SAP Financials & CRM Project at IronFX

Christophoros Papachristophorou
SAP Project Manager
IronFX Financial Services

Confidential
 IronFX Financial Services
Established in January 2010 by a select group of finance and software experts combining
Extensive international experience at some of the most famous global Investment Banks
Solid FX and online trading expertise gained at the pioneers of the kind
Cutting edge technological innovation on trading platforms and trading tools

CySEC authorised No. 125/10

Member of the Investors Compensation Scheme
4 Global awards in the first year of operation
Best Trading Platform by World Finance
Fastest Growing FX Broker by European CEO (2011)
Fastest Growing FX Broker by European CEO (2012)
Best FX Newcomer by World Finance

Confidential
 Products/Services offering
Lowest spreads in the market from 0.4 pips Global First: One Account, Ten Platforms

Leverage up to 1:500 Award-winning

Over 130 Instruments Multicurrency trading

Swap-free accounts Ability to use Expert Advisors 24 hours

Instant Execution with no Slippage or delay Free VPS hosting

STP/ECN Market Execution with deep liquidity Streaming market news

Best-of-Market offers and promotions 24/5 trading and support in 20 languages

Secure Portal for Funding and Withdrawal

Confidential
Selecting our technology partner

Implementation Partner

Software Vendor

Business Requirements

Easy of use & Implementation

Total cost

Confidential
 A SAP Focus Methodology
Implementation Cycle

Project Final Go Live &

Blueprint Realization
Preparation Preparation Support
Plan project Gather business Configure System Testing Start long term
requirements support plan

Execute kick-off Development/Syst End-user

Confirm scope ems Integration Training Project closing

Plan hardware
needs Plan trainings Final Migration

Start of
production

Start Go Live
Project Kick off
August 2010 December 2010

2 weeks 12 weeks 2 weeks

Confidential
 SAP Platform
Manage your most important processes in one integrated solution

Enterprise resource planning – Effectively
manage financials, accounting, human
resources, operations and corporate services

Best practices – Benefit from industry-
Best Practices
Business Intelligence specific configuration and business processes
based on SAP and SAP partners’ experience
Business
Best Practices
Intelligence
Customer relationship management –
Efficiently conduct all aspects of your
ERP CRM customer relationships from marketing to
sales to service
Technology Platform
Business intelligence – Gain insight and
improve decision making with tools for
financial and operational reporting and
analysis

Technology platform – Lay a foundation to
quickly and cost-effectively add on to your
existing solution as your business grows and
your needs change

Confidential
 Additional CRM Fully Integrated with
ERP
Manage all aspects of your customer relationships
Marketing
Sales
Territory management Segmentation and lists
CRM functionality
Campaign management
Accounts and contacts
Lead management
Opportunity management
Telemarketing
Pricing Sales
Telesales
Service Marketing

Procurement SAP Finance

& Sourcing Business & Control
All-in-One
Human Capital
Service Logistics
Management
Service order management
Product
Service contract management Manufacturing
Development Analytics
Complaints and returns
Installed base management Reporting for marketing, sales, and
Warranty management service scenarios via SAP
NetWeaver BI or SAP CRM
Resource planning interactive reporting
Customer service

Confidential
 High-Priority Business Issues
High cost of finance
operations and analytics

Financial integration

Inefficient Clients
Approval

Clients Transfers
CRM Deposits/Withdrawals

Banks & Payment Funding Approvals

Processors
Client Portals
Manual clearing &
reconciliation Trading Platforms

Inefficient funding procedures

Weak IT infrastructure

Decoupled systems, lack of systems integration, slow customer approval and funding procedures.

Confidential
 Financial Excellence
Streamlined financial
Automatic processing processes

Efficient Client approval &

processing

CRM Clients Transfers

Deposits/
Withdrawals

Banks & Payment Funding Approvals

Processors
Client Portals
Transparent cash management
Trading Platforms
Integrated IT systems Streamlined funding processing
Integration, and fast customer account opening, funding and payment processing automatic processing
and reconciliation, and operational efficiency.

Confidential
 Proposed architecture – Big Picture

New Customers
Creation

MT4

Confidential
 IronFX Process Integration via SAP
Technology
1. Prospect Management

Web Site to CRM

Multiple MT4 accounts with
multiple platforms
2. Customer (MT4 Account)
Approval

CRM

Clients Portal

ERP > MT4
1. Funding – Deposits

Clients Portal

CRM

ERP > MT4 & Clients Portal
2. Funding - Withdrawals
Portal to CRM & ERP:

Clients Portal

CRM

ERP > MT4 & Clients Portal
Confidential
Account Creation – Portal to CRM

12
Confidential
Account Approval – CRM to ERP, MT4

Propagation of actions

13
Confidential
Entity relations

14
 IronFX Process Automations via SAP
Technology
1. Automatic funding processing

Integration ERP with payment processors (API)

1-Click Client Internal Transfers

2. Automatic reconciliation

Payment processors (upload, post & reconcile) MT4

Bank Reconciliation – under development*

Confidential
Funding Transactions –
Portal/CRM/ERP/MT4

Confidential
 IronFX SAP Business Intelligence*
1. SAP NetWeaver BI

SAP Financial data

MT4 data

2. SAP BI Reports

Financial Management Reports

Clients Funding Analysis

* under implementation

Confidential
Thank you

Confidential