MSI Client Conference

AccessDirect ™ and MSI’s Complete Solutions Framework Jeff Vetterick, EVP Marketing

AccessDirect

Master Client-facing Web Portal to all MSI Applications

User Profiles & Permissions

Widgets

Cross-Application Dashboards

Launch point for Document and Item Applications

AccessDirect ™ Your Knowledge Workers

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Documents Archive Document Management Applications Checks Archive Item Management Applications

Print & Mail Services Transparency iVerify Raw Data Print Insert Composition Documents Archive Archive Mail

Print & Mail Services Transparency

Date & Time Stamps

Envelope Content

Weight, postage, etc.

Raw Data Print Insert Composition Documents Archive Archive Mail iVerify

iVerify

Print & Mail Services Transparency iVerify United States Postal Service “ Intelligent Mail” Barcode Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify

Print & Mail Services Transparency iVerify United States Postal Service Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency”

Creating Marketing Value CustomerConnect Banner Advertisements Raw Data Print Insert Composition Documents Archive Archive Mail

Creating Marketing Value

Banner Maintenance

Bitmaps, Flash

Maintain Multiple Uploads

Schedule Ad Lifecycle

Target Ads to Customer Lists

List Maintenance

Generate Emails to Lists

CustomerConnect

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency” “ Creating Marketing Value”

Enterprise Document Storage DigiArk Documents Archive Raw Data Print Insert Composition Mail

Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms DigiArk Your Knowledge Workers

DigiArk

Perform Boolean Searches

Retrieve & View

Print

Download & Email

Export Queries

Perform Batch Processes

Attach Sticky Notes

Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps iVerify Your Knowledge Workers

Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Providing Transparency” “ Creating Marketing Value”

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency”

Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition

Statements e Interface

Database Driven (not “PDF”)

Fidelity to Printed Statement

Fluid, Flash ® -based user experience.

Dynamic. Fast.

Completely text-searchable across history

Integrated Notices

Statements e is particular “ view” of the DigiArk Document Database optimized for e-Statements

Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition

Statements e CSR

Manage Enrollment

Block Access

Brand with Themes

Tailor default emails

Add Menus/Content

Modify Disclosures

Get Usage Reports

Statements e CSR allows you to “tailor” the Consumer’s eStatement view.

“ Query” and “Shadow”

Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Raw Data Composition Your Website Statements e Your Customers SSO

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency” “ Complete e-Statement Administration”

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Complete eStatement Administration” “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency”

Solutions Framework CheckUP /21 CheckUP and CheckUP 21 Documents Archive Raw Data Composition Checks Archive Your Knowledge Workers

CheckUP 21

Perform Boolean Searches

Retrieve & View

Print

Download & Email

Export Queries

Perform Batch Processes

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Complete eStatement Administration” “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency” “ Enterprise Check Archive/Research”

Checks e Item Processing Suite Checks Archive Legacy Item Processing System Core Processing System Federal Reserve Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Outgoing Returns Incoming Returns Deposits Deposits Posting file Exceptions File Re- Deposits Chargeback Notices Remote Depositors Branches

Checks e Item Processing Suite Checks Archive Core Processing System Federal Reserve Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Outgoing Returns Incoming Returns Deposits Posting file Exceptions File Re- Deposits Chargeback Notices In- clearings Remote Depositors Branches

Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP

MSI Solutions Framework