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

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

Feb 19, 2024 160 likes •421 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

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SLIDE 1

RBC CM FINOS

Open Source Strategy Forum 2019

Kim Prado

Global Head - Client Insight, Banking & Digital Channels Technology

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SLIDE 2

2

RBC Capital Markets / strategy

Incorporate Additional Data Sets

0.03 1.15 0.85 3.15 3.15 3.25 125.00 0.65 256.00 2.25 2.36 74.20 528.20 3.25 0.26 2.05 78.85 0.95 3.65 0.37 2005.00 0.27 0.75 253.00 0.22 0.27 10.19 325.00 0.26 0.26 0.40 15.33 0.26 0.48 0.85 52.26 2010.00 2.50 0.85 0.26

Shared

IB Chats

Invest in Artificial Intelligence

  • Hi Alexa, who covers PIMCO?
  • “Hello, let me get that for you”
  • Predictive trade ideas
  • Trade alerts to analysts, sales & trading

Monetize the data

  • Upgrade User Interface
  • Maximize Sales Efficiency
  • Improve Client Experience
  • Modernize e-Tools
  • Utilize Client Analytics

1 2 3

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SLIDE 3

2013 - 2017

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SLIDE 4

SalesBook / sales assemble

Time Simplify Deployment Interoperability

Kim Prado

SpringBoard

2018

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SLIDE 5

Bulletin

SalesBook / sales assemble

Kim Prado

Time Simplify Deployment Interoperability

2018

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SLIDE 6

Client Insight

SalesBook / sales assemble

Kim Prado

Time Simplify Deployment Interoperability

2018

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SLIDE 7

CRM

SalesBook / sales assemble

Kim Prado

Time Simplify Deployment Interoperability

2018

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SLIDE 8

Flow Blotter

SalesBook / sales assemble

Kim Prado

Time Simplify Deployment Interoperability

2018

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SLIDE 9

Ticket Creator

SalesBook / sales assemble

Kim Prado

Time Simplify Deployment Interoperability

2018

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SLIDE 10

Alerter & Chat

SalesBook / sales assemble

Kim Prado

IOI S 250,000 @ 25.38 SRC 00.00

Time Simplify Deployment Interoperability

2018

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SLIDE 11

RBC Tweet

SalesBook / sales assemble

Kim Prado

IOI S 250,000 @ 25.38 SRC 00.00

Time Simplify Deployment Interoperability

2018

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SLIDE 12

Client Insight / interoperability

RBC Ecosystem

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 13

Client Insight / interoperability

Search

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 14

Client Insight / interoperability

Search

BlackRock

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 15

Client Insight / interoperability

BlackRock - Analytics

BlackRock

BlackRock - 360

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 16

Client Insight / interoperability

BlackRock - Analytics BlackRock - Flow

BlackRock

BlackRock - 360

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 17

Client Insight / interoperability

BlackRock - Analytics BlackRock - Flow BlackRock - Client Insight

BlackRock

BlackRock - 360

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 18

Client Insight / interoperability

BlackRock - Analytics BlackRock - Flow BlackRock - Client Insight

BlackRock 10M Latest Transaction

Notifications

BlackRock

BlackRock - 360

2019 Creating the RBC Ecosystem: Workflow efficiency through Internal Interoperability

Please note: False Client Data, for display purposes only

Kim Prado

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SLIDE 19

Client Insight / interoperability

2019 Creating the RBC Ecosystem: Workflow efficiency through an integrated community

Please note: False Client Data, for display purposes only

BlackRock 10M Latest Transaction

Smart Chat - Interoperability Smart Ticket - Chat Workflow Client Intelligence - Interoperability

Kim Prado

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SLIDE 20

Client Insight / interoperability

2019 Creating the RBC Ecosystem: Workflow efficiency through an integrated community

Please note: False Client Data, for display purposes only

BlackRock 10M Latest Transaction

Smart Chat - Interoperability Smart Ticket - Chat Workflow Client Intelligence - Interoperability Security Aggregation

Kim Prado

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SLIDE 21

Kim Prado

SpringBoard

Client Insight / interoperability

2019 Leveraging Open Source Perspective

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SLIDE 22

Perspective

Kim Prado

Client Insight / interoperability

2019 Leveraging Open Source Perspective

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SLIDE 23

Perspective

Kim Prado

Client Insight / interoperability

2019 Leveraging Open Source Perspective

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SLIDE 24

Perspective

Kim Prado

Client Insight / interoperability

2019 Leveraging Open Source Perspective

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SLIDE 25

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

Thank you.