Global Integrated Solutions Real Challenges. Real Solutions

Global Integrated Solutions: Real Challenges. Real Solutions. Geoffrey Capes, Deutsche Bank John Hegstrom, Informatica Anne Meskell, Thomson Financial Jeff Rossi, TD Ameritrade Track: Financial Services

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Dennis Wall VP, Sales & Mktg. OKERE, Inc. [email_address] Dan Lammot Partner [email_address]

OKERE, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRIES: Financial Services, Insurance, Manufacturing, Consumer Goods, Energy GEOGRAPHY: Global OFFICES: New York, London, Hong Kong, Australia, Philippines AppExchange Data Management: IntegrationService.com

OKERE Clients Leveraging our firm’s deep financial services and enterprise expertise, OKERE has been highly successful in Software-as-a-Service CRM delivery.

OKERE CRM Delivery Model CRM Analysis Involve key stakeholders and executives during the analysis phase and continue their involvement to help achieve buy-in on the revenue potential and the path forward Quick Wins Business Integration System Integration Participation and Buy-In User Integration Business & Technology Assessment Focus on user adoption, training and executive sponsorship to make sure that the user base will effectively use the product to achieve both corporate and individual user goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

TD Ameritrade ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Financial Services EMPLOYEES: 4,000 GEOGRAPHY: US MAJOR PRODUCTS: on-line trading, long-term investment solutions, national branch system, independent investment advisors # ACCOUNTS: 6.1MM Speaker: Jeff Rossi, Director of Sales Development AVG TRADES/DAY: 221K

Deutsche Asset Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Financial Services EMPLOYEES: 65,000 GEOGRAPHY: Global MAJOR PRODUCTS: Investment Management Funds… BRANCHES: 1,600 Speaker: Geoffrey Capes, Director, Client Relationship and Strategy, GTO

Thomson Financial ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Financial Services EMPLOYEES: 8,700 GEOGRAPHY: Global (22 countries) KEY PRODUCTS: Datastream, Thomson ONE, First Call, TradeWeb, Thomson AutEx REVENUES (2005): $1.9B Speaker: Anne Meskell, VP – Business Systems Group

Informatica ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Technology EMPLOYEES: 1,100+ GEOGRAPHY: Global MAJOR PRODUCTS: PowerCenter, Informatica Data Quality # CLIENT COMPANIES: 2,600+ Speaker: John Hegstrom, Director - Product Management

Jeff Rossi Director of Sales Development Geoffrey Capes Director, Client Relationship & Strategy John Hegstrom Director, Product Management Dan Lammot Partner OKERE, Inc Moderated By: Anne Meskell VP, Business Systems Group

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Global Integrated Solutions Real Challenges. Real Solutions

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Global Integrated Solutions Real Challenges. Real Solutions