Toca-For-Wealth-Platform-Overview-1-2.pptx
- 1. © Confidential 2023 1 THE WORLD’S FASTEST LOW-CODE PLATFORM DESIGN. DEVELOP. DEPLOY. FAST! LOW-CODE PLATFORM.
- 2. TOCA.IO THE DIGITAL TRANSFORMATION SUITE HUMAN IN THE LOOP (Apps) INTEGRATION (Middleware ) LEGACY TECH (Automation) WORKFLOW ORCHESTRATION & DATA PIPELINES Toca’s Low Code Development platform allows you to build tailored digital experiences The platform can interact with systems of all ages, combining middleware with RPA This enables full end-to-end-automation and process re-shaping even with fragmented IT A single team can build custom solutions and modernise systems with one-to-many apps Toca provides a blueprint for architecture modernisation and unlocks contextual AI Customers can self-serve with a singular, secure, affordable and modern user experience © Confidential 2023 2
- 3. UX Workflow Orchestration Data Storage & Pipelines Cloud Storage Point Solution s File Storage Data- Legacy PDF’s / bases Systems Documents DAT A Customer/Staff Interaction AI Enablement © Confidential 2023 3 Business Logic Data Ingestion Storage Connectors RPA OCR Computer Vision AI THE EFFICIENCY UPLIFT HARNESSING DATA AND APPS
- 4. HOW TOCA’S ACCELERATES TIME TO VALUE BY OVER 20X The typical project team size is reduced by 90% APPS RAPIDLY BUILD YOUR OWN APPS Rapidly build enterprise-ready apps, from simple web portals to complex, logic-based applications using our simple drag & drop designer. Seamlessly integrate apps with automation projects, and transform business processes. AUTOMATION. CONTROL, INTEGRATE & AUTOMATE ANY SYSTEMS Powerful combination of RPA, direct API integration and data analytics allows you to integrate and control any system, transform any data, and build automations and workflows. INTEGRATIONS CONNECTIONS READY OUT OF THE BOX Take advantage of our repository of pre-built connectors for the most common apps and technologies, such as Microsoft 365, Teams, Azure, Google Workplace, Slack, Twilio, Hubspot, Salesforce and more. DEVELOPMENT TOOLKIT. FREELY EXTEND THE CORE CAPABILITIES High-code meets low-code - Toca is freely extensible via the built in software toolkit and browser- based IDE. Extend and publish actions and components on the fly, using C#, Python and React. © Confidential 2023 4
- 5. WHY ? To be Data-Driven you must be able to access all silo’s Time-to-Value is the biggest blocker to Digital Transformation There is a global talent shortage of software development skills Reporting Obligations will become more real- time Firms that embrace Automation and AI will increase profits and market share Wealth is transferring– Digital Services are now an Imperative © Confidential 2023 5
- 6. EXAMPLE USE CASES Client Performance Reporting Apps and Automation Group Wide Treasury /Inventory /Risk - Analytics Reconciliations & Cash Management Automated Aggregation – Platform / Custodian / Fund Services Tailored Apps - Client On-boarding - ESG suitability Automated updates to data providers and regulators Risk and Controls Systemisation and Workflows Market Commentary, News Sources and MDS - singleview © Confidential 2023 6
- 7. HEAR FROM OUR CUSTOMERS Powerful low-code platform that makes product development fast!” Great company ahead of thei r time in the tech industry! Drastically speeds up the time to MVP, we couldn’t be happier ! TOCA.IO USER RATINGS LEADER IN G2 GRID® FOR BUSINESS PROCESS MANAGEMENT - EUROPE © Confidential 2023 7
- 8. SUPPLIER CONTACTS TOM WHITTLE Director , Investments and Accounting TELEPHONE: 07866 761355, EMAIL: [email protected] HEAD OFFICE Davidson House, Forbury Square, Reading, Berkshire, RG1 3EU © Confidential 2023 8 REGISTERED OFFICE 5th Floor One New Change, London, EC4M 9AF Tocalabs is a registered company in England and Wales. Reg No. 1 1396834 Toca.io is a trading name of Tocalabs Limited. Tocalabs® and Tocabot® are registered trademarks of Tocalabs Limited.