 IMAGO Imago improves financial outcomes by enhancing capability & engagement between platforms, providers & customers. Developed for product providers and platforms Understanding Deciding Interacting Client onboarding Understanding complex choices at, or approaching retirement needs highly intuitive visual online tools. High performing, attractive and configurable illustrations, at the point of sale for product providers. Highly engaging and personalised interactions for advisers and clients through the web and mobile devices. Straight through processing capabilities driving process efficiency and integrated seamless user journeys. Administering Highly configurable administration servicing delivering flexibility, ease of use with extensive capabilities. Managing Integrating into legacy or other systems to create a platform to manage all data sources and interactions.

4 FINANCIAL SERVICES Back in January, Dunstan Thomas embarked on a wide-ranging project to probe the level of engagement that specific consumer groups have with the retirement market and financial planning more generally. Millennial Generation Study We kicked off with a nationwide consumer study of Millennials, the generation that are mostly in their 20s and early 30s today. We asked 1, years olds a wide range of questions about their hopes of owning their home, earning and savings habits, the extent of their reliance on the Bank of Mum & Dad, and much more besides. We also asked them what impressed them about their financial product providers and what left them somewhat underwhelmed. We probed what good online experiences look like for them and found out which financial apps they were flocking to and why. You can read the top-line results in our Engaging with Millennials Consumer Study guide here. You can view our videos which encapsulate some of this generation s thinking and engagement levels here The findings sparked a good deal of interest which led to invitations to speak at industry conferences and on trade publication online roundtable debates. Engaging Engaging and enhancing relationships with customers ensuring the delivery of the best level of service. Processing Integrating into legacy or other systems to create a platform to manage all data sources and interactions. Download the brochure on our website: dthomas.co.uk/content/fs/brochures.shtml Baby Boomer Research Such was the success of this exercise that we decided to extend our customer engagement research activity in the Baby Boomer generation, kicking off a second nationwide study reaching over 1, year olds. This time we are looking at this better off segment as they go about planning for and moving into retirement. How are they coping with new Pensions Freedom choices at-retirement? How many of them are getting regulated financial advice and why, and again how far are their pensions providers helping them with key at-retirement decisions?

5 Technology solutions for electricity generation, trading & supply The UK electricity market provides challenges and opportunities for both existing participants and new entrants. The key opportunity for generators is to participate in the UK electricity Balancing Mechanism. Genstar4 is a flexible, end to end software solution supporting the trading, generating and retail activities of market participants. Enterprise Genstar4 Enterprise is an end to end solution for participants in the electricity wholesale and retail markets covering asset scheduling, dispatch and management, balancing bidding, trading and risk management, trade nominations to the Central Market, decision support and supply processes from demand forecasting to quotation calculations. Genstar4 is a flexible, modular solution covering trading and trade nomination, asset scheduling, asset dispatch, position monitoring, balancing bidding and settlements in the UK electricity market. Genstar4 dispatches assets across the full spectrum of energy sources including thermal (gas, oil and coal) and renewables (onshore and offshore wind, hydro and pumped storage). Dispatch Traders Insight EnergyFlow Adaptive Portal Retail Genstar4 is delivered either on premise or as a hosted service with flexible cost models supporting traders, new entrants, IPPs and portfolio generators alike across the full energy mix. Genstar4 provides decision support and powerful trend analysis for participants in the balancing bidding market (bids and offers). Genstar4 supports electricity retail processes including meter data management, demand forecasting and cost & pricing calculations. The Genstar4 Adaptive Portal provides powerful online dashboard intelligence for Genstar4 data and any software system within an IT landscape. EnergyFlow delivers business process automation and data management to provide automation, reliability and auditability for manual processes or processes conducted externally to core IT systems. EnergyFlow EnergyFlow is a business process automation and management platform. It has been specifically designed to support day-to-day functions for electricity, environmental products, carbon and gas trading operations, reporting and settlements. The platform can easily be extended to any retail or wholesale energy business activity using the built-in tools. It is a configurable, extensible and featurepacked solution. The next generation e-terratrade 28% of UK uses

6 Consulting & Development Software Lifecycle Expertise Dunstan Thomas Consulting has delivered software technology consulting for over 30 years and provides a comprehensive range of services for clients facing the challenge of designing, building and delivering technology systems successfully. Teleplan Case Study Teleplan wanted to create a branded website for KPN s customers to record repairs of electronic devices as a part of the customer agreement. Teleplan are responsible for providing backend services, however they needed assistance with web design and coding elements of this project. Dunstan Thomas were chosen due to our ability to provide an excellent solution in a demanding timeframe. Dunstan Thomas Consulting proposed a portal framework, capable of being deployed repeatedly and reliably through re-usable components, configuration files, globalisation files and individual customer branding assets. The end product exceeded the expectations of Teleplan and their clients. Solutions DTC has developed business solutions for clients around the globe including bespoke, integrated and standalone solutions to streamline and automate business processes for markets as diverse as financial services, telecoms, retail, energy and aviation. DTC uses state of the art requirements capture and software design techniques using the Unified Modelling Language (UML) and Sparx Systems Enterprise Architect to provide industry standard project documentation that is thorough, robust and portable. DTC s analysts are OMG certified professionals in UML as well as other business and engineering notations including BPMN, SysML and Archimate. As a Microsoft Gold Partner, DTC uses the Microsoft technology stack to build robust and reliable desktop and web solutions and cross platform tablet and mobile applications. DTC also provide outsourced technical support and maintenance services for internally developed software applications built in the Microsoft development stack. For companies with internal software development and/or analytical capabilities, DTC provides training and consulting, both classroom based and online, in Sparx Systems Enterprise Architect and the modelling notations it supports. DTC are experts in Visual Studio, the Microsoft integrated development environment and provide training and consulting services in Team Foundation Server, a market leading configuration management tool used to manage code, development and software build processes. About us Dunstan Thomas is a privately owned group of UK based technology companies. Within the group of companies, Dunstan Thomas provides business services and technology solutions for the financial services market, the wholesale energy market, as well as technology consulting and software development services across other markets. Dunstan Thomas Group Limited Rawlings Suite Gunwharf Quays Portsmouth, PO1 3TT Singing Gorilla Projects Chris Read has installed laptops powered by solar energy, sponsored by Dunstan Thomas at the Bright Future school in Nkuringo, Uganda. Dunstan Thomas has also sponsored a water tank for the village and continues to support the Singing Gorilla Projects info@dthomas.co.uk dthomas.co.uk