Trading Platform benefits. One product, many services. EFFICIENCY EFFECTIVENESS TRADING PLATFORM

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2 One product, many services. The Trading Platforms allow to control and manage all sales processes of banking, financial and insurance products, by a deep understanding of the various channels and a fully integration with back-end systems (both administrative and managerial). The products/services managed by a Trading Platform are: Trading Platform benefits. The adoption of a Integrated Multichannel Trading Platform facilitates the achievement of many of benefits: EFFICIENCY Traditional banking products Bank accounts Credit and Debit Card Internet Banking Etc. Financial products Funds Pension funds Portfolio management Consulting / Advisory Increase of operational processes efficiency, such as sales workflow and its integration with existing systems Decrease of cost of each transaction, due to their complete automation (total integration between front-end and back-end) Entrust the management of value added operations to the teller EFFECTIVENESS Other Loans Mortgages Overdrafts Insurance Various insurance policies Customer knowledge, through the centralization of the customer information Motivation and strengthening of the salesforces: the sales activities are managed in a structured process that favors the introduction of incentive mechanisms based on clear and measurable targets Market penetration: prospect management and products trading proposals or promotions Micro-targeted campaigns: realization of products/services based on the needs expressed by the target customers

3 A complete solution. Functional architecture. It is fundamental to overcome the physical barriers that have historically limited the three main involved operating areas through their consolidated management. The Integrated Multichannel Trading Platform covers and integrates all relevant financial areas: SALES CHANNELS Functions dedicated to the customer relationship management, covering all front-end needs through teller, call center or financial advisor. Innovation related to portfolio modeling and sales planning INTEGRATED CUSTOMER KNOWLEDGE It s the information repository that feeds the channels area. It collects and summarizes all the information/events managed by the back-end. Innovation related to portfolio modeling and sales planning PRODUCTS BACK-END It s the financial products management engine. It s characterized by vertical solutions poorly integrated, that s why it is important the customer centralized vision. Innovation related to the availability of new products through the configuration and separation of events management and their accounting developments CHANNELS INTEGRATED CUSTOMER KNOWLEDGE PRODUCTS BACK-END CUSTOMER RELATIONSHIP SOCIAL/FINANCIAL DESCR. PRODUCT LOGICS Marketing support Portfolio Modeling Sales Planning Network/channel administration Product/Service Catalogue Customer Integrated Record Customers Record Remuneration/ Incentivisation Integration platforms Back Office Administrative/ Accounting System Customer profiling Sales Campaigns Surveillance Modular architecture Centralized Control Teller Contact History Anti-laundering ADMINISTRATION AND CONTROL KEY POINTS Maximize the centralized control of the Customer Executive Support Modular Architecture marked by the use of a specific tool for each homogeneous process group (eg. Sale, analysis, reporting...) The Integrated Multichannel Trading Platform addresses the need to integrate all the systems and processes that contribute to finalize and maximize the business of a financial institution. Network Management Product/Service Catalogue and Customers Record Cross Processes Network is managed as a plurality of customizable distribution channels Centralized Product/Service Catalogue and Customers Record Management of cross processes related to Sales Planning (Administrative and Control processes)

4 Lynx offer. Lynx, thanks to its expertise, is a strategic partner in the design, implementation and maintenance of Integrated Multichannel Trading Platforms. Main references. The Lynx experience on processes and technologies related to the Trading Platform has been put to use successfully in a variety of market environments, also very different from each other. ADVISORY lynx - Design and Application Management of the Integrated Multichannel Trading Platform - Internet Banking Application Management PROJECTS AM OUTSOURCING Design and Application Management of the new Teller PROJECTS Lynx is the right partner to deliver turnkey projects thanks to its organization, its independence from hardware/software vendors and its functional and technical knowledge ADVISORY High-level functional/technological expertise accumulated through various experiences at leading financial institutions, with the development of a methodology aimed to quickly detect organizational and IT structures in order to propose the most effective solution Idra e PMT2 (Salesforce system) Design and Application Management of the peripheral system Design and Application Management of the Integrated Multichannel Trading Platform AM/OUTSOURCING Application Maintenance or Outsourcing Services for in house developed information systems Lynx is able to manage whole IT structures, providing maintenance activities and all evolutionary developments (delivered on-site or off-site )

5 Technology with an attitude. FOR INFORMATIONS CONTACTS: PADUA Legal and Operative office Vle G.B. Ricci, Padova Tel. +39 (049) Fax +39 (049) MILAN Operative office Via Privata Cascia, Milano Tel. +39 (02) Fax +39 (02) ROME Operative office Piazzale Douhet, Roma Tel. +39 (02) Fax +39 (02) info@lynxspa.com