1. Data and AI with the Banking Sector
—
Title/Name:Pre-Sales Consultant – Paul Young CPA CGA
Date: April 27, 2023

2. Agenda
Group Name / DOC ID / Month XX, 2022 / © 2022 IBM Corporation
– CSM Bio
– Market Overview – Manufacturing
– Sample of Manufacturing Financial Statements
– 360 Marketplace
– Case Viewer
– IBM Sales Cloud (ISC)
– IBM Fastpass
– Sample of Business Review Template
– Additional Links

3. Paul Young - Bio
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and
MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul.Young@actionkpi.com

4. Banking and Financial
Services Market
The banking industry includes systems of financial institutions called banks that help people store and use
their money. Banks offer clients the opportunity to open accounts for different purposes, like saving or
investing their money. The banking industry is also valuable to the economy, as it provides resources for
individuals, families and organizations to use for transactions and investments. One way that the banking
industry does this is by organizing and distributing loans for applicants that they can use for purposes like
purchasing property, starting a business or financing a college education.
Source – https://www.indeed.com/career-advice/career-development/banking-industry
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5. Data and AI
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6. What is Cognos Analytics
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7. What is Planning Analytics
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8. What is Cognos Controller
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9. Working with Clients
• The focus should be on business challenges
• Reporting (Regulatory, Statutory, and Operational
Reporting)
• Cost to serve Model (Customer Pricing)
• Claim management
• Capital Planning
• Workforce Planning
• Fraud Detection
• Cash Flow Management
• Risk Management / Risk Assessment
• Operational Expense Planning
• Key Performance Indicators
• Key Operational Measurements
• Streamlining the close consolidation process
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Key Links to product knowledge and use cases for Data and
AI
• Planning Analytics –
https://ibm.box.com/s/oo8zp0iqcycn5sn5di9l8nk7j3iuxujc
• Cognos Analytics –
https://ibm.box.com/s/phj8jboct9qzmh2nyg8vn4gx77dpp9
3k
• Cognos Controller -
https://ibm.box.com/s/14e2j0bl01sjcerlho2tobawcqpq2mg
j
• Internal Audit and Risk -
https://ibm.box.com/s/6n2kfmrgm96064kazf5g7ax9oouzk
n2t
• Sustainable reporting -
https://ibm.box.com/s/kkfesczzysj005fj0ymia890q18yedu
5
• Watson Machine Learning -
https://developer.ibm.com/components/watson-ml-
accelerator/blogs/
• Python and Planning Analytics -
https://quebit.com/askquebit/IBM/leveraging-tm1py-to-
interact-with-ibm-planning-analytics-using-python/

10. Sample of Banking and
Financial Services F/S
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– Supply Chain Forecasting -
https://ibm.box.com/s/0lwsz
1703mzbdnk2yu0lbs3lxvfb
bhuj
Net Zero -
https://ibm.box.com/s/jgg5o67fj1j
bfwhbgt1ycmhvzsquep6z
– Profitability -
https://ibm.box.
com/s/ovb6cdx
xaeqwwygtg9g
w2n13h4krsxd4
– Data and AI -
https://ibm.box.
com/s/oi8wxfsb
wea7xfiiy076ki
7qrafirobr or
https://ibm.box.
com/s/b8vd0g3
5vktvox9nn0p8
57ds8m0yxjvq
Templates:
https://ibm.box.com/s/etj5yr
erp63j7j3eom7o52nuq7n7s
g72
Close, Consolidate, and
Reporting
https://ibm.box.com/s/ayrasc
rts6jwrqu0y7etia8a9b1nzv4o

11. Sample of a Business Review
Template
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1 What'snewforPAFE User-definecalculations
2 WhatnewforPAW
3 CognosCommandCenter
4 Rolloutofnewlicenses
5 OtherIssues
HomePage Customization

12. Templates
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13. Additional Links:
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Circular Economy - https://www.slideshare.net/paulyoungcga/what-is-the-circular-economy-and-how-can-data-
and-ai-drive-outcomespptx-257103318
ESG and Sustainability Reporting -
https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-sustainability-reportingpptx-257524640
Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-both-
the-private-and-public-sectorspptx
Close, consolidate, and reporting - https://www.slideshare.net/paulyoungcga/close-consolidate-and-reporting-
cyclepptx-256864692
Top Reporting Challenges - https://www.slideshare.net/paulyoungcga/top-reporting-challenges-facing-both-the-
private-and-public-sectorpptx
Data and AI - https://www.slideshare.net/paulyoungcga/leveraging-realtime-analytics-as-part-of-driving-data-and-
ai-to-improve-business-outcomespptx
Blog – Building the Business Model that include Circularity as part of moving to Net Zero -
https://www.linkedin.com/posts/paul-young-055632b_how-to-build-circularity-into-your-business-activity-
7048291009599860736-5RXv?utm_source=share&utm_medium=member_desktop