Današnja agenda:ura predavanje predavatelj9:00 – 9:15 Uvodni nagovor Matej Potokar, Generalni direktor

Microsoft Slovenija9:15 – 10:00 Microsoft v finančnem in bančnem

sektorju: vizija & strategija, primeri dobrih praks(predavanje v angleškem jeziku)

Dennis Vanderlip, Financial Services Industry Manager, Microsoft Central & Eastern European Headquarters

10:00 – 10:30

Predstavitev izkušenj vpeljave okolja poenotenih komunikacij v Banko Slovenije

Jože Kranjc, Direktor oddelka za informacijsko tehnologijo v Banki Slovenije

10:30 – 10:45

Odmor

10:45 – 11:30

Microsoftova strategija za upravljanje in varovanje informacijskih tehnologij

Marko Bohanec, Regionalni vodja rešitev za upravljanje in varnost, Microsoft Central & Eastern European Headquarters

11:30 – 12:30

Izmerite svoja tveganja in prilagodite svojo strategijo – Poslovno obveščanje kot najboljše orodje za upravljanje poslovanja(predavanje v angleškem jeziku)

Aleksandar Avramović, Professional Services Manager, Pexim - podjetje specializirano za programske rešitve za banke in finančne institucije

12:30 – 13:30

Zaključek ob kosilu

Microsoft in Financial ServicesDennis VanderlipIndustry Manager – Financial ServicesCentral & Eastern Europe

Contents

Key challenges and bank spending trends in financial servicesMission critical financial services solutions on the Microsoft platform – London Stock ExchangeCustomer knowledge with Microsoft Dynamics CRM – Nordea and ABN AmroCustomer care with Microsoft Customer Care Framework – Bank of AmericaCollaboration and Workflow with Microsoft Office SharePoint Server – RabobankUnified CommunicationsBusiness intelligence for banking on the Microsoft platform

EFMA Members include ABN Amro, BNP Paribas Unicredit, Lloydstsb, Caja Madrid, Citibank, Nordea, Fortis, Rabobank, Bankinter, Erste Bank etc

Key Challenges in Financial Services

Coping with compliance and regulatory issuesGaining a better understanding of customersUpgrading and Integrating Delivery ChannelsImproving the branch as a sales channel

EFMA Members include ABN Amro, BNP Paribas Unicredit, Lloydstsb, Caja Madrid, Citibank, Nordea, Fortis, Rabobank, Bankinter, Erste Bank etc

Bank Spending

Microsoft Solutions for Financial Services

Horiz

ontal

Verti

cal

Microsoft Based Solutions

Customer Care, Business Intelligence, CRM,

Collaboration, Unified Communications

Partner Solutions

Line of Business Applications: Core banking,

Payments, Regulation and Compliance, etc

Frameworks, Accelerators, Adapters,

Guidance

“Assets that reduce project cycle times”

Industry Solutions Focus Areas

Channel RenewalRisk Management

and Compliance

Insurance

Value ChainPayments Advisor Platforms Core Banking

Investment

Management

Branch

(Teller and Seller)

Customer Knowledge

Doc Manage

and Records

Retention

Channel Sales and

Service

Claims Processing

Payments Services

Factory

Advisor

Desktop/Portal

Loan Origination

Mobile

Audit and ControlsTreasury and Cash

Management

Lending Systems Investment Analytics

Trade Compliance

Call Center

Internet

ATMs

Risk Analytics

Business Continuity

Management

Security and Privacy

Management

Underwriting

Core Policy Systems

Product

Development

Payments Delivery

Channels

Clearing and

Settlement

Company/

Industry Provided

Serv.

Advisory

Management

Client Data File

Deposit Systems

Corporate and

Wholesale Banking

Statement of

Production

Credit Decisioning

Trade Compliance

Investment Services

Trade Floor

in-a-box

Reinsurance

Microsoft Financial Services Partners

Channel Renewal

Risk

Management&

Compliance

Insurance Value

ChainPayments Advisor Platforms

Core

Banking

Investment

Management

Risk

Management&

Compliance

Insurance Value

Chain

Mission Critical in Financial ServicesLondon Stock Exchange – 97,000 terminals receiving real-time Market Data SWIFT - Gold CertifiedCentral Bank of Spain - High Value Payments CheckFree – 1000 tps and 24% less TCONasdaq – Market Data Service handles 5,000 tps at market open70 percent of all new ATMs shipped are Windows-basedBanco Azteca - 64-bit Platform for Bank’s Core Transactions Equifax - move to Windows Datacenter and .NET saved millionsCitigroup – CitiVision Integrates 270 Different Sources of Information for 12,000+ Global Investment BankersSAP Core Banking Benchmark 8,279,000 postings to bank accounts per hourNationwide (UK) - Basel II Compliance Solution with SQL 2005 consolidating 80 different systems data and storing for 7 yearsCommonwealth Bank of Australia – CommSee Branch of the Future Solution

Bank of Montreal: 18,000 users on .NET Smart Client for Branch (.NET Framework)Merrill Lynch: 1-800-Merrill is one .NET IVR platform that serves 75m transaction a dayBank of America automates customer call center – 18,000 agents using Microsoft Customer Care Framework (CCF) DenizBank – Migrates Core Banking System to SQLServer 2005 (64 Bit) and .NETInterpay (Netherlands) 25 TB Payment System JPMorganChase – equities trading platformAllstate – Producer Connectivity network leverages .NET while helping enable Policy Management solution in record time.Barclays Trade and Positioning System processing 200 trades/sec up to 1000 trades/secFirst American Title Company - Title and Escrow System consolidated 50 systems to one, 12,000 concurrent users, 64-bit capabilitiesCitigroup TreasuryVision - Managing Corporate Cash Around the World

Over 12,000 customers

Over 500,000 users

Full suite of marketing,sales, and service

Native Office experience

Web services architecture

Fast, flexible, and affordable

Available in22 languages

More than 50 large Financial Services Institutes have decided for MS CRM

Microsoft CRM

Customer Growth Worldwide

+100%

+100%

FY’05 FY’06 FY’07

Microsoft Dynamics CRM

ABN-AMROInternational Asset management company with approx. 17.000 private and 2.200 institutional mandates

Total Asset under management approx. € 180 mld.

Managing local and international shares and special mandates since 1933

Worldwide approx. 1.500 devoted and professional employees

Part of ABN AMRO Bank NV (One Bank, No Boundries)

400 Users (Commercial Banking) in 22 countries

Source: ABN AMRO Asset Management; Note: * As of Dec 2005.

CRM covers most parts of Corporate & Retail Banking11 million customers more than 1,100 branch offices Netbanking with 4.4 million e-customers. Bulk part of users in the Nordics but also extends toFrankfurtLondonNew YorkSingapore

Riga

Vilnius

Tallinn

Helsinki

Luxembourg

Stockholm

St Petersburg

Frankfurt

Oslo

Warzaw

CRM at Nordea

Customer Care Framework

Bank of America Customer CareReduce Time to Resolution and Spiraling Maintenance Costs

High Costs for Legacy Maintenance Call handling time was significantly beyond expectationCustomer satisfaction was lower than the competitionInefficiencies created higher employees churn

CCF 8 week POCBofA sponsored a formal pilot to analyze the cost savingsBofA monitored the ability of the solution to drive down AHTThe Bank rolled out the solution to all 8000+ agents

Reduced call time by 15-30 secondsAdded new functional capabilities (sales)Increased customer retentionImproved employee experienceLower training costs

Customer Care References

Communications Sector

Financial Services

Collaboration and Workflow

Rabobank Collaboration

Many employees working away from the office or in multiple officesIncreasing cross-team collaborationInefficiencies in using email to collaborate

Microsoft Office 2007 and Microsoft Offices Sharepoint Server allows bank employees to share and collaborate on document and projects across geographies and the organization

Improved collaboration means faster time to market for products and services and better customer service Improved the efficiencies of cross-department teamsReduction in operating costs of nearly 15%

“These new technologies are seen as far more than a routine technology refresh. Instead, they are regarded as something that will positively

influence the way we all work in the future.”

- Mandy van Kesteren Web Manager, Rabobank

Why Microsoft?

Proven Enterprise class technologyInnovative Microsoft platform together with best of breed line of business applications from partnersLower total cost of ownership – faster time to marketEase of development on the Microsoft platfromSolutions that are familiar to employees and easy to use

Q&A