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How Leading Financial Services Organizations Gain Competitive Edge With Interactive eStatements
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How Leading Financial Services Organizations Gain Competitive Edge With Interactive eStatements


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This presentation summarizes how leading financial services organizations have become more competitive by delivering interactive analytics to their customers.

This presentation summarizes how leading financial services organizations have become more competitive by delivering interactive analytics to their customers.

Published in: Technology

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  • 1. Financial Services Practice Card and Related Services
  • 2. About Information Builders Major independent global software and services provider Business Intelligence, Integration & Integrity 1,350EMPLOYEES IN 60 OFFICES 12,000MAJOR CUSTOMERS 60 OFFICES HEADQUARTERED IN 35,000+ACCOUNTS ADDED BY OEMS TENS OF MILLIONS OF USERS 41% OF REVENUE DERIVED FROM FINANCIAL SERVICES (2013)
  • 3. 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 SecuritiesMonerisSolutionsNomuraSecuritiesInt’lNordeaBankNordicInvestmentBankPayliance 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 $$
  • 4. Payment Processing Success
  • 5. 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
  • 7. Mastercard Standardizes onWebFOCUS Pervasive Analytic Solutions SupportThousands “We purchased an enterprise-wide license from Information Builders because we were confident thatWebFOCUS would be suitable for a wide range of reporting needs” Kimberly Martin Group HeadValue 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
  • 8. Moneris Delivers Self Service BI to 300,000 Customers & Employees Web Applications Drive Revenue, Retention, and Productivity “TheWebFOCUS enterprise business intelligence platform offers us maximum scalability and is capable of supporting many thousands of self-service reporting users” John Morgan Senior 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
  • 9. US Bank Creates Credit Card Reporting Solution for Small Businesses High-PerformanceWebFOCUS Architecture Supports One Million Users “Information Builders created a reporting infrastructure that can scale to support one million users” Robert Kaufman SeniorVice 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 a customized view of card payment activity along 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
  • 10. Proactive Default Protection Aggregated Wealth Interactive eStatements Transparent Lending Workflow Campaign Performance Sentiment Analysis Social Research Operational Performance Behavior Modeling Customer Intimacy Regulatory Corporate Financials Predictive Cross-Sell Underwriting Audit Risk Compliance PFM Spend Analytsis Mobile RM Invoicing Online Banking Building Blocks in DigitalWorld OUTSIDE THE FIREWALL INSIDE THE FIREWALL
  • 11. Any Questions? ?
  • 12. ThankYou For more information follow us on