Adding Value in Corporate Trade and Supply Chain Finance



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Transcription:

Adding Value in Corporate Trade and Supply Chain Finance

Kyrgyzstan Trade Market Major Exports US$2.294BN (2012 est) Gold, Cotton, Wool, Garments, Meat, Tobacco; Mercury, Uranium, Hydropower; Machinery; Shoes Major imports: US$4.272BN (2012 est) Oil and Gas, Machinery and Equipment, Chemicals, Foodstuffs Major trade partners (exports): Uzbekistan 25.4%, Russia 22.2%, Kazakhstan 20.1%, China 7.8%, UAE 5.5%, Afghanistan 5%, Turkey 4.2% (2011) (Global Finance) Major trade partners (imports): China 59.8%, Russia 13.9%, Kazakhstan 5.2% (2011) (Global Finance)

Global Trends Changing Trade Finance Increased uncertainty in a globalized world Limited growth remains 5 years after 2008 (3% expected 2013 same as 2012) Significant political upheaval in many countries restricting growth Global trade growth down 2% 2012 improved from 5.2% 2011 The challenges of Increased Regulation (or possibly over-regulation) Basel III potential effect (increase of capital) May harm innovation as need to deploy IT budgets on compliance solutions Digitization will have far reaching effect Slow take-up (paper based still works) Delivers transaction processing, MIS and Speed SWIFT initiatives boosting the drive (MT798 and BPO) (Trade Finance Magazine Oct 2013)

Finextra/Misys Transaction Banking Survey September 2013 What do you see as the major challenges to growing revenue in transaction banking? Operational inefficiencies, disparate systems and poor STP 69% Regional challenges in offering international payments, cash and trade services 59% The growing commoditisation of global payments 58% Consistently rolling out services across multiple regions 36% Dominant global banks 29% New entrants offering transaction services 28% Inability to offer supply chain services on-demand 23% Continued move to open account 14% 0% 10% 20% 30% 40% 50% 60% 70% 80%

Solutions For Transaction Banking Trade Services (TI Plus & Trade Portal) Front-to-back Trade Finance Traditional Trade & Open Account Global Processing Cash Management Cash Portal Global Cash Pooling (sweeping and notional pooling) Payments & Messaging Payment services hub: Misys Payment Manager Financial messaging: Misys Message Manager Integration bus: Meridian Online & Mobile Transaction Banking Single portal consolidating Cash, Trade, Lending, FX/MM Mobile solutions for trade services and cash management

Misys Trade Innovation Plus

Trade Innovation Plus Product Coverage Shipping Guarantees Licenses Collections & Cash Letters Import & Export LC Standbys & Guarantees Financing & Factoring Common features: Templates Report designer Alerts (email, SMS) Advanced workflow Multi-lingual Flexible security model Easy to Use: Single Page Design Single Access Point On-line History & Records Extensive Search Features Cross Referencing Transactions Debit Multiple Customers Accounts High degree TI Kernel of Automation! Bankers Acceptance Supply Chain Finance Full Automation: Fees Tracers / Reminders MIS & Accounting FX and Financing Incoming SWIFT mapping Outgoing SWIFT Generation

Workflow Productive Processing Flexible release procedures User access profiles Teams Full on-line history and diary Work in progress SLA driven workflow Operational dashboard Note jotter Comprehensive browsers and filters Scanning and imaging Straight through processing (STP) Tracers Benefits: Full control over transaction processing Streamline transaction processing in the bank Ease of access to information

Workflow Dashboard

Single page design

TI Plus Architecture Server Technology Built on a pure Java platform following the Java version 2 Enterprise Edition (J2EE) specifications Portable across many different middleware application server environments (e.g. IBM WebSphere or BEA WebLogic or Apache Tomcat) Portable across hardware platforms and operating systems (e.g. Unix or Windows on Intel). Uses the Java Database Connectivity (JDBC) to communicate with its data store (e.g. Oracle, IBM DB2, MySQL) Client HTML and JavaScript, no footprint such as Java applets or ActiveX components Web browsers such as Internet Explorer, Safari or Mozilla Firefox Conform to the latest accessibility rules / guidelines

Misys Corporate Portal

Maximizing Working Capital Consolidate systems to improve working capital management Consolidated view of working capital The convergence of Cash, Trade and Treasury Impact on working capital - cash management, trade finance, and treasury deals are crucial factors Corporate Treasury Trade Finance Difficult to manage efficiently - separate systems are commonly used to manage cash, trade, and treasury FX & DL trades Rate spreads Letters of Credit Collections Consolidation is the solution - Treasurers that can combine these systems can save costs, reduce risks, and make the most of their working capital Price requests Limit orders Swaps & Options Working Capital Management Guarantees Open Account Collections What s the prize? 35% - 40% reduction in working capital requirement for companies that optimize the cash conversion cycle! Fund Transfers Account Balances Recurring transfers Sweeping & Pooling Bulk uploads Cash Management

Misys Portal for online financial services Trade & Supply Chain Finance for Corporates Cash Management for Corporates Treasury services for Opics Plus clients Online trading for Summit and Sophis clients Lending & Syndications for Loan IQ clients Mobile Trade Cash Treasury Trading Asset Servicing Lending Banking Services TI Plus Corporate Cash Management Treasury & Capital Markets Commercial Lending

Today s corporate needs Monday, 09 December 2013 Slide 15 MISYS 2012

Corporate Portal - Product Coverage Common Features Statements Colaboration Stanby LC s, Import & Export LC s Common Business & Technical Services Collections Bonds & Guarantees Account Services Templates Report designer Alerts (email, SMS) Calendar Files upload & download Advanced workflow Multi-lingual Flexible security model Favourites News Engine Open Account, TSU, FSC Bulk Payments

Supply Chain Finance Where are the opportunities? FX Pre-Shipment Finance Post-Shipment Finance Payment BPO Buyer Seller ❸ Invoice against PO ❸ Invoice Data ❺ Collection ❼ Payment ❹ Invoice Acceptance ❹ Invoice Acceptance TSU Buyer s Bank ❻ Payment Seller s Bank

Also available on Apple Misys Mobile Android Blackberry

Decision Support Informed Be told when an approval is required Financing Request TF1200991234999 Requires Approval View Later Review Look at all outstanding approvals Detail Drill down to the level of detail required Decide Approve the transaction

Misys Trade Services Improve Efficiency Reduce costs while increasing control by centralising trade processing into a single location Improve transactional efficiency and reduce errors by providing customers data acquisition tools Win on Customer Service Improve competitive edge by providing innovative online client access Improve responsiveness to customer needs through SLA s and a dashboard to monitor them Broaden Revenue Options Help banks generate more revenue from new services like Factoring and Invoice Discounting Maintain competitive edge by offering value-add financial supply chain services 20

Regional and Asian Clients

Misys leads the market in Trade Services Trusted by the leading Trade Finance Banks 17 of the top 50 banks use Misys Trade Services solutions No1 solution provider with 180 customers worldwide Recognised by Industry Experts Trade & Forfaiting Review - Best Technology Provider Trade Finance Magazine - Award for Excellence Financial i Most Innovative Trade Finance Solution The Banker Trade Finance Technology Winner Highly accredited technology

Thank You www.misys.com