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#1 Finance MuleSoft Meetup - Jan 6, 2022
1. 6th January 2022
Finance MuleSoft Meetup
MuleSoft Accelerator for Financial Services
This meeting is being recorded...
from MuleSoft.
#1
@Audience: Kindly introduce yourself in chat (Name, Company, Role, Location, Experience…)
2. 2
● Introductions
● Welcome to Finance Meetup Group
● Introduction to Accelerator for Financial Services
● Use Case 1: Customer Account Sync
● Use Case 2: Customer Onboarding
● Use Case 3: Core Banking
● Accelerator Roadmap - FY23 Priorities
● Q&A
● Trivia/Quiz
● Closing
Agenda
3. 3
Meet your Finance Meetup Organizer
Ravi Padmanavar
Customer Success Architect
Customer Success Strategy and Architecture
@MuleSoft
● 18+ years of IT experience; mostly
in BFSI and HealthCare domain
● 5+ years as MuleSoft Architect; with
MuleSoft from last one year
● MuleSoft and LOMA Certified
● Baltimore Meetup Group Organizer
● Based out of Washington, DC
4. 4
Today’s Meetup Speaker
Aniket Tendulkar
Senior Technical Architect
Professional Services
@MuleSoft
● Overall 20+ years of IT Experience
with expertise in Banking and
Insurance Domain.
● Senior Technical Architect with
MuleSoft Professional Services for
past 3 years.
● Based out of Dallas, Texas
5. 5
● Both the speaker and host are organizing this meet up in individual capacity only. We are not
representing our companies here.
● This presentation is strictly for learning purpose only.
● Organizer/Presenter do not hold any responsibility that same solution will work for your
business requirements also.
● This presentation is not meant for any promotional activities.
● This meeting will be recorded and shared.
Safe Harbour Statement
7. 7
● A platform to discuss financial industry specific trends, challenges, opportunities and
technical solutions around Enterprise Integration and more
● Industry experts Thought Leadership; personal experiences, insights and outlook
● Getting together of like minded technical and business folks with common goal to share the
knowledge and gain expertise in finance domain i.e. Insurance, Banking, Wealth
Management and Capital Market
● Helping individuals and organizations to help achieve goals via education and evangelizing
Finance Meetup - Objectives
9. 9
1. Presentation Mode: - (like other technical meetups)
○ Speaker will be delivering the sessions via presentation
○ Speaker discusses and/or demos technical solution and code walkthrough (optional)
○ Addresses business and technical questions
2. Panel Interview Mode:
○ Two delivery options:
i. Moderator interviewing the panelists
ii. Fireside discussion between all the panelists
○ Time will be allocated at the end for audience to ask questions
Finance Meetup - Formats
11. Common questions
Customers
What’s the best way to do this?
Does MuleSoft offer any pre-built
assets or solutions specific to
financial services?
Could I use what MuleSoft will
provide for my org?
How have other
successful financial
institutions done this?
13. Benefits of MuleSoft Accelerators
Represent the
best practice approach
Offer the ability to
extend and change
Make implementations
faster and easier
14. Deliver customer 360 initiatives faster
MuleSoft Accelerator for Financial Services
Build customer retention and loyalty
Enable real-time relationship management and connected customer
experiences through enriched systems of engagement
Streamline customer onboarding
Accelerate key use cases, such as customer onboarding and loan
origination, using pre-built APIs and integration templates
Personalize customer interactions with unified, real-time data
Unlock data from multiple backends, based on thousands of battle-tested
implementations, in order to realize key business processes
New
Included with MuleSoft Subscription
16. Functional view
Accelerator for Financial Services:
Customer account sync
Account Sync Process
Core
Banking
FSC
(System)
Use case scope
● Retrieves checking & savings transactions from
FIS and sends to FSC
● Capability to dispute a transaction within FSC
Why this use case is important
● Supports Customer 360 view
● Provides integration into core banking solution
● Provides data to FSC
Who can use this
● Small, medium and large banks
● Credit unions
● Banking product owners, bank architects
Where to find it: MuleSoft Accelerator for FS
18. Functional view
Accelerator for Financial Services:
Customer onboarding
Customer
Onboarding
FSC
(System)
LOS Document
Management MDM
Credit
Scoring
System
Use case scope
● Takes an individual from a prospect to a client
via an approved consumer loan
Why this use case is important
● Supports Customer 360 view
● Streamlines and automates the customer
onboarding process
● Provides integration to DocuSign
● Provides integration to Equifax.
Who can benefit from this
● Small, medium and large banks
● Credit unions
● Banking product owners, bank architects
Where to find it:
MuleSoft Accelerator for FINS
22. Extending Accelerators
Enable Real time relationship
Unlock data from multiple backends, based on thousands of battle-tested
implementations, in order to realize key business processes
Customize Assets for specific needs
Assets can be leveraged as they are, or every component can be customized -- whether
it’s the API spec, the template, or even the end application you’re connecting to; safe in
the knowledge you’re basing your project on best practices synthesized from thousands
of customer implementations and industry standards
24. Top Accelerator use cases for FY23
Wealth & Asset
Management
Open Finance (Banking +
Insurance)
We’re supporting our better together initiative with Salesforce,
along with strategic areas across financial services
Payments
Modernization
25. MuleSoft Accelerator for Financial Services
H1-FY23 priorities
May
Banking & Insurance
Insurance
Open Finance Consent
and Entitlements
Management
Provide the ability for banks &
insurance companies to
capture consent from their
clients prior to sharing data
with 3rd party providers
March
Customer Onboarding
Enable customer
onboarding to an
insurance platform via a
new policy. Includes
quoting/pricing.
July
Core Banking Integration
Provide integration into JHA
and Temenos to support
Customer 360 initiatives and
Customer Onboarding
Banking
26. MuleSoft Accelerator for Financial Services
H2-FY23 priorities
Nov
Banking
WAM
Open Banking
Deliver open banking
functionality based on initial
direction from the CFPB.
Sept
Customer
Onboarding
Provide automated
advisor onboarding,
including integration to
key backend systems
Jan
Open Insurance
Deliver open insurance
functionality based on key
market drivers
Insurance
30. 30
● All Questions will be Multiple Choice Questions.
● Please respond answers in Chat Window.
● First correct answer for every question will be declared winner for that question
● Winner will get voucher to register for any MuleSoft Training of your choice
● One voucher per month - Across All Meetups
● Note to Trivia Winners:
■ Make sure to share your full name, email address and linkedIn profile with Host before leaving meetup
■ Voucher sent to winners within 10 days after the meetup event
Trivia Rules
32. 32
Which of the below statement is true regarding MuleSoft Accelerators?
A. Customers must use the MuleSoft Accelerator As-Is without making any changes
B. Customers can customize only certain assets of MuleSoft Accelerator
C. Customers can customize any assets to cater to their business requirements
D. Customers have to take MuleSoft’s permission before customizing assets listed under
MuleSoft Accelerators
34. 34
Choose the most accurate list of asset types offered as part of MuleSoft Accelerators for
Financial Services?
A. API Spec and Examples
B. API Spec, Examples, Templates, Reference Architecture, and Setup Guide
C. API Spec, Examples, Templates, Reference Architecture, Setup Guide, and UI Component
D. API Spec
36. 36
Select the correct statement regarding the support model and fees associated with MuleSoft
Accelerators.
A. Accelerators are supported products and comes with additional cost
B. Accelerators are supported products but has no additional cost associated with them.
C. Accelerators are not supported products but comes with additional cost
D. Accelerators are not supported products and have no additional cost associated with them.
40. 40
● Share:
○ Tweet using the hashtag #MuleSoftMeetups #MuleMeetup
○ Invite your network to join: https://meetups.mulesoft.com/finance/
● Feedback:
○ Fill out the survey feedback and suggest topics for upcoming events
○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program
● Nominate Yourself as Meetup Speaker:
○ Excellent opportunity for public speaking, broadening skills and expanding
professional network
Knowledge Shared is Knowledge Squared!