MUG General Session. Tere Brun, Senior Vice President May 2, 2016
|
|
- Arline Perkins
- 5 years ago
- Views:
Transcription
1 MUG 2016 General Session Tere Brun, Senior Vice President May 2, 2016
2 MUG 2016 Celebrating more than three decades of MISER users! 2
3 Welcome Corporate Update Product and development update including details on standardization and structure Organizational Update Community FI Market FIS Community Core Strategy Followed by a presentation by FIS cyber security expert, Tariq Bokhari. MISER Update 3
4 4 1 FIS Corporate Update
5 FIS Today: Empowering the Financial World $9.2 B REVENUE 100+ COUNTRIES 55K EMPLOYE ES 20K CLIENTS 750M END CONSUMERS 400+ SOLUTIONS 34M MOBILE financial institutioning USERS $9T MONEY MOVED 848M CARDS PROCESSED 27B PAYMENT TRANSACTIONS 5
6 Aligning Our Growth Strategy with Yours Operational Excellence Innovation Financial Discipline Resources Sell, deliver, operate and service with excellence to maintain and grow client relationships Invest in new integration across solution portfolio, create new solutions for clients to leverage Focus on strong balance sheet, strengthen cash flow, pay down debt Continue to strategically expand solution portfolio, client base and talent 6
7 7 2 Organizational Update
8 Executive Changes Tere Brun Senior Vice President Lynn Roche Executive Vice President Anthony Jabbour Chief Operating Officer 8
9 Community Core Solutions Betty Bynum Director of U.S. Operations Peter Conners Director of Product Management Doug French Director of Enterprise and RISC Operations 29 years of FIS experience 16 years of FIS experience 26 years of FIS experience Keith Gilbert Director of Development George Jennings Director of Business Strategy P.J. Schunke Director of Professional Services 26 years of FIS experience 34 years of FIS experience 23 years of FIS experience 9
10 One Community Core Team Address traditional core silos/organizations Leverage talent, solutions and ideas Standardize processes across the cores Development Share internal best practices from development to documentation Evolve for a faster response time Operations Community Core Solutions Customer Service Professional Services 10
11 Providing a Total Solution Integrated solution set, driven by a core engine to give clients a 360 degree view of their customers CONSULTING Lending Solutions Risk, Fraud and Compliance INTEGRATION CORE SOLUTION Marketing/Predictive Analytics Commercial Treasury Digital Solutions Payments Solutions ITO/BPO OUTSOURCING 11
12 Core Product Focus INTEGRATION CLIENT COLLABORATION SUPERIOR USABILITY REVENUE OPPORTUNITIES OPERATIONAL EFFICIENCY COMPLIANCE & SECURITY With FIS and targeted third-party solutions Collaboration and communication in focus groups, conferences, relationship, and client portal Deliver the best user experience in the industry Flexible products Streamlined processes Timely solutions incorporated in feature/ functionality 12
13 3 Community FI Market Overview
14 Disruptive Forces Are Impacting Our Industry Technology Mobile Lifestyle Expectations New Entrants CONVERGENCE OF FORCES Customer Interaction Models Regulatory Change 14
15 Community Core Solutions Market Focus Banks Decline in Number of Banks Industry Consolidation Similar story for all financial institutions Trends Effort to keep up with non-traditional new market entrants Continual adaptation to meet millennial demands Assets are on the rise Decline In Number of Banks 12/31/09 12/31/10 12/31/11 12/31/12 12/31/13 12/31/14 12/31/15 Source: FDIC 15
16 Community Core Solutions Market Focus Credit Unions Decline in Number of Credit Unions Industry Consolidation Similar story for all financial institutions Membership Growth Increased growth in 2015 Trends Credit Union National Association (CUNA) is seeing a decline in membership Seeing clients aggressively go after new business and in doing so are dropping the emphasis on credit union Sources: CUNA Mutual Group Economics, September 2015 Callahan Merger Trends Credit Union Membership Growth (Annual Percent Growth)
17 4 MISER Update
18 Footprint by Service Type MISER Total Clients: 73 47% 53% In-House: 34 Client Mix Outsourced: 39 30% 70% Credit Unions Banks 18
19 2015 by the Numbers ENHANCEMENTS TOTAL PARTICIPANTS IN MISER TRAINING CLIENT LOYALTY SCORE ASSETS PROCESSED (BILLIONS) PROFESSIONAL SERVICE PROJECTS RENEWALS
20 MUG General Sessions MONDAY, MAY 2 MISER DeskTop Overview 10:40 11:50 am MISER DeskTop Workflows 1:15 2:15 pm TUESDAY, MAY 3 Keynote: Signature Moves! How to Stand Out in a Sit-Down World! 8:30 9:30 am 2016 MISER Release Update 9:45 10:45 am WEDNESDAY, MAY 4 MISER Future Direction 11:00 am 12:00 pm 20
21 MISER Development Keith Gilbert, Director of Development Peter Conners, Director of Product Management
22 MISER Development Update Organization MISER 22
23 MISER Development Update Organization BancPac HORIZON Shared Solutions MISER Bankway Process Management Product 23
24 Product and Development Responsibilities PRODUCT MANAGEMENT Industry Experts Consultant-level Bankers Market Interaction Liaison to Regional User Groups and Focus Groups FIS Integration Prioritize Product Roadmap DEVELOPMENT Focused Development Teams Led by Developers Industry Analysts and Programmers Strategic Regulatory Funded Corrections QUALITY ASSURANCE Focused QA Teams Led by Industry Analysts Mirrored Client Environment Releases, Flashes Root Cause Analysis Lessons Learned Set Direction Create Solutions Manage Delivery 24 24
25 Quality is the result of a carefully constructed cultural environment. It has to be the fabric of the organization, not part of the fabric. Philip B. Crosby Zero Defects 25
26 Origin of Quality What is quality? Providing a product or service that satisfies our clients Why focus on quality? Leading financial technology company in a very competitive industry Consumers expect more and we are in the referral business Monetary stewardship How is quality measured? Internally Loyalty index, release dates, new issues, prior release issues, hot fixes, support calls, QA and beta issues Externally Functionality, on-time delivery, reliability, efficiency (client perception is reality) What is the cost of bad quality? Internally Credibility, client loyalty/new sales, increased development costs Externally Institutions Clients, Institutions credibility How can we improve quality? Quality culture set high overall expectations and share responsibility, no borders, we all own quality Identify areas of improvement - learn from mistakes and get better each day, have sense of urgency Set high expectations for yourself and your team your role is the most important role, commit to quality before projects leave your desk 26
27 Development Strategy Community Core Quality Culture Origin of Quality Risk ratings Assess release content Root cause analysis / lessons learned Sense of urgency Leverage Talent ` Product management, business and technical knowledge User design, Business intelligence Leverage Solutions User experiences Integration Security Compliance 27
28 28 5 First Award
29 WELCOME Pat White Client Executive
30 FIS / UNISYS 2015 FIRST Award 30
31 FIS/Unisys Sixth Annual FIRST Award Next Best Product Using Analytics to Serve Members
32 Problem Lack of CRM System Lack Content for Messaging that is Relevant Timely Appropriate for the Audience Low Response Rates to Marketing Campaigns High Cost-Per-Acquisition High Opportunity Costs
33 Approach Archive Promotional Efforts (2013) Data Governance (2012) What is a product? Profit Models (2012) What do we want to sell? Dimensional Warehouse (2013) Provides broad perspective of product adoption System-agnostic SSAS & Sequence Clustering (2015) SSIS for Training & Automation
34 Sequence Clustering Clusters on Account Ownership & Relevant Demographic Factors Shows Relationship & Closeness between Clusters Shows Relative Concentrations
35 Sequence Clustering Profiles Clusters Distributes Attributes Visually
36 Sequence Clustering
37 Sequence Clustering
38 Results & Applications Member-Level predictions allow for analysis of trends & forecasting demand for certain product lines. Individualized messaging promotes most relevant products in multiple channels Informs engagement & retention strategies
39 Thank You Presented By Casey Foltz Business Intelligence Manger Oregon Community Credit Union
40 FIS / UNISYS 2015 FIRST Award 40
41 FIS/Unisys Sixth Annual FIRST Award Manage My Cards Anywhere Wings Financial
42 About Wings Financial Credit Union Founded: 1938 Headquarters: Apple Valley, MN Branches: 22 (16 MSP) Asset Size: $4.2 Billion * Members: 205,000 * Employees: 473 * * As of 12/31/2015 Membership is open to: : 13 county MSP Metro : Aviation Industry Employees : Seattle-Tacoma Metro : Wings Financial Foundation : Existing Members immediate family
43 Introduction Vision execution Steadily close the gaps between what must be done in a branch vs. what can be done via the digital channels. Enabling Toolsets The combination of Cohesion and.net continue to be limited primarily by one s imagination. Practical Application Description In May of 2015 we automated the ability for members to report their debit cards lost or stolen and to order a new card. With this functionality deployed both to our Home Banking site and our Mobile Application, members could now easily report their cards lost or stolen immediately without having to worry about contacting our call center. Functionality Specifics Report Card Lost or Found Report Card Stolen Order a Replacement Card for one reported lost or stolen Order a Card for a checking account that never had a card Disable ATM Withdrawals only Disable Point of Sale transactions View / Enroll in Signature Rewards
44 Home Banking Screens
45 Mobile App Screens
46 Member s Love This Since the launch of this program, we ve seen member s use the tool to take control of their debit cards on their terms. Cards Reported Lost/Stolen Home Banking Mobile App Cards Suspended New Cards Ordered ATM/Purchases Disabled Signature Rewards Enrollments ,721 Transactions *Estimated 286 hours saved Forecasted.25 FTE savings by Year end *Assuming a 3 minute transaction time for teller or call center representative
47 Wings Financial Foundation The Wings Financial Foundation is a 501(c)(3) nonprofit organization that provides youth and adult educational programs to fulfill a growing need for financial literacy at every age. The Foundation also administers a number of scholarship opportunities to support members' higher education. Contributions to the Wings Financial Foundation go directly to support these educational initiatives. Financial Education Wings Financial offers many opportunities for members to learn ways to improve their financial health. Member and Community Education Wings offers a variety of financial education classes to groups in our aviation and community fields of membership. Junior Jet Saver Youth Program For members up to age 12, Wings offers a program to help young members learn the value of saving and keeping track of their money. Ask a representative for details. SOAR Young Adult Program This new program offers young members the chance to take the first steps in managing their finances. For program information, please Wings is partnering with BestPrep's Minnesota Business Venture Camp and offering 6 scholarships to attend one of this year's camp session.
48 Thank You Presented By David Mason CIO/SVP Digital Wings Financial Credit Union
49
Management Update: A Case Study of CRM Excellence
IGG-02052003-02 C. Marcus Article 5 February 2003 Management Update: A Case Study of CRM Excellence Grupo Financiero Bital was Gartner s CRM Excellence Award winner for 2002 in the largeenterprise category.
More informationPartnering with Prepaid Technologies. Payments Technology for Banks
Partnering with Prepaid Technologies Payments Technology for Banks Prepaid Opportunity for Commercial Customers Pain Points of Paper Payments Checks are cumbersome and costly Burden of replacing lost and
More informationThe Frontline Factor. Develop Long-Term Customer Relationships in 3 Months. February 9, 2005
The Frontline Factor Develop Long-Term Customer Relationships in 3 Months February 9, 2005 Develop Long-Term Customer David Relationships Klebba Vice President in Three Months Financial Services Oracle
More informationThe Road Ahead Brant Standridge President, Retail Banking. Investor Day 2018
The Road Ahead Brant Standridge President, Retail Banking Investor Day 2018 Key Takeaways 1Organizing for exceptionalism Enhancing the 2client experience 3Capitalizing on untapped revenue opportunities
More informationReal-Time Payments: Why Should Corporates Care?
Real-Time Payments: Why Should Corporates Care? Dennis Humble Director, Treasury Services Humana Irfan Ahmad Vice President, Product Development and Strategy The Clearing House Kerstin Rubinstein Vice
More informationWHITE PAPER. REVENUE OPPORTUNITIES CREATED BY OPEN APIs. Venkataraman Durghados IBS Open APIs Solution Architect
REVENUE OPPORTUNITIES CREATED BY OPEN APIs Venkataraman Durghados IBS Open APIs Solution Architect Financial service providers must embrace new technologies and leverage data held in their systems to secure
More informationWHITE PAPER. Revenue Opportunities Created by Open APIs
Revenue Opportunities Created by Open APIs Financial service providers must embrace modern technologies and leverage data held in their systems to secure their long-term futures. Open Banking initiatives,
More informationBusiness Plan
Business Plan 2017-2018 rev. May 2017 MESSAGE FROM THE CEO As the Chief Executive Officer of PEC, I am pleased to present the 2017 2018 Business Plan, a tool that will enable the Cooperative to make informed
More informationCIO STRATEGY MEETING
Confirmed Facilitators Richard Pierle, Executive Vice President and Chief Information Officer, Becton Dickinson Paul Moulton, Executive Vice President and Chief Information Officer, Costco Wholesale Mary
More informationGrow Deposits with FIS Digital Account Creation. Lynn Jordan April 11, 2017
Grow Deposits with FIS Digital Account Creation Lynn Jordan April 11, 2017 Expectations are rising The Competitive Landscape Is Changing Institutions are challenged with: Protecting customers from the
More informationThe Face of the Bank. Leveraging Your Web Portal as a Differentiator
The Face of the Bank Leveraging Your Web Portal as a Differentiator 2 Introduction Today s banking experience is vastly different for corporations than it has been in the past. Customer experience, rather
More informationFINASTRA DIGITAL BANKING CONSUMER THE NEW GENERATION OF BANKING IS A CROSS-PLATFORM, MOBILE EXPERIENCE SOLUTION
FINASTRA DIGITAL BANKING CONSUMER THE NEW GENERATION OF BANKING IS A CROSS-PLATFORM, MOBILE EXPERIENCE SOLUTION 2 FINASTRA Brochure INTRODUCTION One App. Everyone. Everywhere. Everything. The Next Generation
More informationMobile Banking Impact: Quantifying the ROI and Customer Engagement Benefits. Understanding the Value of Engaging Consumers in the Mobile Channel
Mobile Banking Impact: Quantifying the ROI and Customer Engagement Benefits Understanding the Value of Engaging Consumers in the Mobile Channel It goes without saying that mobile is an important channel
More informationDocument Outsourcing Analyst Briefing. November 16, 2011
Document Outsourcing Analyst Briefing November 16, 2011 Xerox Direction Jim Lesko Vice President Xerox Investor Relations November 16, 2011 We have transformed. Total Revenue 2009 $15.2 billion 2011 ~$23
More informationPredictive Customer Interaction Management
Predictive Customer Interaction Management An architecture that enables organizations to leverage real-time events to accurately target products and services. Don t call us. We ll call you. That s what
More informationHow to enable revenue growth in the digital age
14 Turning chaos into cash How to enable revenue growth in the digital age The role that technology can play in enabling revenue growth in the digital age All commercial businesses face continuous pressures
More informationSunTrust Retail Line of Business
SunTrust Retail Line of Business Gene Kirby Corporate Executive Vice President Retail Line of Business Manager Ryan Beck & Co. Financial Institutions Investor Conference November 2005 LEGAL DISCLOSURE
More informationMicrosoft Dynamics Gold Partner. Microsoft Dynamics 365 Business Central Upgrade Accounting Software to ERP
Microsoft Dynamics Gold Partner Microsoft Dynamics 365 Business Central Upgrade Accounting Software to ERP What is an ERP? Enterprise Resource Planning Solution An enterprise resource planning (ERP) solution
More informationMicrosoft Dynamics Gold Partner. Microsoft Dynamics 365 and Dynamics NAV Upgrade Accounting Software to ERP
Microsoft Dynamics Gold Partner Microsoft Dynamics 365 and Dynamics NAV Upgrade Accounting Software to ERP What is an ERP? Enterprise Resource Planning Solution An enterprise resource planning (ERP) solution
More informationThe FIS Digital Business Banking Roadmaps. Digital Banking Product Management May 24, 2017
The FIS Digital Business Banking Roadmaps Digital Banking Product Management May 24, 2017 Agenda Introductions Key Business Drivers Mobile Token Updated User Experience Business Mobile Roadmap Online Banking
More informationMICHAEL D. KEELER Weissinger Ct. Melbourne, FL. Cell phone
MICHAEL D. KEELER 3023 Weissinger Ct. Melbourne, FL 32940 Cell phone 717-712-3123 CAREER EXPERIENCE HEALTH FIRST HEALTH PLANS Chief Operating Officer 7/15-Present Melbourne, FL Responsible for the overall
More informationTARGET, MEASURE & PROVE SUCCESS: USING ANALYTICS TO TRANSFORM YOUR MARKETING
TARGET, MEASURE & PROVE SUCCESS: USING ANALYTICS TO TRANSFORM YOUR MARKETING USING ANALYTICS TO TRANSFORM YOUR MARKETING SPEAKERS BILL STINNEFORD SENIOR VICE PRESIDENT JEFF DAVIS VICE PRESIDENT USING ANALYTICS
More informationImage Solutions General Session
Image Solutions General Session Check, Remittance & Document Imaging Divisional Updates Matthew Bowen Group Executive & General Manager Cindi Jackson Line of Business Executive April 11, 2017 Image Solutions
More informationHow Will Your Bank Thrive?
How Will Your Bank Thrive? Pennsylvania Association of Community Bankers Annual Convention September 24, 2016 Timothy Reimink Managing Director Crowe Horwath LLP Session Description Some people wonder
More informationBank Platform. Cleartouch Delivering Advanced Online, Real-Time Technology to Help Financial Institutions Thrive
Bank Platform Cleartouch Delivering Advanced Online, Real-Time Technology to Help Financial Institutions Thrive Bank Platform By teaming up with Fiserv and implementing the Cleartouch bank platform, you
More informationFinancial Services: Maximize Revenue with Better Marketing Data. Marketing Data Solutions for the Financial Services Industry
Financial Services: Maximize Revenue with Better Marketing Data Marketing Data Solutions for the Financial Services Industry DataMentors, LLC April 2014 1 Financial Services: Maximize Revenue with Better
More informationPerspectives on organizational design
Perspectives on organizational design February 2009 Outsourcing in a strategic future: A study of eight top-performing CRE organizations Current financial pressures are once again driving real estate executives
More informationIBM INDUSTRY GO TO MARKET MODEL
IBM INDUSTRY GO TO MARKET MODEL Tom Inman, Vice President, Industry Strategy & Integration tinman@us.ibm.com Market success happens when IBM and partners work together Industry Strategy ISVs Go-To-Market
More informationBuilding the BBVA franchise in the US. Best Practices in Retail Financial Services Symposium American Banker
Building the BBVA franchise in the US Best Practices in Retail Financial Services Symposium American Banker Marco Island FL, March 16th 2009 Disclaimer This document contains or may contain forward looking
More informationOPTIMIZED, PERSONALIZED AND DYNAMIC BANKING HOW ADVANCED ANALYTICS CAN SHAPE NEXT- LEVEL PRICING AND OFFERS
OPTIMIZED, PERSONALIZED AND DYNAMIC BANKING HOW ADVANCED ANALYTICS CAN SHAPE NEXT- LEVEL PRICING AND OFFERS New and disruptive competitors are wooing bank customers with easy, personalized, fits me interactions
More informationKEYNOTE SESSIONS. PETER SHEAHAN Founder and CEO, Karrikins Group. DR. JULIE WILLIAMSON VP, Strategy + Research, Karrikins Group
KEYNOTE SESSIONS PETER SHEAHAN Founder and CEO, Karrikins Group DR. JULIE WILLIAMSON VP, Strategy + Research, Karrikins Group OPENING KEYNOTE Beyond Business as Usual: Rethinking Strategy in a Changing
More informationBI Case Studies: First Generation Success Stories
BI Case Studies: First Generation Success Stories Greg O Berry JVM Realty Trust Joby Byroade GID\Windsor Communities Randa McMinn Essex Property Trust Ray Thornton MAA Join the conversation: #nmhcoptech
More informationProducts. Market Performance Solutions Get the Edge You Need to Grow Your Business
Products Market Performance Solutions Get the Edge You Need to Grow Your Business Solutions With the rapid adoption of digital services, the traditional marketing model for financial institutions must
More informationHere, There, Everywhere: The Rise of Omnichannel Banking. Chris Fleischer Market Research Manager D+H
Here, There, Everywhere: The Rise of Omnichannel Banking Chris Fleischer Market Research Manager D+H chris.fleischer@dh.com @ccfleischer Omnichannel is more than a buzzword Omnichannel is more than a buzzword
More informationMicrosoft Dynamics Gold Partner Microsoft Dynamics 365. Business Central (ERP)
Microsoft Dynamics Gold Partner Microsoft Dynamics 365 Business Central (ERP) Microsoft Dynamics ERP Connect your business, like never before Microsoft Dynamics 365 Business Central (previously called
More informationANNUAL MEETING OF SHAREHOLDERS
ANNUAL MEETING OF SHAREHOLDERS GETTING DOWN TO BUSINESS WELCOME APRIL 27, 2006 NYSE: DBD ANNUAL MEETING OF SHAREHOLDERS THOMAS W. SWIDARSKI PRESIDENT AND CHIEF EXECUTIVE OFFICER APRIL 27, 2006 NYSE: DBD
More informationCore Director Fireside Chat 2017 update
Jack Henry & Associates, Inc. Core Director Fireside Chat 2017 update Legal Disclaimer: Dates contained in this document are provided as estimates only and can be changed at any time at the sole discretion
More information2018 CUNA Excellence in Technology Award Alliant Credit Union: Consumer Loan Origination System (CLOS)
2018 CUNA Excellence in Technology Award Alliant Credit Union: Consumer Loan Origination System (CLOS) In this digital era of member acquisition, lending and an engaged user experience, credit unions are
More informationPartnering for Business Value
Partnering for Business Value Explore how Capgemini and Pegasystems have helped our clients transform customer relationships, reach new levels of agility, dramatically improve productivity, and generate
More informationCredit Suisse 10 th Annual Global Services Conference
Credit Suisse 10 th Annual Global Services Conference Lynn Blodgett, President and Chief Executive Officer Kevin Kyser, Chief Financial Officer February 25, 2008 This presentation may contain forward-looking
More informationFinance Division Strategic Plan
Finance Division Strategic Plan 2018 2022 Introduction Finance Division The Finance Division of Carnegie Mellon University (CMU) provides financial management, enterprise planning and stewardship in support
More informationU.S. COMMUNITY BANK RESULTS. Creating a New Level of Bank Service for Community Bank Customers U.S. COMMUNITY BANKS 1
U.S. COMMUNITY BANK RESULTS Creating a New Level of Bank Service for Community Bank Customers U.S. COMMUNITY BANKS 1 CREATING A NEW LEVEL OF SERVICE FOR U.S. COMMUNITY BANK CUSTOMERS Welcome to the third
More informationThe Future of Banking Transformation to a new norm CCG Catalyst Consulting Group
The Future of Banking Transformation to a new norm CONFIDENTIALITY STATEMENT This document and its contents are confidential and the exclusive property of CCG Catalyst, LLC d.b.a. CCG Catalyst Consulting
More informationBank Platform. Signature A Fully Customizable and Feature-Rich Banking Platform for a Sharper Competitive Edge
Bank Platform Signature A Fully Customizable and Feature-Rich Banking Platform for a Sharper Competitive Edge Fiserv is the U.S. market leader in account processing services. More than one-third of U.S.
More informationMarketing Data Solutions for the Financial Services Industry
Marketing Data Solutions for the Financial Services Industry Maximize your revenue with better data. Publication Date: July, 2015 www.datamentors.com info@datamentors.com 01. Maximize Revenue with Better
More informationAccelerating Customer Engagement in Retail with Slalom s
Accelerating Customer Engagement in Retail with Slalom s 2016 Slalom Confidential International reach. Local expertise. Combining strategic insight and technology know-how Seattle, WA 17 markets 3,800+
More informationHarnessing Predictive Analytics to Improve Customer Data Analysis and Reduce Fraud
Harnessing Predictive Analytics to Improve Customer Data Analysis and Reduce Fraud Patrick Shearman General Manager, Information Management HCF of Australia Ltd Technology and Innovation for Insurance
More informationBreakout sessions. AutoCheck vehicle history reporting at its best! This session will cover current strategies and an AutoCheck product road map.
Breakout sessions AutoCheck vehicle history reporting at its best! This session will cover current strategies and an AutoCheck product road map. Automotive credit services for lenders This session will
More informationMaximizing Financial Institution Growth with Outsourced Services. Tim Witt, Diebold, Incorporated Don Ledet, IBERIABANK
Maximizing Financial Institution Growth with Outsourced Services Tim Witt, Diebold, Incorporated Don Ledet, IBERIABANK Challenges Driving Outsourcing Market Challenges Response to Challenges EXTERNAL Consolidation
More informationWhy Microsoft Dynamics NAV?
Microsoft Dynamics Gold Partner Why Microsoft Dynamics NAV? Microsoft Dynamics Enterprise Resource Planning Why Microsoft Dynamics 365? Connect your business, like never before Microsoft Dynamics 365 Business
More informationTaylor Hawes. Taylor Hawes Controller Global Platforms & Operations Microsoft Corporation
Taylor Hawes Taylor Hawes Controller Global Platforms & Operations Microsoft Corporation Why this relationship is strategic Program to transform finance operations Expand Microsoft Dynamics platform Grow
More informationWHITE PAPER. Driving Retail Banking Transformation. Adam Montgomery FIS Consulting Services
Driving Retail Banking Transformation Adam Montgomery FIS Consulting Services As financial institutions race to re-engineer all facets of retail banking, the branch channel looms large on the radar of
More informationFrom Sales Strategy to Execution Leveraging expertise in enabling new go-to-market strategies to maximize ROI in your sales your people
From Sales Strategy to Execution Leveraging expertise in enabling new go-to-market strategies to maximize ROI in your sales your people Enabling our clients to ascend to new heights of performance 1 INTRODUCTION
More information2017 First Data Corporation. All Rights Reserved. REACH BRAND RECOGNIZE INCENTIVIZE REWARD
2017 First Data Corporation. All Rights Reserved. REACH BRAND RECOGNIZE INCENTIVIZE REWARD Over 60% * of people say they prefer gift cards over other types of marketing offers. With Gift Solutions, your
More informationDIGITAL CASE STUDIES
DIGITAL CASE STUDIES 1 Digital Banking with an Internet-Only Bank Digital banking is at a tipping point, our clients are looking for support to create new digitally disruptive services while complying
More informationThe Card Processing Platform Working For or Against You?
The Card Processing Platform Working For or Against You? JHA Payment Solutions Contents The Card Processing Platform: Working For or Against You?...3 Risks of Using the Wrong Processing Vendor...3 Data
More informationGlobal Best Practices for Women s Financial Inclusion Jennifer McDonald Lagos, November 14, 2013
Global Best Practices for Women s Financial Inclusion Jennifer McDonald Lagos, November 14, 2013 Women s World Banking Global Footprint + 30 years being the largest network in microfinance 19 million active
More informationDeluxe Corporation. Overview, Strategy and Financial Information. Second Quarter 2013
Deluxe Corporation Overview, Strategy and Financial Information Second Quarter 2013 Presentation Scope Comments are limited to information already publicly released: 10-K for 2012, filed February 22, 2013
More informationValue Proposition for Financial Institutions
WWW.CUSTOMERS-DNA.COM VALUE PROPOSITION FINANCIAL INSTITUTIONS Value Proposition for Financial Institutions Customer Intelligence in Banking CRM & CUSTOMER INTELLIGENCE SERVICES INFO@CUSTOMERS-DNA.COM
More informationEvolving Our Differentiated Model: Community Banking Commercial David Weaver President, Community Banking. Investor Day 2018
Evolving Our Differentiated Model: Community Banking Commercial David Weaver President, Community Banking Investor Day 2018 Key Takeaways 1Operating a premier model for Commercial Banking with key differentiation
More informationReturn on Investment Upon Upgrading to Oracle E-Business Suite Release R12
White Paper Return on Investment Upon Upgrading to Oracle E-Business Suite Release R12 Abstract This white paper provides a description of several financial and intangible advantages that Oracle E-Business
More informationImproving user readiness and competence for critical new systems at go-live
Diversified Finance INDUSTRY BRIEF Custom Learning Solutions General Dynamics IT partners with diversified financial services companies to help ensure their workforces are poised to succeed. Our custom
More informationRod Pennycook Executive Vice President RBC Banking
Rod Pennycook Executive Vice President RBC Banking Presentation to analysts and institutional investors Toronto October 23, 2003 Straight Through Processing (STP) New Web-based tools Foundation for superior
More informationCard Program Analytics and Marketing
White Paper Card Program Analytics and Marketing Executive Summary 50 The Great Recession coupled with new government regulations was a one-two punch that left a visible scar on the face of the economy.
More informationEXECUTIVE ERP. EVALUATION AND INVESTMENT ROADMAP Developed for the Modern Business
EXECUTIVE ERP EVALUATION AND INVESTMENT ROADMAP Developed for the Modern Business TABLE OF CONTENTS Executive ERP Evaluation and Investment Roadmap Developed for the Modern Business Read Time: 17 minutes
More informationHarnessing the Power of IBM Business Analytics Through Application Specific Licensing
Harnessing the Power of IBM Business Analytics Through Application Specific Licensing David Albert WW ASL Business Development and Technical Manager Business Analytics Business Analytics software Agenda
More informationWhite Paper. Using Linux on z/vm to Meet the Challenges of the 21st Century
89 Fifth Avenue, 7th Floor New York, NY 10003 www.theedison.com 212.367.7400 White Paper Using Linux on z/vm to Meet the Challenges of the 21st Century Printed in the United States of America Copyright
More informationThis document (including, without limitation, any product roadmap or statement of direction data) illustrates the planned testing, release and
Innovation in Banking Profitable Growth through Customer Focus David Rosen Vasil Kajcovski 2 DISCLAIMER During the course of this presentation, TIBCO or its representatives may make forward-looking statements
More informationPayments solutions for the innovation era: A renewed commitment to our cooperative system
Payments solutions for the innovation era: A renewed commitment to our cooperative system We are pleased, after extensive research and consultation with members and stakeholders, to share our path forward
More informationMarketing Services for Q2 Customers CAPABILITIES BROCHURE
Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and
More informationMarketing Services for Q2 Customers CAPABILITIES BROCHURE
Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and
More informationAccenture: Manage mysales solution digitizes the sales process
Accenture: Manage mysales solution digitizes the sales process The Manage mysales solution digitizes the sales process, improving efficiency and effectiveness 2 3 Client profile Accenture s internal IT
More informationIntelligent Payment Management for Today and Tomorrow Technology Advancement to Navigate the Converging Payments Landscape
Intelligent Payment Management for Today and Tomorrow Technology Advancement to Navigate the Converging Payments Landscape Adapting to the Evolution of Payments The payments industry has evolved extensively
More informationEnhance Your Products with Bankway s High Performance Suite. Greg Jones, Banking Consultant May 24, 2017
Enhance Your Products with Bankway s High Performance Suite Greg Jones, Banking Consultant May 24, 2017 Enhance Your Products with Bankway s High Performance Suite Think outside of the box and let your
More informationIntegrating Partners into Key Go-to-Market Plans and Execution How We Align to the Benefit of the Partner Audience
Integrating Partners into Key Go-to-Market Plans and Execution How We Align to the Benefit of the Partner Audience Continuing Education for IPED Channel Masters Today s Guest Bridget C. Bisnette 36 Years
More informationFIS Wealth Solutions. Luke McCabe, EVP, FIS Simon Algar, Principal, wealth-reports April 11, 2017
FIS Wealth Solutions Luke McCabe, EVP, FIS Simon Algar, Principal, wealth-reports April 11, 2017 Today s Discussion Overview: FIS Wealth Solutions Industry view: Optimizing your operating model Looking
More informationFinancial Management. Frank Hall. EVP, Chief Financial Officer and Chief Operating Officer. Investor Day August 15, 2012
Financial Management Frank Hall EVP, Chief Financial Officer and Chief Operating Officer Investor Day August 15, 2012 Overview Operating results are discussed absent the impact of acquired loan discounts,
More informationGlobal Enterprise Model (GEM) for Utilities
Business Process Outsourcing the way we do it Global Enterprise Model (GEM) for Utilities Transforming business processes to drive greater efficiencies, reduce operational costs and improve the customer
More informationW H I T E PA P E R l The True Paperless Branch
W H I T E PA P E R l The True Paperless Branch Trudy Lotter Solution Market Manager, Financial Institutions Joe Pitzo ECM Product Manager Doug Turner Product Line Manager July 2009 2009 WAUSAU FINANCIAL
More informationTOTAL PAYMENTS PAYMENTS-AS-A-SERVICE SOLUTION FOR US FINANCIAL INSTITUTIONS
TOTAL PAYMENTS PAYMENTS-AS-A-SERVICE SOLUTION FOR US FINANCIAL INSTITUTIONS 2 FINASTRA Brochure INTRODUCTION The Payments Landscape is Experiencing Rapid Change New customer demands and competitive pressures
More informationThe Magnificent 7 Cs of Change in U.S. Financial Services. Mark Sievewright President, Fiserv Credit Union Solutions October 25, 2013
The Magnificent 7 Cs of Change in U.S. Financial Services Mark Sievewright President, Fiserv Credit Union Solutions October 25, 2013 3 Game Changers The 7Cs: Consolidation Convergence Customer (Member)
More informationExplore the Possibilities
Explore the Possibilities 2013 HR Service Delivery Forum Guardian Life s Journey: Leveraging Workday to Enable HR Transformation 2013 Towers Watson. All rights reserved. Agenda Introductions Guardian history
More informationOPTIMISING INFORMATION WORKFLOW MANAGEMENT (IWM) IN BANKING
OPTIMISING INFORMATION WORKFLOW MANAGEMENT (IWM) IN BANKING Powerful forces are reshaping the banking industry. Customer expectations, technological capabilities, regulatory requirements, demographics
More informationReporting for Advancement
Strategies for Supporting Advancement and Development Reporting for Advancement The Changing Economics of Business Intelligence The changing economics of business intelligence make this technology feasible
More information2008 Citi Investment Research Global Healthcare Conference
2008 Citi Investment Research Global Healthcare Conference Robert J. Colletti Senior Vice President & Chief Financial Officer May 22, 2008 0 Disclosure Statements SAFE HARBOR STATEMENT: FORWARD-LOOKING
More informationBanking and Capital Markets
Banking and Capital Markets Ashok Vemuri Member of the Executive Council & Global Head, BCM Safe Harbor Certain statements made in this Analyst Meet concerning our future growth prospects are forward-looking
More informationIEEE MGA: Strategy & Direction
IEEE MGA: Strategy & Direction Mary Ellen Randall, 2017 IEEE Vice President, MGA Region 10 Meeting 4 March 2017 MGA Mission & Vision Vision: Ensure Quality Member Opportunities Through Continuous Engagement
More informationBCG Retail Banking Benchmarking, U.S. Bank S.T.A.R.T. Example. March 14, 2012
BCG Retail Banking Benchmarking, U.S. Bank S.T.A.R.T. Example March 14, 2012 Almost one-half of the 40 largest banks participated Over $14 Trillion in assets, 400 M customers, 50K branches Note: Largest
More informationCombining all relevant and new data sources to create one complete risk management offering
Combining all relevant and new data sources to create one complete risk management offering Kelly Love Experian Christopher Briggs Experian Experian and the marks used herein are service marks or registered
More informationBetter Innovation. Attaining Sustainable Growth Through Innovation Excellence. ASSOCIATION for FINANCIAL TECHNOLOGY San Antonio, TX
Attaining Sustainable Growth Through Innovation Excellence ASSOCIATION for FINANCIAL TECHNOLOGY San Antonio, TX David Parsons Vice President March 16-18, 2014 Strategy Better Innovation Execution 1 Innovation
More informationITS STRATEGIC PLAN. ITS Strategic Plan
2017 2020 ITS STRATEGIC PLAN ITS Strategic Plan 2017 2020 p. 1 ITS Strategic Plan 2017 2020 p. 2 TABLE OF CONTENTS Letter Of Introduction... 4 Who We Are... 6 Our Vision... 6 Our Mission... 6 Our Principles...
More informationSAP CRM 7.0. Overview. SAP CRM 7.0 Marketing
SAP CRM 7.0 Overview SAP CRM 7.0 Marketing Agenda 1.Overview 2.CRM Marketing Features and Functions 3.Focus on the User SAP 2007 / Page 2 Marketing Environment Budgets are being cut Marketing must do more
More informationInvesting In Next Generation Mobile Platforms To Support Changing Business Models
MOBILE banking crossroads: Investing In Next Generation Mobile Platforms To Support Changing Business Models EXECUTIVE SUMMARY Mobile presents tremendous opportunities customer acquisition and retention,
More information2019 FINANCIAL FORECASTING & TRANSFORMATION SUMMIT MARCH 25-26, 2019 SAN FRANCISCO, CA
2019 FINANCIAL FORECASTING & TRANSFORMATION SUMMIT MARCH 25-26, 2019 SAN FRANCISCO, CA DAY 1 - MONDAY, MARCH 25 TH, 2019 7:45am Registration and Breakfast 8:15am Welcome and Opening Comments 8:30am Opening
More informationTHE ROADMAP TO DIGITAL GROWTH: PERSPECTIVES FROM LEADING WEALTH MANAGERS
THE ROADMAP TO DIGITAL GROWTH: PERSPECTIVES FROM LEADING WEALTH MANAGERS Appway Digital Banking May 2016, New York William Boland Senior Analyst Page 1 Page 1 INTRODUCTION Digitalization is changing the
More informationTraining Plan Small & Medium Enterprises Package Small & Medium Enterprises Certificates
Training Plan 2016-2017 Small & Medium Enterprises Package Small & Medium Enterprises Certificates Small & Medium Enterprises Package Financing Small and Medium Enterprises SME s Course Hours: 16 Course
More informationREIMAGINING THE COMPANY FOR NEW REALITIES: THE MCGRAW-HILL COMPANIES
REIMAGINING THE COMPANY FOR NEW REALITIES: THE MCGRAW-HILL COMPANIES Marianne Gattinella, Sheila O Neill, Maryellen Valaitis April 1, 2014 This presentation is the property of McGraw Hill Financial and
More informationIBM Payments Gateway. Simplify your payments acceptance with prebuilt, ready-to-deploy global payments solutions and services on the cloud
IBM Commerce IBM Payments Gateway Simplify your payments acceptance with prebuilt, ready-to-deploy global payments solutions and services on the cloud Highlights Deliver a consistent, secure shopping experience
More informationPresented By: Jack R. Salvetti, Principal S.R. Snodgrass, P.C.
Presented By: Jack R. Salvetti, Principal S.R. Snodgrass, P.C. 2018 S.R. Snodgrass, P.C. All Rights Reserved 2 3 Number of Commercial Banks (2000 2017) 9,000 8,500 8,315 8,082 8,000 7,500 7,887 7,767 7,628
More information