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BoostLaunch and grow your start-up in Luxembourg with Deloitte


WE HELP YOU SET UP AND GROW YOUR BUSINESS….Incorporation> legal services, direct tax services, VAT services

Licensing

> license selection, application, implementation

Human Resources

> operational support, training, employment formalities

R&D Subsidies

> matching, application, contract negotiation, compliance

Finance

> valuation, transaction services, CFO services


… AND DEVELOP YOUR FOOTPRINT IN THE INDUSTRY…

Growth> business strategy, technology architecture and security, operational excellence, access to Deloitte’s ecosystem

Accounting> accounting compliance, approval of annual accounts, direct tax compliance, e-filing of accounts


… IN LUXEMBOURG – YOUR GATEWAY TO EUROPE

At the heart of the world’s largest Single Market

Top 2 European Union financial centre

Government accessibility& support

Favorable taxation #3World talent competitiveness

Attractive business environment & central location

9 /141Rank for global innovation

45%Of the population are foreign nationals and come from 170 countries


ARE YOU READY TO BE BOOSTED?

Carlo DuprelDirector - Fintech Leader+352 451 453 [email protected]

Said QacemeDirector - Regulatory Expert+352 451 453 [email protected]

Patrick LaurentPartner - Technology Leader+352 451 454 [email protected]

Marco LichtfousPartner - Finance and Regulation Expert+352 451 454 [email protected]

Luc BrucherPartner - Healthcare & Life Sciences Leader+352 451 454 [email protected]


AGENDA

IntroductionRonan Vander Elst – Deloitte Luxembourg

Analytics – The next evolutionStefan van Duin – Director Deloitte Netherlands

Start-up presentation: GFAGert Rautenberg – CEO GFA

How analytics drive innovation in the insurance industryMathieu Lambert – Chief Pricing, AXA Belgium

Start-up presentation: AQMetricsGeraldine Gibson – CEO AQMetrics

Industrial analytics: Revolutionizing data for the digital eraPanelists: Gert Rautenberg, Stefan van Duin, Geraldine Gibson, Mathieu Lambert, Georges Wantz Presenter: Ronan Vander Elst

Closing remarks

Cocktail

17:00 – 17:15

17:15 – 17:35

17:35 – 17:55

17:55 – 18:15

18:15 – 18:35

18:35 – 19:05

19:05 – 19:15

19:15


ACG-003707-03ACG-003707-03


ANALYTICS : THE NEXT EVOLUTION

Stefan van Duin - Director, Deloitte

KEY STEPS TO BECOMING AN INSIGHT DRIVEN ORGANIZATION


THE INSIGHT DRIVEN ORGANIZATION (IDO)

FUTUREPRESENT

Insight driven organizations embrace and embed data & analysis in all key decisions

NEXT BEST ACTION?WHY & HOW?

PASTOPTIONS & RESULTS?


WITH THE DIGITAL REVOLUTION, THE VOLUME AND VARIETY OF DATA IS GROWING EXPONENTIALLY

DATA BIG DATA

Cash registersMarket baskets

Loyalty cardsCustomer demographics

Social networksSocial media

In-store movementsBeacons

In-store trafficVideo

Cross-store behavior

Mobile wallets

Apps

On-line behaviorClick streams

Order of shoppingHandheld scanners


THE AMOUNT OF EASILY AVAILABLE ALGORITHMS IS GROWING

Source: Amazon Machine Learning

Predictionse.g. demand forecasting

Classificatione.g. likely to buy – yes or no

Clusteringe.g. 15 customer segments

Recommendatione.g. Products you may be interested in



Source: HPE Haven on Demand



Source: Microsoft Cortana Cognitive Services


ALTERNATIVE REVENUE STREAMS ARE EMERGING


THE DATA VALUE EXCHANGE CONTAINS A THIN “CREEP” LINE

ConvenienceServicePersonalizationDiscount/freeBundlingSavings

Data

Trust

Source: rtlnieuws.nl March 2014 € €€


THE WAR ON TALENT

PURPLE PEOPLE

BUSINESS ACCUMENCOMMUNICATION

VISUALISATIONSTORY TELLING

PROGRAMMINGDATASTATISTICS ALOGORITHMS


6. NEW IDEAS TO SOLVE OLD

INDUSTRY ISSUES

5. FOCUS ON ACTIONABLE

INISIGHTS

8. FOCUS ON IMPACT AND CAPTURE THE

VALUE

SUCCESFACTORS IN BECOMING INSIGHT DRIVEN

1. DEFINE YOUR AMBITION

2. START EXPERIMENTING

3. GET & PROTECT PURPLE PEOPLE

4. BE A GOOD DATA CUSTODIAN

7. TAME THE DATA


CLOSING THOUGHT

“When you see a player sprinting….… He left too late”

- Johan Cruijff


IMAGINE. DELIVER. RUN.

© GFA S.A.

Data Analytics & Business Intelligencein Fund Distribution

Gert Rautenberg –CEO GFA

© GFA S.A.

Table of Contents

I. The data challenge

II. The GFA solutiona) Platformb) Service Modules

III. Demo

IV. Observations in other industries

GFA

© GFA S.A.

I. The data challenge GFA

How is my business developing ?

What drives my profitability ?

How can I improve my products/services ?

Am I complyingwith regulation ?

Distribution & Sales

Finance & Controlling

Product Development &

Management

Risk & Compliance

Information and data needs in fund distribution are very similar to those in other industries:

© GFA S.A.

DataAnalytics

& Business Intelligence

Core Transfer Agency System

Trailer Fee System

Query Management

System

Fund Accounting

System

Data Warehouses

CRM System

ExternalData Sources

GFAI. The data challenge

The problem in fund distribution:Different sources of data

Varying data formats

Limited transparency

Untimely data delivery

Varying data delivery frequencies

Static and un-dynamic

Unsuitable for simulation orpredictive analysis

Low-quality visualization(or none at all)

© GFA S.A.

DataMaintenance

Data Warehouse

Calculation& Analytics

Calculation Engines

Rules & Query Management

Workflow Monitoring

Trend analysis & extrapolation

Data Mining (Extract, Filter, Segment, etc.)

CRM

DataSources

Core TAFA

Trailer FeesMarket data

SHSReporting

….….

DataTransfer

Receive Store Normalize & Cleanse

Translate/Reformat Integrate Quality

Assurance

GFAII. The GFA solutiona) Platform

Intelligence &Transparency Controlling Analytics Oversight

Data Delivery& Visualization

Mobile Apps Client systems/networkWeb-based

© GFA S.A.

Intelligence & Transparency• Improved insights into fund flows and distribution

activities• Integration of multiple data sources, incl.

benchmarking data, on a real-time basis•Unlimited ‘drill-down’ capability

Controlling• Improved profitability management along multiple

dimensions (products, distributors & distribution channels, account managers, etc.)

•Better resource allocation, budgeting and negotiation capabilities

Analytics• Improved insights into distributor/investor behaviour

(eg. analysis-based fund suggestions for investors)•Better product management, development &

positioning capabilities•Predictive analytics & forecasting (eg. fund holding

periods by country, product, investor type, etc.)

Oversight• Improved distributor/investor monitoring (eg.

suspicious transaction monitoring)• Flexible implementation of internal (compliance) and

external (regulatory) rules•Automation of KYD-related data capture and

monitoring (eg. Distributor DDQ automation)

Fund Distribution

Sales & Marketing

Product Development & Management Risk & Compliance

Finance

II. The GFA solutionb) Service Modules

GFA

© GFA S.A.

III. Demo

• Distribution Intelligence & Profitability

• Distribution Dashboard

• Investor Behaviour

GFA

© GFA S.A.

Source: Massachusetts Institute of Technology

Reduce uncertainty by replacing

intuition with facts

Higher quality

information (eg. identify outliers and

trends)

Develop predictive analysis

Get to the required

facts faster!

Betterand faster decisions

IV. Observations in other industriesWhat drives top performers towards Data Analytics?

GFA

© GFA S.A.

IV. Observations in other industriesGetting started

1. Focus on the biggest opportunities firstDemonstrate value and catalyze the organization

2. Start with questions, not dataToo much time is spent on “perfecting” the data. Know what you want solved and then get the relevant data.

3. Ensure that results are integrated into processes and deliver valueMake insights understandable and actionable.

GFA

Source: Massachusetts Institute of Technology

The next wave of Data Analytics for Asset Managers

Geraldine Gibson – CEO AQMetrics

AQMetrics Mission

Provide relevant, robust and reliable RegTech solutions

Enable simple, reliable and cost effective regulatory compliance through the use of technology

Our Universe:Asset ManagersFund ManagersFund AdministratorsInvestment BanksInvestment Advisors

The Role of Data Analytics

Regulatory AgilityAchieve real-time regulatory compliance, overcome operational obstacles

Risk SurveillanceDetect multi-channel risk with advanced analytics

Golden Data PlatformIntegrate multiple internal and external data sources, a single source of truth

Culture & Conduct / Consistency & ControlConnect your firm with holistic dashboards, consolidated workflows& streamlined reporting.

Robo-Compliance Position your firm for the future, adopt self-learning models

1 2 3 4 5 6 7 8 9 10

© AQMetrics 2016

Revolutionizing Data: Robo-Compliance

Regulatory AgilityAchieve real-time regulatory compliance, overcome operational obstacles

Risk SurveillanceDetect multi-channel risk with advanced analytics

Golden Data PlatformIntegrate multiple internal and external data sources, a single source of truth

Culture & Conduct / Consistency & ControlConnect your firm with holistic dashboards, consolidated workflows& streamlined reporting.

Robo-Compliance Position your firm for the future, adopt self-learning models

1 2 3 4 5 6 7 8 9 10

© AQMetrics 2016

Keeping up with Regulatory Change

OPERA

2012 2013

UCITS

2014

CRD IV

2015

AIFMDEMIR

2016

Form PF, FATCA 13 D,F,G, ADV*

PQR - NFA

2017

CRSMiFID II Best Ex

2018

Form -NPORTIFRS 9FRTB

Keeping up with Regulatory Change

Data extraction and insights across jurisdictions

Transformation of ‘Big Data’ into ‘Smart Data’

Integration of performance and risk analytics

Legacy systems cannot handle the three Data ‘Vs’

1.Volume

2.Velocity (the need to process faster)

3.Variety (multi-format and multi-source)


INDUSTRIAL ANALYTICS: REVOLUTIONIZING DATA FOR THE DIGITAL ERA

Gert Rautenberg – CEO GFA

Stefan van Duin – Director Deloitte

Georges Wantz - Director Deloitte

Geraldine Gibson – CEO AQMetrics

Mathieu Lambert – Chief Pricing, AXA Belgium

Ronan Vander Elst – Director Deloitte

Panelists:

Presenter:


DELOITTE DIGITAL SERIES 2017Topic voting results

2.4%

6.1%

6.7%

7.3%

7.9%

9.1%

9.7%

10.3%

10.3%

10.9%

19.4%

Cybersecurity in Mobile applications

Connected insurance

Blockchain - Let's get it real now

RegTech

Disruptive Technologies within Public Sector

Emerging Payment rails and cashless world

Crowdsourcing

Industry 4.0

Augmented & Virtual Reality

Roboadvisory

Artificial Intelligence

Upcoming Deloitte Digital Conference

31/01/2017 The journey towards mobile applications

25/04/2017 Artificial Intelligence

Deloitte Digital 39

Patrick LaurentPartner – Technology & Enterprise Application Leader - Deloitte Luxembourg+352 451 454 170 - [email protected]

Jean-Pierre MaissinPartner – Technology & Enterprise Application Leader - Deloitte Luxembourg+352 45145 2834 - [email protected]

Dr. Carlo DuprelDirector – Strategy, Regulatory & Corporate Finance - Deloitte Luxembourg+352 451 453 001 - [email protected]

Ronan Vander Elst Director - Technology & Enterprise Application – Deloitte Luxembourg+352 45145 4322 - [email protected]

Georges WantzDirector -Technology & Enterprise Application – Deloitte Luxembourg+352 45145 4363 - [email protected]

CONTACTSGeraldine Gibson CEO AQMetrics+353 1 629 2607 - [email protected]

Mathieu Lambert Chief Pricing, AXA Belgium+32 (0)479 39 53 13 - [email protected]

Gert RautenbergCEO GFA+352 24 84 83-1 - [email protected]

Stefan van DuinDirector - Analytics & Information Management – Deloitte Netherlands+31 (0)88 288 4754 - [email protected]

mailto:[email protected]







40 | Copyright © 2016 Deloitte Development LLC. All rights reserved.

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