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Copyright © 2014 HCL Technologies Limited | www.hcltech.com
Incorporating Digital Banking As Oracle Reset HCL Target Area
Oracle Practice FSI 2014/15
Copyright © 2014 HCL Technologies Limited | www.hcltech.com2
Core Oracle Organizational Structure
FSI
RETAIL
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What is the Oracle Banking Platform in FSI?
Core Oracle Banking Platform Capability
Complementary capability by Oracle
3rd party not provided by Oracle
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014 HCL Technologies Limited | www.hcltech.com4
FLEXCUBE
Oracle Banking Platform
Financial Services
Lending and Leasing
FS Analytical Applications
(OFSAA)
Risk (LRM, EST, Basel, LLFP)
Customer Insight
Data Management and Analytics
FS Analytical Applications (OFSAA )
Fraud
KYC
Enterprise Case Management
Ops Risk
Trader/Broker Compliance
AML
Oracle Revenue
Management and Billing
Oracle Documaker
Oracle Core Banking Applications
Core Banking Lending & Leasing Risk & Customer Analytics
Financial Crime and Compliance
Revenue Management and Billing Document Automation
INTEGRATION
TRANSFORMATION
SUPPORT
Copyright © 2014 HCL Technologies Limited | www.hcltech.com5
Oracle Solution Offerings – High Level E-Business Suite Global Deployment
Finance Transformation
Fusion HCM Applications
Fusion
Integration
EAM Toolkit Supply Chain Optimization
Real Time Analytics
Instance Consolidation
Supported Oracle
Cloud Based
Services & Hosting
Hosted or On-Premise Fixed Price, Fixed Scope
Approach Mix of embedded
solutions and new technologies
Automated Testing
Copyright © 2014 HCL Technologies Limited | www.hcltech.com6
Oracle Service Lines Overview
Capabilities Recognitions Differentiators
Partnerships Clients Products
Consultants 3,500
Projects 150
Oracle Platinum partner, currently being evaluated for premier Diamond level
Selected for Fusion Early Adopter Program
First Fusion HCM SaaS go-live
One of the only live Oracle Sales Cloud deployments
Implemented one of the first large Exa deals
Voted Number One by PwC in the Nordics for all Oracle services
31 Oracle Specializations, plus
- 9 Advanced Specializations
Integration of business strategy consulting – linked to business benefits
ERP upgrade tools/accelerators
Automatic testing
Pre-defined business processes
Oracle Cloud Services Implementation Partner – CRM, HCM
Global deployment and support capability – full AMS
Oracle ERP - Oracle E-Business Suite, JD Edwards, PeopleSoft
Oracle Fusion, Cloud applications and middleware – HCM, CRM, Taleo, SOA, Governance, Risk & Compliance
Oracle Edge products – Endeca, Oracle Transportation Management, Oracle Enterprise Asset management, VentureForth Mobile solution, Hyperion
Engineered Systems – Exadata, Exalogic, Exalytics, Big Data Appliance
Services Include:
Full suite of systems integration and managed services with Oracle technology
Business transformation services to achieve higher levels of performance
End-to-end implementation including global planning and large-scale rollouts
Application Support and Maintenance to deliver significant savings and value
Copyright © 2014 HCL Technologies Limited | www.hcltech.com7
HCL Capabilities – HCL/Oracle Specializations 31 YTD
1. Oracle Database 11g2. Oracle Essbase 113. Oracle Hyperion Planning 114. Oracle SOA Suite 11g5. Oracle Solaris 116. PeopleSoft 9.1 Human Capital Management7. PeopleSoft PeopleTools 8.5x8. Siebel CRM 89. Exadata Database Machine Models X2-2 and X2-810. Oracle Application Development Framework 11g11. Oracle Argus Safety Suite 612. Oracle Business Intelligence Applications 713. Oracle Database 11g Performance Tuning14. Oracle EBS R12.1 Financial Management15. Oracle EBS R12.1 Human Capital Management16. Oracle EBS R12.1 Projects17. Oracle EBS R12.1 Supply Chain Management18. Oracle Fusion Customer Relationship Management 11g19. Oracle Fusion HCM Cloud Service 201320. Oracle Fusion Human Capital Management 11g21. Oracle Hyperion Financial Management22. Oracle Life Sciences Data Hub 223. Oracle Real Application Clusters 11g24. Oracle Webcenter Content 11g25. Oracle Webcenter Portal 11g26. SPARC Enterprise Entry – Midrange M-Series Servers27. SPARC T4- Based Servers28. SPARC T5- Based Servers29. Oracle Fusion CRM Cloud Service 201330. Oracle Business Intelligence Foundation Suite 11g31. Oracle Transportation Management 6.2
Copyright © 2014 HCL Technologies Limited | www.hcltech.com8
HCL Capabilities – Advanced Specializations
1. Oracle Database 11g2. Oracle Essbase 113. Oracle Hyperion Planning 114. Oracle SOA Suite 11g5. PeopleSoft 9.1 Human Capital Management6. PeopleSoft PeopleTools 8.5x7. Siebel CRM 88. Oracle Business Intelligence Foundation Suite 11g9. Oracle EBS R12.1 Supply Chain Management
PSoft People tools Siebel CRM Hyperion
SOA Essbase
PSoft HCM
BI Foundation
EBS- SCM
Database
Copyright © 2014 HCL Technologies Limited | www.hcltech.com9
Why HCL for Oracle FSi– What is HCL Customer Value ?
Combining Oracle Capability :-• Mobility
• Fusion
• SOA & Integration
• Business Transformation
Faster Time To Market• Global delivery for reduced Risk, Cost and Speed of delivery.
• Industrialized accelerators aligned to HCL & Oracle Unified
HCL brand
Consistently top performing CSAT results
Beyond Technical and Application support
Proven On-Shore /
Offshore blend
Technical and
industry
experience
HCL Oracle Universe quality tested & assured Oracle R12.2 for Oracle
Beyond technology
Ability to manage
complexity
We are where you are to keep your mission-critical systems operating seamlessly
Oracle Capability
Oracle Diamond watch
> 30 Specializations across Hardware, Middleware & Applications
> 10 Advanced Specializations
HCL is NOT the cheapest ….
HCL does
provide the
best
COMBINATION
• Cloud
• BI Analytics
• Security
• Infrastructure
HCL Proven Approach
(As recognized by Panorama Consulting 2014)
↓ reduce typical implementation duration from 22 mths to 9 mths
↓ reduce price
↑ realize ROI benefits quicker
↑ improve likelihood of project success
Copyright © 2014 HCL Technologies Limited | www.hcltech.com10
How are we supporting YOU selling Oracle FSI ?
Future Digital Banking
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Future Digital Banking - Recent Forrester Quotes
11
Customer-advisor collaboration is receiving more attention. As we wrote in our research on Next-Generation Digital Financial Services, financial firms not only need to become smarter about manufacturing financial advice, they need to improve how they deliver it
Automated financial advice for mainstream customers is edging closer. For years, Forrester has talked to its clients about the huge opportunity, and pressing need, for financial firms to use software to automate the production of financial advice
Mobile image capture is something we will soon take for granted. There’s a clear opportunity to use mobile image capture to prepopulate data and improve a wide variety of process e.g.) device’s camera to match a customer’s face to photographic identification.
There’s still plenty of opportunity to improve the sales process. The most immediate revenue-generating opportunity for digital financial teams probably lies in applying innovations to simplify the sales process for customers and increase conversion rates
There’s a revolution coming in marketing, but I’m not sure everyone sees it yet. Future generations will look back in wonder at the idea that marketing was ever done without data about customers’ interests and intentions. Transactional data is a potential gold mine. Treasure it and make the most of it if you have it.
Copyright © 2014 HCL Technologies Limited | www.hcltech.com12
Digital Banks of the Future
Competitors will emerge to take market share away from traditional, full-service banking institutions that fail to adapt:• Niche Digital Provider• Digital, Full-Service Bank• Big Box Banking
To avoid being marginalized, traditionalbanks must take three distinct steps togive themselves a sustainable advantage in the future 1) optimization and simplification,2) agility, and 3) continuous innovation
Percentage of customers who recently made or are planning changes with their Primary Financial Services Provider
* Source - EY-Global-Consumer-Banking-Survey-2014
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It’s all about the..
Brand
Receive
Curiosit
y
Researc
h
Compare
Buy
Selec
t
Consum
e
Pay
Maintain
Updat
e
Support
Stimulate
BRAND
Perform
Project Protect
Customer Experience, developed in the Retail Sector will become the driver for successful banks of the future …
Copyright © 2014 HCL Technologies Limited | www.hcltech.com14
Digital Opportunities and Challenges
Social Networking
Mobile
Data Explosion
Legacy Operations
14
1. Operations 2. Products 3. Customers
New Digital products
Improved Integrated Platforms
Increased Productivity
Analytical Interactions
3.5 BillionSMART Mobilesby 2015
63% of IT Budgets for Run-the-Business
20-Year-OldLegacy Applications
>100sApplicationsin Operation
90% of ALL DataCreated within last Two years
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The journey ahead – Drivers
15
Cloud Connectivity
Mobility
Real Time Analytics
Systems & Rules Integration
Compliance, Risk & Regulations
Customer Experience
Cost Efficiency
Digital Marketing
Future Digital Banking
Copyright © 2014 HCL Technologies Limited | www.hcltech.com16
Drivers Map to HCL Capability ….
Cloud Migration High Performance Computing
HCL Cloud
Oracle Sales & Marketing Cloud
Fusion Applications (HCM)
Real Time Decisioning
Exadata Appliance
Real Time Exalytics
Fusion Middleware Collaboration
SOA Integration
Instance Consolidation
Portal Collaboration
Capture & Imaging
Mobility
Omni-Channel
Oracle Mobile
Mobile Platform Testing
WebCenter Portal
WebCenter Sites
ATGBusiness Process
Modelling
Supplier Collaboration
Master Data Management
Copyright © 2014 HCL Technologies Limited | www.hcltech.com17
Apps Management
Optimize Infrastructure
Standardize Services
Mapping Journey Drivers to Client’s Strategy
17
Consolidate Data & Apps
Standardize Business
Processes
LEA
NE
R I
T
Business Drivers
DataImprove integration,
transparency & decrease cost
Corporate Services
Realise efficiencies
Front Office Experience
Core Processes
Performance Management
Governance
Customer Delight
Finance, Risk & Compliance
ST
RA
TE
GIC
EX
CE
LLEN
CE
Standardize Services Platform
Business Processes
System Integration
Business Intelligence
User Experience
Security & Compliance
Single Platform Future Strategy
Applications & Infrastructure Management Services
☼ Relationship Management ☼ Document Management ☼ Intelligent Data Warehouse ☼ Customer Experience ☼
Strategic Drivers
Copyright © 2014 HCL Technologies Limited | www.hcltech.com18
Example Entry Points – Where to start?
1. Operational Systems
• Too many silo systems• Poor integration with
Financial system
2. Financial Systems
• Complex and manual reconciliation process
• More time to close books
3. Data Warehouse
• Regulatory compliance• Data quality• Data Governance• Hierarchy Standardization
4. Consolidation
• Poor monitoring• Manual & Inflexible
towards market dynamics• Multiple version of truth
5. Fin. Planning & Analysis
• Manual process• Complex reconciliations• Multiple versions of truth
6. Analyze / Optimize
• Report Availability• Accuracy of data• Data Lineage
Copyright © 2014 HCL Technologies Limited | www.hcltech.com19
Oracle FSi Recent Activity – With Oracle
Oracle Contact What’s Been Done Next Steps
Jon Addison Regional Director FS Oracle (Hardware)
Stuart Drew – Barclays transformation across key accountsIntegrated to “Global Strategy”
Standardize existing proposal and set up Oracle HCL ( & CSC) meeting including target accounts, based on existing relationships
Oracle pipeline for the FSI sector
Shortlisted with FSi UK and worked through with Oracle for target accounts 2014_15
• Aligned with Oracle FSGBU • Shared OFSAA team details
as a quick win • Focused activity on individual
accounts
Invite to Partner Sector Day UK
Oracle is holding partner open day in UK – HCL FSi participation actively invited
Will include latest from Oracle OpenWorld and specific FSi breakout
Details shared on partner slide
Copyright © 2014 HCL Technologies Limited | www.hcltech.com20
Oracle FSi Recent Activity – HCL Accounts
Client What’s Been Done Next Steps
Draft of combined Digital CX Studio / Digital POV played to client
Full presentation scheduled Oct 2014
1. Transformation – Account Planning underway and existing baseline worked with CSC to be re-used and jointly marketed with Oracle 2. INFUSE
• Single global view of chart accounts
• Improved Reporting
Oracle digital strategy plan underway by client.Arranging client meeting with inputs to strategy late Sept
Meeting on site w/c 23/09 to run through approach.
Current deal is extension to existing AMS contract. Met with client pre-tender to suggest analytics as part of future digital strategy
Awaiting confirmation of AMS deal, due Oct
Copyright © 2014 HCL Technologies Limited | www.hcltech.com21
Suggested FSI Partner Leverage
https://bian.org/
Why is SOA important?BIAN and its members believe that SOA is the best technology for internal and external interfaces to produce consistent definitions, levels of detail and boundaries through collaboration. When combined with industry-agreed IT standards, SOA will ensure interoperability, whereby different IT systems within a bank can work together as seamlessly as possible, without additional time or cost requirements for integration.
Copyright © 2014 HCL Technologies Limited | www.hcltech.com22
Working Together – Next Steps
Key accounts target (with Oracle) – Highlighting Oracle activity
I support Europe and live near an airport
Map Oracle existing pipeline
Join weekly call – to add suggestions
Present together at Oracle events including Oracle Openworld
1 or 2 go to market initiatives : Database Headache / Digital Banking
+44 (0) 7711 505093German Banks
Oracle Accounts
UK FSI Oracle Accounts
