unified’chat,’voice,’video’and’ compliance*for*the*front
TRANSCRIPT
Published: September 2015 Summary: This paper provides an overview of the new features, benefits and functionality in TraderLynk Solutions.
Unified chat, voice, video and compliance for the Front Office,
seamlessly integrated into existing Unified Communications
infrastructure
TraderLynk © 2015 2
TraderLynk Introduction TraderLynk is a powerful unified communications solution for financial markets that will provide users with a next generation collaboration experience, while offering substantial cost savings and infrastructural benefits over legacy trading telephony and chat platforms. In the financial trading market today, direct communication with no delay is essential for all parties, brokers, traders, resellers and distributors, the business and the customer.
Current solutions can be costly for each endpoint-‐to-‐endpoint connection and do not allow moving between modalities. Current solutions do not fully use the advances in IP technology. With the advances in IP technologies TraderLynk has designed a presence-‐based Unified Communication solution, which has all the features of today’s voice trading turrets, with the added ability to build full fail-‐over and resilience. TraderLynk Technology is designed to allow direct communication from point to point, from anywhere to anywhere globally at the push of a button using the latest innovations with WebRTC.
Next generation collaboration. TraderLynk allows users to move seamlessly between chat, voice, video, social media and screen sharing, bringing together all the capabilities of a traditional trader voice turret, intercom system and instant messaging application in one easy to use software interface. Seamless integration with enterprise unified communications. TraderLynk can be deployed either as a standalone service, or integrated into unified communications platforms such as Microsoft Lync, leveraging existing infrastructure and investment, and preserving corporate identities and permissions. Powerful trading capabilities. TraderLynk can be further extended to provide chat-‐based trading and structured messaging services as an alternative to Reuters Dealing or Bloomberg IBD.
Open platform for workflow integration. The system is easy to integrate with existing trading workflows, bank applications and external customer portals via open APIs and a range of flexible, browser delivered user interface components. Built for compliance. Designed with compliance in mind from the outset, all interactions are fully recorded, tagged and archived. Integration with Specialist Compliance Capabilities provides a powerful suite of active and passive compliance tools, including real-‐time surveillance, alerting and blocking of all interactions, as well as linking of transaction and communications records to provide comprehensive trade reconstruction. Flexible deployment and rapid adoption. The service can be deployed onsite at larger institutions, or delivered as a cloud based service to smaller organisations for fast implementation.
TraderLynk © 2015 3
Key Benefits TraderLynk provides Unified Communications capabilities to the front office, either as a standalone service, or integrated into existing enterprise Unified Communications platforms such as Microsoft Lync. The service provides the following key advantages:
MS Lync/SFB Deployment in the Front Office TraderLynk makes available significant advantages leveraging the MS SFB/Lync deployment by offering design efficiency, which is tailored for the needs of the front office and flexible so it can be extended by individual banks as required. This is achieved through a rich API set.
• Ability to continue conversations cross modality
• Unified Communication for capital markets and whole sale banking (also known as wealth management)
• Able to fully customise the front office trading environment
• Adds value to Microsoft Lync • TraderLynk API is open, flexible and
extensible • Specialised for the Trading Front End • Works with existing infrastructure
• TraderLynk works from your internet browser
• Provided Embed Unified Communications
• The future solution for trading turret without the cost
• Rich media communication cross platform and device
• Tailored solutions applications for any enterprise
• Interfaces with Microsoft Lync UCWA
TraderLynk © 2015 4
TraderLynk Architecture The TraderLynk architecture comprises a rich set of plugins that interface to MS SFB/Lync infrastructure components through its UCWA and SFB SDK to expose a TraderLynk Web Client and the TraderLynk API Set. The ability to leverage the Microsoft capabilities and combine these features with its own plugins provides a rich extensible architecture that offers unique capabilities.
TraderLynk © 2015 5
Shown below is a typical TraderLynk Server deployment for its enterprise solution.
Supported Modalities The long term TraderLynk roadmap will include ‘out of the box’ interoperability between TraderLynk and SFB/Lync across all modalities. However, as a result of current gaps in the MS Lync / SFB UCWA specification and other limitations in the MS Lync / SFB infrastructure, interoperability around persistent chat rooms, video and screen share will require TraderLynk inbuilt features or have current capabilities as set out below. Current Capabilities TraderLynk inbuilt
Features Roadmap Features
Persistent Chat Rooms
A Lync user can be invited into a TraderLynk chat room, but cannot join independently
A plugin can be added to the native Lync client to allow users to select and join a TraderLynk chat room
Microsoft are expected to extend the specification of UCWA to include support for persistent chat rooms A TraderLynk user
cannot access Lync persistent chat rooms via the TraderLynk user interface
The TraderLynk user can run the standard Lync client in parallel with TraderLynk to access Lync chat rooms
TraderLynk © 2015 6
WireLynk Introduction WireLynk Skype For Business (SFB) WireLynk SFB features a user interfaces designed for the front office, built for high volume communications, optimised screen usage and interaction efficiency providing the following services:
• Call visibility and barge functions • Intercom services • Text, voice and video blast • Structured voice messaging • Multimedia persistent chat rooms
WireLynk SFB has all the functionality and flexibility that traders need, wrapped in a secure and compliant environment where everything is recorded and tagged.
WireLynk 365 WireLynk 365 (with Office 365) is a cost effective hosted cloud service that can be used alongside Microsoft Office (SFB Online). It extends an in-‐house WireLynk SFB service with a secure, reliable and fully managed Unified Communications platform. Enabling financial organisations to expand into new trading counter-‐parties securely across the Internet with more features, and at a lower cost of traditional Private Wires.
Centralised Recording of all
mediums
Integration with transactions records
Active policy management
One-‐To-‐One Lynks Group Lynks Voice, IM, Video
TraderLynk © 2015 7
Conclusion One of the significant benefits of TraderLynk is that it helps customers to reduce costs and deliver a great agility and economies of scale by leveraging its investment in Microsoft SFB and Lync 2013 technologies. TraderLynk is exposing the rich collaboration capabilities available through physical trader voice dealer boards (i.e. intercom, line sharing, barging and conferencing) through the powerful TraderLynk Client. This enables opportunities for direct communication with customers, colleagues, any one, any place any time. TraderLynk has been designed and built to enhance the Unified Communication for the financial trading markets. Voice trading systems will resume to play a vital role in financial services however; TraderLynk is the future of the financial markets communication technology that embeds Unified Communication, which drives the business process. Firms are able to create tailored collaborative applications using TraderLynk’s open development framework and provides a service that will grow and flex with the business.