Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status...

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Transcript of Modernizing the Customer Experience at ABN AMRO · 2020-07-01 · ABN AMRO Bank N.V. OK EMIR Status...

MENDIX RADD

ABN AMRO

Modernizing theCustomer Experience

at ABN AMROfor Generations

to Come

Our story

Our bankWhere wecome from

Mendix@ABN AMRO Current State RADx PCMAN

Pascal Smissaert

IT Engineering Lead, ABN AMRORobotics Process Automation & Rapid Application Development and Deployment

Our bank ABN AMRO is one of the Netherlands’ leading banks. To our clients,we provide loans, mortgages and other banking services and we lend to business.

Our Strategy Built around our purpose: Banking for better, for generations to come.

1. Reinventing the customer experience

2. Building a bank that is fit and ready for the future

3. Supporting clients in their transition to sustainability

Digitalisation is key in our strategy!

To Know Where You are Going,

You Must KnowWhere You

Come From

Situation 2016 Shadow IT and outdated technology

400+End User Developed Applications

200+Domino Lotus NotesEmployee facing Apps

Phasingout

Moving away fromMicrosoft SharePoint

No experimentation

No Bi-Model IT

Mode 2

RADD FSA Future State Architecture

Unplanned/ ExperimentalEmployee facing

Short time-to-marketFocus on presentation

Unpredictable development process

Aggregation of existing services and data

Short usage Interface with external sources Mode 2

Enabling CloudCharacteristics,

in a Heavily Regulated

Environment

Mendix @ABN AMRO Virtual Public Cloud

Balancing between cloud-native benefits and having full control.

Enabling Others,to Create Value

for Our Customers

Current State MENDIX Platform Team versus Value Delivery Teams

DEVELOP MANAGE CODE BUILD PUSH DEPLOY

Developers

MX Platform Team

Infra Broker Team

Current State MENDIX Platform Team Responsibilities

Life cycle management

User Support

Consultancy

Adapt & Develop

Standards & Guidelines

Operate it

Current State Value delivery show cases

25In production 10 15 In development

> 200 EOY Mendix MARQeRMoving fast to meet external deadlines

Mendix GroenbankStarting small and incrementally growing

Mendix Escape RoomGamification with knock out UI

When you lovesomething,shout it from

the roofs

Pre Trade Counterparty Manager (PCMN)Mobile version

17

Mendix World April 17th

18

What is PCMN? For Global Markets Sales and Trading

Collects regulatory client information from source systems

Based on colour coding and business logic

Procedural Regulatory Pre-Trade Check application

KYC, MIFID II, EMIR SEC US and Dodd-Frank

OKKYC Status ISSUEDLEI Status

BHWKSI2894BSKDJ31-Aug-2018ABN AMRO Bank N.V.

OK

Not OKEMIR Status

Counterparty Type:

Addition CP Type:Reporting Delegated to AAB:

Non-Financial CounterpartyCentral CounterpartyNO

OKDodd-Frank Status

DF SEC US Person:DF CFTC US Person:DF CTPTY Swap Dealer:

TO BE REVIEWEDNONo SD/MSP/SE

OKMiFID Status

Client Classification:

Permitted Asset ClassesCommodity Derivatives:Foreign Exchange Derivatives:Fixed Income Cash:Equity Brokerage:

SHOW Not Permitted Asset Classes

PROFESSIONAL

Execution Only (A.B)

Execution Only (A.B,C)Execution OnlyExecution Only

EMIR Documentation Not Received

LEI Code:LEI Renewal Date:LEI Legal Name:

PCMN

Search Counterparty CodeHome Details

Welcome John, Netherlands

Client Name:Counterparty Code:BC ID:BC Validation Level:Business Line:Servicing Unit:

SEC US Person

ABC BANK B.V.AGBKLWP1387623944Large Corporates CIB/GM/GM NL/ECM/CB/SPS

No SEC US Person

FR&R Status

Credit Responsibility: Regular Business

PCMN Desktop Version

VAN D V.O.F

PCMN Mobile Version

21

PCMN MOBILE VERSION

Re-use existing business flows from desktop version

Same functionality as desktop version

Entirely developed during a

Easy development and implementation

4 hour hackathon session!