The business of wealth management is gradually growing more complex. A typical player today is challenged by multiple client requirements, business locations, booking centers, operating models and platforms.

财富管理业务渐趋复杂。如今的从业者面临着繁琐多变的客户需求、业务地点、预定中心、运营模式以及平台等多重挑战。

 

Especially in the scenario of tightened cost controls, and higher scrutiny for value, there is a need for a focus on operational excellence and business excellence in the field of wealth management – i.e. for banking, financial services and insurance (BFSI).

尤其是如今成本管控收紧，价值审视加强的局势下，财富管理行业，如：银行业、金融服务以及保险业（BSFI）等更需要重视卓越经营。

The key challenges of this new business environment are:

新的商业环境下的主要挑战有：

  • Increased complexity of the IT environment emanating from the business environment
  • 业务环境中的IT环境复杂度增加
  • Need for speed in the transactional, decision-making and product/service/channel arenas
  • 在交易、决策和产品/服务/渠道领域对速度的要求
  • Increasing need of demonstration of accountability from IT
  • 对于IT问责制度的需求不断增加
  • To provide business value
  • 提供商业价值
  • Demonstration of the compliance to the various statutory and regulatory requirements
  • 对于政策法规的合规性

To meet up with these challenges, organizations are making more and more efforts mainly focused on:

要应对这些挑战，企业需要越来越多的将精力投入：

  • Introduce new and resilient technology
  • 引进新技术
  • Create processes that can be used to address various areas of concerns
  • 建立能够应对不同领域问题的过程
  • Use tools to monitor, fix, report, deploy, measure, track technologies, process performance issues.
  • 运用工具来监控、处理、汇报、推广、度量和跟踪技术和过程绩效相关问题
  • Use partners in the “non- core competency” areas of the organization.
  • 在组织的“非核心能力”领域使用合作伙伴
  • Business oriented reporting
  • 面向业务的报告
  • Greater emphasis on internal controls and audits
  • 加大内部管控及内部审计的力度

QAI Global Services has worked extensively with large BFSI players across the world, and provides a customized set of offerings for the industry.

QAI Global Services与世界各地的大型BSFI参与者进行了广泛的合作，并为该行业提供了一套定制化服务。

Our Solutions我们的解决方案

QAI has facilitated the CMMI® journeys for the IT functions and software development centers of various banks across the world.

QAI助力参与了全球多个银行的IT职能以及软件开发中心的CMMI®之旅。

QAI has trained over 1200 Six Sigma Black Belts and Green Belts across industry sectors, and led / mentored over 1500 successful Six Sigma projects at leading organizations – most of these are from the BFSI domain.

QAI为该行业培训了超过1200位六西格玛黑带以及绿带，并在行业头部企业中主导/指导了1500余个成功的六西格玛项目，其中大部分都来自于BFSI领域。

QAI Global Services conducts Process and Performance Assessments and diagnostic studies for the service centers of BFSI’s on their Business Process Management Systems (BPMS) for key customer related processes and key support processes.

QAI Global Services 在BFSI的服务中心开展了过程绩效考核以及诊断分析，主要针对业务过程管理体系（BPMS）中与客户相关的关键过程和关键支撑过程。

Some of the projects QAI facilitates for BFSIs include:

QAI参与的部分BFSIs项目包括

  • Benchmarking on performance and process: To effectively measure operational productivity, overtime across geographical regions and to match the operational performance against the industry benchmarks and thereby improve client’s own processes.
  • 绩效和流程基准：有效地衡量跨地域的运营效率、加班时间，并将运营绩效与行业基准相匹配，从而改进客户自己的流程。
  • Productivity gains through reduction in turn-around-time (TAT)
  • 通过减少周转时间（TAT）提高生产率
  • Process re-engineering To reduce Processing costs and overhead expenses, thereby reducing the resource requirement, say by 40%.
  • 流程再造，减少处理成本和管理费用，从而减少资源需求
  • Identifying repetitive inquiries from a single entity/ customer and reducing them
  • 识别来自单个实体或客户的重复查询并减少
  • Increase bill payment revenue percentage.
  • 提高账单支付收入百分比
  • To improve forecast accuracy for Volume, AHT, Shrinkag
  • 提高Volume、AHT、Sheinkage的预测准确性

Some of Our Clients:我们的部分客户：

American Express, Global Financial Technologies, India

美国运通 全球金融科技公司，印度

The business of wealth management is gradually growing more complex. A typical player today is challenged by multiple client requirements, business locations, booking centers, operating models and platforms.

财富管理业务逐渐复杂化。 如今，一个典型的参与者面临着多种客户需求、业务地点、预订中心、运营模式和平台的挑战。

Fidelity Business Services, India

富达商业服务，印度

The business of wealth management is gradually growing more complex. A typical player today is challenged by multiple client requirements, business locations, booking centers, operating models and platforms.

财富管理业务逐渐复杂化。 如今，一个典型的参与者面临着多种客户需求、业务地点、预订中心、运营模式和平台的挑战。

HSBC, India & China

汇丰银行，印度&中国

HSBC is one of the largest banking and financial services organizations in the world. HSBC’s international network comprises over 9,700 offices in 77 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. QAI has provided CMMI® Level 5 assessment services including Pre Assessment and SCAMPI assessment for its India center. In addition, QAI China has also provided CMMI® Appraisal services for the Guangzhou IT center.

汇丰银行是世界上最大的银行和金融服务机构之一。 汇丰的国际网络包括在欧洲、亚太地区、美洲、中东和非洲的 77 个国家和地区的 9,700 多个办事处。 QAI 为其印度中心提供了 CMMI® 5 级评估服务，包括预评估和 SCAMPI 评估。 此外，QAI中国还为广州IT中心提供CMMI®评估服务。

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