June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ......

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© CGI GROUP INC. All rights reserved _experience the commitment TM Banking & Investment User Group Conference David Bolton Sector Vice President June 2011

Transcript of June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ......

Page 1: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management

© CGI GROUP INC. All rights reserved

_experience the commitment TM

Banking & Investment User Group Conference David Bolton Sector Vice President

June 2011

Page 2: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management

Agenda

1. CGI Update

2. CGI in the Financial Services Industry

3. Wealth Management and Treasury Solutions

4. Approach to Business Strategy and Roadmap

Development

5. Product Area Updates

6. Q & A

Confidential

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CGI Update

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CGI is a leading IT and business process services and solutions provider…

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Global delivery

model: Onshore,

nearshore, offshore

Local client

proximity model

115+ business

solutions

31,000

professionals Focused Industry

Specialization

119+ offices in

more than 16

countries Customer

satisfaction score of

9.0

End-to-end services

One of the Top 10

providers of IT

services globally

$4.8 billion CND

revenue run rate

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…delivering end-to-end services from business transformation to data centers.

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Business Process Transformation

Business Process Management

Business Solutions

IT Consulting

Systems Integration and

Applications Development

Applications/Software

Maintenance

Infrastructure and

Operations Services

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CGI in News

“CGI selected by Societe

Generale Corporate &

Investment Banking as a

Preferred Global IT

Partner”

“CGI Announces Over $25M in Contract

Renewals with Credit Unions Across Canada”

“CGI Awarded Five-

Year Contract Renewal

with Highmark Blue

Cross Blue Shield for

Claims Validation”

“CGI is Named as a

Preferred Vendor for

TD Bank Group”

“CGI’s acquisition of

Stanley named „Deal of

the Year‟”

“CGI Extends

Partnership with

Interac for 3 Additional

Years”

“CGI and TIBCO Announce Plans for

Strategic Go-to-Market

Collaboration”

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“BMO Financial Group

selects CGI cloud

computing services to

launch a comprehensive

social media hub”

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CGI serves customers from various different industries

Banking MRD Telco P&C Insurance Public Sector

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CGI in the Financial Services Industry

Confidential

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CGI provides IT and business services across the financial services industry.

Manage the interbank funds

transfer system in Canada that

processes an average of more

than $170 billion per day

600 + credit services

implementations worldwide

Maintain over $460 billion fund

assets through our portfolio

mgmt and investment plan

admin solutions

Support core processing for

leading wealth managers

Banking & Asset Finance

Wealth Management

Including Bank of Montreal

Canadian Payments Association

CIBC

Interac

National Bank of Canada

RBC Financial Group

Scotiabank

TD Bank Financial Group

ANZ

Banco Santander

Bank of America

Citicorp

Daimler Financial Services

[Finance Arm of Global Techco]

PNC Financial

Wells Fargo

Including BMO Nesbitt Burns

Desjardins

Investors Group

Mackenzie Financial

National Bank Financial

RBC Financial Group

Scotiabank

TD Bank Financial Group

Frank Russell

JPMorgan Chase

Deliver proprietary insurance

solutions used by 200+ carriers

Provide to 75 of the top 100

P&C carriers (including 6 of top

10 P&C insurers) and 25+ life

insurers

Insurance

Including Desjardins

Foresters

Great West Life

Industrielle Alliance

Manulife/John Hancock

RBC Insurance

Sun Life

AXA

Allianz

ING

Standard Life

Universal Life

Serve global players based in

Canada, US, and Europe

Experience in a broad range of

capital markets lines of

business

Provide global delivery to

leading capital markets players

Treasury & Capital Markets

Including CDPQ

Desjardins Caisse Centrale

Desjardins Securities

National Bank Financial

TD Securities

Bank of America

Barclays Capital

[Global Investment Bank]

ITG

Moodys

PNC Financial

Societe Generale

US Bank

Whitney Bank

M&I

$1.3B+ annual revenue run rate delivered by 9,000+ professionals; 28% of CGI revenue

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..financial services holds the largest inventory of industry specific solutions

HORIZON™ Financial Suite

(core banking, collections,

origination)

HORIZON™ Financial Suite

(CRM, data warehousing)

RFS™ Retail Banking (core

banking)

Originations360 (Originations)

Strata® (Decisioning)

Collections360 (Collections)

Web Promises (“Agentless”

Collection Activity)

ACLS® (Loan Servicing)

BureauLink® (Bureau Info

Processing)

Enterprise Gateway® (Data

Mgmt)

NetCredit™ (Credit Services

Network)

SWIX (Mortgage Securitization)

Lending Deposits Payments Wealth & Treasury

HORIZON™ Financial

Suite (core banking)

RFS™ Retail Banking

(core banking)

CORE (Term Deposits,

Plan Administration)

Support Interac® Email

Money Transfer service,

the Interac Online

service and associated

applications

Manage CPA

applications:

Large Value Transfer

System (LVTS),

Automated Clearing &

Settlement System

(ACSS),

US Bulk Exchange

(USBE)

Trade 360 & TradeLine

Primebase (Transfer

Agency)

MSuite (Portfolio

Services)

eSettlement (Brokerage

Services)

FX Sentry

Object Charlie

Chapel Web

FX WhiteLabel

FX RateHub

CORE (Term Deposits,

Plan Administration)

CGI has invested $1 billion in our portfolio of financial services business solutions.

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Management

Consulting Business Transformation

Business Process

Management

IT Strategy & Transformation

Information Management

Supply Chain

CRM

Retail Solutions

SAP

Interactive

Internet Services

Microsoft Solutions

Business Intelligence & Data Warehousing

Mobile Solutions

Program and Project Management

Architecture Strategy and Development

Testing and Quality Assurance

Data Management

Application Management Services

Foundational

Services

Business

Solutions

Technology

Solutions

SI&C

Industry solutions are supported by a full range of Systems Integration and Consulting capabilities

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CGI’s Wealth Management and Treasury Solutions

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Leading solutions used by

leading financial services companies

Comprehensive suite of Wealth Management solutions for Banks, Brokerages, Investment Advisors & Insurers

Leader in providing Mission Critical Infrastructure to Financial Institutions

End-to-End fully managed service offerings including ASP, Facilities Management, DRP, and Technical Support

Over 25 years of experience and a team of over 400 members provide detailed expertise in the Financial Services Industry

Brokerage Account Master (e-settlement) Comprehensive Book of Record Credit Management Global Security Master Portfolio Management Regulatory Compliance & Reporting Tax Reporting Trading and Settlement

Asset Allocation (BestMix) Financial Planning Tools (MPlan) Portfolio Modeling & Order Mgmt (MVest) Portfolio Management (MPower) Portfolio Reporting (MView) Client Statements (MFolio) Portfolio Valuation (StarSource)

Funds Record Keeping (PrimeBase) Funds Order Management (PrimeOE) Fund Manufacturing

Investment Plan Administration (Core) Savings Accounts Term Deposits

Foreign Exchange (Fx Sentry/Chapel WebFx)

Mortgage Portfolio Management (Swix)

Portfolio Services

(MSuite)

Transfer Agency

(PrimeSuite)

Plan Admin (CORE)

Treasury

(TSuite)

CGI Wealth and Treasury Services Solutions

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“All aspects of the CGI team from the help

desk to the executive management treat

the Raymond James team with respect

and dedication. We are made to feel like

top client at all levels of the organization”

Looking back on the past year…

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Double digit top line growth

New clients

Whitney National Bank

MB Financial

PEBA

Treasury / Fx – Europe and

Middle East

Portfolio Mgmt – US and

Australia

Master Data Management (MDM)

Unified Managed Account (UMA)

User experience / interface strategy

and design

Capital Markets

Risk Management & Regulatory

Compliance

Year to date – 8.9/10

Loyalty score – 9.4/10

Business Growth

Investing in New Markets

Investing in New Capabilities

Client Satisfaction

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Looking Forward..

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Our Strategy & Roadmap Development Process

Market Trends

Client Business Strategy

External Advisors and Analysts

Competitor Analysis

CGI Corporate Strategy

Business and Functional

Requirements

Technology Strategy

Partner Strategy

Solution Roadmap

Go to Market

Strategy

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Financial Services Trends and IT Implications

Application integration

ITO / BPO

Legacy modernization

Price / performance

User experience

Scalable platforms

Market Trends

IT Implications

Globalization

Disaggregation

Risk management

Margin pressure

Customer Centricity

Consolidation

Business Implication

Global solutions

Build vs Buy

Real time data

Cost reduction

360 degree view

Economies of Scale

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Support clients globally

Deliver best of breed functionality

Invest in continuous technology modernization

Data management strategy

Leverage CGI global operating model

Lead in User Experience

Implications for CGI‟S Strategy

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Market Trends

Client Business Strategy

External Advisors and Analysts

Competitor Analysis

CGI Corporate Strategy

Investment Priorities

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Our Investment & Strategic Priorities for 2011 – 2015

2011 Jul

Stra

tegi

c In

itia

tive

s

Existing MD

2011 Oct 2012 Jan 2012 Apr

UI Style Guide

Master Data Completion

MD Analysis & Integration

UX Strategy and Design

Strategy Implementation

Integration Layer / Message Bus

SOA Phase 2 Strategy

Market Research By Region/Product Competitive Research Per Region/Product

MDM Integration

with Products

Changes Based

on SOA Strategy

Incorporate

Research

Findings

Product Projects

User

Experience

Enhancements

To 2015

Master Data

Management

Continuous

Technology

Modernization

User Experience

Globalization

To 2015

UI Technical Framework

Global Operating

Model

Operating Model Design and Implementation

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Solution Priorities and Updates

Confidential 20

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Confidential

MSuite – 2011/2011

Deliver UMA capabilities

Exception based fund accounting dashboard

Complete Advisor Portal

Leverage MSuite capabilities in the US

Continue to migrate clients to MVest 4

Real-time data warehouse capabilities

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PrimeSuite Strategy

BSO Web Services:

Purchase

Redemption

FundSERV Standards V21

Enhanced Switch matrix

Corporate Class Funds

Continued emphasis on sales and marketing

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Banking Services Strategy

Participation in GICSERV industry initiative

Blueprint for UI transformation

BSO – completion of remaining messages

CDIC Reporting

Leverage synergies in Plan Admin with wealth and brokerage solutions

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Treasury Services Strategy

Continue to grow North American market

(traditional Regional Bank market)

Maintain high functionality / low cost

position

Develop new strategic products & solutions:

FX Web, Web Trading, Order Book, FX RateHub

Generate new revenues from non-North

American markets (Europe, Middle East,

Latin American, Asia, Australia)

Create partnerships with strategic resellers

where CGI does not have a local presence

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Brokerage Services Strategy

Priority on institutional and mid-size

retail market

Complete new client conversion in June 2011

Commence conversion planning for prospective client in Spring 2011

User experience / enhanced UI

Assess account open / workflow processes

Capitalize on synergies with Master Data Management and MSuite

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CGI Service and Support Continued commitment to Service Excellence

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Best of breed functionality

Master Data Management

Services architecture

User Experience

Global solutions

Global Operating Model

Service/Support Model

Evolution of infrastructure and service model to support global operating model

Existing Resource Compliment of 400+

Continue to invest in subject matter expertise

Commitment to increase client base outside Canada

High-quality delivery

resulting in 9.4/10 loyalty

score

Committed to world-class

service levels with over

98% exceeded or met

Collaborative approach with

clients to evolve our

solutions

Client Satisfaction

Banking & Investments Strategic Priorities

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Questions & Answers Our commitment to you We approach every engagement with one objective in

mind: To help clients win and grow.