By M. Isi Eromosele

Today’s global customers’ broader, complex and fast changing needs are compelling financial institutions to consistently adjust how they provide their services. This is especially true for investment services where customers are increasingly demanding access to a broad range of investment products and services, underpinned by strong integrated investment advisory and portfolio management services.

Additionally, these institutions are facing ever more stricter and demanding regulatory compliance laws and intensified cost pressures that would require them to redesign their investment execution and operations which is an imperative to being able to efficiently offer integrated investment advice and management services.

The key to a class leading investment advice, execution and operations is a clear and flexible business design enabled by compelling and highly customized strategy underpinned by state-of-the-art technology as offered by Oseme Group’s Business Design Team. This offering will enable financial institutions to efficiently meet the ever escalating demands of their global customers, such as:

• Order management integrated with front and back end systems
• Seamless interfacing of all internal and external data applications
• Real time interfacing enablement of brokers, markets and trading systems
• Real time portfolio valuations
• Integrated investment and trade management functionalities

Today, many financial institutions attempt to provide the above services with an assorted range of applications that impose additional technical and operational burdens on them, reducing efficiency, productivity and ultimately resulting in high operational costs as well as long and costly time-to-market for new financial products and services.

Speed and quality are key factors in today’s global finance operations. Financial institutions are expected to be able to react swiftly to ever changing market environments even as they invest in diverse financial instruments. Under these conditions, investment advisors need absolute control over the orders they place for their clients. Traders need tools which would help them handle the incoming flood of orders. Third party applications and back office systems must be seamlessly integrated and synchronized to be fed without errors.

The Oseme Business Design For Global Finance will enable you to achieve cost savings by reducing transaction costs, resource use and exception handling. At the same time, it will ensure, it will enforce high standards in data quality. Through the reduction in administrative workloads, the front office personnel are able to better focus on relationship management and acquisition. This is the foundation for the improvement and consolidation for your financial institution’s business.

Implementation Highlights

• Ergonomic order entry and order execution frames will be implemented to provide all necessary information on screen, enabling ultra fast order processing
• The definition of several strategies and various regulatory and client restrictions, which enables efficient rebalancing of all or selected portfolios
• Comprehensive and professional compliance and control, automatic rebalancing, reporting and risk management functions
• Automated compliance and control workflow, which performs pre- and post-trade validations and provides various reports and overviews
• Real-time settlement of orders through the intelligent integration of the back office system
• Transparent investment control through risk management functionality such as: duration definition and control, investment fund decomposition, market exposure calculation for basket and derivative instruments, hedging proposals and portfolio analysis

The Oseme Business Design For Global Finance is a modular solution where implementation of the different modules is based on your specific needs. This flexible approach allows you to integrate additional functions and modules with little effort.

M. Isi Eromosele is the President | Chief Executive Officer | Executive Creative Director of Oseme Group - Oseme Creative | Oseme Consulting | Oseme Finance

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