Raymond James: Data and Automation Power the Customer Experience

Presentation Date & Time:
September 16th at 1:30 PM

Presenter Information:
Name: Chris Haynes
Organization: Raymond James
Title: IT Workload Engineering Manager

Presentation Description: In the highly regulated financial services industry, ever-changing audit and compliance requirements and SLA performance targets are critical to business success. How does a company with 8,000 financial advisors in 2,600+ locations globally, responsible for $790 billion in client assets keep up? Three words – data, analytics and automation. Yet, Raymond James is doing more than keeping up. It’s reinventing its business while running it. In this session, you’ll get an inside look at how the full-service financial investment company is leveraging the massive amounts of data at its fingertips to drive innovation throughout the organization.

Hear how Raymond James has:

Shifted resources to deliver new innovative business services
Compliant customer communications through Advisor Texting
Improved SLA performance to 98%
Achieved 96% faster audit prep time

Chris Haynes Biography

Chris has 20 years of experience in scheduling, administrating and managing in workload automation space. My teams focus is delivering workload automation solutions and analytics in support of our Digital Transformation journey. Over the past several years we leveraged analytics from Control-M to drive continuous improvement efforts. This past year we’ve seen an 11% improvement on meeting critical business applications SLA’s, going from 87% to 98%. This improvement was a bi-product of data derived from Control-M and that lead to process improvement to job streams and tuning by application owners. Today, we are on version 9.0.18 of Control-M and leverage the functions to assist in the continuing growth, complex requirements and maintaining the highest performance levels for our business.