Fusion Corporate Overview

FusionExperience

FusionExperience
Wealth Management Practice - Corporate overview

Financial Services Practices – Corporate Overview | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com

FusionExperience

About us

FusionExperience is an innovative services company providing solutions to
clients internationally within the Financial Services Industry.

innovation

knowledge and
deep domain expertise innovation advanced technologies

extraordinary results | definitive outcomes

FS9 | Decisive actions, definitive outcomes | © FusionExperience Ltd® 2010 | fusion-experience.com | 2
fusion-experience.com

FusionExperience

Our heritage

04/09 12/09
Exclusive Exclusive
Tiger 09/07 01/08 10/08 03/09 Financial 08/09 Global 01/10 03/10
Consultants FusionAI Acquires Rebrand & launch Acquires Services Partners distribution Partners Merger with
founded Partners Etheios of services build distribution with Harding agreement AFC SaaS 520 to
founded Group company as development agreement & Yorke with Fractal Mobile form Fusion
FusionExperience capability with iRise Edge Cloud
1994

2000 2007 2008 2009 2010

02/09 03/09 07/09 10/09 12/09
Etheios 11/07 04/08 03/10
Acquires Launches Partners Wealth Insurance
Group FAISL Acquires Tiger Partners
formed Consultants System Customer with Sybase Management Practice Coublis
founded Practice
(Services) Minds Experience established
Partners with practice established
Complysoft


FusionExperience

Practice overview
Financial services Wealth Management Insurance
David King David Reed TBA

Markets Markets Markets
 Financial Services  Financial services  Financial services

Sectors Sectors Sectors
 Retail funds services  Platform Distribution  Broking
 Institutional asset management  Admin & Wrapper Providers  Software
 Private wealth management  Life & Pension Solutions  Life & Pensions
 Life & pension funds  Distribution channels  General
 Alternative investments • Direct
 Service providers to the sector • IFA
 Software suppliers to the sector • Private Clients

Services Services Services
 Fund Engineering  Wealth Management  Insurance Platforms
 Business process Outsourcing Platforms  Platform Strategies
 Operational Service Excellence  Platform Strategies  Advisory
 System selection & Implementation  Customer Proposition  Architecture Review
 Technology Management  Outsourcing  SaaS enablement
 Regulatory & Compliance  Target Operating Model  Target Operating Model
 Change Management  Operational Risk Assessment  Operational Risk Assessment
 Business Strategy
 Design & Build


FusionExperience

Practice overview
Customer experience Cloud Computing Recruitment
Freddie McMahon John Stephenson Chris Muir

Markets Markets Markets
 Financial services  Financial Services  Financial services (PSL only)
 Insurance  Telecoms  Insurance
 Media  Local Government  Media
 Retail  Pharmaceutical  Retail
 Telecommunications  Not for Profit  Telecommunications

Sectors Sectors
 Various  Asset Management Sectors
 Wealth Management • Various
 Capital Markets
 Insurance
 CRM
 ITSM
 Marketing
 BPM

Services Services
 Customer Equity  Cloud Consulting & Transition
 Employee Equity  Cloud Maturity & Roadmap Services
 Transforming Software  Business Process Analysis  Search & Selection
investment returns  Implementation and integration of  Flexible resourcing
developed/assembled Cloud based  Managed Recruitment services
solutions  PSL Mandates
 Expert Witness Programme


FusionExperience

Our capabilities

“Our capabilities underpin the services we offer and are
not constrained to a specific market, sector, or practice:
advise, consult, design, build…..”

Strategy & architecture Consulting Design & visualisation

Offering pragmatic and professional Providing business, operations and Providing visualisation, design and
advice, preparing clients for the technology solutions. It is problem- simulation services across digital channel
challenges ahead. solving and outcome driven. and device. Adopting a user centred
design approach.

Programme & project management Build & application management

Management of projects through Agile, innovative software solutions
ownership of a programme or project or including systems development and
of a work stream within it. Such infrastructures for maximum operational
programmes or projects will generally be impact.
complex, large or long in duration.


FusionExperience

Competencies within capabilities

“Our capabilities are underpinned by strong competencies
within each area …..”

Strategy & architecture Consulting Design & visualisation

 IT Strategy • Business Strategy  Business analysis
 Business architecture • Change Management  Information architecture
 Applications & data architecture • Business Integration  Concept visualisation
 Technical architecture • Corporate Value Chain Assessment  Design
• Insourcing & Outsourcing  Simulation
• Business Continuity  Guidelines & standards
• Investment Process Reviews
• System Selection

Programme & project management Build & application management

 Programme management  Application build
 Project management  Integration
 Governance & PMO  Implementation management
 Maintenance & support (Help desk)
 Testing
 Training
 Hosting


FusionExperience

Innovative technologies

“Disruptive technologies play a leading role in developing
innovative solutions that meet our client’s evermore
complex needs…”
Technologies

 Visualisation: Fractal Edge
Advanced data visualisation which changes the way in which data intelligence is viewed and
accessed for data insight. One view | one click | total insight
 Simulation: iRise
Using visualisation through simulation to give companies a powerful way to define applications, “test
drive” and fully experience systems before any code is written
 Application Design: ONEDesk
Customised software and IT solutions designed to be adaptive to changing customer needs and
free the business from IT constraints
 SaaS: Fusion Cloud
A radical departure for existing software applications, using the internet and central remote servers
to maintain data and applications - releasing the business from Capex and increasing agility.


FusionExperience

Visualisation through Fractal Maps One view | one click | total insight

Advanced Business Intelligence
Fractal Maps are the next generation of visualisation designed to simplify and speed understanding of large and
small data sets. By presenting hundreds of slices in one simple picture and providing intuitive guided navigation,
Fractal Maps lets you unlock the value in your data

Benefits
 React quicker – when it counts, with minimum effort
 Gain deeper insight – identify hidden relationships
 Trust your analysis – miss nothing, improve data quality


FusionExperience

SaaS and Cloud technologies

Cloud technologies present a radical departure from existing software implementation approaches that can dramatically
transform an organisation, its internal processes and ability to adapt to change.

We provide guidance, best practice & proven methodologies;
 Cloud Consultancy including transition, migration and maturity “Adoption empowers clients to focus on
 CRM maturity, roadmap and health check real business change; eliminating
 Business process analysis and improvement capital investment costs, increasing
 Implementation and integration of existing Cloud-based apps: speed to market and ROI.”
CRM; ITSM; BPM; Marketing, HRM


FusionExperience

Simulation through iRise

Simulate for success
iRise allows you to gather and understand your business requirements in a collaborative way, enabling you to test
drive and fully experience applications before they are built.

Simulate Test drive Collaborate

Benefits
 Reduced rework – on average 75%
 Cost Savings – 10 to 50% on SDLC
 Collaborate – identify hidden relationships
 Time to value – Run project streams in parallel


FusionExperience

Client experience


FusionExperience

Wealth Management value chain

Product & Administration Distribution

IFA

Banks
Life
Tied Agents
Companies

Wrapper
Management

Direct
Investment

Providers
Sipp/Pension
Providers
EBC
Multi
Managers
Direct/Online
Distribution Disc’ Managers

Distribution
Platforms Private Clients
Employee
Services
Family Offices


FusionExperience

Wealth Management – Drivers for Change

The Financial Services sector is facing one of the largest periods of change we have seen in many years, the drivers
of change within Wealth Management include:

 Ageing demographic
 Increasing Client demands
 Advice gap
 Regulatory focus
 Pressure on margins
 New & Emerging markets

There are 3 major themes that may define the future:-

1. Emergence of „Nouveau‟ Classic Banking
2. Adaptation of Business Models
3. Increased Regulation & Oversight


FusionExperience

Major themes

Emergence of ‘Nouveau’ Classic Banking Impact on Wealth Manager
 Clients demanding higher level of service & advice  Not geared up for real time
 Want a Trusted Advisor information requirements
 Seeking simplicity & transparency  CRM‟s often not skilled to
 Want to understand exactly what they are invested in and the associated risks provide depth of relationship
 Technology innovation now driving Client expectations

Adaptation of Business Models
 Introduction of new revenue models based upon recurring income
 Move from commission to fees
 Increasingly performance is being factored into revenue
 Focus on differentiators
 Identify commodities – outsource

Increased Regulation & Oversight
 Following economic downturn large number of Institutions with significant public ownership
 Impact of downturn will result in major increase in Regulatory pressures and oversight
 Increased Focus on Tax Havens
 Regulators will look to Wealth Managers to implement Compliant Investment processes and
ensure Client compliance
 Build a Tax Transparent Wealth Model


FusionExperience

Wealth Management - Economic / Market Environment

 Despite market turmoil of last 18 months we have still seen growth in AUA on the major distribution platforms, with a
number of new entrants to the sector

 Historical focus on Adviser driven propositions has now been supplemented with focus on the Direct to Consumer and the
emergence of the Corporate Wrap. All of which offer significant opportunity

 Regulatory change, in particular RDR and TCF, will have an impact across the Wealth value chain, representing both a
threat and an opportunity for Wealth propositions

Market Condition Opportunity

• RDR, TCF, UCITS IV, AIFM • Will have direct impact on Wealth Management sector
• PSD, SEPA • Of less relevance to Wealth sector
• Enhancements to regulatory framework • Will have impact post Lehmans e.g. OTC Act 2009
• Change of government • Likely impact on further regulatory tightening


FusionExperience

Wealth Management Services

Working with some of the largest and leading financial services organisation in the world, FusionExperience has in-
depth knowledge of the market and its participants providing solutions, critical insight and pragmatic
recommendations for the business of the future.

Areas of focus Services

 Platform adoption and strategy  Wealth Management Platforms & Platform
 Distribution strategy / new model advisor Strategies >>
 Middle and back office rationalisation  Wealth Manager Customer Proposition >>
 Portfolio monitoring / discretionary  Platform and System Selection >>
management / model portfolio  Business Process Outsourcing >>
 Pension developments  Target Operating Model >>
 Evolution of Employee Benefits Platforms  Technology management >>
 Business – consumer growth  Fund engineering >>
 Regulatory Change / RDR/ TCF  Operational risk assessment >>
 Regulatory & Compliance services >>


FusionExperience

FusionExperience
Locations Head Office w/ www.fusion-experience.com
London International House t/ 020 7084 7500
Edinburgh 1 St Katharine‟s Way
London, E1W 1UN


Fusion Corporate Overview

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