Integrated Client Management - HSBC Africa

IntegratedClient Managementensuring perfect partnership

Cash management. RedefinedThe AssetbbBest Cash Management Bank in Asia, 2009bbBest Transaction Bank in Asia, 2008bbBest Transaction Bank in Hong Kong, 2008, 2009bbBest Transaction Bank in Malaysia, 2009bbbbBest Cash Management - Country Awards, HongKong, 2008, 2009Best Cash Management Bank in Southeast Asia,2008, 2009bbBest Bank for Payments and Receivables, 2008Global FinancebbbbbbBest Overall Bank for Cash Management in Asia,2003-2010Best Overall Bank for Cash Management - MiddleEast, 2010Best Bank for Payments & Collections - MiddleEast, 2010bbBest CLS-Linked Bank Offering - Middle East, 2010bbbbbbBest Corporate/Institutional Internet Banking Brunei,Hong Kong, Indonesia, Singapore and Sri Lanka, 2009Best Online Cash Management Bank for Corporateand Institutional Internet Banking in Asia Pacific, 2009Best Bank for Payments and Collections in Asia,2008, 2009bbBest CLS-Linked Bank Offering in Asia, 2008, 2009bbBest Consumer Internet Bank (2008)bbBest Corporate/Institutional Internet Bank, AsiaPacific (2008)EuromoneyEuromoney Cash Management Poll:bb1# Cash Management Provider in Asia (ex Japan), 2009bb1# Cash Management Provider in Japan, 2009bbbb1# Domestic Cash Manager in Australia, Bangladesh,Brunei, Hong Kong, Indonesia, Japan, Macau, Malaysia,Mauritius, Singapore, Sri Lanka and Taiwan, 2009Best Domestic Cash Management Bank in India,Indonesia, Malaysia, Brunei, Taiwan and Sri Lanka, 2008bbOverall Customer Satisfaction Rated no. 1 in Asia, 2008Euromoney Awards for Excellence:bbBest Global Bank, 2009bbBest Global Transaction Banking House, 2009bbBest Cash Management House in Asia, 2008AfricaAsia-PacificEuropeNorth AmericaSouth AmericaAtul BavaImplementation Officer+27 11 676 4465atul.bava@za.hsbc.comwww.hsbc.co.za | www.hsbcnet.com09GPA0321Certain product and service offerings are subject to local availability and/or regulations. Terms and conditions apply, relevant products are available on request and service charges are applicable.Issued by HSBC Bank plc, incorporated in United Kingdom, registration number 14259.Johannesburg Branch registration number 2003/004613/10.An authorised Financial Services Provider.Place of Business: 2 Exchange Square, 85 Maude Street, Sandown, Sandton, 2196, South Africa.

Leading Client Management ApproachBecause we careAt HSBC, we understand that a timely and seamless implementation of your cash management solutions is essential tooptimising your financial operations and working capital requirements. We also recognise the need to provide a consistentlyhigh level of service to help you harness every opportunity in a dynamic and competitive business environment.Leveraging on our continued investment in people, technology, and local knowledge, HSBC brings together a team of localand regional Client Management specialists to deliver an unmatched implementation experience and high levels of customerservice. We make a difference to your business by delivering on our promises.HSBC’s Client Management Approach1. Setting objectives: Achieve a common understandingand vision for the newcash management solution3. Relationship Management: Build and sustainvalue through partnership2. Delivering solutions: Address challenges anddeliver new solutions through proper engagementon business processes, technology and peopleClient Management ModelHSBC’s Client Management team consists of experienced industry sector specialists who exercise a consultative approach toensure a full understanding of your business needs and objectives.Through a structured and comprehensive handover process from Sales to the dedicated Client Management team, ourframework is supported by in-country Client Management specialists to ensure seamless solution delivery through to ongoingservice.

Seamless Solution Delivery:Comprehensive Transition ManagementThe success of implementing a cash management solutionis highly dependent on having common objectives and aneffective change management process. Our successfulexperience in re-engineering financial processes, andengaging stakeholders at every stage is supported by ourtechnology and expertise to ensure a swift and efficientsolution delivery.Business ProcessAt HSBC, we understand effective stakeholderengagement is one of the most importantsteps in realising the full benefits of thesolution that has been so carefully crafted foryou. HSBC uses the knowledge gained fromdiscussions with your team and leverages onour experience with other successful implementations toensure a smooth transition. Our team will be:Business ProcessOur certified cash management professionalswill lead the implementation project rightthrough to completion. Working in partnershipwith your team, we develop a customisedimplementation plan and determine the bestapproach for a seamless transition by:bbbbbbMeeting with your local and regional teams tounderstand existing processes and identify areas forimprovements;Providing useful tips to your business partners on thenew transaction process; andCustomising training programmes for your staff toadapt to the new workflowbbbbbbUnderstanding potential challenges specific to yourbusiness and taking action to minimise disruption;Continuously communicating and trackingimplementation milestones and project status; andMonitoring operational efficiency and transactionflows once the solution is fully implementedTechnologyRelationship Management: Building andsustaining value through partnershipIn order for you to get maximum benefit out of yourcash management solutions, ongoing maintenanceand evaluation is critical. After the conclusion of animplementation plan, your relationship will continue togrow with our Client Service Team, who will be yourpoint of contact for all day-to-day operational and cashmanagement needs.bbbbbbSystems integration is an integral part ofthe implementation project. Our dedicatedspecialists are committed to:Developing an integration approach that best fits yoursystem infrastructure and business requirements;Working closely with your IT team and business usersto ensure all technical specifications are designedand integrated seamlessly with your ERP or treasurymanagement systems; andSharing industry best practices on system integration,file and software developmentYour dedicated Client Service manager not only providessupport to enquiries relating to your accounts andtransactions, but also schedules regular meetings withyou to understand your ongoing needs and businessobjectives. Having a thorough understanding of yourbusiness and operations, we proactively provide updateson regulations and suggestions to streamline andenhance your financial operations. Whether you arelooking for opportunities to improve your collectionprocesses, centralising your treasury functions, orexpanding into new markets, you can count on yourClient Service manager for tailored advice to help youmove your business forward.