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Emerge Consultants Digital Transformation Practice Strictly Private & Confidential v6

2nd February 2010 www.emerge-consultants.com

Contents Contents ⦿ Digital Transformation Practice ⦿ Digital Transformation Journey ⦿ Client Sentiment Driven ⦿ Core Competencies ⦿ Emergence of Digital ⦿ Steps to Achieve ⦿ Global Projects ⦿ Executive & Senior Management ⦿ Contacts

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Digital Transformation Practice What does Digital Transformation mean to Emerge Consultants Emerge Consultants’ view digital transformation as changing the way businesses, organizations or individuals operate using traditional and legacy processes, to new and modern technology solutions.

Digital transformations benefit from: ⦿ Time efficiencies ⦿ Operational cost reductions ⦿ Better performance indicators ⦿ Easier reach to wider audiences ⦿ Improved data quality and security Digital transformation is necessary for organisations who want to think ahead and ensure they compete in a technology driven environment. Emerge consultants can help companies benefit from Digital Transformation change, by bringing years of expertise and knowledge gained from working with some of the worlds largest companies, to clients from all sectors and sizes.

Previous assignment including projects executed by Emerge Consultants team members both at Emerge as well as other financial institutions prior to joining Emerge Consultants

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Digital Transformation Journey

ESTABLISHED EXPERTISE that brings VALUE to CUSTOMERS by using INNOVATION and DATA with an eye on the

COMPETITION

VALUE

CUSTOMER

Digital transformation has to provide value to businesses, executives and customers.

With a shift in customer wants and needs, businesses are having to adapt by placing more focus on the customer.

For example, leveraging user experience (UX), big data and artificial intelligence (AI), we can help streamline processes, optimise customer journeys and help future proof organisations through digital transformation.

With our knowledge and skillset, we can create a digital strategy that increases customer engagement and awareness as well as customer service and retention.

INNOVATION

DATA

COMPETITION

We have the tools in place to generate insights and ideas, to help deliver complementary products and services through innovation.

Data is one of the most valuable assets to an organisation.

By following the steps on our Digital Transformation journey, we can help organisations stay ahead of the competition, by ensuring value, customer, innovation and data streams are brought together.

With our innovative strategies, we help can increase the network effect of your organisation which keeps you ahead of the competition.

By using data to drive decision making, we can use it to transform legacy businesses into digital ones.

Our data services also provide artificial intelligence (AI) and machine learning offerings, that can be used to test new ideas and concepts before implementing anything new.

Our aim is to provide best of breed offering to our clients and their customers.

Client Sentiment Driven Delivering realistic change in partnership with our clients Emerge Consultants’ use client sentiment analysis to help determine their digital transformation strategy, thus getting the best out of our clients and their customers by combining great ideas with technology and delivering what users actually want.

Our digital transformation experts work closely with our clients, using an agile and user centric customer journey approach, to understand what clients really want to achieve by digitising their products and services.

In addition, we explore new business models and proactively bring simple, but thought provoking ideas to our clients to deliver best of breed digital solutions.

CLIENT SERVICES for SIX platforms with 300,000 users from over 50,000 buy side clients globally

Core Competencies What do Emerge Consultants have to offer?

Emerge Consultants help our clients across every step of the digital transformation journey by offering expertise in four core competencies. These competencies are used to underpin the ‘Digital Transformation Practice’ to deliver the ‘Digital Transformation Journey’.

Technology Product Management

Business Intelligence and Data Services

Client Services

Marketing & Training

Core Competencies With a

MINIMUM OF 12 YEARS experience, our lead

CONSULTANTS HIT THE GROUND RUNNING and are cheaper than a graduate from the big firms.

TECHNOLOGY PRODUCT MANAGERS

CLIENT SERVICES

Technology Product Managers have become key personnel in the delivery of technology products, services and solutions across all areas of business.

Client Services for a digital solution is a key postimplementation service required to ensure seamless on-boarding, adoption and support of digital platforms of users.

Working proxy to business, in a role likened to the CEO of a start-up, Emerge Consultants engage with all relevant departments to not only drive the decisions about what gets built but also influence every aspect of how it gets built, launched and managed.

Emerge Consultants and client service agents face off to internal users and clients and act on behalf of a firm to ensure exceptional customer service, care and support of the platform.

BUSINESS INTELLIGENCE & DATA SERVICES

MARKETING & TRAINING

Business Intelligence and Data Services are a key area of implementation businesses are adopting to make better informed business decisions.

Marketing & Training are essential services required to complete the software delivery lifecycle of new products for both internal and external users, but are often left out or not fully delivered.

Product success should be clearly measured across a key set of data and metrics but can be very complicated, confusing and hard to consume. Therefore Emerge Consultants data science and business intelligence services can provide businesses with simple but effective ways of making sense of the data.

Emerge Consultants have the resources available to define a marketing roadmap, which includes training and implementation of the agreed marketing strategy.

Steps to Achieve We have adopted a simple but effective process to deliver Emerge Consultants and it’s associated partners assist our clients to make simple decisions out of complicated tasks. We partner with our clients for the long term to help deliver projects from beginning to end, take a holistic approach and follow three simple but key phases to ensure success.

Assessment

Implementation

Delivery

Listen, watch, observe then conclude

Make the strategy a reality

Support all aspects of change

Mobile solutions for a mobile generation

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Emergence of Digital

ELECTRONIC SOLUTIONS built for

Making sense of Digital Transformation for our clients Emerge Consultants offer the following range of consulting services across the digital transformation space.

These services are a combination of our flagship offering, EMERGEiQ, our core competencies, strategic partnerships and minimum 12 years of industry experience per consultant.

Artificial Intelligence & Deep Learning

User Experience, Customer Journeys & Customization

Blockchain & Distributed Ledger Technology (DLT)

Cybersecurity & Identity and Access Management (IAM)

Data Science, Mining & Reporting

Cloud & Digital Innovation

Multichannel Content Management

Digital Marketing & eLearning

sales and trading desks for all the major asset classes (Equities, Fixed Income, Commodities and Foreign Exchange)

Emergence of Digital

ARTIFICIAL INTELLIGENCE & DEEP LEARNING

USER EXPERIENCE, CUSTOMER JOURNEYS & CUSTOMIZATION

We have an experienced team of data science and AI experts who use neural networks, supervised learning and re-enforcement learning techniques to make profitable decisions for our clients.

The world now operates in a user/customer-centric environment, where a successful customer journey can modernise the way an organisation thinks and work.

Our UX experts simplify complex processes so that users are more engaged and customers retained.

EMERGE provide a 360 DEGREE service to their clients in‌

BLOCKCHAIN & DISTRIBUTED LEDGER TECHNOLOGY (DLT)

CLOUD & DIGITAL INNOVATION

We are closely connected with development resources and thought leaders in this exciting new addition to our digital transformation practice. If you want to trade crypto or develop DLT, we are the right people to approach.

We work closely with our technology partners to advise and deliver advanced cloud and digital services, in order to align your business with the market leading technologies and help you remain competitive in the new digital age.

DATA SCIENCE, MINING & REPORTING

MULTICHANNEL CONTENT MANAGEMENT

We capture, process, interpret and understand key performance indicators (KPI’s) and other important metrics. We provide expertise in this field from all areas including, implementing data capture and tracking technology, to management reporting and dashboards.

We can manage all types of content distributed via multiple channels such as social media, internal intranets and mobile app platforms.

In addition, we have resources available to create, curate and define a content management strategy for your organisation.

CYBERSECURITY & IDENTITY AND ACCESS MANAGEMENT (IAM)

DIGITAL MARKETING & e-LEARNING

We have strategic partnerships with RegTech and FinTech start-ups who are leading the way in cyber security and IAM. From two-factor authentication to biometrics, we can help you find and implement the right solution.

With our experienced team of marketing consultants, we can provide expertise in digital marketing and create e-learning modules to promote and teach clients and customers about new products and services, without the need to attend classes.

CONSULTING FOR all types of organisations including BLUE-

CHIPS, CHARITIES, STARTUPS and GOVERNMENTS.

Global Projects Emerge Consultants have delivered projects around the globe to a wide range of clients We provide subject matter expertise, guidance and leadership to deliver the right solution for our clients wherever they are based.

1 NORTH AMERICA Tier 1 Investment Bank - IT Integration Project Managing a team of IT developers and client support analysts, our lead consultant was responsible for delivering digital solutions via a technology platform.

Via this platform the client was able to service clients more effectively

50+ projects completed across our core sectors

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Tier 1 bank – Digital Marketing Initiative Worked with a top tier 1 Investment Bank covering various projects including a marketing initiatives to rebrand their institutional portal which was used by institutional investors to access research data and analytics.

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Tier 1 Asset Management Bank – Money Markets Program Emerge has completed a number of Money Market Programs across the organisations Corporate Trust Business.

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EMEA 4 Global Bank, London - Regulatory Program We have delivered a number of flagship Regulatory, Digital IT, and Finance related programs for our client. These have included Transformation, Compliance CDD/KYC programs and software delivery projects.

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Medical Aid Films, London – Digital Strategy

ASIA 7

Emerge consultants worked with the India team on a number of middleware and infrastructure projects.

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As part of a corporate social responsibility 12 initiative with our tier 1 bank, our consultant helped this charity identify a digital strategy and roadmap of delivery.

IT solutions

Emerge provided digital and IT solutions to replace legacy, IT infrastructure, applications and systems. The client was previously owned by the UK government and therefore required digitisation after they were privatised.

Previous assignment including projects executed by Emerge Consultants team members both at Emerge as well as other financial institutions prior to joining Emerge Consultants

Tier 1 French Bank, Securities, Hong Kong – IT development Managing a team of IT developers and client support analysts, our lead consultant was responsible for delivering digital solutions via the clients platform. The portal was used to digitally service clients.

6 Lambeth Scientific Services, London –

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Global Bank, Hyderabad – Infrastructure Program

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Large Tech Company, India – Digital Transformation Our consultant worked with this a top tier tech company to develop an interactive marketing website for the purpose of promoting the firm. This marketing tactic was used to provide a rich source of information about the company to thousands of prospect investors

Subject Matter Experts with minimum 12 years corporate experience We are proud to have selected highly skilled consultants with a specialised background from large blue chip companies.

Executive Management

Tashfin Shafique

Mizan Rahman

Managing Partner & Founder Head of Governance, Risk & Compliance Practice Digital Transformation Champion

Senior Partner

Head of Digital Transformation & Data Science ⦿

Mizan’s core competencies include knowledge of Digital Transformation, eCommunications, Marketing & Pitches, Web Portal Management, Technology Product Management, Business Intelligence, Client Services & Data Science. These skills that have been gained and used by working in Equity Research, Equities, Fixed Income, Technology & Risk divisions.

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Most recently his roles included being Global Head of Core Product, Marketing & Business Intelligence for Morgan Stanley’s Fixed Income “Matrix” platform, and previous to that he was EMEA Head of E-Product Development and Marketing for the Goldman Sachs’ Institutional client platform “Goldman 360”.

Tashfin is the founder and Managing Partner of Emerge Consultants and brings an extensive array of experience in managing Regulatory, Digital Banking, Finance, Technology and Change programmes globally.

He has over 20 years experience managing large scale digital transformation, regulatory, compliance, change programmes for leading organisations internationally.

Tashfin has the leadership ability to drive successful transformation programmes for global companies, start-ups & institutions.

He has also carried out multi million dollars worth of projects in the UK, US and the Middle East from top tier Investment Banks.

Education: BSc in Information Systems, post graduate in Business Systems Analysis from City University and read his MBA at Imperial College, London. Columbia Business School, New York – Digital Strategy for Business. CXO Transformation [2019]– Digital Leaders.

Tashfin is a member of ICA and ACAMS and is part qualified Internal Auditor (IIA).

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Mizan graduated with a B.Eng. hon from Liverpool University and has an MBA from Imperial College London. His love and enthusiasm for technology, coupled with a keen interest in the Financial Sector (specifically Securities) has paved the way for a 20 year career in various roles for a number of top tier investment banks. Mizan also completed MIT’s Digital Transformation for Executives programme.

Adib Pasha

Strategic Advisor Head of Risk & Operations Adib has held senior positions at several toptier global banks. His extensive experience in Financial Services over 2 decades has been across strategy, governance, risk management, trading and change management. Adib has worked in the UK, US, Europe, the Middle East and Asia. Most recently as Chief Operating Officer and Executive Committee Member of frontier emerging market merchant bank Exotix Partners, Adib ran the Compliance, Legal, Finance, Operations, IT and HR departments.

At Goldman Sachs, as a trader, Adib built and managed the European Credit Repo Trading business where he co-managed a multibillion dollar balance sheet trading book.

At Credit Suisse, Adib was the lead risk manager of the Delta One Derivatives trading business and focused on improving governance, supervisory controls and risk metrics, operations and technology.

Education: Harvard University (Bachelor’s degree, AB, in economics), Stanford University (MBA, Finance and International Management).

Senior Management Hane Aung (Ph.D)

Date Scientist & Senior Consultant Digital Transformation Practice Hane is an award winning data science and artificial intelligence specialist with state of the art understanding of human behaviour analytics. He has an in-depth understanding of the emerging commercial sector in Myanmar as well as life-long experience of Myanmar’s culture, society and current affairs.

He has over 15 years applied data science research experience in both Russell Group (U.K.) and Ivy League (U.S.) institution and 10+ years experience as liaison experience in Myanmar’s private sector.

Hane is Fluent in Burmese and English with experience in technical translations and communications as well as numerous public appearances and media contributions in both languages.

He has authored over 50 peer reviewed academic publications in data science with over 775 citations and been worked as the first senior data scientist in New York City and Cambridge, Mass. based start up company “HealthRhythms Inc”.

Peter Tillotson (Ph.D) Date Scientist & Senior Consultant Digital Transformation Practice Peter has been interested in data and how to use it since he was a boy. Having earned a PhD in Artificial Intelligence (specialising in Machine Learning for internet traffic routing), Peter spent over 20 years working for large consultancy firms, delivering technical solutions to the banking, social media, e-sports and gaming industries. One of his claims to fame is his analytics work on one of the biggest large-scale distributed computer games in the world. Peter has also worked with local law enforcement agencies (CEOP & FBI) to prevent threats to the vulnerable members of our society.

Peter is a world class specialist in creating algorithms that work fast on large data sets, and helping businesses use that data to make better decisions. He regularly presents at conferences and is an avid believer in sharing experience and insights with others.

Rob Llewellyn Senior Partner & Transformation Expert Digital Transformation Practice Having accumulated over 25 years of experience helping executives leverage technology to generate business value, Rob presents clients with considerable value. In over 20 countries, from Unilever, DHL and HP, to Lloyds and the Saudi Arabian Central Bank, his insights are broad and rich.

He advises transformation executives on the threats and opportunities they need to consider to thrive in the digital economy.

This is coupled by ensuring strategic digital business transformation portfolios are well designed and executed to generate new business value and competitive advantage.

Rob has successfully built, designed and trained thousands of consultants through his CXO transform digital learning courses worldwide.

Laurence Smith Senior Consultant Digital Transformation Practice Laurence is a Chartered IT Professional with over 35 year’s experience in the development and delivery of Business Systems and associated Infrastructure across multiple, diverse sectors.

Based on his formal training and experience he understands the need for creating awareness of IT potential in the business and communicating what is achievable and realistic with IT, whilst educating IT Professionals to better understand the needs of the business environment in which they work.

Rob is an author, speaker, and recognised

by SAP and others as a trusted C-suite advisor.

Previous assignment including projects executed by Emerge Consultants team members both at Emerge as well as other financial institutions prior to joining Emerge Consultants

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Contact Information 173 New River Head Clerkenwell London, EC1R 4UL UK: +442032871903 UAE: +971521675619 Email: info@emerge-consultants.com Skype: emerge_consultants Twitter: @emergeconsult1 Instagram: @emerge_consultants

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