SAP Financials & CRM Project at IronFX

Christophoros Papachristophorou SAP Project Manager IronFX Financial Services

Confidential

IronFX Financial Services

Established in January 2010 by a select group of finance and software experts combining
Extensive international experience at some of the most famous global Investment Banks Solid FX and online trading expertise gained at the pioneers of the kind Cutting edge technological innovation on trading platforms and trading tools

CySEC authorised No. 125/10 Member of the Investors Compensation Scheme 4 Global awards in the first year of operation
Best Trading Platform by World Finance Fastest Growing FX Broker by European CEO (2011) Fastest Growing FX Broker by European CEO (2012) Best FX Newcomer by World Finance

Confidential

Products/Services offering
Lowest spreads in the market from 0.4 pips Leverage up to 1:500 Over 130 Instruments Swap-free accounts Instant Execution with no Slippage or delay STP/ECN Market Execution with deep liquidity Best-of-Market offers and promotions Global First: One Account, Ten Platforms Award-winning Multicurrency trading Ability to use Expert Advisors 24 hours Free VPS hosting Streaming market news 24/5 trading and support in 20 languages Secure Portal for Funding and Withdrawal

Confidential

Selecting our technology partner

Implementation Partner Software Vendor Business Requirements Easy of use & Implementation Total cost

Confidential

A SAP Focus Methodology

Implementation Cycle Project Preparation Plan project Execute kick-off Confirm scope Plan hardware needs Blueprint Gather business requirements Realization Configure System Development/Syst ems Integration Plan trainings Final Preparation Testing End-user Training Final Migration Start of production Start August 2010 Project Kick off Go Live December 2010 Project closing Go Live & Support Start long term support plan

2 weeks

12 weeks

2 weeks

Confidential

SAP Platform
Manage your most important processes in one integrated solution
Enterprise resource planning Effectively manage financials, accounting, human resources, operations and corporate services

Best Practices Business Intelligence Business Best Practices Intelligence ERP CRM

Best practices Benefit from industryspecific configuration and business processes based on SAP and SAP partners experience Customer relationship management Efficiently conduct all aspects of your customer relationships from marketing to sales to service Business intelligence Gain insight and improve decision making with tools for financial and operational reporting and analysis Technology platform Lay a foundation to quickly and cost-effectively add on to your existing solution as your business grows and your needs change

Technology Platform

Confidential

Additional CRM Fully Integrated with ERP

Manage all aspects of your customer relationships
Sales
Territory management Accounts and contacts Opportunity management Pricing Telesales Service Sales Marketing

Marketing CRM functionality

Segmentation and lists Campaign management Lead management Telemarketing

Procurement & Sourcing Human Capital Management

SAP Business All-in-One

Finance & Control

Service
Service order management Service contract management Complaints and returns Installed base management Warranty management Resource planning Customer service

Logistics

Product Manufacturing Development

Analytics
Reporting for marketing, sales, and service scenarios via SAP NetWeaver BI or SAP CRM interactive reporting

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High-Priority Business Issues

High cost of finance operations and analytics Financial integration Inefficient Clients Approval
Clients Transfers Deposits/Withdrawals

CRM

Banks & Payment Processors

Manual clearing & reconciliation

Funding Approvals

Client Portals Trading Platforms

Inefficient funding procedures

Weak IT infrastructure Decoupled systems, lack of systems integration, slow customer approval and funding procedures.

Confidential

Financial Excellence
Automatic processing Streamlined financial processes

Efficient Client approval & processing

CRM
Deposits/ Withdrawals

Clients Transfers

Banks & Payment Processors Transparent cash management

Funding Approvals

Client Portals Trading Platforms Integrated IT systems Streamlined funding processing

Integration, and fast customer account opening, funding and payment processing automatic processing and reconciliation, and operational efficiency.

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Proposed architecture Big Picture

New Customers Creation

MT4

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IronFX Process Integration via SAP Technology

1. Prospect Management
Web Site to CRM Multiple MT4 accounts with multiple platforms

1. Funding Deposits
Clients Portal CRM ERP > MT4 & Clients Portal

2. Customer (MT4 Account) Approval

CRM Clients Portal ERP > MT4

2. Funding - Withdrawals Portal to CRM & ERP:

Clients Portal CRM ERP > MT4 & Clients Portal

Confidential

Account Creation Portal to CRM

12
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Account Approval CRM to ERP, MT4

Propagation of actions

13
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Entity relations

14

IronFX Process Automations via SAP Technology

1. Automatic funding processing
Integration ERP with payment processors (API) 1-Click Client Internal Transfers

2. Automatic reconciliation
Payment processors (upload, post & reconcile) MT4 Bank Reconciliation under development*

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Funding Transactions Portal/CRM/ERP/MT4

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IronFX SAP Business Intelligence*

1. SAP NetWeaver BI
SAP Financial data MT4 data

2. SAP BI Reports
Financial Management Reports Clients Funding Analysis
* under implementation

Confidential

Thank you

Confidential