Max SmithGlobal Product Marketing Manager

Patrick GalbraithDirector, Financial Services & Insurance

Today’s Speakers

The Challenge

Process Friction

Celonis Methodology

Know. Sense. Act.

Customer Success Story

Top 5 US Bank

Q & A

Background

Current State of Affairs in Banking

Agenda

Companies spend billions on digitizing processes with enterprise software

Mainframe PC ERP Cloud Apps

‘70s ‘80s ‘90s ‘00s ‘10s

LoB Apps

508enterprise

applicationson average

per company

$431Btotal spend

on enterprise softwareglobally

2/3of CEOs say

digital strategy is a top priority

“Digitalization is rapidly changing how organizations create value and how they compete.”

Source: Gartner

But processes still don’t deliverthe expected results

20days average for

customer onboarding

25net promoter

score

68%repeat customers

KPIs in the world’s best run companies

Sources: Industry Benchmarks, Celonis Customers

“Digital transformation projects areover budget and behind schedule.”

Processes across the entire Banking value chain

Customer

Finance & AdministrationOperations

GovernanceRisk

Compliance

Lead-to-Order

Customer Lifecycle Mgmt.

Customer Onboarding

Credit Application

Credit Recovery

Portfolio Mgmt

Customer Expansion

Customer Service

Accounts Payable

Accounts Receivable

Management Reporting

Treasury Management

Record-to-Report

Master Data Management

HR

IT Service Mgmt

Product Lifecycle Mgmt

Claims Processing

Underwriting

Lending

Trade Settlement

Payment Processing

Currency/FX

Risk Management

AML

KYC

Sanction & PEP Screening

OFAC

Payment Screening

Regulatory Reporting

Fraud Prevention

SLA Violations

Case Processing Time

Maker-Checker Violations

Automated Resolutions

% High Risk Customers

% False Positives

% Late Submission

Fraud Cases Prevented

Cycle Time

SLA Adherence

Compliance

Approval Workflows

% of High-Risk Customers

Segregation of Duties

Conversion Rate

Time-to-Market

AP/AR Turnover

DPO & DSO

Operating Cash Flow

Working Capital

Manual Interventions

Late Adjustments

Multi-Hop Incidents

Employee Satisfaction

Conversion Rate

Retention Rate

CSAT Scores

Onboarding Time

Automated Applications

Products per Customer

Credit Outstanding

Lead Time

Front-Office Processing

Increased focus since Covid in Banking

Process friction: Credit Application and KYC

KYC Processinitiated

Caseviolates SLA

Applicationcreated

Applicationleakage

Legacy

The symptoms are feltacross the enterprise

You can’t see howprocesses really run

You don’t know where friction is and the root causes

You don’t have the means to fix the friction

$100M+Annual recurring

revenue

2,000+ customer

deployments

100+% Growth

YoY

Industry-leading customers

Analyst endorsements Global press coverage

Global reach & success

The high-growth tech company leadingthe AI-powered Process Mining revolution

You should be exploring Process Mining.

Celonis… the market leader in process mining- Market Guide For Process Mining 2019

Celonis Methodology

Detect friction and understand root causes

• Real-time data collection• 80+ pre-built process

connectors• Patented process visualization• Custom connection builder

• AI and ML root-cause analysis• Process conformance and

benchmarking• 400+ pre-built ML skills and

codified business logic

• Outcome-based prioritization and next-best action recommendations

• 100+ pre-built source system automations

• Drag-and-drop workflow builder

how your processes really run across all source systems

friction points and their root causes in real time

with intelligent automation and process improvements

Know Sense Act

See how processesrun in real-time

Turn insights into instant, automated action

• Markets: Improve straight through processing, reduce risk in front to back processes

• TTS: streamline payment operations, focus removing manual touchpoints • Corporate: Reduce cycle time for cash liquidity reporting process by 50%,

removing manual activities, and improving accuracy

IndustryFinancial ServicesBankingEmployees200,000+

ProcessesPaymentsRepair Analytics Client ServiceTradingReportingRegulatory…and more

Top 5 US Bank: From a single Process to Enterprise roll-out in 9 months

15 +Processes deployed

in parallel

2018 Proof of Concept

January ‘19Deployment in treasury and payments

March ‘19 Expansion into markets

August ’19Enterprise wide scale out

May ‘191 Week POC regulatory reporting

Thank You