1 / 13

“Everybody’s Talking About Cloud Computing, but What Does It Mean for Us?”

“Everybody’s Talking About Cloud Computing, but What Does It Mean for Us?”. A Web-Based Broker-Dealer Work Portal Improves Compliance, Operations and Financial Performance, and It’s Easier than You Think!. Laser App 2011. Gregg Barcus, CEO iPrism Global, Inc. iPrism Global, Inc.

cerise
Download Presentation

“Everybody’s Talking About Cloud Computing, but What Does It Mean for Us?”

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. “Everybody’s Talking About Cloud Computing, but What Does It Mean for Us?” A Web-Based Broker-Dealer Work Portal Improves Compliance, Operations and Financial Performance, and It’s Easier than You Think! Laser App 2011

  2. Gregg Barcus, CEO iPrism Global, Inc.

  3. iPrism Global, Inc. • Iowa Cloud Computing Company • Web-based Collaboration, Document Management and Process Integration Platform & Portals • Sell Products and Integrated Solutions Under the MyOffice Brand • Focus and Expertise in Financial Services Vertical • High Platform Functionality with Best of Breed Flexibility

  4. Bloomberg IT Survey • Financial Services CIO Survey May 2011 • 76%Increasing Investment in IT • 55% Shifting to Managed Services • 84% Increased Investment in Compliance Systems • 45% Saw Greatest ROI in Cloud Computing

  5. What is Cloud Computing? • Key Features • Internet-Based Managed Services • Outsourced/Hosted Hardware (and Software) • Lower Capital Costs • Frees up In-House Resources • Allows Concentration on Business, Not IT • Sold on a SaaS/(IaaS/PaaS) Basis

  6. The MyOffice B-D Solution • Customized Work Portal • Hosted Solution; Secure Access from any Browser • Single Sign-On (SSO) Throughout • Integrated Enterprise CRM • Forms Wizard — Laser App Integration • AOS; Data Sharing • Integrated Workflows • Integrated Work Tools for Reps (Best of Breed)

  7. Compliance (Our Strong Suit) • Automated Regulatory Compliance & Documentation • FINRA Compliant • Transparent & Auditable • NIGO, Automated Blotters, 17a(3), Advertising & Seminars • Audit Reports

  8. Tactile Rep Interface

  9. Multipurpose Workroom

  10. More Affordable Than You Think • Customized – No Wasted Expenses • Portals Built on Proprietary MyOffice Platform • Built-in B-D Portal Functionality – 95% Complete • B-D Experience & Expertise • Documented Hard Cost Avoidance/Savings • SaaS Fee Structure • Customization • Annual License • User Fees – Paid Thru Rep Technology Fees

  11. Easier Than You Think • Web Demo (1 Hour Investment) • Establish Business Requirements • Existing Tools & Processes, Flowcharting, Best Practices • Develop Deliverables • Design, Build & Beta • Deploy & Train

  12. Reasons to Move to a Portal • Compliance • Automated & Documented • Security & Integrity of Processes & Data • Transparency & Auditablity • Hardware & Transmissions Security • Processing Efficiencies • Time & Money • Hard Cost Savings • 3rd Party Costs, Mailing • Corporate Consistency, Focus & Resources • Recruiting

  13. www.MyOfficePortals.com 855-730-0998 Gregg Barcus, CEO gbarcus@MyOfficePortals.com 515-491-6260 direct

More Related