Transcript
Page 1: Next-Generation  Online Client Reporting Capabilities

1Actuate Corporation © 2007

Next-Generation Online ClientReporting Capabilities

Rich Internet Reporting for Online Financial Management

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2Actuate Corporation © 2007

Actuate Corporation

Headquarters Silicon Valley

Offices Regional HQs: London, Singapore, Tokyo, TorontoR&D: San Francisco, Kansas City, Shanghai, Toronto

Employees 600 worldwide

Founded December 1993

FinancialStrength

$100+ million enterprise software companyProfitable, strong cash balance and no debt

Traded as ACTU on NASDAQ since July 1998

Customers Focus on Global 9000 (annual revenues over $1 billion)Over 3,500 customers globallyTop-tier accounts in banking, insurance, securities, government, high tech, pharmaceuticals, health care and telecom

ProductsEnterprise Reporting Application PlatformEnterprise applications that improve performance and customer service

Services Design, consulting, development, integration, training, support

Partners IBM, Accenture, SAP, Oracle/PeopleSoft/Siebel, Sun, BEA, BMC

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The World’s Major Firms Rely on Actuate

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The World’s Largest Banks Depend on Actuate for Online-Channel Reporting

Largest Banks in the World by Total AssetsAssets in Millions of Dollars

Largest Banks in the World by Total AssetsAssets in Millions of Dollars

Actuate’s advanced reporting helps the world’s largest banks improve their online presence and customer satisfaction

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Actuate Delivers the Full Spectrum of Online Channel Reporting Applications

Applications Customers

Institutional Client Reporting Global 50 Securities Firms

Individual Client Reporting Global 50 Banks

Cash Management Reporting Global 50 Banks

Agent and Member Claims Reporting Fortune 500 Insurers

Retirement Fund ReportingFortune 500 Investment Fund Managers

Online Statements Global 50 Card Services

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What’s Motivating the World’s Leading Wealth Managers

“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

Stimulate GrowthClient Satisfaction & Retention

Maintain Parity and Competitive Advantage

“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

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7Actuate Corporation © 2007

Next Generation Capabilities Live Interaction,

Online Analysis, Live Excel, Personalization

• Live Excel• What-if analysis• Charts and graphs• Data slicing and dicing• Customer-defined layouts

Roadmap Capabilities Consolidation,

Parameterization

• Unified dashboard views• Parameterization • Ad hoc reports

Existing Capabilities Basic accountinfo delivery,

drill downand static export

Evolution of Online Channel Reporting

Use

r N

eed

s

Time

Web Live Online Analysis

• Balance and transaction detail information

• Current day, prior day and historical reporting

• Multi-currency reporting• Print, fax and e-mail options• Batch and real-time

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Next-Generation Enabling Technologies and New User Demands Are Emerging

•Rich Internet Experience

•Web 2.0

•Portlet components

•XML and derivatives

•Dynamic, Ajax-based UI

•Rich Internet Experience

•Web 2.0

•Portlet components

•XML and derivatives

•Dynamic, Ajax-based UI

SOA Infrastructure

Leverage existing systems and components

Standardization

Data-driven environment

Open APIs to customize apps

SOA Infrastructure

Leverage existing systems and components

Standardization

Data-driven environment

Open APIs to customize apps

Personal Dashboards

Integrate data from multiple sources

Multi-account views

Cross-account planning

Personal Dashboards

Integrate data from multiple sources

Multi-account views

Cross-account planning

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What’s Setting Expectations Today

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Unify Accounts:Comprehensive View of All Accounts

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Personalize Presentation:Customizable, Rich Internet Experience

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Stimulate Interaction:Provide Google-Like Dynamic User Experience

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Simplify Decisions: Support Workflow and Decision-Making

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Summary: Goals for Next Generation Online Client Reporting

•Unify Accounts•Active Dashboard

Stimulate InteractionGoogle-like

Personalize PresentationMy View

Support WorkflowSimplify Decisions


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