Temenos Insight Pre-Sales Presentation · TEMENOS Temenos Insight Keith Waterman Commercial...
Transcript of Temenos Insight Pre-Sales Presentation · TEMENOS Temenos Insight Keith Waterman Commercial...
TEMENOS
Temenos Insight
Keith Waterman
Commercial DirectorTemenos T24 ranked
No. 1 best selling
banking system
2007 and 2008
10th February 2010
2
What is Business Intelligence?
The right information
To the right decision makers
At the right time
At the right cost
Insight Solution
Integrated BI Solution for the T24 & Misys core banking system (Other 2010)
Pre-Packaged BI Bundled Applications
(i.e.Financial Performance and Risk Management)
Work together in partnership with Microsoft: SQL Server and SharePoint
BI Road Map 2010
Insight Base
Publisher
Insight
Financial Analyser
BudgetingMonthly
Management Reporting
Insight Profitability
Customer Profitability using FTP
Income Analysis
Retail Banking Metrics
Dashboards
Scorecards
Insight Wealth
Management
Wealth Management
metrics
Dashboards
Scorecards
Customer Analytics
Data Mining CRM interface
Insight Risk
(T-Risk)
Credit Risk Market Risk
Insight Retail
Why to choose Insight for BI
Fully Integrated with T24, Misys
• Risk of failure eliminated
• Low cost of ownership
• Reduces T24 upgrade cost
Data Extract
• Flexible Data Model
• Data extract is pre-configured by Temenos
• Daily extract
Automated reconciliation
• Balances Reconcile to T24 CRB reports
• BI requires accuracy
• User confidence
19/03/2010 Slide 5
TEMENOS Insight
Customer Base
90+ customers
including ….
Insight
FPM
RISK
13/11/2007Slide 8
Form Core Banking to Business Information
T24 OLAP
ET
L
Data
Extra
ct
HR Data
Call Centre
Third Part Data
Browser
T24
Third Party
Data Extract
T2 OLTP
Standard
Models
Microsoft SQL
Server 2008
DW
Meta
Data
DW
Meta
Data
Web
Insight Automated Daily Cycle
Extract T24 Data
Transfer to Insight Server
Load T24 Data into Insight
Build Standard
Cubes
Budget Reporting
Customer Profitability
FTP
Run & Distribute Reports
Insight Data Model for T24 - GL
Account Officer
Dispo Officer
Other Officer
Branch
Category
Company
Country
Ccy Description
Customer
Customer Liability
Customer Status
Global Customer
Industry
Interest Basis
Language
Nationality
Relation Code
Relation Customer
Revers Relation Code
Residence
Sector
Target
EB Rating
Maturity Bands
Chart of Account Details
Age Range
Balance Range
Balance
Sheet
Who are the Stakeholders and Why?
CEO
CIO
CFO
Senior Management
The Big Picture
Manage Balance Sheet
Measure Profitability
KPI - Dashboards
The Big Picture
Customer Profitability by Gender
Insight Functionality for Senior Management
Business performance management
Monitor performance against goals
Interactive dashboard & financial reporting pack for
management
Increase efficiency/profitability by analysing key results &
performance metrics
Fast delivery of key information
Revenue Analysis
Departmental Managers
Management Reporting
Departmental Analysis incl. previous periods & budget
Flexible ad-hoc Reporting for end-users
Management Reporting
Product Profitability By Branch and Profit Centre
Out of the Box Reporting
Insight Functionality for Department Managers
Data Query and report writer to be used by departmental users
Out of the box reports
Drill-down from summary level to detail level
Automated budget analysis
Year-to-date reporting
This year vs last year reporting
Automated profitability reporting
IT Manager
Integrated to T24
Browser Based Standard Tool
Import & Export data with other applications
Insight / PWM
Preview
Asset Under Management – by Managed Account/Sector
13/11/2007Slide 24
Client and Portfolio Metrics
13/11/2007Slide 25
Number of clients January February March
Clients at start of period 8,000.00 8,400.00 8,350.00
New clients 450.00 100.00 150.00
Clients who left 50.00 150.00 300.00
Clients at end of period 8,400.00 8,350.00 8,200.00
Number of Portfolios by Managed Account Type January February March
Number of discretionary managed portfolios 10,000.00 12,000.00 8,500.00
Number of advisory portfolios 8,000.00 5,000.00 12,000.00
Number of brokerage and custody portfolios 3,000.00 6,000.00 1,000.00
Number of other portfolio managed account types 500.00 2,000.00 1,600.00
Total number of portfolios 21,500.00 25,000.00 23,100.00
Temenos InsightBusiness Intelligence & Reporting
Thank You