© Copyright IBM Corporation 2017

Fiserv Signature Users Group

Accelerate Your Signature Banking Applications

with IBM Storage Offerings

September 19, 2017 (Orlando)

IBM Participants:

Bob Berini

ISV Executive, Financial Services – Storage

Steve Elliott

Business Solutions Architect – ISV Solutions

Steve Weihman

Storage Solution Engineering – IBM Systems, IBMi

IBM Systems

Agenda:Storage Technology Update and Fiserv Experiences

• Fiserv Experience – Featuring Signature Core Banking

• Banking Environment and Storage - Requirements Driving Storage

• Banking Use Cases – User Experiences in Core Banking, Payments, and

Risk & Compliance

• IBM’s Multibillion Dollar Investments in Storage

• New IBM Storage Offerings: • FlashSystem, Hardware Family

• Software Defined Storage

• How to Get Started and Resources Available

IBM Internal Use

FlashSystem – Banking Applications Data Growth “The Need For Speed”

Top Banking Applications:

Risk & Compliance

Payments

Core Banking

Omni-Channel Engagement –

Overall - Business Agility, Digital Bank

Sample IBM / Partner Use Cases: (Core Banking & Payments )

• 3.6 times faster Payment Transaction rate/second

• 38% improvement in Front Office response

• 40% reduction in Overnight Batch Process

• 75% reduction Online Database backup time

FlashSystem Family

Fiserv Flash Applications:

Recent Client Installations

Precision Bank Platform

Premier Bank Platform

Signature Bank Platform

XP2 Credit Union Account Processing

IBM Systems

Fiserv Experience – Signature

and IBM FlashSystem -

Solution Brief

IBM Systems

Fiserv Experience – Signature:

Benchmark/Test: 4Q2015, IBM Rochester Test Center

• IBMi Power + FlashSystem (with virtual capability)

• Met Signature performance metrics

Client: Northwest Savings Bank

• Contact: Rob Pope

Implemented: 1Q2016

Experience:

• Batch overnight processing time reduced from 2:18 to 56 minutes

• Everything is faster! 3x faster overall nightly jobs – Fiserv apps.

• Smooth installation, no application rewrite, very satisfied

• Smaller footprint, Lower power & A/C

IBM Systems

Fiserv Experience – Premier:

Benchmark/Test: 1Q2016, IBM Silicon Valley Test Center

• IBMi Power + FlashSystem (with virtual capability)

• Met Premier Customer performance requirements

Clients: Armed Forces Bank, plus Several clients have

implemented, in testing, or have made decisions for IBM

FlashSystems

Implemented: 2-4Q2016

Experience:

• Faster performance – saving time and operations cost

• Smooth installation, no application rewrite

• Shared disk

IBM Systems

Fiserv Experience – Precision:

Benchmark/Test: (No formal joint test)

Client: Prosperity Bank

Gisela Riggan, EVP-CIO

Implemented: 2Q2015

Experience:

• Smooth installation, no application rewrite

• Not exclusive to core banking

• Faster performance

• Shared disk

IBM Systems

Fiserv Experience – XP2 (Credit Union):

Benchmark/Test: FISERV Internal informal testing confirmed

speed improvement with IBM Power + FlashSystem

• 2-7 times faster, depending on workload** Used sample test data that may not be representative of actual installation.

Client: Nusenda Credit Union (New Mexico)

• Contact: Andrew Chavez

Implemented: 4Q2015

Experience:

• Very Satisfied, significantly improved speed

• Smooth installation, no application rewrite

• Conducted their own performance comparisons

IBM SystemsIBM Systems

Banking Environment and Storage

Current Marketplace:

New Services, New Markets

Themes:

− Digital Disruptions

− Analytics & Cognitive

− Cyber-security

Disruptive Innovation is

happening now

− Payments, Cyber-security,

Cognitive Applications

Plus, Your Priorities

| 9

REQUIRES NEW DATA STORAGE LANDSCAPE

Cloud-Scale

Infrastructures

Large, Complex

Databases

Virtual

Infrastructures

Computational

Applications

Analytical, Cognitive

Apps

All Drive Applications that Require

Large Scale Data Management,

Speed, and Immediate Access

IBM Systems

Banking Use Cases – Driving a New

Storage Landscape

Risk & Compliance - Liquidity Reporting, Stress Testing, Financial Crimes -

Fraud, AML, Trade Surveillance; Cybersecurity – Real Time Alerts, Application

Remediation. Generally New Applications, where speed of data access is critical.

Payments - Switch, Settlement, ACH, Authorization & Posting, Real Time Credit

Card Fraud, Payment Risk Management. Mix of New and Existing Applications, where

improvements data management and speed of access are very important.

Core Banking - Infrastructure Transformation, Mobile/Social/Front Office,

Customer Insight (Omni Channel). Mix of New and Existing Applications, where new

applications depend upon existing an data management infrastructure – speed and

access requirements growing with data build-up and end-customer expectations.

| 10

| 11IBM FlashSystem© 2016 IBM Corporation

Industry - Core Banking: Case Study & Experience

Overall Performance Improvements: • Overnight scheduled processing time (the “Day-end” process) was reduced by 40% on average • Front-end application response times improved by 250 milliseconds, or around 38% • Online database backups accelerated from 6 hours to 1.5 hours, or 75% • With FlashSystem, can continue to achieve optimum performance with a fully encrypted

database

FlashSystem continues to provide microsecond read/write response times, allowing time-critical file deliveries and sustained user interface response times under peak load conditions.

Achieved objectives without software rewrite

System latency dropped by factor of 100x

Case Study Experience

IBM Systems

Industry – Payments: Case Study Results

The Need: Switch software must be incredibly fast and deployable across multiple

devices – Electronic Funds Transfer, ATM’s, mobile phones, and more

Payments speed and volumes requirements growing with increased competition

Solution/Test:

• Tested IBM FlashSystem 900 and DS8800

Results:

• Both IBM Storage devices achieved over 10,000 transactions/sec, or 3.6X Higher

than previously tested

IBM Systems

Finance Industry – Other Case Study Results:

STAC BM – Tick Database in Capital MarketsSTAC recently performed the volume- and user-scaling suite of STAC-M3™ Benchmarks (Kanaga)• McObject’s eXtremeDB Financial Edition 7.0• IBM FlashSystem 900 storage system, 57TB• IBM Power System S824L server

Summary of Results• 21x to 212x the performance of the previous best published result for the market snap benchmarks (10T.YR[n]-

MKTSNAP.TIME)

Insurance Payments

• Insurance payments system – ISV Case Study: Incredible performance results over all

other options with IBM FlashSystem.

IBM SystemsIBM Systems

Financial Institutions must now store more data and get more insights more quickly from that data.

However, with data processing capacity radically improved, the bottleneck becomes the ability to

store and retrieve large volumes of data as rapidly as needed.

.

LATENCY

Performance

Gap

Why Flash Matters to Financial Services

In the last 10 years:

DRAM Speed 7 to 9x Increase

Network Speed 100x Increase

Bus Speed 20x Increase

Disk Speed ONLY 1.2x Increase

CPU Speed 8 to 10x Increase

Flash has 50x lower latency than

hard disk drives

Without Flash With Flash (better than SSD)

IBM Systems

85% ReductionIn batch processing

times

90% ReductionIn OLTP times,

Databases

150-200 µs LatencyExtreme

Performance

80% ReductionEnergy Usage

Flash Storage Benefits – Economics

75% Footprint

Reduction

Store one petabyte in a

single floor tile.

Add compression and add

up to 100% more.

Enterprise Reliability

High Availability,

2D Flash RAIDTM and

Variable Stripe RAIDTM -

Designs in HW

Note: Economics are based upon typical total cost of ownership (TCO) and vary depending

upon the application solution.

Boost performance and get cost takeout (typically 30-40%)

without re-architecting applications - - with IBM FlashSystem

(Flash is better than SSD)

IBM Systems

ESG - on Flash Economics

“- - the IBM FlashSystem enterprise storage offering

represents a tipping point for many use cases where

flash not only offers significant performance

improvements, but also significantly drives down the total

cost of ownership for storage based on a smaller, more

cost-efficient footprint.”

IBM Storage & SDIIBM Storage Awards and Recognition

IBM Storage 2013, 2015 & 2016

IBM Malaysia

Customer Care Award Winner

IBM Storwize V7000F 2016

Product of the Year Finalist:

All-flash Systems

IBM FlashSystem A9000R 2016

Product of the Year Finalist:

All-flash SystemsIBM FlashSystem2015 - 2016

A Major Player in All-Flash Array by

IDC MarketScape4

IBM Spectrum Storage2014 - 2016

#1 Software-Defined Storage

Controller Software2

IBM Tape Library 2014 - 2016

Market Leader

IBM Cloud Object Storage 2016

Market Leader

Scale-Out Object Storage Software

IBM FlashSystem 900 2016

Best of Show

Most Innovative Flash Memory

Enterprise Business Application

1Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of

the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a

particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved. 2IDC WW Quarterly Storage Software Qview 4Q,

2016. 3IDC Custom Tape Report, 2H’16 4IDC MarketScape WW All-Flash Array 2015-2016 #US40721815 Dec. 2015; 5IDC MarketScape WW Object-Based Storage 2016 #US41918416 Dec. 2016

IBM Storage Singapore Readers Choice

Awards

2015 & 2016: Storage Hardware

2013: Enterprise Disk Systems

IBM Storwize, XIV, DS80002013 - 2016

A Leader:

Magic Quadrant for General-Purpose Arrays1

IBM All-Flash Arrays2014 - 2017

A Leader:

Magic Quadrant for Solid State Arrays1

IBM Spectrum Protect2011 - 2016

A Leader:

Magic Quadrant for Data Center Backup &

Recovery Software1

IBM Cloud Object Storage2016

Highest Scores for Analytics, Archiving & Cloud

Storage Use Cases:

Critical Capabilities for Object Storage1

IBM Spectrum Scale &

IBM Cloud Object Storage2016

A Leader:

Magic Quadrant for Distributed File Systems &

Object Storage1

IBM Spectrum Virtualize

Software2016

Winner: Virtualization Category

Tech Innovator AwardsIBM Cloud Object

Storage2016

A Leader in Object-Based Storage

by IDC MarketScape5

17

IBM Spectrum Virtualize

Software-Defined Flash

Storage 2016

Top 10 Coolest Flash Storage and SSD

Products

IBM FlashSystem 9000

Family 2017

iF International Design Award

IBM Spectrum Scale2016

Top File Management Storage Software Package

IBM2016

Top File Management Storage Software Supplier

IBM Tape2006 - 2016

#1 Branded Tape Revenue3

IBM FlashSystem A9000 2016

Product of the Year Finalist:

All-flash Systems

IBM Systems | 18IBM FlashSystem© 2016 IBM Corporation

IBM’s Flash journey so far “Flash Everywhere”

IBM Acquires Texas Memory Systems (TMS)

19th TMS RamSan product generation

$1B IBM Flash Investment

FlashSystem 820/720,810/710

Storwize 5000/7000 FlashSystem V9000FlashSystem 900A9000/A9000-RDS8888 – ALL Flash for z Systems

FlashSystem V840

FlashSystem 840

Fifth Anniversary of Texas Memory Systems Acquisition

IBM Systems Flash Storage Offerings Portfolio

Powered by

IBM FlashCore™ Technology

Extreme Performance with IBM MicroLatency™: Delivers 100 microsecond response times

Macro Efficiency: Lowest latency offering with >40% greater capacity

Enterprise Reliability: IBM enhanced Micron MLC flash technology with Flash Wear Guarantee

Encryption: AES-256

Scalable Performance: Grow capacity and performance with up to 2.2PB scaling capability

Enduring Economics: Low latency, high density and low power consumption drives down total cost of ownership

Agile Integration: Simplified fully integrated management system and improve workforce productivity under a single name space

IBM FlashSystem Family

IBM FlashSystem 900IBM FlashSystem V9000

Typical Pricing:

10 TB, ~$100*-180K*Discounted

Powered by

IBM FlashCore™ Technology

IBM Storwize Family – All-FlashSupports growing data workloads across public, private and hybrid cloud environments.

IBM All-Flash 5030FIBM All-Flash 7000FImproved Price/Performance: Improved speed at cost effective price points.

Applications: Highly scalable virtualized, enterprise-class, hybrid storage solutions are designed to consolidate workloads into a single system

Enduring Economics: Improved ergonomics drives down total cost of ownership

Built with Spectrum Virtualize: Provides real-time data compression, thin provisioning, and snapshotting.

Improved Price/Performance: Improved speed at cost effective price points.

Applications: Highly flexible, easy to use, virtualized hybrid storage solution enables organizations with midsized workloads.

Enduring Economics: Improved ergonomics drives down total cost of ownership

Built with Spectrum Virtualize: Provides real-time data compression, thin provisioning, and snapshotting. Typical Pricing: 5-10TB

~$40*-80K to ~$75*-150K

*Discounted

FlashSystemAny StoragePrivate, Public

or Hybrid Cloud

Control

Virtualize Accelerate Scale

Family of Storage Management and Optimization Software

Protect Archive

IBM Spectrum

Control

Analytics-driven data management to

reduce costs by up to 50 percent

IBM Spectrum

Protect

Optimized data protection to reduce

backup costs by up to 38 percent

IBM Spectrum

Archive

Fast data retention that reduces TCO

for active archive data by up to 90%

IBM Spectrum

Virtualize

Virtualization of mixed environments

stores up to 5x more data

IBM Spectrum

Accelerate

Enterprise storage for cloud deployed

in minutes instead of months

IBM Spectrum

Scale

High-performance, highly scalable

storage for unstructured data

Software-Defined: IBM Spectrum Storage SuiteSecurely ‘unboxing’ storage to revolutionize data economics

22

Now Including: IBM Spectrum Computing & Conductor and Cloud Object Storage – formerly Cleversafe (2015)

Popular with Banks

Getting Started with Fiserv Applications – IBM Storage

• IBM Briefing –

• Review and demo based upon your needs

• Discuss resources and information available

• Contact – your Fiserv Representative and/or Fiserv Software

Development/Test team

• Ask – your Fiserv Team for a joint meeting with IBM Flash & Storage

Technical Guidance – to:

• Determine fit & specific benefits for your institution

• Conduct a FLiP Analysis – Flash performance impact with IBMi

• Leverage the Fiserv sales & fulfillment process (currently using

AVNET in North America)

• Plan for installation

Show the estimated performance

gains based on actual data

• No charge to the customer

• Uses performance data that most customers are already gathering

• Leverages:

• IBM FlashSystem Solutions Engineering

• IBM i Lab Services

• IBM Flash Centers of Competency

Why request a FLiP analysis?

IBM Systems

IBM FlashSystem and IBMi Performance Evaluation

1.Conduct a kick-off planning call to review workload characteristics of current environment and

review performance data collection requirements

2.Conduct an assessment of the IBM i workload to determine if IBM FlashSystem will provide

the expected performance gains

• Client approves Authorization to Provide Services (APS) letter via email to being

assessment

• IBM i Lab Services reviews collection services data with iDoctor and FLiP tools to

determine the following:

• Verify the current I/O response issues are due to storage architecture limitations, and not tuning or

configuration problems

• Verify the read/write I/O rates are best suited for IBM FlashSystem

• Verify business critical jobs are not driving write intensive workloads

• Review the workload to ensure they will scale with a Flash solution

• Conduct memory analysis to determine memory bottlenecks and tuning opportunities

• Project run time changes for business critical jobs

3. IBM provides a formal report of findings and recommendations

IBM SystemsIBM Systems

For More Information

| 26

Website: ibm.com/storage/flash/ Storage for Fin Services: https://www-

03.ibm.com/systems/storage/industries/banking.html

Product Pages:

FlashSystem 900 Product Page

FlashSystem V9000 Enterprise Performance Solution

FlashSystem A9000 and A9000R for Mixed Environments (hybrid cloud)

DS8888 All-Flash Storage for Mainframe

Spectrum Suite – Software-Defined Storage and Computing Family

Flash Essentials: https://apps.na.collabserv.com/wikis/home?lang=en-

us#!/wiki/W53ef9a8aa710_4ab4_b88c_b95c3e62085a/page/All%20Flash%20Essentials

Twitter: https://twitter.com/IBMStorage/status/857232765791621120

Resources: ibm.com/storage/flash/resources

References: https://w3-03.sso.ibm.com/sales/support/crmd/

Case Studies & Benchmarks: (available upon request)

RedBooks: www.redbooks.ibm.com/redbooks.nsf/searchsite?SearchView&qu

ery=FlashSystem&SearchOrder=1&SearchFuzzy=FALSE

IBM Flash YouTube Channel: www.youtube.com/playlist?list=PLS7mekU2kxDqjKCRedomYpeZd0vV7g h-X

ESG White Paper: "Analyzing the Economic Value of IBM Flashsystem Compared to

Traditional Performance Disk Systems“. Also, see other ESG papers on IBM Flash Storage.

http://www-01.ibm.com/common/ssi/cgi-

bin/ssialias?subtype=WH&infotype=SA&appname=STGE_TS_ZU_USEN&htmlfid=TSL03184U

SEN&attachment=TSL03184USEN.PDF#loaded

© Copyright IBM Corporation 2017

IBM Storage & SDI

IBM Storage & SDI

28

Broadest Storage and Software Defined Portfolio

IBM Flash Solutions make

fast storage simple

Software-defined storage

to speed innovation and

hybrid cloud

IBM Software Defined

Storage

• IBM Spectrum Storage Suite

• IBM Spectrum Control /

Storage Insights

• IBM Spectrum Protect

• IBM Spectrum Accelerate

• IBM Spectrum Archive

• IBM Spectrum Scale

• IBM Spectrum Virtualize

• IBM Spectrum Copy Data

Management

IBM Cloud Object Storage

IBM Converged Infrastructure

VersaStack

• IBM FlashSystem V9000

• IBM FlashSystem A9000

• IBM FlashSystem 900

• IBM Storwize V7000/V7000F

• IBM Storwize V5030F/V5030/

V5020/V5010

• IBM SAN Volume Controller

IBM PurePower

• IBM Storwize V7000

IBM Storage Solutions

IBM All-Flash

• IBM FlashSystem A9000

• IBM FlashSystem A9000R

• IBM FlashSystem V9000

• IBM FlashSystem 900

• IBM DS8888F/DS8886F/DS8884F

• IBM Storwize V7000F/V5030F

• IBM All-Flash Elastic Storage

Server

• IBM All-Flash SAN Volume

Controller

IBM Hybrid Storage

• IBM DS8884/DS8886

• IBM XIV Storage System

• IBM Storwize V7000//V5030/

V5020/V5010

• IBM Elastic Storage Server

• IBM SAN Volume Controller

IBM Software Defined

Computing

• IBM Spectrum Symphony

• IBM Spectrum LSF

• IBM Spectrum Conductor

with Spark

• IBM Spectrum Conductor for

Containers

Faster applications, faster

time to benefits, easy,

efficient and versatile,

certified and tested for you

Defining a new generation of

software-defined computing

infrastructure

Tape Storage for data protection

and long term retention .Storage

Networking for increased

performance, security and

flexibility

IBM Business Continuity

& Connectivity

IBM Tape & Virtual Tape Systems

• TS7700, TS7760

• Tape Libraries

• LTO7 and enterprise tape drives

• ProtecTIER Deduplication

IBM Storage Networking (SAN)

• Directors

• Switches