"Mellon Global Securities Services"
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"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" "Mellon Global Securities Services" Presentation Transcript

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