1. Euroclear presentation Nassau, 12th April 2018 Bernard Ferran
ACSDA
Euroclear presentation Nassau, 12th April 2018
Bernard Ferran

2. Some challenges for the CSDs
Regulations
Competition
Co-operation
Technology
Customer experiences
Asset classes
Collateral Management
(New) Business models
Governance
Are we entering an era of survival of the fittest ?
What is your position on new customer experiences, Robotics / AI and Data ?

4. El miedo puede llevar a los hombres a cualquier extremo -
George Bernard Shau
Be brave, take
risks. Nothing can
substitute experience –
Paolo Coelho

5. Customer Experience: New communication channel with your clients
Young generation thinks, communicates and interacts differently
EasyWay is the answer for Euroclear clients :
Urgent actions
Operational & financial Dashboard
Consolidated view with drill down possibilities
Smart contracts
Mail boxes and possibilities to reach your counterparts

6. Customer Experience: New communication channel with your clients

7. Customer Experience: A new collective answer to problem resolutions - Taskize
Euroclear invested 70% into a new FinTech called Taskize
What is Taskize? Taskize is a new tool that allows financial services firms globally to resolve issues and queries between each other faster and more efficiently. Taskize’s smart directory allows clients to connect :
with the right people in the right functions whether in
with their counterparties or
within their own back office.
And because all parties share the same source of information, there’s no more confusion about what the problem is.

8. Customer Experience: A new collective answer to problem resolutions - Taskize
Open to all and already adopted by more than 200 financial institutions but also CSDs
Prime Broker
Outsourcer
Global Custodian
Executing Broker
Local CSDs
Local Custodian
Assign
Prioritise
Track
Intervene
International CSDs
Buy Side

9. Customer Experience: A new collective answer to problem resolutions - Taskize
Time wasted waiting on-hold
One call-at-a-time
Poor workflow
Limited visibility
s multiply
Increased waste and risk
No visibility
Potential to lose information
One place to resolve problems directly with providers and counterparties
Track progress to resolution
Route problems easily
Eliminate ‘dead-time’
Miss nothing in post-trade
Put the client in control
Resolution Time
Risk
Control
Satisfaction
Taskize is now the preferred client service channel for Euroclear across all its services

10. Customer Experience: A new collective answer to problem resolutions - Taskize

11. Robotics & AI

12. Robotics & AI : Use cases in Euroclear
Artificial Intelligence (AI) is nothing else but advance analytics. Robotics is a new way to industrialize things
Euroclear tested the following :
Unmatched: reason for settlement unmatched
Cancelations: forecast that instructions will be cancelled
Settlement fails : predict that instructions will fail
Settlement deadlines: likelihood that deadline will be met
Prospectus: highlight put options
To do all of the above, you need to be able to manage your data

13. Exploring the new gold mine : (Big) Data
CSDs all sit on a “Data Lake”
internal usage (regulatory, reporting, controls)
could be valuable source for external usage
Target “Post-trade is the new pre-trade”
Did you know that 90% of US Treasuries are ...
Liquidity indicators
Explore client needs

14. Exploring the new gold mine : (Big) Data
CSDs can inject data on markets which are unique but valuable
Some already started

15. Let’s continue using (or not ?) what we know well …