rbc cm finos
play

RBC CM FINOS Open Source Strategy Forum 2019 Kim Prado Global - PowerPoint PPT Presentation

Feb 19, 2024 •160 likes •419 views

RBC CM FINOS Open Source Strategy Forum 2019 Kim Prado Global Head - Client Insight, Banking & Digital Channels Technology RBC Capital Markets / strategy 1 2 3 Incorporate Additional Invest in Artificial Monetize the data Data Sets

  1. RBC CM FINOS Open Source Strategy Forum 2019 Kim Prado Global Head - Client Insight, Banking & Digital Channels Technology

  2. RBC Capital Markets / strategy 1 2 3 Incorporate Additional Invest in Artificial Monetize the data Data Sets Intelligence • Upgrade User Interface 0.03 3.25 1.15 2.36 125.00 0.85 2.05 74.20 0.65 3.15 2005.00 78.85 528.20 256.00 3.15 0.27 0.27 0.95 3.25 2.25 0.40 10.19 0.75 3.65 0.26 52.26 15.33 325.00 253.00 0.37 2010.00 0.26 0.26 0.22 2.50 0.48 0.26 0.85 0.85 0.26 Shared • Hi Alexa, who covers PIMCO? • “Hello, let me get that for you” • Maximize Sales Efficiency • Improve Client Experience • Modernize e-Tools IB Chats • Utilize Client Analytics • Predictive trade ideas • Trade alerts to analysts, sales & trading � 2

  3. 2013 - 2017

  4. SalesBook / sales assemble 2018 SpringBoard Time Kim Simplify Deployment Prado Interoperability

  5. SalesBook / sales assemble 2018 Bulletin Time Kim Simplify Deployment Prado Interoperability

  6. SalesBook / sales assemble 2018 Client Insight Time Kim Simplify Deployment Prado Interoperability

  7. SalesBook / sales assemble 2018 CRM Time Kim Simplify Deployment Prado Interoperability

  8. SalesBook / sales assemble 2018 Flow Blotter Time Kim Simplify Deployment Prado Interoperability

  9. SalesBook / sales assemble 2018 Ticket Creator Time Kim Simplify Deployment Prado Interoperability

  10. SalesBook / sales assemble 2018 Alerter & Chat Time Kim Simplify Deployment Prado Interoperability IOI SRC 00.00 S 250,000 @ 25.38

  11. SalesBook / sales assemble 2018 RBC Tweet Time Kim Simplify Deployment Prado Interoperability IOI SRC 00.00 S 250,000 @ 25.38

  12. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through RBC Ecosystem Internal Interoperability Kim Prado Please note: False Client Data, for display purposes only

  13. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through Search Internal Interoperability Kim Prado Please note: False Client Data, for display purposes only

  14. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through Search Internal Interoperability Kim Prado BlackRock Please note: False Client Data, for display purposes only

  15. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through BlackRock - 360 Internal Interoperability Kim Prado BlackRock - Analytics BlackRock Please note: False Client Data, for display purposes only

  16. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through BlackRock - 360 Internal Interoperability Kim Prado BlackRock - Analytics BlackRock - Flow BlackRock Please note: False Client Data, for display purposes only

  17. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through BlackRock - 360 Internal Interoperability Kim Prado BlackRock - Analytics BlackRock - Flow BlackRock - Client Insight BlackRock Please note: False Client Data, for display purposes only

  18. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through BlackRock - 360 Internal Interoperability Kim Prado BlackRock - Analytics BlackRock - Flow BlackRock - Client Insight BlackRock Notifications BlackRock 10M Latest Transaction Please note: False Client Data, for display purposes only

  19. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through an integrated community Kim Prado Client Intelligence - Interoperability Smart Chat - Interoperability Smart Ticket - Chat Workflow BlackRock 10M Latest Transaction Please note: False Client Data, for display purposes only

  20. Client Insight / interoperability 2019 Creating the RBC Ecosystem: Workflow efficiency through an integrated community Kim Prado Client Intelligence - Interoperability Smart Chat - Interoperability Smart Ticket - Chat Workflow Security Aggregation BlackRock 10M Latest Transaction Please note: False Client Data, for display purposes only

  21. Client Insight / interoperability 2019 Leveraging Open Source SpringBoard Perspective Kim Prado

  22. Client Insight / interoperability 2019 Leveraging Open Source Perspective Perspective Kim Prado

  23. Client Insight / interoperability 2019 Leveraging Open Source Perspective Perspective Kim Prado

  24. Client Insight / interoperability 2019 Leveraging Open Source Perspective Perspective Kim Prado

  25. Thank you. We believe in the power of creative thinking to define brands and connect with people through meaningful experiences, delivering change and transformation.

More recommend