consulting services - swift consultants help you reduce cost and risk of your swift infrastructure...

Consulting Services - SWIFT consultants help you reduce cost and risk of your SWIFT infrastructure

Speaker

Date

Sibos 2010 Amsterdam

Consulting Services

• Instrumental for the 2015 strategy and execution, enabling:

– Interoperability

– TCO reduction

Agenda & Speakers

• Introducing Consulting Services

Kurt Ryelandt, Head of Consulting Services EMEA, SWIFT

• Testimonial from Groupe BPCE

Fabrice Denèle, Head of Payments

Retail Banking Coordination Department

• Testimonial from J.P. Morgan

Nigel Hayward, Managing Director

Treasury Services Technology

SWIFT Services

Total Cost of Ownership

OperationalEfficiency

STP

New Initiatives

BusinessOpportunities

OperationalRisks

Internal Inefficiencies

ReputationRisks

Project LifecycleSWIFT Services can assist you at every step

Assess Analyse Design Implement Go live Maintain

Project Management

Implementation

& Technical Consulting

Training

Support

Business

Project LifecycleSWIFT Services can assist you at every step


Project Management

Implementation

Training

Support

Consulting Services

& Technical ConsultingBusiness

Business ConsultingImprove your business processes


Business Consulting& Technical Consulting

Technical ConsultingReduce your total cost of ownership


Technical ConsultingBusiness &

Packaged Consulting Services“Grey-hair projects”

• Frequently performed studies– Built on internal intellectual capital

– Predictable planning

• For each step of a project phase• In each area of interest

– Business and/or Technical

– Implementation, Project Management

• Proven value• Appreciated by customers• Opportunity to benchmark within

each package

Flexibility of package is discussed during scoping meeting

Initial scoping meeting is critical

Tailor-made Consulting ServicesFixed price projects or Time & Material

StrategicWorkshop

• Targets, plans & strategy

• Issues & challenges

• Opportunities / market trends

• Influencing factors

• Topic selection

• Scope definition

• Key stakeholders

ServiceProposal

• Focus / priorities

• Charges & resources

• Planning & governance

• Deliverables vs expectations

• Project timing

• Project content

• Costs

Agenda & Speakers









Presentation title – dd month yyyy – Confidentiality: xxx 13

Case Study – Groupe BPCE

Creation of the BPCE Group in 2009A clear case for rationalisation with 10 SWIFT infrastructures in France

BanquesPopulaireset Natixis

Caissesd’Epargne

BRED Planet LinkService Bureau

BanquePalatineCredit

Coopératif

BanqueChaix

Banquede

Savoie

BanqueDupuy

BanqueBCP

SWIFT infrastructures BPCE Group

SWIFT Consulting ServicesReducing BPCE’s Total Cost of Ownership

• Neutral assessment of BPCE Group SWIFT infrastructures

• Recommendations for consolidation and further fine-tuning of withheld infrastructure(s)

• Benchmarking against best practices

• Migration roadmap

• Input for Business Case

• Neutral assessment of BPCE Group SWIFT infrastructures

• Recommendations for consolidation and further fine-tuning of withheld infrastructure(s)

• Benchmarking against best practices

• Migration roadmap

• Input for Business Case

SWIFT Infrastructure RationalizationResults for BPCE

• Reduced total cost of SWIFT infrastructures of EUR 3.85 Mio (more than 50%)

• Tangible recommendations to further optimise the BPCE setup

• Independent and neutral analysis

• Clear migration roadmap minimising operational impact

• Reduced total cost of SWIFT infrastructures of EUR 3.85 Mio (more than 50%)

• Tangible recommendations to further optimise the BPCE setup

• Independent and neutral analysis

• Clear migration roadmap minimising operational impact

SWIFT Consulting Team Value AddedResults for BPCE

• Clear identification of BPCE Group strength

• Valued recommendations to increase the BPCE Group strength

• Consideration of tools around SWIFT infrastructure

• Efficiency and low footprint toward the bank operational teams

• Clear identification of BPCE Group strength

• Valued recommendations to increase the BPCE Group strength

• Consideration of tools around SWIFT infrastructure

• Efficiency and low footprint toward the bank operational teams

Agenda & Speakers









Presentation title – dd month yyyy – Confidentiality: xxx 19

Case Study – J.P. Morgan

JPMorgan Chase & C° Lines of Business

InvestmentBank

Businesses:

• Investment banking

– Advisory

– Debt & equity underwriting

• Market-making and trading

– Fixed income

– Equities

• Corporate lending

• Prime brokerage

• Broker dealer services

Card Services

Businesses:

• Credit card

• Merchant acquiring

Commercial Banking

JPMorgan Chase & Co.

Retail Financial Services

Businesses:

• Home lending

• Business banking

• Auto finance

• Education finance

• Consumer banking

Businesses:

• Investment management

– Institutional

– Retail

• Private banking

• Private wealth management

• Bear stearns private client services

Businesses:

• Worldwide Securities Services

• Treasury Services

Treasury & SecuritiesServices

Asset Management

Worldwide Securities Services

• Global custody

• Fund services

• Securities lending

• Performance measurement

• Compliance reporting

• Derivative services

• Hedge fund administration

• Private equity funds administration

• Transfer agency

• Transition management

• Outsourcing solutions

• Commission recapture

• Depositary receipts

• Clearance

• Collateral mgmt

• Futures & options clearance

• Foreign exchange

• Reporting & information services

• Global payments & collections

• Liquidity & investments

• Document management solutions

Treasury Services

• Deposit products, escrow services

• Procurement solutions

• Trade services

• Document management solutions

• E-commerce & outsourcing solutions

ChaseJ.P. Morgan

Businesses:

• Middle market banking

• Mid-corporate banking

• Commercial real estate banking

• Chase capital

• Chase equipment leasing

• International banking

• Community development banking

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Our Business Overview

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• TSS generates more than $8 billion in revenue annually and is a global leader in custody, securities lending, fund accounting and administration, as well as in treasury services

• TSS supports the needs of institutional clients worldwide and is one of the top three providers in both of its businesses:

– Treasury Services (TS) and;

– Worldwide Securities Services (WSS)

• Within TS, GFM was established to manage the Firm-wide SWIFT messaging service

• Continued effort to rationalise the Firm’s messaging systems has led to the current 2 region deployment, simplifying Technology and Operational functions

• FIN processing peaked at 55million messages in May 2010, with continuing steady growth from 20million in 2005 at 15% year-on-year

• All GFM messaging systems support over 200 delivery feeds from over 70 applications

Global Financial Messaging (GFM) Global Financial Messaging (GFM) Legacy JPMC Global SWIFT FIN InfrastructureLegacy JPMC Global SWIFT FIN Infrastructure

About Treasury & Securities Services (TSS)About Treasury & Securities Services (TSS) Treasury Services (TS) in BriefTreasury Services (TS) in Brief

• The TS Business provides payment, collection, liquidity management, trade finance, commercial card and information solutions

• Our clients span corporations, financial services institutions, middle market companies, small businesses, governments and municipalities worldwide

• TS has more than 14,300 employees, operating in over 60 countries, servicing 100,000+ clients

SWIFT

EMEA

LoB Apps

US

LoB Apps

EMEA

Messaging

Hub

US

Messaging

Hub

Asia

LoB Apps

US

SWIFT CBT

EMEA

SWIFT CBTSWIFT

Gateways

SWIFT

Gateways

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• Ensure sufficient capacity to meet planned business growth

• Remove “end of life” technology components

• Improve service agility to respond to client needs

Challenges in Financial Messaging in Today's Environment

Reduce Technology RiskReduce Technology Risk Increase Business ResiliencyIncrease Business Resiliency

• Drive the technology platform towards support of a continuous service model

– Remove impact of unit failure through an active-active configuration

– Introduce load balancing capability across the global environment

– Reducing maintenance windows

• Improve cross-region failover/recovery capability across messaging application stack

– Better management of redundancy in globally deployed resources

Solution: Offer a truly Firm-wide shared service capability managing global message volumes and local market needs J

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How has SWIFT helped us?

• Market leading product for SWIFT integration – SAA

• Feature enhancements through collaborative teaming

– SAA health monitor web services. Exemplary product service with on-time delivery to project team

– SAA Standalone customisation for coupling with JPMC strategic middleware

Product OfferingProduct Offering

• Shaping end-state solution proposal & program structure

• Solution architecture direction and SWIFT design ratification

• Provision of IT expertise for product configuration reviews and performance tuning

Professional ServicesProfessional Services

• Pre-implementation health checks

• Involvement in operational readiness reviews

• FIN capacity planning – integral to JPMC knowledge base development

• Seamless integration of new products into the existing service model

Support ServicesSupport Services

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JPMC PoVWhere SWIFT Consulting really added value

Inception &Scoping

Planning &Requirements

Design &Build

Testing Implementation

• Significant role in leading the solution proposal

• Close partnership moving into project execution - advising JPMC on delivery risks

• Early Proof-of-Concept model to underwrite their solution

Inception & ScopingInception & Scoping

• Invaluable solution architecture expertise for designing a SWIFT FIN middleware solution

• SWIFT product gap analysis against JPMC requirements

Planning & RequirementsPlanning & Requirements

• Continued participation bridging divide between technical requirements & product possibilities

• Good oversight of early performance benchmarking

Design & BuildDesign & Build

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So why SWIFT Consulting & Alliance Access?

Certaintyin Delivery

Sound Business

Case

• SAA product roadmap aligns with JPMC interests to create a global capability of ‘always-on’ processing centres

Trusted Partnership & Capability

Solution Integrity

• SWIFT recognise the market demand for multi-threaded processing of traffic

SWIFT have a proven

track record supporting

JPMC with the right

people when and

where they are required

working together as

a single team

Enabler for JPMC to

meet its objectives for

increased resiliency

and capacity and

internal financial

requirements

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ConclusionWhy Partnering with SWIFT Consulting - Benefits

TAP into SWIFT’s business, technical & product expertise to execute your strategy

Leverage the knowledge and experience of SWIFT from those who live it on a daily basis

• Reduce your total cost of ownership (TCO)

• Increase operational efficiency and STP

• Reduce risk• Improve client service• Identify opportunities for growth• Alignment with best practices

• Hands-on knowledge of designing, implementing and running vs a theoretical approach

• Cost-benefit analysis – rapid ROI• Improve scalability and resilience

Questions Visit us at the SWIFT stand

Kurt RyelandtHead of Consulting ServicesEMEA

SWIFTAv Adèle 1B-1310 La HulpeBelgium+32 2 655 3123+32 2 655 3752+32 476 292 [email protected]

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Marco AttilioLead ConsultantConsulting Services, EMEA

SWIFTAv Adèle 1B-1310 La HulpeBelgium+32 2 655 3617+32 2 655 3752+32 496 50 59 [email protected]

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Yves SmeyersLead ConsultantConsulting Services, EMEA

SWIFTAv Adèle 1B-1310 La HulpeBelgium+32 2 655 4241+32 2 655 3752+32 476 896 [email protected]

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Christian SarafidisGlobal Head of Consulting Services

SWIFTAv Adèle 1B-1310 La HulpeBelgium

+32 2 655 3908+32 2 655 3752+32 475 287 [email protected]

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QuestionsVisit us at the SWIFT stand

Barry SilbersteinSenior ConsultantConsulting Services, Americas

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Edward AdamsDirector Sales ServicesAmericasSWIFT Americas 7 Times Square, 45th floorNew York, NY 10036United States

+1-212-455-1847 +1-212-455-1817+1-917-607-1649 [email protected] www.swift.com

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Pat AntonacciSenior Business ConsultantConsulting Services, Americas

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SWIFT Americas 7 Times Square, 45th floorNew York, NY 10036United States



+1-212-455-1972+1-212-455-1817+1-646-593-1269 [email protected] www.swift.com



Pierre BlumLead ConsultantAmericas

Questions Visit us at the SWIFT stand

Patrick YehHead of Consulting and TrainingAsia PacificSWIFT Hong Kong 31/F, One IFC, 1 Harbour View StreetCentral, Hong KongPeople’s Republic of China

+852-2107-8707 +852-2107-8733+852-9195-3649 [email protected] www.swift.com

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Questions & answers

?

Thank you

consulting services - swift consultants help you reduce cost and risk of your swift infrastructure...

Documents

swift consulting services

business consulting

swift testimonial

swift governance slide

business case slide

amsterdam slide

scoping meeting slide

groupe bpce fabrice