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Partnering with Miles Partnering For Your Growth and Success
Trusted Techno Business Partner Delivering Excellence
and Value to Financial Services Firms Globally
Disclaimer
All trademarks or logos used throughout this presentation are for representational purpose only. These properties belong to their respective owners. The content of this presentation may, at any time, be modified by Miles Software Solutions (P) Ltd. No warranty is made regarding the accuracy of the information contained in this presentation.
Best of breed Wealth and Asset management solutions for global markets from a Market leader
Proven market leadership in India
80% of the portfolio management and 60% of wealth management business in India is managed by MoneyWare™ suite of products.
Strong Foundation
Board members and Senior leadership team having a decade experience in the financial services industry
Continuous innovation in the Wealth and Asset Management solutions
Modules for Investment Management, Financial Planning, Revenue & Incentive Management, Family Offices Functions, Middle/Back Office and Accounting designed as per current and future market requirements
International Presence
Significant customer wins from leading financial institutions across EMEA since the launch of global business operations
Over 250 customers across Asia Pacific and EMEA regions
Over 250 customers across the globe - private banks, asset management companies, brokerage firms, wealth advisors, financial institutions and family offices
Best-of-Breed Products for Global Capital Markets
MoneyWare™ Suite of products catering to the dynamic needs of Wealth & Portfolio Management, Securities-based Lending, Fund Management and Custody Management across the
Growth Trajectory so far
Foundation Founded Miles with
MoneyWareTM ,a retail product targeting portfolio management
Consolidation Moved to Enterprise space
International Installations
Launched MoneyWareTM Integra- Wealth management suite of solutions
Expansion Launched MoneyWareTM
Vantage, Custody, FundWare Diversified into Managed
Services Business
Microsoft Gold Certified partner
Delivering Value with thrust on Domain, Innovation and Customer focus – Miles DNA
Rich Domain Expertise
Insightful thought leadership in the financial services industry
In-depth understanding of asset and wealth management business
Scalable and Integrated Solutions
Robust functionality, modular and scalable architecture
Seamless integration with multiple business applications
Ability to support multi-scale and multi currency operations
Talent Pool of Experienced Professionals
Management team with in-depth capital market experience
Company Board members bringing wealth of global experience in the Financial Services domain
Customer First
Ability to productize emerging business requirements
Prompt service and ongoing support for business continuity
Maximized ROI
Faster time to market of new offerings
Lower operational risks & costs
Quality Processes
Adherence to industry standards and ethical work practices
Well defined project management & implementation process
Global Presence
Customer base
FIIs/Hedge Funds
Banks
Customer base
Brokerages
AMCs/ Institutions
India’s 2nd Largest Bank : Case Study Synopsis
Client India’s 2nd Largest Bank
Nature of Business Private Banking/ Wealth Management/ Privilege Banking
Key Challenges • Lack of Single Integrated view of the client portfolio across all products
• Non availability of an on-line portal for investments in Mutual Funds • Scalability issues as the bank was handling 0.5 million accounts and
there was an estimate of 10% increase of customers every year
Solution Implemented Implementation of MoneyWare Integra ™ - End to end wealth management solution across all asset classes
Current Status Solution is live since 2003 and the client upgraded to MoneyWare Integra™ since January 2011
Solution benefits • One View Report for bank client across all products, improving the client experience
• Integration of various business verticals e.g. GPC, Wealth, etc. under one common application which helped in increasing operational efficiency and increase performance
• Transaction execution platform for bank clients helps increase in revenue
• Reconciliation modules for error tracking • Integration of revenue components across all the products
Client Multinational Bank with presence in INDIA
Nature of Business Private Banking firm focused on providing a investment solutions to there Ultra High Net worth Individuals/Families
Key Challenges • Global bank with services standards of the highest quality for there most top end clients.
• Compete with existing Global Private Banking platform • Integration with Global platforms and handling of highly
sophisticated financial vehicles. • Enhanced client reporting as per global standard
Solution Implemented MoneyWare Integra ™ - Implementation of Wealth Management, PMS and RIMS across all asset classes
Current Status MoneyWare Integra ™ live since April 2007
Key benefits • Client on boarding, Risk profiling and asset allocation, Trade management & connectivity for all asset class product, Data aggregation, Administration & recordkeeping, Integration with third party applications
• Single view of clients entire portfolio. • Financial Advisor Workstation – for RM dashboard, Order placement,
CRM, FP & Reports • Client Reporting as per the bank’s Global standard
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MNC Bank with presence in INDIA : Case study synopsis
Fastest growing bank in Oman – Case study synopsis
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Client One of the leading banks in the Sultanate of Oman
Nature of Business Corporate Banking, Consumer Banking, Treasury and Project Finance.
Key Challenges • Proprietary Book and Wealth Management on a single platform. • Central Bank reporting for Proprietary Book and Wealth • Integration with third party systems bank is using.
Solution Implemented Implementation of MoneyWare Integra™ Wealth Management modules across all asset classes
• CRM • Transaction Processing • Revenue & Incentive Management • Discretionary Portfolio Management Services • Proprietary Book
Current Status Customer Live on MoneyWare Integra since August 2011.
Solution benefits • Central Bank Reporting • Client MIS with Arabic language support • Bank launched its retail business
Our Existing Partnerships & Alliances
Middle-East Europe
Africa
UK
Turkey
East-Africa
Mauritius
Nigeria
Ghana
Technology Alliances
Board of Directors & Advisory Board
Steve Canter Mukul Gulati Mukund Krishnaswami
Deepak Ghaisas NRK Raman
Board of Directors
Advisory Board
Leadership Team
Milan Ganatra
Founder & CEO
Sandeep Presswala
Executive Director
Pradeep Paliwal
Chief Technology Officer
Ravi Mahadevan
Chief Delivery Officer
Himanshu Siria
Client Services
Dhawal Kamath
Products – Investment Management
Akash Anand
Head – Global Business
Rakesh Sakaria
Chief Financial Officer
MoneyWare™ – Integrated Solutions for Financial Services In-depth scope, functionally rich and scalable
Our Managed Services division
Transaction Management
Revenue & Incentive
Management
Fund Administration
Performance & Reporting
Managed Services
integrated with
MoneyWare ™ suite of products
A one stop solution for all your Business and Technology operations
What our Clients have to say…
“We have found the people at Miles
Software to be professional in their
approach, very knowledgeable and always
keen to help. The system enhancement
for our particular needs, and the
subsequent installation was effortless and
the software has been proved to be
stable.”
"Miles is a dedicated and professional
partner. We have been using
MoneyWare™ Integra since two years and
are satisfied with their performance and
support. Miles has met our complex
product needs with solutions that are
scalable and which support our growth
globally."
Funds-Axis has industry leading expertise in global regulatory disclosures
rules and UCITS investment and borrowing rules.
Europe
Ducont Zylog is the leader in providing mobility solutions in the Middle
East specializing in financial, e-government and telecoms sector.
Middle-East
Partners in Middle-East and UK
Finesse is a provider of innovative business and technology solutions to
the banking and financial services community in the MENA region.
Frekans provides customer-centric software solutions with a dynamic team
experienced in finance, retail and several other sectors and specialized in
web software development, BPM and RDBMS.
Africa
FASYL Technology Group is a group of companies with focus on IT services in the Finance operations of medium and large Institutions of all industries.
Compu-Data Services Ltd (CDS) has grown through partnerships to supply
great banking software and top of the range services to the banking and
finance industry in Ghana.
DCDM is one of the largest professional services firm covering Eastern and
Southern Africa with more than 1000 professionals deployed in its offices in
as many as eight locations including Kenya, Mauritius, Madagascar,
Seychelles, Tanzania, Uganda, Botswana and Reunion Island.
Partners in Africa
Crains Technologies provides best-of-breed, innovative & customized
technology solutions that support businesses in Mauritius, India, Eastern
Africa and European countries.
EOC is a team of Investment Research professionals with senior leadership
connects across the financial services sector in India, Middle East and Africa.
The partner with affiliate offices in Mumbai, Lagos, Nairobi, Johannesburg and
London brings together unparalleled expertise across the financial domain.
Our existing Strategic Alliances
Winning with Collaboration
Building Value through
Excellence
Proven implementation
methodology across 250
global clients Collaboration with subject-
matter experts
Evolved IP driven
technology solutions
Partner enablement
with MoneyWare ™
suite of solutions
Market-specific tools,
including marketing collaterals,
sales tool kit
Penetrate into new market
segments and new
geographies
Flexible business
models for successful
partnerships
Guidelines to Sales and
Implementation process
Engagement Models
MPN Referral
MPN Sales MPN System Integrator
Responsibility Matrix – MPN Referral Partner
Miles Software
• Qualifying the lead
• Pre-sale and closure
• Implementation and account management
• Client relationship and Maintenance
Partner
• Lead Generation
• Introduction to CXOs, decision makers, intelligent inputs with respect to the partner prospect to enable sales process
24
MPN Sales
Miles Software
• Pre sales and sales support
• Co-marketing and Lead generation support
• Support in RFP response
• Account Management
• Implementation and client support
Partner
• Miles logo and certifications
• Generate Leads
• Assigned partner relationship manager
• Pre-sales support
• Sales and marketing tools
• Joint marketing funds
• Investment in dedicated sales/pre-sales resources as agreed mutually
• Logistic support (office space, Visa, local support, admin support, etc.)
MPN System Integrator
Miles Software
• Domain training
• Qualifying the RFP and checking the completeness of the RFP
• Impart training on implementation methodology
• Support partner through the deployment
• Account management
Partner
• Office set up
• Employ sales and pre-sales resources as discussed upon
• Procuring the RFP
• Access to demo library
• Training on implementation methodology
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Go to Market
• MPN signing
• Joint Business Planning
• Sales and Product training
• Partner Newsletter
Enable the market
• Sales and Product training
• Go to market solution development
• Certification Workshops
• Partner Mailing List Program
• Support for Market Development Funds
• Marketing Collateral & Support
• Public Relations Opportunities
Market
• Presales support
• Sales Support
• Sales Toolkit
• Product Demos
Sell
• Product support
• Technical presales support
• Market Intelligence Team
Support
Partnering For Your Growth and Success
Contact Us
UAE Miles Software (ME) FZE Level 9, Monarch Office Towers, 1, Sheikh Zayed Road, Dubai T: +971 (4) 422 5817
India Miles Software Solutions Pvt. Ltd. B - 801, Trade World, Kamala Mills, Lower Parel (W), Mumbai – 400013. T: +91-22-66518400
www.milessoft.com
Thank You