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Next-Generation Online Client Reporting Capabilities

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Next-Generation Online Client Reporting Capabilities. Rich Internet Reporting for Online Financial Management. Actuate Corporation. The World’s Major Firms Rely on Actuate. The World’s Largest Banks Depend on Actuate for Online-Channel Reporting. - PowerPoint PPT Presentation

Text of Next-Generation Online Client Reporting Capabilities

PowerPoint Presentation* Actuate Corporation © 2007
Offices
Regional HQs: London, Singapore, Tokyo, Toronto R&D: San Francisco, Kansas City, Shanghai, Toronto
Employees
December 1993
Financial Strength
$100+ million enterprise software company Profitable, strong cash balance and no debt
Traded as
Customers
Focus on Global 9000 (annual revenues over $1 billion) Over 3,500 customers globally Top-tier accounts in banking, insurance, securities, government, high tech, pharmaceuticals, health care and telecom
Products
Services
Partners
* Actuate Corporation © 2007
The World’s Major Firms Rely on Actuate
This is a great set of names, but lots of competitors can put up the same slide.
* Actuate Corporation © 2007
The World’s Largest Banks Depend on Actuate for Online-Channel Reporting
Largest Banks in the World by Total Assets
Assets in Millions of Dollars
Actuate’s advanced reporting helps the world’s largest banks improve their online presence and customer satisfaction
* Actuate Corporation © 2007
Applications
Customers
Fortune 500 Insurers
Retirement Fund Reporting
Online Statements
Wealth Managers
Stimulate Growth
“Sophisticated
Online Delivery is massively important as we enter new markets. ‘Emerging wealth and core affluent’ clients are
a new breed.”
World’s Leading Wealth Manger
“Clients want to see the value we are adding. There’s a ‘show me’ attitude now, and clients are more engaged. You demonstrate the value with better reporting and you engage them with online information.”
UK Leading Investment Firm
“Clients need to view and access dozens of different portfolio products.
We need to
give them a complete picture from a single, sophisticated and aggregated dashboard.”
Global Top 3 Firm
“Online User Experience is extremely important. Clients want more access to information in an elegant and efficient interface. We’re trying to stay in front of the competition.
Top 3 Asset and Custody Manger
“We are far behind our competitors in this area and this project is about catching up. We also think of Google as our competition.”
Dominant US Bank
* Actuate Corporation © 2007
Next Generation Capabilities
Multi-currency reporting
Batch and real-time
Rich Internet Experience
Standardization
Multi-account views
Cross-account planning
* Actuate Corporation © 2007
* Actuate Corporation © 2007
* Actuate Corporation © 2007
Unify Accounts
Active Dashboard
Stimulate Interaction

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