Technology Roadmap. Karl Reinders, Trust CTO April 12, 2017

Transcription

1 Technology Roadmap Karl Reinders, Trust CTO April 12, 2017

2 Technology Roadmap Agenda Trust Product Investment Common Roadmap TrustDesk Roadmap AddVantage Roadmap 2

3 Trust Product Investment 3

4 Investment Strategy Focus on Productivity, Investors and Firm Profitability USER PRODUCTIVITY INVESTOR SATISFACTION FIRM PROFITABILITY & COMPLIANCE ACCELERATE DELIVERY OF FEATURE RICH TOOL SET BY LEVERAGING STRATEGIC CAPABILITIES ACROSS WEALTH PLATFORMS DELIVER ROBUST SOLUTIONS THAT EMPOWER USERS TO MAKE FASTER AND SMARTER DECISIONS FOR THE END INVESTOR AND IMPROVE SATISFACTION PROVIDE OPPORTUNITIES FOR CLIENTS TO REDUCE COST AND/OR CAPTURE MORE WALLET SHARE VIA SERVICES, ENHANCED DATA ACCESS AND EFFICIENCIES 4

5 Investment Strategy Looking Forward 2017 and Beyond Product Integration Trust/Wealth Station/Investor sview Relius FOS Print Solution Platform Specific Initiatives BPaaS Operational Efficiencies Income Processing Automate Withholding Payments Free Receipt/Delivery Cross Product Leverage Automated File Search (AFS) query tool Common Component Development Mobile Letter/ Generator Product Normalization Client Point/WebLink/Pal Regulatory Reporting 5

6 Roadmap Governance Scope and Prioritization Executive Feedback User Group Feedback Client Interaction Focus Groups Prospect Interaction Market Research Regulatory Needs Industry Standards Investment Allocation Functional Design and Validation Focus Groups Direct Client Interaction Funding Partners Feedback on published project documents Business Analyst/Internal FIS Design & Usability Standards Cross Product Validation 6 Member Group Product and Technology 6

7 Combined Product Roadmap 7

8 FIS Unified Wealth Platform Easy access to required tools for the Wealth Professional Powered by proven solutions and support teams Customer Relationship Management Financial Planning Portfolio Management Trading and Cash Management Performance Reporting Sales Proposals Asset Allocations Automated Trade Management Equities, Mutual Funds Real-time Reporting Investment Policy Creation Goals Based Planning Pre and Post-trade Compliance Cash Sweeps Portfolio Attribution Call / Notes Tracking - Retirement, Education Rebalancing and Block Trading Automated Routing Portal: Risk Reward Reporting Householding - LifeStyle, Other Exception Based Modeling - Funds/Securities Policy Benchmarking Cash Flow Forecasting Reg 9 Compliance Workflow - FDIC Insured Sweep Goal Tracking Web-enabled Wealth Platform securely accessed via One ID/Password One Vendor One Contract One Relationship Manager One Service Team (as point) Wealth Accounting and Custody Books and Records Custody Workflow Audit Asset/Trust Servicing Reporting 8

9 Mobile Common Component Development Wealth & Retirement Mobile App Cross-Platform Product: TrustDesk, Charlotte, AddVantage Device agnostic Supporting ios and Android devices Institution-level branding In the stores by institution name/image Apple itunes Android Google Play Pilot Q

10 Mobile Common Component Development Information is simple and concise yet informative Sign in presentment Financial Summary or Portfolio Snapshot page View by group or individual account Positions List Tap to detail Transactions YTD Summary Activity list in chronological date order for a maximum of 30 days Tap to detail 10

11 Client Point WebLink - PAL Product Normalization Base Product HTML 5 Alerts Home page Column movement Column sorting Field selection on exports Client Point build-out Financial Summary Real-time Valuation Portfolio Analytics Activity Summary Funds Movement Wealth Access Widgets 11

12 Operational Cross Product Leverage AFS Report Writer Data extraction and report-generating tool Create templates Run one-time or on frequency Output on screen, Excel, PDF, SalesForce Integration with AppCrown Wealth Access Direct feed Same Day ACH T+2 Trade Settlement 12

13 TrustDesk Product Roadmap 13

14 2017 TrustDesk Roadmap TrustDesk Strategic Initiatives Initiated Funds Movement Approval Client or third-party validation and approval Based on user entitlement right dollar amounts Request flows to TrustDesk Approved Additional approval in TrustDesk Initiated Funds Identifier 14

15 2017 TrustDesk Roadmap TrustDesk Strategic Initiatives Payment Call Back Tracking New payment fields Verification of request Vendor Integration FDIC Insured Sweep Proxy ID Fox River Trading Network 15

16 AddVantage Product Roadmap 16

17 2017 AddVantage Roadmap AddVantage Strategic Initiatives Relius Interface Distribution via wire transfer Loan payments Contributions Income Direct trade upload Single Sign-on Wash Sale Enhancements 17

18 Thank You Karl Reinders