Financial Services PracticeCard and Related Services

AboutInformation Builders

Major independent global software and services provider

Business Intelligence, Integration & Integrity

1,350 EMPLOYEES IN

60 OFFICES12,000

MAJOR CUSTOMERS 60 OFFICES

HEADQUARTERED IN

35,000+ ACCOUNTS ADDED BY OEMS

TENS OF MILLIONS OF USERS41% OF REVENUE DERIVED

FROM FINANCIAL SERVICES (2013)

ABC Financial Services ABN-AMRO Info Tech Svcs Affiliated Mortgage Affinity Plus Federal CU Alpha Bank American Express Ameriprise Financial Inc Asahi Bank Australian Stock Exchange Banamex Banca Privada D'andorra Banco Santander Bank Leumi Bank Of America BMO (Bank Of Montreal) Bankers Trust Company Banque Africaine Banque Chaix Banque Paribas Barclays BBVA BB&T BNP Paribas BNY-Mellon C.E.C.A. Caja Rural Central Canadian Depository Securities Canadian Pension Plan IB Canadian Western Bank Charles Schwab Chinatrust Bank CIBC - Canadian Imperial Citifinancial Citigroup Citizens Bank Comerica Bank Commonwealth Bank Co-Operative Bank Credit Andorra Credit Commercial France Credit Mutuel Deutsche Bundesbank Digital Risk E*Trade Edward Jones & Co Fidelity Investments First Commonwealth First Hawaiian Bank First Data First Horizon National Fiserv Guardian Group Of Funds ICMA Retirement Corp. IFDS ING North America JP Morgan Chase Bank Julius Baer Investment Kempen & Co La Caixa - Caixa D Estalvis Link Market Services Lloyds Banking Group LPS Mortgage Services Mastercard International Mercantil Commercebank Merrill-Lynch Midland Bank Millennium BCP Mitsubishi Trust Mizuho Securities Moneris Solutions Nomura Securities Int’l Nordea Bank Nordic Investment Bank Payliance Pershing PNC Bank Rabobank Raiffeisen Bank Royal Bank Of Canada Royal Bank Of Scotland Scotiabank State Street Global Advisors SEB Private Bank State Street Bank & Trust Sumitomo Bank The Hartford Financial The Northern Trust TD Bank Thomson Reuters Tower Federal CU World S&L Assoc U.S. Bancorp (US Bank) Union Bank Wachovia Bank Wells Fargo Yokohama Bank

Representative List of Financial Customers

24 29/GLOBAL

SIFIS

8 10/LARGEST GLOBAL

INSURERS

5 5/LARGEST

CANADIAN BANKS

9 10/LARGEST US

BANKS

$$

Payment Processing Success

Two Main USE Cases: Payment Processing Requirements

• Summarize, analyze spend• Visualize trends , patterns• Analysis of Returns • Interactive statements and dashboards• Revenue-generating opportunities

• Interactive KPI dashboard for sales performance, call center

• Target prospect analysis• Residuals, commissions• Risk, Fraud, Alerting

ACQUIRERS AND AGENTS

MERCHANTS

Secrets of Successin Payment Processing

DATA ACCESS

MINIMAL START-UP EXPENDITURE

EASE OF USE

RAPIDDEPLOYMENT

SCALABILITY

SELFSUFFICIENCY

SECURITY

MINIMAL ADMINISTRATION,

MAINTENANCE

Mastercard Standardizes on WebFOCUSPervasive Analytic Solutions Support Thousands

“We purchased an enterprise-wide license from Information Builders because we were confident that WebFOCUS would be suitable for a wide range of reporting needs”

Kimberly MartinGroup Head Value Added Services

MasterCard’s previous reporting tools required a detailed understanding data, and a restrictive licensing policy that limited their extensibility to multiple business domains.

To develop targeted reporting solutions for many parts of the business, enabling an unlimited set of BI assets to be delivered to employees and customers.

A secure and scalable reporting architecture that increases reporting flexibility, reduces administrative costs, and enforces data integrity.

CHALLENGE STRATEGY RESULTS

Moneris Delivers Self Service BI to 300,000 Customers & Employees

Web Applications Drive Revenue, Retention, and Productivity

“The WebFOCUS enterprise business intelligence platform offers us maximum scalability and is capable of supporting many thousands of self-service reporting users”

John MorganSenior Manager

Provide value added services to merchants by allowing them to view their debit, Visa, and MasterCard transaction data online; empower employees with self service access to vital information.

Use BI to create a self service web application so customers can obtain a customized view of card payment activity, and access consolidated statements and reports via the internet; deploy self service applications in various internal departments.

WebFOCUS serves 300,00 credit card clients, as well as internal employees across the organization. Merchant Direct and other self service applications boost productivity, while improving revenue, retention and competitive advantage.

CHALLENGE STRATEGY RESULTS

US Bank Creates Credit Card Reporting Solution for Small BusinessesHigh-Performance WebFOCUS Architecture

Supports One Million Users

“Information Builders created a reporting infrastructure that can scale to support one million users”

Robert KaufmanSenior Vice President

Help small-business clients view their debit, Visa, and MasterCard transaction data online and run aggregate reports to track corporate spending.

Create BI dashboards that present acustomized view of card payment activityalong with one-button access to consolidated statements and reports. Permit customers to review and analyze company credit card spending on a monthly, quarterly, annual, or year-to-date basis.

A robust customer-facing BI application allows clients to easily monitor corporate credit card spending over various time periods and compare payment data with peer companies to discern industry trends.

CHALLENGE STRATEGY RESULTS

ProactiveDefault

Protection

AggregatedWealth

InteractiveeStatements

TransparentLending

Workflow

CampaignPerformance

SentimentAnalysis

SocialResearch

OperationalPerformance

BehaviorModeling

CustomerIntimacy

Regulatory

CorporateFinancials

PredictiveCross-Sell

Underwriting

Audit

Risk

Compliance

PFM

SpendAnalytsis

MobileRM

Invoicing

Online Banking

Building Blocks in Digital World

OUTSIDE THE FIREWALL INSIDE THE FIREWALL

Any Questions?

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