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Currency Matters Payex enhancement to Trading platform Presented by: Asim Tariq Mobile: +44(0) 79506597427 [email protected] www.horivert.co.uk

Currency matters trading platform vision v1.1

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Page 1: Currency matters trading platform vision v1.1

Currency MattersPayex enhancement to Trading platform

Currency MattersPayex enhancement to Trading platform

Presented by: Asim Tariq

Mobile: +44(0) [email protected]

www.horivert.co.uk

Presented by: Asim Tariq

Mobile: +44(0) [email protected]

www.horivert.co.uk

Page 2: Currency matters trading platform vision v1.1

Key ObjectivesKey ObjectivesQuick win with a long-term vision and an in-depth industry expertise.

Cost effective keep initial costs low Total Cost of Ownership.

Build a standard customer experience across the group.

Leverage existing technologies and systems to ensure higher ROI.

Build transactional intelligence standardize but keep customize where needed.

Facilitate integration of systems, business services and customer based.

Give competitive advantage in terms of functionality, costs and service.

Work as strategic partners and not as vendor.

Page 3: Currency matters trading platform vision v1.1

Enhanced Business Process

Enhanced Business Process

User views/form and input module

Workflow of the trading (define, design and edit)

Database, 3rd party connections for input output (Swift/BACS/Payments, news rates feed, reporting writing i.e. Crystal Report), API links etc where required with Banks and other entities.

Enhanced system administration set of services, fee and other transactional parameters to cater to currency trading workflow.

Documentations, training and post implementation support.

an

Page 4: Currency matters trading platform vision v1.1

New ModulesNew ModulesAccountancy and reconciliation for positions etc

Input out put module for the data from various sources

Customer relationship management

Compliance module

System administration to cover all aspects of system

Workflow administrator for rules trading, customers various other business logics.

Users interface and input and view forms and reports

Page 5: Currency matters trading platform vision v1.1

DeliveryDeliveryMilestone based delivery in 2 weeks and 4 weeks frequency

Dedicated development team for this project

Project Board to steer development and control deliverables. At least once a month meeting.

Delivery based payments

Page 6: Currency matters trading platform vision v1.1

pricing optionspricing optionsUser based license traders, internal staff and online users (corporate or individuals)

One off license + support + Trans (our existing model on remittance system)

SAAS ( service based) Transactional and service

Either of above Horivert to be one stop shop

Page 7: Currency matters trading platform vision v1.1

Milestone PlanMilestone PlanAgree scope and commercials/ NDA/SLA etc

Business process gaps workshop

Design workshop to demonstrate the design

Sign off of the design and delivery plan (Milestones/ 3 months)

Setting up of the development and project manager

Forming project committee and steering group

Sharing of development plan and weekly updates/design workshops/ proof of concepts and user requirements workshops if required.

UAT on staging and sign off at each key stage. Roll out as per CMs choice.

Training, documentation user guides and handover to live

Post implementation support and account management review of user requirements and continuos product development.

Page 8: Currency matters trading platform vision v1.1
Page 9: Currency matters trading platform vision v1.1

InvestmentInvestment One off license and system set up configuration, customisation, implementation and training £xx

Support £xx a month minimum 3 years contract. Payment starts once gone live.

Per Transaction as agreed mutually

Payment to £xx sign up and rest monthly installment on meeting the agreed milestones.