ZIP Change

Question 1

Regarding ZIP Stop/Start/Continue.. what will Stop for Clients?

Answer 1

• Stop using nabtrade cash and high interest account.
• Stop using multiple logins.
• Stop updating information in multiple areas.

Question 2

Regarding ZIP Stop/Start/Continue.. what will Start for Clients?

Answer 2

• New Cash account.
• One login credentials
• Update profile info in IB
• Migration activities

Question 3

Regarding ZIP Stop/Start/Continue.. what will Continue for Clients?

Answer 3

• Place orders via nabtrade
• Contact nabtrade retail call centre for support

Question 4

Regarding ZIP Stop/Start/Continue.. what will Stop for PW Operations?

Answer 4

• Stop using FNZ platform and admin portal
• Stop using datamart reporting.
• Less manual tasks

Question 5

Regarding ZIP Stop/Start/Continue.. what will Start for PW Operations?

Answer 5

• Using new nabtrade platform via nabone (and Siebel etc).
• Pega for workflow.
• Enterprise Document Services for documents.
• new daily settlement process
• new cash products
• new compliance reporting

Question 6

Regarding ZIP Stop/Start/Continue.. what will Continue for PW Operations?

Answer 6

• onboarding client profiles into nabone
• BAU operations

Question 7

Regarding ZIP Stop/Start/Continue.. what will Stop for trading & client services?

Answer 7

• Stop using fnz portal admin portal for workflow and client information.
• Stop using FNZ data mart or FNZ admin portal for reporting.

Question 8

Regarding ZIP Stop/Start/Continue.. what will Start for trading & client services?

Answer 8

• Pega for workflow
• nabone to manage client profiles
• ebobs/nabone for cash transfers
• onboard and provision products if client is ACIP