SYNOPSIS - INTEGRATED COURSE PROJECT

Name of the Student : Vipin Padmanaban

Enrolment Number : ifhe2301rl1152
Semester: FirstCourse: BEL, QM, FAF, MOB and ITM

PROJECT TITLE: Key Customer Analysis at American Investing firm.

Introduction and Business Problem: I work for American investment banking . Bank has
various businesses as separate entity. Bank support Traders with End to End Solution, Custodian of
High Value Asserts. Broker Deler Service.

 Global clearing and settlement in equities, fixed income, annuities and more
 A unified platform for bank and brokerage custody
 Multicurrency capabilities
 A proprietary rules-based compliance engine and fully integrated alerts
 Advisor access to reporting and a single view of client holdings, from mutual funds to 529
plans to annuity policies
 Award-winning client statements and information delivered the way investors prefer—
including on mobile devices

COURSE TOPIC OBJECTIVE METHODOLOGY

Current Capability Do a detail Talk with Stake Holder from Operations
Assessment environment Analysis Team to find the current operational
on various challenges, work with Senior Management
BEL for Budget planned expected ROL,
environment factors
to move to Public Technical team for implementation
Cloud environment
Analysis for Would like to give Talk with Stake Holder from Operations
stakeholder detail analytical report Team to find the current operational
QM perception, Cost and and the cost capability challenges, work with Senior Management
Capability Assessment based on Public and for Budget planned expected ROL,
Private Cloud Technical team for implementation
Potential Based on various Talk with Stake Holder from Operations
Technology Business Needs and Team to find the current operational
ITM Applications for key Requirement identify challenges, work with Senior Management
Accounts the right technology for Budget planned expected ROL,
Technical team for implementation.
Cost Analysis of Key Based on the Cloud Talk with Stake Holder from Operations
Accounts Computing cost, Team to find the current operational
based on Business challenges, work with Senior Management
Need , criticality of for Budget planned expected ROL,
FAF
the business , cost Technical team for implementation
they are ready to
spend on each and
every components
MOB Internal Stakeholder When moving to
(Dept heads) Cloud, what are the
Perceptions on Key various factors
Accounts Stake Holders has
to worried on
various Preceptions
not only from Cost,
Reuse of technical
resources , hiring
cost , Mind set in
adopting to new
technology .