In this presentation, we'll cover some of the common print management problems faced by financial institutions with short case studies featuring effective solutions.

1. Managed Print Services for
Financial Companies
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2. Print Management Challenges in Finance
What are some of the print solutions financial institutions are
seeking?
 Branch Printing: Local control of document printing including
UNIX system printing. Provides capabilities such as reprint, re-start,
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routing.
 Mortgage Printing: Timely delivery of large mortgage
documents from a centralized application to the branches,
overcoming throughput and scalability issues.

3. Print Management Challenges in Finance
 Check Printing: Enhancing the control and security of check printing,
eliminating the need to reprint from the beginning of a batch. Includes
merging of text with electronic forms data then delivering to the printer
with confirmation of delivery all the way to the output tray.
 Color Control: Intelligently converting color documents into mono to
reduce consumable costs. Very strong business case and cost savings,
especially in managed print services environments.
 Report Bursting: Bursting of centrally created reports (e.g. Student
Loan reports) at the branch level and providing multiple delivery options
including printing or end-user browser access.
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4. Customizable, Managed Solution
Plus Technologies has been providing print solutions to banking and
insurance organizations for many years and has a significant installed base
of customers in this market.
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5. Use Case Examples
Let’s look at how some of the world’s leading financial institutions use
software from Plus Technologies to manage their print environments.
U.S. Insurance and Financial Services (Western and Southern)
 Profile - $60B in assets, 220 remote offices.
 Scenario - Managed print services customer charged higher rate for color pages
than mono, desire to minimize color cost.
 OM Plus Features - Customer defined rule set to determine which docs allowed to
print in color, dynamic recognition of document type, “on-the-fly” automation of
color docs to mono (among other delivery possibilities).
 Value Prop - Cost savings from reduced color printing, payback in 8 months. More
than 500% ROI. Ability to change parameters themselves.
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6. Use Case Examples
U.S. Mortgage Bank (Wells Fargo)
 Profile - $83B revenues, 264,000 employees, $1.5T in assets, $70M customers.
 Scenario/OM Plus Features - This company uses OM Plus to automate the delivery of all
mortgage closing documents from central to thousands of branches throughout the US. OM
Plus overcomes system scalability, reliability, and performance issues. OM Plus manages
over 5,000 printers.
 Value Prop - Increased throughput and reliability to remote distributed partners to meet
customer expectations and deadlines.
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Dell Services
 Profile- $57B revenue, 108,000 employees, $47B in assets, $10.6B equity.
 Scenario/OM Plus Features- Plus Technologies wrote the software tool to Dell
specifications for Dell Services. This tool is in production use by Dell to provide Print
Managed Services to customers such as Citibank, BNSF Railway and AT&T (25,000+ active
devices under contract). Plus Technologies provides Dell 24/7 technical support on this tool.
 Value Prop - Best in class software custom fit with consulting and rapid development
services provided. Scalable and customer directed.

7. More Print Solutions from Plus
OM Plus DM = Delivery Manager
+ Advanced Delivery and Confirmation of Print Jobs (Spooler)
+ Management of queues
+ Value Add Functions e.g. – Secure Print Release, Failover, Load Balancing, Redirect, Restart,
Bundling, Bursting, Tray Mgmt, Audit, Throughput Enhancement, etc.
OM Plus FM = Fleet Manager
+ Consumable Management
+ Device Alerts
+ Device Meters
OM Plus RM = Report Manager
+ Electronic Report Distribution
+ Virtual Bursting
+ Archiving
OM Plus SM = Stat Manager
+ Analyze Printer Usage
+ Print Counts
+ Data Filters
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8. Support and Licensing
 Multiple Licensing Pricing Models
– Examples:
 ILF – one time fee
 Subscription – 36 months
 Usage Based – on # of printers
 Custom Licensing – large
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opportunities
 Free Customer Evaluation
 30 Day Trials
 Printing Support
 Direct access to technician
 5 x 12 hrs per day (standard)
 7 x 24 available
 Annual support renewals

9. Plus Tech Contact Information
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 Telephone
 Toll free in North America: 877-899-7587
 Local: 937-847-0614
 Email
 Contactus@plustechnologies.com
 Website
 www.plustechnologies.com