Defining Financial Services: Roles and Interactions
To provide a basis to work from, I would like to walk the reader through some basic high level roles that are used in regular discussions about the industry. This will form the basis of what is In Scope in regards to the processes and players to which this book discusses and refers.
More importantly, I will express what is out of scope, and why, as I need to bound our discussion. The financial services world is vastly complex and interconnected. For example, in discussing payments in regards to security investments, I can easily follow the connections into corporate treasury desks. This would expand into the roles they play at firms from McDonalds to IBM to Subaru to Sony, how they ...
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