INVESTMENT BANKING OPERATIONS MI PLATFORM

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1 INVESTMENT BANKING OPERATIONS MI PLATFORM

2 Investment Banking Operations MI Platform 2 Dependable Management Information (MI) is critical for timely and strategic decision making in investment banking operations. Most operations teams depend heavily on a multitude of Excel reports generated from several systems that are ed back and forth between decision makers. Few operations teams have mature MI reporting in place, and fewer still have all their MI data sources consolidated into a single data warehouse to be used for the reporting platform. The marketplace is full of enterprise dashboarding software which offer the standard off-the-shelf visualization types and require a lengthy and expensive IT project to integrate with source systems. The modern decision maker is thirsting for timely and accurate data but is constantly made to wait. Capco s Data Visualization experts and Rapid Prototyping teams help FinServ organizations set up platforms for accessing KPIs, metrics and MI in an accelerated fashion. Capco s reporting platforms not only visualize data across various workstreams and data sources, they also allow users to drill in and filter the data to finer detail. Collaborative capabilities allow entire teams to organize around consistent views of the data, and are accessible on any device. Capco s Front-to-Back prototyping approach puts a working dashboard in the hands of decision makers in a matter of weeks compared to traditional IT projects. As a result, our clients can make critical and strategic decisions in a faster and data-driven manner. 01 BUSINESS CHALLENGE US Chief Operations Officer for a Large Global Investment Bank was challenged with getting a transparent and consolidated view into the KPIs and MI across his organization The Operations team depended heavily on regularly scheduled Excel reports being ed around and massaged before a report was generated for the COO s consumption Majority of the teams effort was spent in comparing differing reports, merging Excel reports and ensuring that the numbers reconciled In the event of critical operations issues that required the attention of key resources, MI reporting came to a complete standstill The option to submit feedback to an individual without waiting for a request for feedback

3 Investment Banking Operations MI Platform 3 02 THE SOLUTION KEY FEATURES Capco s Data Visualization and Rapid Prototyping team developed MI+ a reporting platform that provided executive and team level KPIs and metrics across several data sources and accessible via desktop and tablet. Automated ingestion of batch data from several data sources Ability to import data from ad-hoc Excel reports Metrics and KPIs visualized in interactive and well designed forms in keeping with modern principles Intelligent, actionable alerts and notifications when metrics exceeded pre-set thresholds Different levels of detail for different audiences based on user type Ability to drill down from each metric to the actual trades comprising the metric Real-time in-app collaboration and commenting capabilities allowing teams to rally around the same data Trending views for each metric with filtering capabilities by every attribute of the trade 03 RAPID PROTOTYPING Front-to-Back Prototyping Capco s Rapid Prototyping methodology focused on getting a working dashboard in the hands of the COO within 8 weeks. The team prioritized easily available data sources initially while analysis continued in parallel to source data for additional metrics and KPIs Iterative Design Capco s Data Visualization experts collaborated closely with the client team to understand each metric, the underlying data, thresholds and remediation actions. A unique interactive visualization was then created for each metric, workstream and user type Visualization Library Capco leveraged its existing library of interactive visualizations built in D3.js to use as a starting point for implementation, thus speeding up development User testing A working iteration of the prototype was presented to the end users every 2 weeks to get their feedback on features and visualizations. Development was adjusted accordingly to ensure a product that was perfectly aligned to the users expectations 04 THE BUSINESS IMPACT Immediate and fully transparent visibility into critical metrics and KPIs for decision making Improved confidence in the data and metrics reported by teams Reduced FTE load required to consolidate and create reports for executive consumption Custom thresholds and active alerting enabling operations managers to proactively handle critical exceptions Extensible technology platform implemented which allows easy integration of new data sources and metrics Cutting-edge user experience across laptop, tablet interfaces THE CAPCO DIFFERENCE 1. Deep Domain Expertise 2. Innovative Design and Action 3. Focused, Accelerated Delivery

4 ABOUT CAPCO Capco an FIS TM company is a global business and technology consultancy dedicated solely to the financial services industry. We work in this sector only. We recognize and understand the opportunities and the challenges our clients face. We apply focus, insight and determination to consulting, technology and transformation. We overcome complexity. We remove obstacles. We help our clients realize their potential for increasing success. The value we create, the insights we contribute and the skills of our people mean we are more than consultants. We are a true participant in the industry. Together with our clients we are forming the future of finance. We serve our clients from offices in leading financial centers across North America, Europe, Africa and Asia. WORLDWIDE OFFICES Amsterdam Antwerp Bangalore Bratislava Chicago Düsseldorf Edinburgh Frankfurt Geneva Hong Kong Johannesburg Kuala Lumpur London New York Orlando Paris San Francisco Singapore Toronto Vienna Washington DC Zürich To learn more, contact us in the UK on , in Continental Europe on , in North America on or visit our website at CAPCO.COM 2016 The Capital Markets Company NV. All rights reserved.

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