Screen Consultants

Introduction

1

Mission Statement

Why do we exist?

The financial services industry can optimize its operational processes and

market data services, as well as right-size its investment management

systems

Why talk to us?

We differentiate ourselves through innovation in products and services,

through our independence, and through our industry focus and market

knowledge

What do we offer?

We have been offering boutique advisory services and highly specialized

inventory management software for almost 20 years now. Our core

competences lie in Market & Reference Data and in Investment

Management solutions

2

Portfolio

Events & Forums

Targeted at decision makers

and users within global

Financial IT and Capital

Markets business

• 1-day events

• 2012: Amsterdam, Stockholm &

Munich

• Trade show with leading vendors

• Speaker conference

Market Data

Management system

Supports firms using large

volumes of data through

multiple vendors

• Inventory tracking

• Contract management

• Cost allocations

• Invoice reconciliation

Boutique Advisory

Strong focus on market &

reference data, Market Data

compliance, Sourcing and

implementation

• Market & reference data

vendors

• Financial applications

• Best Market practices

• Benchmarking

• Training & Courses

North America & The Caribbean

39,142 professionals

Europe & Central Europe

65,317 professionals

Asia & Australia

39,585 professionalsMiddle East & Africa

9,427 professionals

Latin America

10,047 professionals

• Market & Ref Data (40)

Access to a network of experts

located worldwide

Internally developed tools,

methods and benchmarks with a

proven track record

Industry experts in

Managed Services for M&RD

Our own proven methodologies Combining the right set of

skills & experience

● Focus area since 1990

● 50 Market Data Specialists around the

world, with informed points of view in the

Financial Services sector… globally

networked to leverage experience and

insight

● 750+ projects completed for more than 350

clients across the globe

● End-to-end experience from strategy to

renegotiation… focused on value and

business benefits, not just cost

● Well structured, formally deployed

methods and tools to support consistent

service delivery and drive practitioner

skill development

Independent from service

providers

● Independence from service providers,

assuring unbiased advice and forming

an objective bridge between parties

● Brand trust and comfort… plus board-

level insight on both client and supply

side

● Deep knowledge of provider capability in

all major destination regions

4

Screen Consultants

Our credentials

Observations

Industry challenges – Market & Reference Data

5

Costs increase More frequent audits Increased need for control &

transparency

Demanding users

Observations

Industry research

Client objectives

• To ensure Compliance with

today’s legislators, regulators,

exchanges and vendors a higher

level of transparency and

control of information is required

• Ongoing cost pressure triggers

the need for further automation,

structured processes and a more

efficient use of Market &

Reference Data

• Gradually shifting focus from cost

reduction to value improvement Source: Screen market data review 2012 and 2013 amongst

300 global Buy and Sell side firms

6

0% 20% 40% 60% 80%

Overall cost reduction

Improve data cleansing

Cost effective datastorage

Direct feeds for lowerlatency

Improve scalability to dealwith increased volumes

2013

2012

– Improve Transparency &

Control

– Manage Demand

– Ensure Compliance

– Optimal use of market data

services

7

Screen Consultants

Our offer

– A strategical approach

combined with reliable

Management information from a

global perspective will increase

Transparency and Control

– Users could have better

products

– Risk of non-compliance will

be minimized

8

Why should you take action

Considerations

We don’t see an increase in audits, but an increase

in the complexity of audits, because of the

technology clients are using to deploy data, and the

venues themselves becoming more complex,” said

the senior vice president of global data products at

NasdaqOMX

“CITIBANK pays penalty of

GBP 4.2 million after 1st audit”

Our deliverable and mutual goal

Benefits Management

Improved

Operational

Efficiency

Streamline

Management

information

Implement global

inventory solution

Accountability

through Self

Certification

Establish global

control

Improve quality

of data for the

end users

through Best Fit

services

implementation

based on

Profiling and

Benchmarks

Manage Demand

Make sure data

is used in

accordance

with current and

future vendor

and exchange

agreements

Increase

knowledge

about industry

best practices

and vendor

policies

Assist clients to

identify if and how

the current cost

base can

optimized

Control Quality Compliance Cost

9

MDM Organizational Audits

• Quick Scan

• Services Audit

Cost & Compliance Optimization

• Cost Optimization

• Compliance Assistance

Workplace TCO Reviews

• TCO Benchmarking

• User Profiling

Interim MD Management

• Vendor Management

• Expert MDM Support

• Training & Courses

Market Data

Consultancy Services

10

Market Data Consultancy Services

Maximize

Transparency

Minimize

Costs

INFOmatch Cockpit – Business Drivers

Business

management

Procurement Market data

manager

Chief Financial

Officer

CIO, IT & Trading

Floor support

Reduced Total

Cost of

Ownership

To be Best in

Class

Increased

profitability

Transparency of

costs & usage

Knowledge

Reduced risk

(Vendor)

Strategy

development

Optimal

negotiation

position

Control (internal

and external)

To be Best in

Class

Compliance

Knowledge

Knowledge

Analysis

capabilities

Easy daily

management

Control Cockpit

Comfort

Balanced spend

Compliance

Efficiency

business

processes

Profitability

Stop Waste

usage

Continuity

Reduced risk

Compliance

Minimal spend

Efficiency

Security

Quality

Reliability

Fast response

time

State of the Art

Technology

Business

Support

Transparency Best in Class Management Strategy Support

INFOmatch is an Inventory &

Expense Management Service

13

(Cost)

Transparency

Invoice

reconciliation

Reports and

analytics

Exchange

Compliance

Contract

management

MAC

management

Budgets and

tracking

Demand

management

…..and therefore guaranteed cost

reductions! Product overview

Screen group Your contacts

Peter Fruitema,

Partner Screen

Kees Brooimans, Partner and CEO

Screen Group

• Equity Sales ABNAMRO (3 yrs)

• ThomsonReuters (3yrs)

• Co-founder Screen Group

in 1990

• 20+ years industry experience

• Market & Reference data

specialist, Benchmarking,

Cost and Inventory Management

• Fixed Income Trading van

Lanschot Bank (4 yrs)

• ThomsonReuters (5 yrs)

• Co-founder Screen Group

in 1990

• 25+ years industry experience

• Market & Reference data

specialist, Benchmarking, Cost

Management

Kees Brooimans

Mobile: +31 653392478

Tel.: +31 7361 22940

E-mail : k.brooimans@screenconsultants.com

Website: www.screenconsultants.com