Accenture Capital Markets

Transcription

A complete view of the markets
A solid foundation
In capital markets, there’s no such thing as ‘business as usual’. Change is
the status quo, and strategies and operating models must evolve to make
capital work harder. In this dynamic landscape, success comes to firms who
are agile, versatile and ready for the next challenge and opportunity.
At Accenture Capital Markets we use our complete view of the markets to
help firms see these opportunities from every angle and take change in
their stride. This is how we do it.
Contents
Change is here to stay
04
Where we come in
08
Across sectors and services
21
Why we are different
24
But they all say that
29
Let’s talk
36
3 Accenture Capital Markets – A Complete View of the Markets
YOU SAY
"We’ve never been under so
much external market pressure"
WE SAY
"But there have never been so
many opportunities to gain
competitive advantage"
The last six years have seen seismic shifts in the
financial landscape:
Economic pressures
have created a fundamentally different environment, with
new centres emerging beyond the established markets.
Regulatory changes
have imposed stringent controls on activities and driven firms
to focus on return on investment, rather than revenue growth.
New technologies
are emerging every day, keeping the pace of change high
and competition intense.
While some focus on the problems and pitfalls, we prefer
to see the possibilities that this massive change is bringing.
A series of powerful industry forces are at play – reshaping the way Investment
Banks, Wealth and Asset Managers, Exchanges and Clearing Houses operate.
What was once gentle evolution has become a near revolution.
Industry Forces
To survive and thrive, continuous
reinvention and restructuring is
required – from underlying business
and operating models through to
market propositions.
Economic
Customer
Regulation
Technology
• Global GDP growth
remains sluggish under
fiscal consolidation
and de-leveraging
• Retirement /
Wealth Transfer
•B
asel III raising level
of required capital
from 2% pre-crisis
to 15% in 2019
•C
loud / SaaS
transforming industry
• The euro crisis
continues to cause
global economic
uncertainty
• Worldwide Elections,
unstable governments
• EU double dip recession
• Ultra-low Interest Rates
• Structural economic
imbalance
Investment Banks
• Digital Generation
• Emerging Markets
• Disintermediation
as result increased
transparency
• Increasing competition
for clients by new
entrants and incumbents
• Customers looking for
ETF and Alternatives
Growth
• Increase in Packaged
products & retirement
Solutions
Wealth/Asset Managers
•B
asel III, Dodd-Frank,
EMIR UCITS/AIFMD,
TS2 dominate agenda
increased compliance
requirements
• Increased Price
Transparency
•D
ata Management /
BI necessary to run
business
• Mobile / social
technologies
increasing influence
• New technologies allow
for lower cost trading
•C
onsumer Protection &
Fiduciary Responsibility
•A
nalytics & CRM
increasingly necessary
to remain relevant
• ICB (UK) and Liikanen
(EU) proposals
gathering pace
•M
arket commoditising
whilst need to invest
to compete
Exchanges
Clearing Houses
The fundamental role of investment banks is being reshaped and questioned,
with the threat of disintermediation from multiple angles.
The Buy-Side
Investment Bank
Boutique
Advisory
Primary Markets
Secondary Markets
Advisory
Research
M&A
Prime Services
ECM
Sales & Trading
DCM
Market
Utilities
Cash Equities
Equity Derivatives
Rates Flow
Structured Rates
Credit Flow
Structured Credit
FX
Commodities
Middle & Back Office
Exchanges & Market Infrastructure
Liquidity
Providers
Case Study: For Crédit Agricole CIB
Q
How do you manage a myriad of disparate and
duplicate data feeds, bringing order to a cost
intensive and inefficient system?
YOU SAY
"Market volatility and sluggishness
have led to weak top-line profits"
A
We designed and implemented a new CIB Architecture
Reference Data system that has helped Crédit Agricole
CIB enhance the quality of its reference information,
secure greater returns and ensure compliance with
regulatory initiatives.
WE SAY
"Which makes now the right time to look at business processes and
new technologies that add to the
bottom line"
Where we come in
We’ll help you stay one step ahead – making sense of the emerging
economic order, and creating and exploiting opportunities. We are one of
the world’s leading providers of consulting, technology and outsourcing
services to the capital markets industry.
Where we come in
The Accenture Way
Our mission is to help clients become high-performance organisations, developing and
implementing technological change or even running parts of their business ourselves.
Clients
The Accenture Way is delivered through:
We are passionate about
our clients and focused
on delivery of outcomes
V
alue/Client value creation
Always looking to add value
Performance
People
We are flexible and
driven to achieve
high performance
We have the best
people and are
team players
At the heart of the
Accenture Way:
Innovation
Seeking out new ways to improve performance
Collaboration / One global network
Working seamlessly together worldwide
Future
We care about our communities and
are focused on economic and business
competitiveness to build a better future
Talent / Best people
Bringing an unrivalled breadth and
depth of experience to our projects
Where we come in
We have the skills and experience to handle
projects of every size, in any location.
We work across five different
operating groups
• Financial Services
• Comms Media & Technology
• Health & Public Service
• Products
• Resources
Offering services from
three growth platforms
• Management Consulting
• Technology
• Business Process Outsourcing
Our Financial Services
practice goes to market
across three industries
• Banking
• Insurance
• Capital Markets
We help our clients move from issue to outcome to deliver value
Financial
Services
Comms,
Media &
Technology
Health
& Public
Service
Products
Resources
Banking
Insurance
Capital Markets
1. Management Consulting
2. Technology
3. BuSINess Process Outsourcing
01
02
03
04
05
Where we come in
The entire project lifestyle
Management consulting
Technology
Business process outsourcing
We help clients identify opportunities
to improve – then deliver value with
pace, certainty and strategic agility.
We apply proven technology to turn
strategic business challenges into
workable, practical solutions.
We provide outsourcing for essential
client services, freeing them to be
smarter, faster and realise real value.
• Analytics
• Finance
• HR
• Operations
• Risk management
• Sales & marketing
• Strategy
• Sustainability
• IT strategy
• Applications
– Process and function
– Platform/technology
– Lifecycle
• Infrastructure
• Information security
• Cloud
• Capital project utilities
• Care management and health
administration
• Change outsourcing
• Finance & accounting
• Fund administration
• Insurance credit services
• Life sciences marketing
• Market and reference data
• Marketing
• Networks
• Procurement and supply chain
• Recruitment and learning
• Research
• Securities processing


Where we come in
Our Business Services combine and focus our growth platforms to address our clients’
specific needs and are aligned to the specific challenges facing the Capital Markets Industry.
Trading Services
Transform the front, middle and
back-office trading operations to
address industry challenges such
as cost reduction, regulation or
revenue growth.
Wealth and Asset
Management
Services
Trading
Services
Market
Infrastructure
Services
Finance & Risk Services
Help clients improve risk strategy
and governance, process efficiency,
and regulatory compliance.
Finance
and Risk Services
Wealth and Asset
Management Services
Improve front office efficiency by
transforming distribution channels
(markets, products, producers,
customers) and service channels
(web, call center, branch, IVR, mobile). Market Infrastructure Services
Helps firms manage the challenge of
today’s evolving eco-system of trading
and settlement venues.
Where we come in
Accenture Trading Services
We enable sell- and buy-side firms to operate high performing trading functions.
Wealth and Asset
Management
Services
Trading
Services
Market
Infrastructure
Services
Service Description
Why Accenture?
Accenture Trading Services helps clients run and transform their front,
middle and back-office trading operations to address industry challenges
such as cost reduction, regulation or revenue growth. We provide both buyside and sell-side firms with a full-service offering, including consulting,
technology and business process outsourcing to assist in delivering high
performance trading and settlement capabilities across all asset classes.
This includes strategy, architecture design, operating model work, process
improvement, systems building and trading package integration as well
as application management and outsourcing. Clients use these services to
drive cost reduction, address risks and to deliver improved capabilities for
new products, markets or for business expansion.
• 25+ years of experience in the capital
markets industry
• Deep market relevant skills at scale to allow
global responses to client challenges worldwide
• Alliances with leading software vendors for trading and settlement
• Proprietary assets developed for Accenture Trading Services that will
fast track benefits realization for our clients ability to provide holistic
solutions covering a broad spectrum of specific client challenges
Service Portfolio
Key Facts
• Trading Platforms Services
• Front-Office Services
• Research Services
• Data Services
• Collateral Management Services
• Post Trade Services
• Derivatives Reform Services
• Leader in Trading FO-MO-BO solutions with more than 25 active projects around
Murex, Calypso, LoanIQ (as of April 2013) with Sell Side, Buy Side and Exchanges
• Delivered more than 350 custom build / software projects for front-office technology
• Accredited under SwapClear’s CCP2 Program
• Client data projects delivered to investment banks, corporate banks and wealth
managers
• Research coverage of 200+ companies across 15 sectors over the last five years
to support client analysts in a top-tier universal bank
• Experience in implementing the Top 4 Vendor solutions in Collateral Management
• Support provided to leading financial services organizations in their response to
Derivatives Reform
Finance
and Risk Services
Where we come in
Accenture Post Trade Processing
Transforming how banks operating in Europe,
Asia, Australia and the Middle East manage
post-trade operations.
Through Accenture Post-Trade Processing, we will be helping banks
reduce post-trade processing costs, adapt to new regulations and
technology, launch new products and enter new markets. We will provide
scalable, cost-efficient securities processing based on industry-leading
practices and technologies for cash equities, bonds, notes and warrants
on a managed service basis. By mutualizing processes and costs across
multiple institutions, we can help you cost effectively address your clients’
needs for securities processing so that you can focus on what matters—
sustained growth and profitability combined with superior client service.
Wealth
Man
Trading
Services
Accenture and Broadridge
Accenture Post-Trade Processing is designed in collaboration with
Broadridge Financial Solutions. Leveraging Broadridge’s scalable
technology solution and Accenture’s global business process outsourcing
(BPO) capabilities, Accenture Post-Trade Processing will help set a new
industry standard for efficiency in post-trade processing.
For more details, visit the site.
Finance
and Risk Services
Where we come in
Accenture Wealth and Asset Management Services
Industry-driven solutions to help our buy–side clients address
their most pressing issues today and tomorrow
Wealth and Asset
Management
Services
Trading
Services
Market
Infrastructure
Services
Finance
and Risk Services
Service Description
Why Accenture?
Accenture Wealth and Asset Management Services delivers industrydriven solutions that help wealth and investment managers address
their most pressing needs and prepare for tomorrow’s challenges.
Clients use our services to drive sales, reduce costs and manage risks.
• Deliver leading-edge, industry-driven solutions that help
wealth & investment managers address the current tipping
point in the industry & succeed in tomorrow’s marketplace
• Innovative solutions to improve the front, middle and back office functions
of wealth and asset managers
• Results that drive sales, reduce costs and manage risks; including services that
optimize analytics for wealth and asset managers and improve advisor productivity
• Deliver differentiated services to our clients based on our strong heritage,
breadth of experience, scale, depth, the vast extent of our network & our
industry alliances
Service Portfolio
Key Facts
• Sales and Distribution
• Servicing and Solutions
• Asset Management and Servicing
• Wealth Management Platforms
• We currently work with 8 of the Top 10 Wealth Managers globally
• We also currently work with 7 of the Top 10 global Asset Managers
• We have played a major role in 4 of the 8 largest M&A transactions for
the investment management industry in the past five years
• Accenture completed its first Odyssey “Triple A” implementation in 1996
• Accenture has run fund administration services in Spain since 2003
with more than 400 funds under management
Where we come in
Accenture Market Infrastructure Services
Industry-driven solutions to help exchanges, depositories
and other market infrastructure achieve high performance
Wealth and Asset
Management
Services
Trading
Services
Market
Infrastructure
Services
Finance
and Risk Services
Service Description
Why Accenture?
Accenture Market Infrastructure services helps firms manage the
challenge of today’s evolving eco-system of trading and settlement
venues. Our consulting services provide assistance in strategy
development and planning while our Technology services help firms
implement leading edge solutions, adapt new technologies such as
cloud computing and to find and exploit new revenue opportunities
such as monetizing data and creating new utility services. Our Business
Process outsourcing provides a global service capability well suited to
the service and cost pressures of the day.
• 25+ years of experience in the capital markets industry
• Experience designing and implementing electronic
trading venues
• Alliances with leading software vendors for trading and
settlement solutions
• Market insights form serving buy and sell side clients
• Teams in both major market on shore locations and developer
network in off shore centers globally
Service Portfolio
Key Facts
• Consulting Services
• Trading Platforms
• Data Services
• Collateral Management
• Settlement Platforms
• Implemented 15+ exchange platforms in North America, Europe and Asia
• We built the world´s first fully automated derivatives exchange
• Accredited under SwapClear’s CCP2 Program
• Launched Global Corporate Actions BPO service in partnership with DTCC
• Regularly publish leading industry insight and research in the market
infrastructure space
Where we come in
Accenture Finance and Risk Services
Industry-driven solutions to help our buy–side clients address
their most pressing issues today and tomorrow
Wealth and Asset
Management
Services
Trading
Services
Market
Infrastructure
Services
Finance
and Risk Services
Service Description
Why Accenture?
Accenture Finance & Risk Services help clients improve risk strategy and
governance, process efficiency, and regulatory compliance. Accenture’s
consulting, technology and business process outsourcing capabilities
can provide banks, insurers and capital markets organizations with
the right combination of risk and finance solutions to streamline
their operating models, integrate risk and finance operations across
the organizations, and deliver the technology architectures and
data management systems necessary for enhancing forecasting
and analytics capabilities and turning these crucial functions
into competitive differentiators.
• Accenture provides a single, integrated, transformational
end-to end finance and risk solution with differentiating ideas
and execution, rather than a simple compliance oriented response.
• Accenture’s approach to strategic risk management enables growth while
helping improve governance and process efficiency.
• Our consulting, technology and business process outsourcing capabilities can help
financial services firms develop the right combination of risk and finance solutions
to streamline their operating models, integrate risk and finance operations, and
enhance forecasting and analytics capabilities.
• We maintain a strong client focus through a collaborative, client-centric
approach that redefines the finance and risk management space.
Service Portfolio
Key Facts
• Finance & Risk Transformation
• Regulatory & Compliance Management
• Risk & Finance Integration
• Fraud & Financial Crime
• Enterprise Performance Management & Analytics
• We are currently working with leading Financial Services companies in
the Fortune Global 500 across industries to shape their finance and risk
transformation agenda including: 10 of the top 15 Banks; 8 of the top 10
Insurers; Top 8 Capital Market companies
• Integrated capabilities across consulting, technology delivery and shared
services/BPO.
• Helped many banks to streamline their regulatory, risk and finance operations.
• Able to deliver technology architectures and data management systems
necessary to enhance forecasting and analytics.
Where we come in
200
cities and 54
countries with
Accenture
employees
Strength in numbers
NA
7
delivery
centres
India, Manila,
Shanghai,
Bratislava,
Milan, Madrid,
Recife
New York
9
London
Toronto
Chicago
EALA
Boston
Paris
Madrid
APAC
Frankfurt
Bratislava
Tokyo
Milan
Tel Aviv
core hubs
Shanghai
Singapore
Mumbai
São Paulo
Johannesburg
Sydney
4
structured business services
across trading, wealth & asset
management, Finance & Risk
and Market infrastructure
New York, London, Sao Paulo, Madrid,
Frankfurt, Paris, Milan, Shanghai, Tokyo
17% annual
growth
in earnings per
share between
2003 and 2013
10,000
people are working on capital
markets projects around the world
$28.6
billion
Accenture’s annual
revenue for 2013
Where we come in
Our mission is to help clients become high-performance organisations
Did you know that Accenture
Capital Markets...
• Completed Wall Street’s first ever
large application outsourcing deal,
covering over 100 applications?
• Built the world´s first fully automated
derivatives exchange?
Truly Global Scale
• Deep capital markets expertise in
the world’s major financial centers
(hub concept)
• Dedicated capital markets delivery
centers in Spain, Italy, Slovakia,
India and China
NA
EALA
APAC
• Has run fund administration services
in Spain since 2003 with more than
400 funds under management?
Market Relevant Skills
• A dedicated practice of several
thousand people across the globe,
organized in specialized, global
communities of practice
• 850+ Generalist Capital Markets
certified resources through a
program accredited by the
Chartered Institute for Securities
and Investments (CISI)
• A training budget of US12 million
dollars in FY13
London
Toronto
Chicago
New York
Paris
Boston
Madrid
Frankfurt
Bratislava
Tokyo
Milan
Tel Aviv
Shanghai
Singapore
Mumbai
São Paulo
Johannesburg
Sydney
Where we come in
Case Study: For Bankinter
Q
How can you administer the distribution of
mutual and pension funds, while reducing
costs and improving service?
YOU SAY
"Our business is fragmented and
active around the world"
A
By outsourcing to us, Bankinter achieved an estimated cost
saving of 15%, increased the number of funds managed
from 71 in 2003 to 96 in 2010, and significantly improved
efficiency. They were even named one of the best fund
managers in Europe.
WE SAY
"Which is why we are truly global
in our reach"
We take a whole-company view, introducing the kind of flexibility you
need to meet future challenges head-on. Whether it involves managing
and developing capabilities, mitigating regulatory risk, leveraging the
digital landscape, or shaping and deploying a new business model,
we are the people with the right intelligence.
Together, our services combine to cover all
segments of the Capital Markets industry.
Buy Side
Corporate &
Investment
Banking
Exchanges
& Markets
Clearing,
Custodians &
Intermediaries
Wealth & Asset
Management
Services
Accenture Market Infrastructure Services
Accenture Finance & Risk Services
Accenture Human Capital Services
Accenture Technology & Infrastructure Services
Distribution & Marketing Services
Capital Markets Business Services
Cross Industry Business Services
Data Providers
Regulators &
Supervision
Case Study: For BNP Paribas
Q
How can you make onboarding new clients a model
of seamless efficiency?
A
We created an interactive process-analysis tool that enabled
users to visualise existing situations and shortcomings.
Based on this, we identified opportunities for change that,
when implemented, will deliver hundreds of millions of
Euros in revenue lift.
YOU SAY
"We often hear: nobody
understands our business
like we do"
WE SAY
"Which is why we always listen
to our clients first"
There’s no single factor that sets us apart. Our difference stems
from a combination of important elements. It’s our experience;
our breadth, depth and reach; our flexibility, speed and adaptability;
and our people. Together, these help our clients achieve results
they never thought possible.
We offer a unique combination of strengths:
Breadth, depth & reach
We are structured in a way that allows us to build deep, personal client relationships
where our size helps us deliver at any scale.
Globally connected
We have a truly global network, perfectly placed for supporting international clients.
Technical experts
We are the world’s largest independent technology services provider, with a proven track
record of end-to-end transformational projects.
Industry depth
We have experienced professionals who understand the complexity of the Capital Markets
industry and who are ready to advise and navigate our clients through the challenging
industry landscape.
Trusted to deliver
Put simply, we inspire confidence. Our culture of innovation, collaboration and excellence
means we always deliver on our promises.
Talented people
We recruit the best and then invest in training and
development to motivate them and retain our position
as thought leaders in the industry. Here’s how we’ve
built a culture of excellence:
Experience ⇨
We give people opportunities to build their expertise in
functional, technical and industry areas. Across all industry
segments. Across all geographies.
Community and
collaboration
Community & collaboration ⇨
We leverage our deep, longstanding client relationships
to help build careers. Our people work hand-in-hand
with experts to expand their knowledge – from strategic
challenges to technical implementation.
Culture of
excellence
Formal learning ⇨
To stay at the leading edge, we give our people ongoing
training. We have a robust curriculum of over 250 courses
aligned to our capital markets industry and skills. Highlights
include introductions to key concepts, simulations,
and annual industry and sales training.
Experience
Formal
learning
Alliances are essential to our goal of helping clients innovate and become
high-performance businesses. Through these alliances we’re able to extend
our network to encompass the market leaders and innovators – so you gain
access to the best specialist skills and a tailored service.
Our partners include:
Client Delivery Projects
AD, AM, IO, BPO & Testing
People & Expertise
Technology, Industry & Expertise
Assets and Alliances
SW, Accelerators, Diagnostics
Innovation
Tech Labs, POCs, Tools
Accenture
Trading Services
Calypso
Murex
Misys
Broadridge
Smartstream
Lombard Risk
Systems
Data
Management
Asset Control
Golden Source
Markit
Thomson
Reuters
Market
Infrastructure
Services
Wealth
& Asset
Management
Finance
& Risk
Services
Cross
Industry
Custom build
Platforms and
middleware
Avaloq
SAP Oracle
Temenos
Calypso
Salesforce
Microsoft
Dynamics
Net
SalesForce
Murex
SAS
Tibco
Microsoft
Misys KGR
SAP Oracle
MQ
Dynamics
Thomson
Reuters
Pega
Swift
Competency Development
BA Academy, Design School, CoP
Delivery Excellence
Accenture Delivery Suite, Project Management, Engagement Balance Scorecard & Metrics
Informatica
Case Study: For a large global investment bank
Q
How can you stay ahead of the regulatory curve
as it continues to evolve?
A
We worked closely with the client’s Clearing Operations
team to develop a best in class approach to regulatory
change emanating from OTC derivatives reform. This ensured
they got ‘first mover’ advantage in the OTC CCP space. And
we played a key role in helping them meet CFTC industry
regulation for all mandatory rates and enabling credit OTC
derivative trades to be centrally cleared from March 2013.
YOU SAY
"To grow, every business needs
financial stability and firm
foundations"
WE SAY
"This is why we provide solutions
that stand the test of time"
Whether you’re facing regulatory, economic
or technological change – or a combination of
all three – we know we can make a difference
to your business.
Of course, we would say that.
So, if you still need convincing:
We’ve helped one long-term
savings and investment company
achieve expected financial benefits
of US$2.4 – $2.9 million in the first
year and US$6.5 – $8 million
on a regular basis.
We’ve given Mora Banc the ability
to target its customer relationship
activity, building proactive
relationships and, in turn,
its commercial advantage.
We’ve enabled Sal. Oppenheim to
create a flexible team, using our
Murex expertise to give them +/30% scalability of their resources.
This has helped them cut fixed
overheads significantly.
Thought Leaders
Download our reports for the latest Accenture thinking on your market or industry.
For print copies of these and other papers please e-mail [email protected]
Accenture Trading
Services
Accenture Wealth
& Asset Management
Accenture Finance
& Risk Services
Technology Research
& Innovation
Capital Markets
Research & Innovation
Investment Banking:
Quarterly
Benchmarking
Wealth & Asset
Management: Quarterly
Benchmarking
Risks & Rewards:
Integrated Risk
Management &
Rogue Traders
Top Ten Challenges
for Investment Banks
Generation D: An
Emerging & Important
Investor Segment
Financial Reporting
Challenges in
Investment Banking
Focus for Success:
High Performing
Investment Bank
Managing the Retirement
of Baby Boomer Advisors
Basel III Handbook
Capital Markets: Six
Questions to Ask About
Cloud Computing
Emerging Markets:
Opportunities in
Capital Markets
OTC Derivatives
Market:
The Regulatory
Closing the Gap: How
Tech-Savvy Advisors
Regain Investor Trust
Dodd-Frank Act:
Balancing Strategies
& Tactics
Data Fabrics: Harnessing
the Power of the Grid
Spanish Investment
Market: Evolution
& Change
Target 2
Securities: Are
You on Target?
New Wealth, New
Opportunities: Asia’s
Booming Wealth Market
Preparing for Mifid II
Future of Electronic
Trading: Regulation,
Consolidation
and Innovation
Social Intelligence:
Financing the Low
Carbon Economy
Moving to the
Standard Legal
Entity Identifier: Client
Data Management
Social Advisor: Using
Social Media Effectively
in Wealth Management
Navigating the
Complexities
of Liquidity Risk
Data Management:
Foundation for High
Performance in
Capital Markets
Optimizing Talent
During M&A Integration
Accenture Technology
Vision 2013: IT Trends
& Innovations
A Model For Data
Governance: Does
Your Organisation
Really Have One?
Capital Markets
Key Facts 2012
If a Country
Leaves the Euro
Meet the Team
Bob Gach
Managing Director
Accenture Global
Capital Markets
Dean Jayson
Managing Director
Europe, Africa & Latin America
Joakim Mellander
Managing Director
North America
Wei Min Chin
Managing Director
Asia Pacific
Owen Jelf
Managing Director
Bob Gach is Managing Director
of Accenture Global Capital
Markets and oversees the group’s
vision and strategy, investment
priorities and supporting network
of alliance partners. Since joining
Accenture in 1980, he has
worked with global banking and
capital markets industry leaders
in a number of areas, including
strategy development, information
technology planning, architecture
development and implementation,
and package systems evaluation
and implementation.
Dean Jayson is Managing Director
of Accenture’s Capital Markets
practice, across our practice in
Europe, Africa and Latin America.
He is also responsible for capital
markets capability development
globally and for capital markets
thought leadership, including
a flagship white paper series
on high performance for the
investment banking industry. Based
in London, Dean works closely with
investment banks across the world
in delivering strategic management
and technology consulting projects,
and providing outsourced and
offshore technology services.
Joakim is a Managing Director in our
Financial Services Capital Markets
practice. Joakim has more than 25
years of experience in management
consulting across Europe and North
America, and has helped many
leading clients with improving their
strategies and execution to achieve
high performance. Joakim’s focus
is strategy and operating model
transformation and process and
organizational reengineering. Joakim
serves as the Financial Services
Capital Markets Lead for North
America, and Client Account Lead for
multiple Financial Services clients.
Wei Min Chin is Managing
Director for Accenture Capital
Markets in Asia Pacific, advising
clients in the asset management
and market infrastructure
areas. Wei Min has held client
management leadership roles,
working with some of the leading
financial services clients in Asia.
He has extensive experience with
operating model definition and IT
strategy formulation, in addition
to large and complex business
and IT transformation projects.
Owen Jelf is a global managing
director of Accenture Capital
Markets based in London and
the lead for Accenture’s Trading
Services business. He specializes in
delivering major technology and
business change programs in the
investment banking industry.
With more than 25 years of
experience in the industry,
Owen has large-scale program
management expertise, as well as
functional expertise of front-office,
operations and enterprise functions
in complex global delivery models.
Joakim holds a Master of Science
in Industrial Engineering and
Management from Chalmers
University of Technology in Sweden.
Alex Pigliucci
Managing Director
Accenture Wealth and Asset
Management Services
Pierluigi Giannico
Managing Director
Finance and Risk Services
Adriana Scozzafava
Global Managing Director
Accenture Market
Infrastructure Services
Eugenio Bonomi
Managing Director
Accenture Post Trade
Processing
Diane Nolan
Managing Director
Accenture Management
Consulting Capital Markets
Alex Pigliucci is the Managing
Director of Accenture’s Wealth and
Asset Management Services. Over
the past 17 years, Alex has held
leadership roles within Accenture’s
Financial Services practice in both
the US and Europe, including
running the sales organization
for banking and capital markets
in North America and leading
several client relationships. Alex
specializes in the global capital
markets, with extensive experience
in transformation programs for
investment banks, investment
managers, and leading global wealth
managers that enhance revenue
and improve operational efficiency.
Pierluigi Giannico is a Managing
Director and has many years of
experience working in Accenture’s
Capital Market practice across
Europe Africa & Latin America.
He recently managed Accenture’s
financial services practice in Turkey
and launched risk management
consulting services in southern
Europe. He has led large financial
institution programs focused
on business transformation,
IT restructuring and market
repositioning. Today, Pierluigi has
a specific strategic focus on the
development of our capital markets
clients in emerging markets,
including Brazil, Russia and Turkey.
Adriana Scozzafava is the Managing
Director of Accenture’s Market
Infrastructure Services. She also
serves as the Client Account Lead
for some of our largest capital
markets clients in Spain. Since
joining Accenture in 1991, she
has been responsible for large
scale transformation projects and
has worked with clients including
BBVA, Fortis, Merrill Lynch and
Morgan Stanley. She previously
helped develop our Capital
Markets practice in Latin America
and Africa by working with the
Mexican Stock Exchange, Chilean
Central Depositary, Colombian
Stock Exchange and Nigerian
Stock Exchange, among others.
Eugenio Bonomi is the global
managing director of Accenture
Post-Trade Processing which is
part of Accenture’s Capital Markets
Practice and was formerly the
market group lead of Accenture
Financial Services in Eastern
Europe. In Eugenio’s more than
20-year career with Accenture, he
has supported clients’ expansion
and merger & acquisition plans
through strategy development,
process design, and the
implementation of organizational
and technological solutions.
As a managing director in
Accenture’s Capital Markets practice,
Diane Nolan leads Accenture
Management Consulting Capital
Markets talent & offerings globally.
Diane is also responsible regionally
for Accenture Trading Services
in Belgium, France, Luxembourg
and the Netherlands (Gallia). She
is the global lead for Accenture
High Performance Capital Markets
Architecture Services and its
TARGET2Securities offerings.
Steve Scemama
Managing Director
Accenture Global
Capital Markets
Pramod Bijani
Managing Director
Accenture Capital
Markets India
Steve Scemama is a managing
director of Accenture Global Capital
Markets Trading Platforms Business
and Technology Offerings. He
oversees the group’s technology
vision and strategy, technology
investment priorities and supporting
network of alliance partners. With
more than 23 years of experience
in the CM industry, Steve helps
investments banks to transform
their business and IT organizations,
supporting the visioning of
operating model / IT architecture,
the implementation of trading
solutions, and the development of
alternative sourcing approaches to
reach cost efficient operations.
Pramod Bijani is a managing
director with Accenture and leads
the Capital Markets Industry group
at the India Delivery Center. He has
19 years of experience in the field
of information technology; Pramod
has held various roles such as
Account Lead, Delivery Unit Lead,
Program Manager, Project Manager
and Technical Architect at various
organizations including Accenture,
IBM, Citigroup and TCS.
Matthew Long
Managing Director
Accenture Capital Markets UK
Matthew is a Managing Director
in Accenture UK Financial Services
responsible for running the Capital
Markets practice. He has 21 years’
experience working in the Capital
Markets Industry and has spent
18 years in consulting and advisory
positions, working with Investment
Banks, Asset and Wealth Managers,
Exchanges and Custodians. He has
also worked in the Industry as an
Interest Rate Derivatives broker.
In addition, Matthew is the client
account lead for two major
accounts. Throughout his career
with Accenture, Matthew has
performed client-facing roles
across the US, Europe and Asia,
and also built and managed
capabilities and offerings to create
unique solutions for his clients.
Philippe Vidal
Managing Director
France and the Benelux region
Kristina Klapper
Managing Director
Germany, Switzerland and Austria
Philippe is the Managing Director
leading Accenture’s Capital
Markets practice in France and the
Benelux region. Philippe has lead
engagements for Investment Banks,
Wealth Management and Securities
services with across multiple
disciplines including business
development, simplification, postmerger integration and regulatory
compliance. Philippe is also the
leadership team for Accenture’s
Post Trade Processing, which
processes back-office securities
on behalf of Investment banks
for European and Asian Markets.
Kristina Klapper is the Managing
Director leading Accenture’s Capital
Markets Business in Germany,
Switzerland and Austria. She also
serves as Client Account Lead for a
leading European Bank. Kristina has
more than 20 years of experience
in Capital Markets, focusing on
operating models, front to back
processes and trading architectures.
She has led several software
implementation projects, covering
process analysis and design, design
of the application, implementation,
roll-out and application
management. Kristina has led
projects in Germany, Switzerland,
UK, the US, Asia and Scandinavia.
Diego López Abellán
Managing Director
Spain, Portugal, Africa & Israel
Fabio Rodacki
Managing Director
Brazil and Latin America
Oscar Garcia
Managing Director
Accenture Capital
Markets Nordics
Having joined Accenture in 1992
Diego has more than 20 years
of experience in Capital Markets
projects for financial institutions.
His experience includes strategy
development and information
technology planning, architecture
development and implementation,
package systems evaluation and
implementation, custom application
development and outsourcing.
Fabio Rodacki is a Managing
Director in Accenture’s Financial
Services Organization responsible
for the Capital Markets practice
in Brazil and Latin America. He
is experienced in helping clients
in their Business Strategy, IT &
Operations programs focused
on complex project management.
His consultancy background
includes projects such as Start-up
Development, Reorganization and
Strategy, Mergers and Acquisitions,
Treasury and Investment Banking
Operations Transformation and
other projects at Brazilian and
multinational Banks. Prior from
joining Accenture in the year 2000,
was responsible for the strategic
planning area at Shell Oil in Brazil.
Oscar Garcia is Director for Capital
Markets Industry in Nordics, focusing
on Trading, Wealth and Asset
Management services for Investment
Banking and large corporations in
both Buy and Sell side. In addition,
he supports growth of Accenture
Trading practice globally focusing
on trading/brokerage architectures
front to back.
Diego works across a range of Capital
Markets clients including universal
banks, asset managers and Private
banks. He graduated in Economics
from the University of Barcelona,
Actuarial Science from the University
of Barcelona and PDD from IESE,
and is a frequent commentator in
the media on industry issues.
Oscar’s project management and
leadership experience comprise of
serving as overall program lead for
several large financial institutions.
Functional and technical expertise
includes several large transformation
programs and implementation of
trading systems. Strategic efforts
consist of defining overall operating
model and from front to back for
several large financial institutions.
Antonella Aureli
Managing Director
Italy, Greece, and the
Emerging Markets
Antonella Aureli is a managing
director in Accenture’s Capital
Markets Practice and leads the
Capital Markets practice across
IGEM—Italy, Greece, and the
Emerging Markets (Russia, Danubia,
Turkey and Middle East). Antonella
is also has regional responsibility
for Accenture’s Trading Services.
Since joining Accenture in 1994,
she has lead large transformation
projects in the trading platforms
area and has worked with all the
major clients in IGEM. Antonella
also leads the growth of the Milan
Capital Markets Delivery Centre.
Let’s talk
We know that every client and every challenge
is different. So contact one of the team and let’s
just begin by having a conversation. The journey
to high performance starts here.
About Accenture
Accenture is a global management consulting, technology
services and outsourcing company, with approximately
275,000 people serving clients in more than 120 countries.
Combining unparalleled experience, comprehensive
capabilities across all industries and business functions,
and extensive research on the world’s most successful
companies, Accenture collaborates with clients to help
them become high-performance businesses and
governments. Through its Skills to Succeed corporate
citizenship focus, Accenture is committed to equipping
500,000 people around the world by 2015 with the skills
to get a job or build a business. The company generated
net revenues of US$28.6 billion for the fiscal year ended
Aug. 31, 2013. Its home page is www.accenture.com.
Follow us on Twitter @Accenture
Learn more at www.accenture.com
Copyright © 2013 Accenture
All rights reserved.
Accenture, its logo, and
High Performance Delivered
are trademarks of Accenture.

Accenture Capital Markets

Transcription

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