Josh Lee's Financial Services Blog

Financial Services technology issues

Innovation in Financial Services

Greetings and welcome to the Financial Services Blog from Josh Lee. 

Just to give you some background.  I'm the Program Manager for Financial Services Architecture for Microsoft.  For the last four years I have been the Technology Strategy Director for Financial Services for Microsoft.  So what is a PM for Financial Services Architecture?  I focus on architectures, patterns and standards in Financial Services.  What an exciting time for Financial Services.  With all the talk about a Service Oriented Architecture, financial services is the key link to making that real.  Financial firms will make monetization of a service oriented architecture possible.  They also house so much of the data about consumers, homes, consumers, finance and markets....who better to be the innovators in SOA than financial services.  Include the great innovations in Information Worker technology and mobile computing and Financial Services is the most exciting area to be a technologist in.  I am on the Board of Directors of the IFX Forum as well as on the Board of Trustees of CIECA, helping to define industry standards and architectures at those organizations for banking and insurance claims.

I hope that this Blog is informative to you.  I'm a huge Seinfeld nut, so you'll have to put up with inane Seinfeld trivia to add some flavor to these posts.  I'm a fan of the outdoors, golf, knitting (therapeutic to be sure), reading and gaming.  I also love spending time doing gardening and handiwork around the house.  Good technical architecture is so much like good woodwork, good engineering and a little finesse and flair. 

Please feel free to give feedback, provide additional thoughts and insight into financial services technology.  Welcome to my Blog....ENJOY!!

Published Thursday, August 19, 2004 11:15 AM by FinServGuy

Comments

 

joseph said:

Excellent
I can't wait to hear some high perf architecture you've been working on.
August 19, 2004 11:33 AM
 

Alex said:

Welcome! Looking fwd to reading more. Would especially like to hear your perspective on architecting with integration in mind. With the big mergers lately, IT seems to spend most of their time (and money) integrating legacy apps, from backend HR to client facing products that used to compete with each other. A true enterprise level SOA really needs to be flexible from the ground up to accomodate the constant state of flux. Isn't innovation fun?
August 19, 2004 11:37 AM
 

Al Durham said:

We are provide 401K services, insurance, and a few other types of benefit plans services to clients. Are bigest delima is the CRM side of the business in reagrds to CRm software integrated with Customer Service Software. MSCRM looks great, but no all there yet. Any info that you can share on what Microsoft is doing to add Financial Services Side Apps to MSCRM or other new apps? Thanks!

AL Durham
adurham@freedomonefinancial.com
August 19, 2004 12:37 PM
 

Josh Lee said:

Al, definitely some cool stuff going on with MSCRM. I'm not the MSCRM expert, but much of our strategy there is to provide that core CRM kernel for our partner channel to integrate and extend into custom solutions. We have some good channel partners that add value to MSCRM for financial institutions. I will have someone contact you individually.
August 19, 2004 11:51 PM
 

glennjcameron@hotmail.com (Glenn Cameron) said:

Welcome to the blogsphere Josh! It'll be good to synch up again at some point...

Now if we can JUST bully Kenny into starting a blog...

Best regards,

Glenn
August 23, 2004 7:17 AM
 

Ronaldo Nascimento said:

Im glad to see this one for the financial industry. These MS blogs have been really informative.
August 26, 2004 12:51 PM
 

Aleksandar Milosevic said:

Hi Josh, congratulations on your blogging efort! I'm interested in Microsoft Business Framework support for banks and other FI.
I visited FSDEV Conference in Redmond and asked many MS FS guys about MBF for FS but no one was able to comment. Since my company's core expertise is banking software on MS platform we are very interested in any MBF-FS related news.

Thanks in advance.

Best regards,

Aleksandar Milosevic
Program Manager, E-Solutions
http://www.pexim.net
August 28, 2004 2:35 PM
 

Josh Lee said:

Aleksandar, I'll be posting more on the applicability of MBF in Financial Services. MBF has been through several iterations and "faces" here at Microsoft and is now being delivered in the Visual Studio environment. I, and the team I am on, will be working on industry specific "languages" to leverage this work as well so that someone using this framework and VS.NET could use industry specific templates to generate applications, perhaps even based on industry standards. So that is something that you'll see me post more on later. Thanks for watching. :-)
September 9, 2004 9:48 PM
 

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Welcome to Josh Lee's Financial Services Blog!!!

This blog is intended for the Financial Services audience in Banking, Insurance and Capital Markets. It is the source for code, samples, architectures, patterns and discussions related to Microsoft technology in Financial Services.

Josh Lee is the Program Manager for Financial Services Architecture and past Strategy Director for Microsoft's technology in Financial Services.

Feedback and constructive discussion is welcome. ENJOY!!

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