FSOkx Excellence Awards 2009Recognizing excellence in financial services transformation
Categories
Excellence in Risk Management Systems and Compliance Excellence in Business Process Management Excellence in Performance Measurement Technology Innovation in Financial Services Transformation Outsourcing Deal of the Year (Banking, Insurance and Capital Markets)
Nominator ProfileName
Organization
Department
Title
Phone
Best time to contact
Please tick the category/ies you are nominating for
Category/iesExcellence in Risk Management Systems and Compliance
Excellence in Business Process Management
Excellence in Performance Measurement
Technology Innovation in Financial Services Transformation
Outsourcing Deal of the Year (Banking, Insurance and Capital Markets)
1) Excellence in Risk Management Systems and Compliance
1. Please specify your revenues from the nominated solution
Your Company’s Revenues% of Overall Revenues
Banking Insurance Capital Markets
Less that 100 million
100 to 300 million
300 to 600 million
600 to 1 billion
1 billion to 50 billion
Over 50 Billion
2. Please tick the domains served by the nominated solution
Domain ServedBanking
Insurance
Asset Management
Wealth Management
Hedge Funds
Others (Please specify)
3. Please tick the functions served by the nominated solution and mention the respective number of clients
Functions BPO Functions Serviced in 2008
# Of Clients
Anti-Money Laundering
Asset and Liability Management
Collateral Management
Credit Risk
Governance and Regulatory Compliance
Liquidity Risk Management
Operational Risk Management
Risk Analytics
Trading Compliance
Others (Please name all)
4. Please tick the features offered by the nominated solution
FeaturesScenario Analysis and Stress Testing
Tracks, Monitors and Manages Regulatory Requirements
Proactive and Accurate Detection of Compliance Issues
Automates Compliance Administrative Tasks
Enterprise-Level Compliance Platform
Rapid Response to Fraud Techniques and Attacks
Flexibility to Extend Risk Evaluation Criteria
Pattern Recognition Capability
Others (Please specify)
5. Please tick the benefits realized by the clients on implementing the nominated solution
Client Benefits from Solution If yes, please explain howReduction in time and effort in detecting and reducing fallacies
Reduction in losses
Improved monitoring
Others (Please specify)
(Specify Yes or No
6. Is the solution interoperable with similar solutions?
7. List the regulatory standards complied by the solution
8. Any competing offering? How is the nominated solution better?
9. Satisfaction level from the support services offered along with the solution. How?
10.Please list your major clients using this solution who could be approached by judges for reference purposes
Major Clients (Company Name)
Contact Information(Address, Phone, E-Mail, Website)
1)
2)
3)
4)
5)
11.How has the nominated solution impacted your client’s business. (in terms of cost reduction, time savings, efficiency enhancements, increasing transparencies etc.)?
12.Were any employees transferred to the client side as part of the deal?
13.Any challenges faced while deploying your capabilities at client site.
14.Any notable aspects of the governance process adopted by you/your client.
15.Co-operation from client employees and management to support your initiative.
16.Is there an offshore component to this association? If yes, to what extent?
Please mail the completed form to [email protected]
2) Excellence in Business Process Management
1. Please specify your revenues from the nominated solution
Your Company’s Revenues% of Overall Revenues
Banking Insurance Capital Markets
Less that 100 million
100 to 300 million
300 to 600 million
600 to 1 billion
1 billion to 50 billion
Over 50 Billion
2. Please tick the domains served by the nominated solution
Domain Served Banking
Insurance
Asset Management
Wealth Management
Hedge Funds
Others (Please specify)
3. Please tick the functions served by the nominated solution and mention the respective number of clients
Functions BPO Functions Serviced in 2008
# Of Clients
Payment Processing
Account Opening and Administration
Loan Origination and Credit Approval
Document Centric Processes
Strengthening Risk Management
Customer Servicing and Maximization
Investment Planning and Portfolio Construction
Others (Please name all)
4. Please tick the features offered by the nominated solution
FeaturesAutomated Information Flows and Business Processes
Real-time Interactive Business Process Monitoring
Adaptive to New Rules and Policies
Simulation with Cost and Time for Process Optimization
Generates Functional Process Maps (Can also be imported from other systems like Visio)
Generates Collaborative Environment while Maintaining Security
Parallel Steps Implementation
Others (Please specify)
5. Please tick the benefits realized by the clients on implementing the nominated solution
Client Benefits from Solution If yes, please explain howReduction in Business Process Cycle Time
Transparency and Monitoring
Failure Recognition
Exception Management Capabilities
Reduction in Management Overhead
Increase in Throughput Capacity
Elimination of Manual Steps
Others (Please specify)
(Specify Yes or No
6. Is the solution interoperable with similar solutions?
7. Any competing offering? How is the nominated solution better?
8. Satisfaction level from the support services offered along with the solution. How?
9. Please list your major clients using this solution who could be approached by judges for reference purposes
Major Clients (Company Name)
Contact Information(Address, Phone, E-Mail, Website)
1)
2)
3)
4)
5)
10.How has the nominated solution impacted your client’s business (in terms of cost reduction, time savings, efficiency enhancements, increasing transparencies etc.)?
11.Were any employees transferred to the client side as part of the deal?
12.Any challenges faced while deploying your capabilities at client site.
13.Any notable aspects of the governance process adopted by you/your client.
14.Co-operation from client employees and management to support your initiative.
15.Is there an offshore component to this association? If yes, to what extent?
Please mail the completed form to [email protected]
3) Excellence in Performance Measurement
1. Please specify your revenues from the nominated solution
Your Company’s Revenues% of Overall Revenues
Banking Insurance Capital Markets
Less that 100 million
100 to 300 million
300 to 600 million
600 to 1 billion
1 billion to 50 billion
Over 50 Billion
2. Please tick the domains served by the nominated solution
Domain Served
Banking
Insurance
Asset Management
Wealth Management
Hedge Funds
Others (Please specify)
3. Please tick the functions served by the nominated solution and mention the respective number of clients
Functions BPO Functions Serviced in 2008
# Of Clients
Portfolio Operations
Research and Development
Finance & Accounting
Information Technology
Customer Acquisition and Management
Regulatory Compliance
Others (Please name all)
4. Please tick the features offered by the nominated solution
FeaturesSophisticated Models for Risk-Reward Strategies
Generating Management Reports for Performance
Data Consolidation from Multiple Sources
Cumulative/Annualized Performance Calculations
Risk Indicator Calculations (e.g. Volatility, Sharpe Ratio, Correlation)
Benchmark Comparison
Portfolio Ranking within Universe or among Peers
Others (Please specify)
5. Please tick the benefits realized by the clients on implementing the nominated solution
Client Benefits from Solution If yes, please explain howImproved Decision Making
Enhanced Visibility for Fund Managers
Increased Efficiency
Elimination of Manual Steps
Others (Please specify)
(Specify Yes or No
6. Is the solution interoperable with similar solutions?
7. Any competing offering? How is the nominated solution better?
8. Satisfaction level from the support services offered along with the solution. How?
9. Please list your major clients using this solution who could be approached by judges for reference purposes
Major Clients (Company Name)
Contact Information(Address, Phone, E-Mail, Website)
1)
2)
3)
4)
5)
10.How has the nominated solution impacted your client’s business(in terms of cost reduction, time savings, efficiency enhancements, increasing transparencies etc.)?
11.Were any employees transferred to the client side as part of the deal?
12.Any challenges faced while deploying your capabilities at client site.
13.Any notable aspects of the governance process adopted by you/your client.
14.Co-operation from client employees and management to support your initiative.
15.Is there an offshore component to this association? If yes, to what extent?
Please mail the completed form to [email protected]
4) Technology Innovation in Financial Services Transformation
1. Please specify your revenues from the nominated technology
Your Company’s Revenues% of Overall Revenues
Banking Insurance Capital Markets
Less that 100 million
100 to 300 million
300 to 600 million
600 to 1 billion
1 billion to 50 billion
Over 50 Billion
2. Please specify the countries in the listed regions wherein the clients using the nominated technology are located
Geographical Presence Country # Of ClientsN America
Western Europe (ex-UK)
UK
S America
Eastern Europe
Asia-Pacific Region (ex-Japan)
Japan
South Asia
Africa
Middle East
3. Please tick the category under which your innovation falls
CategoriesE-Commerce
Data Management
Network Technologies
Web Technologies
Software Development and Support
Security & Privacy
Others (Please specify)
4. Please tick the domains served by the nominated solution
DomainsBanking
Wealth Management
Asset Management
Hedge Fund Administration
Insurance
Other (please specify)
5. Please list the Services/Functions Covered in the nominated technology offering
(Specify Yes or No
6. Was the vendor first to bring the innovation to the market?
7. Patent information, if any
8. Awards or certifications, if any
9. Any competing technology? How is the nominated innovation better?
10.Please list your major clients using this technology who could be approached by judges for reference purposes
Major Clients (Company Name)
Contact Information(Address, Phone, E-Mail, Website)
1)
2)
3)
4)
5)
11.How has the nominated technology impacted your client’s business(in terms of cost reduction, time savings, efficiency enhancements, increasing transparencies etc.)?
12.Were any employees transferred to the client side as part of the deal?
13.Any challenges faced while deploying your capabilities at client site.
14.Any notable aspects of the governance process adopted by you/your client.
15.Co-operation from client employees and management to support your initiative.
16.Is there an offshore component to this association? If yes, to what extent?
Please mail the completed form to [email protected]
5) Outsourcing Deal of the Year (Banking, Insurance and Capital Markets Sector)
1. Please specify your overall revenues
Your Company’s Overall Revenues% of Overall Revenues
Banking Insurance Capital Markets
Less that 100 million
100 to 300 million
300 to 600 million
600 to 1 billion
1 billion to 50 billion
Over 50 Billion
2. Please mention your geographical coverage
Geographical Presence Country # Of ClientsN America
Western Europe (ex-UK)
UK
S America
Eastern Europe
Asia-Pacific Region (ex-Japan)
Japan
South Asia
Africa
Middle East
3. Please specify buyer’s/client’s (of the nominated deal) contact details below
Buyer/ Client ProfileCompany Name
Contact Name
Address
Phone
Website
4. Please tick buyer’s domains below
Domain Served Banking
Insurance
Capital Markets
1. Asset Management
2. Wealth Management
3. Hedge Funds
4. Exchanges
5. Broker / Dealer
Mortgage Services
Others (Please specify)
5. Please mention the details of the nominated deal below
Deal details in 2008-09:Cumulative Deal Value (in USD):
Type of Deal: Ongoing Yes No
Term of Deal: From To
Please list the functions/services covered under the deal
6. Year in which association was formed with the client
7. Three reasons why you think this deal deserves the FSO Excellence Award
1)
2)
3)
8. Please list your major outsourcing clients who could be approached by judges for reference purposes
Major Clients (Company Name)
Contact Information(Address, Phone, E-Mail, Website)
1)
2)
3)
4)
5)
9. How has the outsourcing agreement impacted your client’s business(in terms of cost reduction, time savings, efficiency enhancements, increasing transparencies etc.)?
10.Were any employees transferred to the client side as part of the deal?
11.Any challenges faced while deploying your capabilities at client site.
12.Any notable aspects of the governance process adopted by you/your client.
13.Co-operation from client employees and management to support your initiative.
14.Is there an offshore component to this association? If yes, to what extent?
Please mail the completed form to [email protected]
Top Related