June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ......
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](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/1.jpg)
© 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](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/2.jpg)
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
2
![Page 3: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/3.jpg)
CGI Update
![Page 4: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/4.jpg)
CGI is a leading IT and business process services and solutions provider…
4
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
![Page 5: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/5.jpg)
…delivering end-to-end services from business transformation to data centers.
5
Business Process Transformation
Business Process Management
Business Solutions
IT Consulting
Systems Integration and
Applications Development
Applications/Software
Maintenance
Infrastructure and
Operations Services
![Page 6: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/6.jpg)
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”
6
“BMO Financial Group
selects CGI cloud
computing services to
launch a comprehensive
social media hub”
![Page 7: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/7.jpg)
CGI serves customers from various different industries
Banking MRD Telco P&C Insurance Public Sector
7
![Page 8: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/8.jpg)
CGI in the Financial Services Industry
Confidential
![Page 9: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/9.jpg)
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
9
![Page 10: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/10.jpg)
..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.
10
![Page 11: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/11.jpg)
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
11
![Page 12: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/12.jpg)
CGI’s Wealth Management and Treasury Solutions
![Page 13: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/13.jpg)
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
13
![Page 14: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/14.jpg)
“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…
14
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
![Page 15: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/15.jpg)
Looking Forward..
![Page 16: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/16.jpg)
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
![Page 17: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/17.jpg)
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
17
![Page 18: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/18.jpg)
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
18
Market Trends
Client Business Strategy
External Advisors and Analysts
Competitor Analysis
CGI Corporate Strategy
Investment Priorities
![Page 19: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/19.jpg)
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
19
![Page 20: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/20.jpg)
Solution Priorities and Updates
Confidential 20
![Page 21: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/21.jpg)
21
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
![Page 22: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/22.jpg)
22
PrimeSuite Strategy
BSO Web Services:
Purchase
Redemption
FundSERV Standards V21
Enhanced Switch matrix
Corporate Class Funds
Continued emphasis on sales and marketing
![Page 23: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/23.jpg)
23
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
![Page 24: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/24.jpg)
24
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
![Page 25: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/25.jpg)
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
25
![Page 26: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/26.jpg)
CGI Service and Support Continued commitment to Service Excellence
26
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
![Page 27: June 2011 Banking & Investment User Group Conference · launch a comprehensive social media hub ... Money Transfer service, ... Mobile Solutions Program and Project Management](https://reader034.fdocuments.in/reader034/viewer/2022051801/5ad86f2d7f8b9a9d5c8d4e7a/html5/thumbnails/27.jpg)
Questions & Answers Our commitment to you We approach every engagement with one objective in
mind: To help clients win and grow.