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finos.org Fintech Open Source Foundation Confidential Become a FINOS Corporate Member Benefits and Value of FINOS Membership

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Page 1: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source FoundationConfidential

Become a FINOS Corporate MemberBenefits and Value of FINOS Membership

Page 2: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

The FINOS Community by the Numbers

finos.org/membersfinos.github.io

SILVERMEMBERS

GOLDMEMBERS

PLATINUMMEMBERS105 Open Source Projects and

Working Groups

10 Community Programs

300+ Contributors

33 Member Organizations

Page 3: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Why become a FINOS Corporate Member?

INDUSTRYNETWORK

Engage with industry leaders

Collaborate with technology and business leaders with extensive expertise and the vision to drive the future of Open Source in Financial Services.

Exert significant influence over the strategic direction of FINOS programs and future focus areas.

Benefit from our member-only initiative dedicated to maximizing member value from all stages of engagement with FINOS.MEMBER

SUCCESS Focus on achieving

member goals

STRATEGIC DIRECTIONSteer Programs and

focus areas

Head of InnovationCIO Global Markets

Director of Data Science

Head of Strategy & Solutions

Head of PlatformDirector Cloud Infrastructure

Head of Client Technology

OSS strategyHigh-value opportunities

Policy adviceReadiness assessment

Member OSS metricsTraining sessions and workshops

Bespoke member reports

Open DataDistributed Ledgers

Common financial objects

Signals and HashtagsVoice enabled technology

Bots, bots and more bots

Application interop

INDUSTRYNETWORK

Engage with industry leaders

Collaborate with technology and business leaders with extensive expertise and the vision to drive the future of Open Source in Financial Services.

Head of Innovation

CIO Global Markets

Director of Data Science

Head of Strategy & Solutions

Head of Platform

Director Cloud Infrastructure

Head of Client Technology

MEMBER SUCCESS

Focus on achieving member goals

Benefit from our member-only initiative dedicated to maximizing member value from all stages of engagement with FINOS.

OSS strategy High-value opportunities Policy advice Readiness

assessmentMember OSS

metrics

Training sessions and workshops

Bespoke member reports

Exert significant influence over the strategic direction of FINOS programs and future focus areas.

STRATEGIC DIRECTIONSteer Programs and

focus areas Open Data Distributed Ledgers

Common financial objects

Signals and Hashtags

Voice enabled technology

Bots, bots and more bots

Application interop

Page 4: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Member Benefits

Member organizations get several benefits in addition to contributors:

▪ Access to FINOS Board ▪ Propose new programs▪ Influence Foundation strategy and

corporate governance▪ Attract talent through brand

positioning with Foundation▪ Access member only events and

resources ▪ Faster value through Open Source

with our proactive Member Success initiative

https://www.finos.org/become-a-member

Page 5: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

The Financial Services firm

Deutsche Bank contributes Plexus, production ready interoperability

framework part of Autobahn

Business value

Reduce TCO through mutualization of non differentiating IP

Listen to customer requirements and move past single dealer platforms

Access an engaged community and compliant OSS infrastructure

A Diverse Community is Engaging with FINOS

The Fintech provider

OpenFin contributes to FINOS Hadouken, the open source version of

the OpenFin platform

Business value

Reduce concerns for vendor lock-in

Achieve interoperability with other vendors, e.g. driving FDC3 standard

Leverage FINOS governance and legal support to enable banks contributions

5

The Open Source vendor

In 2017 Red Hat begins offering Openshift as part of FINOS Open Developer Platform

Business Value

Offer a best of breed developer environment to fintech developers

Position its technology as part of the reference architecture for fintech OSS

Improve product collecting financial services industry requirements

Page 6: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Member SuccessSupport our Members in getting value from FINOS in

alignment with their strategic objectives

Program SuccessGrow contribution and adoption of our Programs to solve

common problems in the Financial Services industry

How does FINOS enable Open Innovation?

Drive Open Innovation in Financial ServicesMISSION

CORE OBJECTIVES

SUPPORT SERVICES

Independent and transparent Community Governance

Open Developer Platform

Open Source Readiness Program

Page 7: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

FINOS Programs at a Glance

FDC3Financial Desktop

Collaboration & Connectivity

HADHadouken Ecosystem

SYMSymphony

FDXFinserv Developer Experience

OSROpen Source Readiness

FOSFinancial Objects

Standardization

PLEXUSPlexus Interoperability

VOICEVoice Technology

Foundational

Infrastructure

Middleware platforms

Data layer

Application Layer

DTData Technology

DAV Data Visualization

Open Standards

DEGDecentralized

Ecosystem Growth

Page 8: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

THE PROBLEM(S)

OPEN SOURCE CORPORATE

ENGAGEMENT IS NOT EASY

COLLABORATING IS HARD IN

REGULATED INDUSTRIES

THE FINANCIAL TECHNOLOGY LANDSCAPE IS FRAGMENTED

Challenges to Fintech Open Innovation

Page 9: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

WHAT DOES FINOS TODAY?

EFFICIENCY TRUST GROWTH

FINANCIAL SERVICES USE CASES

How FINOS enables success of its Programs

Transparent GovernanceEstablished collaboration methodology

Container for IP clean, secure OSS

Established Policies and legal frameworkHigh productivity developer platform

Collaboration infrastructure and tooling

Consumer and contributor growthProduct management and marketing

Events and Community awareness

Page 10: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

The FINOS Open Source Readiness Program

Ad Hoc Consumption

No Contribution

Ad HocTracked consumption

No Contribution

Tracked

Tracked consumption

Minor contribution

ManagedTracked Consumption and Contribution

Minor contributionsSmall proprietary contributions

Standardized

Consume Contribute Lead

Automated rule based consumption

All level of contributions including managing own open source software

StrategicStart with the Open Source Readiness Assessment to help identify where you are on the maturity scale.

Awareness

Policy

Technology

OSS Readiness Assessment

Benefits & Business Value of OSS Whitepaper

Open Source Engagement

Strategies

Reference FOSS policy for FinServ

OSS Decision-maker Councils

How to set up OSS Program Office

Surveillance solutions for open source

engagement

OSS events & basic trainings

Compliant OSS engagement infrastructure

FinServ OSS program office knowledge

sharing

Continuous IP compliance / security

validation tools

Compliant infrastructure for

FINOS projects

Open source license guidance

Open source project governance guidance

Programs Community Self-Promotion tools

Legend

Ongoing

Released

Future

Page 11: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

FINOS Strategic Member Services

Member Success

Open Source

ReadinessProgram

Informs Priorities

Success criteria (everyone’s ready)

Contribution opportunities

Enablement Content

FinServ compliant OSS toolchain

OSS Policies and Processes

Page 12: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Introducing FINOS Member Success

Introduces a new level of interaction with our members dedicated to maximizing value from all stages of engagement with FINOS.

We take an integrated approach working with our members to define their success criteria and path to achieving success across all FINOS programs.

Page 13: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Our approach to Member Success

Understand Current State

Identify Goals and Focus

Areas

Agree Approach

Drive Results

Understand the current state of open source consumption, contribution and awareness along with associated policies and processes.

Clearly identify goals for engaging in FINOS and with open source more generally, understanding what”success” means for the specific member firm.

Define a roadmap that progressively moves the member firm towards “success” including specific milestones and an agreed approach.

Execute on the approach, establishing appropriate metrics or reports to track progress and identify challenges or roadblocks sooner rather than later.

Page 14: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

Integrated Approach

Let Member Success help you

● Identify key projects that will help increase the motivation and drive to reach optimal Open Source Readiness.

● Proactive support to progress through the stages of Open Source Readiness to get full benefit from the Programs.

OSR + Programs = Maximum BenefitFull Open Source Readiness enables you to get the most value out of the programs and community.

Let Member Success help you

● Learn about the existing programs and which will help you achieve your goals and provide a high level of value

● Identify new programs that are of interest to you and other Members

● Find the right individuals in your organisation to engage in the working groups and projects.

Member Success

Open Source Readiness Programs

Page 15: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

An overview of our Membership Tiers

Page 16: Become a FINOS Corporate Member · Fintech Open Source Foundation finos.org FINOS Programs at a Glance FDC3 Financial Desktop Collaboration & Connectivity HAD Hadouken Ecosystem

finos.orgFintech Open Source Foundation

finos.org

1117 So. California AvenuePalo Alto, CA 94304+1 [email protected]

Become a Member today!

finos.org/membersfinos.org/[email protected]