The Development Agenda Gets a Makeover

DTCC has made several changes to the Development Agenda, with the goal of making it more customer-focused and easy to use. The changes reflect feedback from customers requesting more communication on DTCC’s strategic direction, including technology projects and timetables.

“We restructured the Development Agenda to make it easier for customers to identify specific development initiatives relevant to their business,” said Matthew Stauffer, DTCC vice president, Product Management and Marketing. “The new format also standardizes how we present the information and organizes it in a more accessible manner – for example, highlighting the benefits, impact and whether an initiative is voluntary or mandatory.”

Additions to the Agenda include:

• A timeline that gives customers a quarterly snapshot of key milestones for each initiative, such as the timing for testing and implementation. Each quarter, this timeline will be updated to report on the status of each project, for example, whether it is completed or delayed.
• The Client Segment Matrix, which indicates the type of client – for example, broker/dealer or transfer agent, likely to be impacted by each project.
• Overviews written by DTCC managing directors for each business area, commenting on major trends in their industry segments and how the Development Agenda reflects DTCC’s response to these trends.
• A new Reference Material section that provides links to materials about each initiative, such as Important Notices or brochures.

[For comments or suggestions on the Development Agenda, contact Matthew Stauffer, DTCC vice president, Product Management and Marketing, at mstauffer@dtcc.com or 212.855.5919.]