Omni General Session. William Byerly, EVP, General Manager April 12, 2017

Transcription

1 Omni General Session William Byerly, EVP, General Manager April 12, 2017

2 FIS Omni Update Agenda General Information Guiding Principles Overview of Roadmap

3 FIS Philosophy CLIENT CHAMPION We champion our clients every step of the way to help them reach their goals. END-TO-END CAPABILITIES We provide unmatched technology services covering the entire financial landscape. EMPOWERING THE FINANCIAL WORLD We empower the financial world and everyone touched by it.

4 Empowering clients by turning experience into insights Across the wealth and retirement sector we bring greater efficiency, flexibility and scalability 1,000 75, M Clients Advisors Trust Accounts 50M Retirement Plan Investors $7T Assets 4

5 FIS Retirement Solutions Bringing industry leading solutions together from Omni, Relius and Reliance Trust, FIS empowers small and large retirement plan providers with a comprehensive, integrated suite of retirement solutions

6 FIS Retirement Solutions FIS now brings every component a 401(k) provider needs to deliver services to plan sponsors including: Recordkeeping and plan administration technology Fiduciary and compliance solutions Collective investment trusts Custody and directed trustee services Financial planning, asset allocation and retirement readiness Back-office outsourcing solutions

7 The Markets We Serve We provide unmatched technology services covering the entire financial industry BANKING & PAYMENTS BANKING PAYMENTS WEALTH & RETIREMENT CORPORATE LIQUIDITY INSTITUTIONAL & WHOLESALE ASSET MANAGEMENT CAPITAL MARKETS INSURANCE ENERGY CONSULTING BANKING & PAYMENTS WEALTH & ASSET MANAGEMENT CAPITAL MARKETS TECHNOLOGY DIGITAL/CHANNEL RISK, INFORMATION SECURITY, COMPLIANCE OUTSOURCED SERVICES

8 FIS Omni Retirement Footprint 3.1 Trillion Assets 53.8 Million Participants 298 Thousand Plans Omni Omni Licensed Hosted 80% of Assets 67% Participants 90% of Plans 7% of Assets 22% of Participants 8% of Plans BPaaS 13% of Assets 11% of Participants 2% of Plans Data Collected: FIS Metrics compared to Top Ten Rankings in 2015 PlanSponsor DC Recordkeeping Survey, June 2015 Data from Source: 8

9 Exceling Guiding Principles 9

10 FIS Guiding Principles 10

11 Building Trust in All We Do We build our business and relationships on a foundation of openness, honesty and reliability Rolling out new Omni Security functionality New security using FIS IdP which will work with Admin Web Data encryption (in transit and at rest) Externalize the SSN from the Core Database 89% of breaches in 2015 had a financial or espionage Motive Strong oversight of our business by our Risk and Compliance organization ASP Overall application availability in 2016 was at 99.95%, significantly higher than SLAs, and continues to improve yearto-year Acquiring IBM P8 AIX machines and as we upgrade AIX customers to the O+ 7.1 (due out later this year), will move to this new P8 30% improved performance on what are already fast, very reliable systems 11

12 Inspiring a Passion to Act We embrace agility and speed as we break down barriers to drive our clients business forward Professional Services Technology Innovation Optimization of Services Enhanced Service Offerings BPO Rebadging 140 professionals over the next year to add depth to our growing business Adding compliance testing over the next year to the team Able to serve truly at a moments notice to help with backlogs or other challenges you may face We service 10.6 million participants and look after $652 billion in assets within our BPO/ASP services ASP In 2016 all routers had software upgrades w/older routers replaced and failovers tested Sample client testimonial, on our handling of the late prices on Monday evening: Your team did a great job on our behalf last night. I am thankful for the actions they took to protect us. 12

13 Fostering an Entrepreneurial Spirit We think big and act boldly to reinvent the financial world of tomorrow Performed two successful POC s with Omni running on Linux Successfully running Omni on Oracle Data Validation is an industry leading solution for financial and non-financial processing New user front-end capabilities Industry-leading Omni Suite of Products Pay Trade Web Plus Link 13

14 Empowering Employee Growth We empower employees to grow every day BPO services growth Trust platforms now sell Omnipay services as their best-in-class system and processes BPO employee growth from 120 employees to 300+ employees in 3 years (includes rebadging) Rolling our out Compliance testing processes which will include 5500s Professional Services Consistent use of our PS resources for the past 3 years that have helped improve client perception on time/scope/budget Added two new-named clients in

15 Encouraging and Giving Back We passionately and purposefully encourage a culture of giving back Doctors without Borders FIS employee Bahman Farzad transformed pictures into works of art Internationally renowned photos Auctioning off one of his works to donate proceeds to Doctors without Borders Sheppard Supply Charity benefits families/children in need FIS adopted 90 children with basic needs Each person spent $100-$150 per child to provide a great Christmas 15

16 Software Roadmap OmniPlus Enhanced security Data Encryption Externalize SSN from Core databases OmniPay Next Gen new features and GUI OmniTrade Calculate/report Model Portfolio performance and expenses Expand reconciliation feature cash recon activity Data Validation Web Sponsor UI Usability enhancements + ADA Compliance Admin Console usability configuration enhancements Improved integration with Omni Plus for system errors/outages Enhance Forfeitures Support Funding Methods / Screen integration for Banking Information Omni IdP replacing Omni Security One interface manages Omni Plus / Omni Trade / Omni Pay Web based UI Provide LDAP/SSO and Multi Factor Authentication

17 Software Roadmap Omni Administrator Web Unified Administrator Web for supported Omni versions ( ) Omni Plus 7.10 security support (encryption, externalized SSN) Support Omni Plus 7.10 Enhancements Integration with Omni IdP Enhance integration with AG through Web API Mobile Support for Sponsor capability Omni Script Tool Kit Ability to support scripts called within a script Omni Workflow Enhancements to Operator Administrator Screen Implement Multi Factor Login Security Online Reporting Webform Builder Upgrade Update Omni Workflow Framework technology Windows 10 Certification Update Omni Workflow and Omni Administrator Web Integration

18 Thank You Bill Byerly