"Mellon Global Securities Services"

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  • SHAUN FLAVIN KEY MESSAGES Fee revenue: Highest percentage among our peers Organizational transformation complete Rationale behind acquisition of Eagle Investment Systems, Inc. Customer Focus Imperative: Mandatory Customer Service Training Simple Reason: Satisfied customers lead to growth in new business. NEXT: SHAUN FLAVIN
  • "Mellon Global Securities Services"

    1. 1. The Difference is measurable ®
    2. 2. Mellon Financial Corporation Overview <ul><li>Mellon Financial's Profile </li></ul><ul><ul><li>$3.6 Trillion Under Custody/Administration/Management Worldwide </li></ul></ul><ul><ul><li>A Global Financial Services Company </li></ul></ul><ul><ul><li>Consistently Strong Financials </li></ul></ul><ul><ul><ul><li>90% Fee-Based Revenue </li></ul></ul></ul><ul><ul><li>Annual Technology Reinvestment of $600 Million </li></ul></ul><ul><li>Mellon’s Strategic Focus </li></ul><ul><ul><li>Invest in Growth Businesses </li></ul></ul><ul><ul><ul><li>Corporate & Institutional Services - Asset Servicing (GSL) , Human Resources, Treasury Services </li></ul></ul></ul><ul><ul><ul><li>Asset Management - Institutional, Private Wealth, Mutual Funds </li></ul></ul></ul><ul><li>Trust and Custody Focus </li></ul><ul><ul><li>High Quality Services to Sophisticated Plan Sponsors </li></ul></ul><ul><ul><li>5,000 Dedicated Employees </li></ul></ul>
    3. 3. Corporate Clients (partial listing)                                                                       
    4. 4. Colleges & Universities (partial listing) University of Missouri Stanford University Rochester Institute of Technology Virginia Tech
    5. 5. Insurance Companies (partial listing)
    6. 6. TECHNOLOGY <ul><li>Mellon Initiatives </li></ul><ul><li>Continually investing in Technology. </li></ul><ul><li>Merger and Acquisitions (EAGLE) </li></ul>
    7. 7. <ul><li>Interface with investment managers – Established for Mellon assets </li></ul><ul><ul><li>FTP to be established for a) holdings and b) purchases and sale transactions </li></ul></ul><ul><li>Recalls – IBT to notify Mellon of sales on loaned securities </li></ul><ul><ul><li>Alternatively, Mellon may be notified from trade instruction as an interested party </li></ul></ul><ul><li>Mark-to-markets – Mellon will handle all marks for all loans </li></ul><ul><li>Operation Guidelines with Investors Bank – Established </li></ul><ul><ul><li>IBT Relationship from previous client, however, a customized version will be requested </li></ul></ul><ul><li>Management reporting – Established (www.workbench.mellon.com) </li></ul><ul><li>Internal Controls – Well established Independent risk management & compliance </li></ul><ul><li>Client Service – Established (Mike Stewart / Doug Duerr + Renee Rawls, VP GSL) </li></ul>Logistics / Operations
    8. 8. Bid Summary Screen – What Mellon Sees During an Auction Borrowers can submit bids on the number of shares with rebate rates or rebate rates combined with fees per share. _________________ Instantaneously, Mellon can view the value of all bids. Mellon I-Bid
    9. 9. Systems & Disaster Recovery <ul><li>Redundant Information Technology Environment (R.I.T.E.) </li></ul><ul><li>R.I.T.E. is a second site data processing facility for Mellon Financial Corporation </li></ul><ul><li>Located in the Mellon Client Service Center (CSC) in Pittsburgh </li></ul><ul><li>Provides secure and reliable technology environment </li></ul><ul><li>Remote mirroring technology between the two data centers </li></ul><ul><li>Should one site become unavailable, processing can continue at the non-affected site and support 100% production mainframe capacity </li></ul>
    10. 10. CONCLUSION <ul><li>MELLON FINANCIAL </li></ul>

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