This presentation summarizes how leading financial services organizations have become more competitive by delivering interactive analytics to their customers.

1. Financial Services Practice
Card and Related Services

2. About
Information Builders
Major independent global
software and services provider
Business Intelligence,
Integration & Integrity
1,350EMPLOYEES IN
60 OFFICES
12,000MAJOR CUSTOMERS
60 OFFICES
HEADQUARTERED IN
35,000+ACCOUNTS ADDED BY OEMS
TENS OF MILLIONS OF USERS
41%
OF REVENUE DERIVED
FROM FINANCIAL
SERVICES (2013)

3. ABC Financial Services ABN-AMRO Info Tech Svcs Affiliated Mortgage Affinity Plus Federal CU
Alpha Bank American Express Ameriprise Financial Inc Asahi Bank Australian Stock Exchange
Banamex Banca Privada D'andorra Banco Santander Bank Leumi Bank Of America BMO (Bank
Of Montreal) Bankers Trust Company Banque Africaine Banque Chaix Banque Paribas Barclays
BBVA BB&T BNP Paribas BNY-Mellon C.E.C.A. Caja Rural Central Canadian Depository Securities
Canadian Pension Plan IB Canadian Western Bank Charles Schwab Chinatrust Bank CIBC - Canadian
Imperial Citifinancial Citigroup Citizens Bank Comerica Bank Commonwealth Bank Co-Operative
Bank Credit Andorra Credit Commercial France Credit Mutuel Deutsche Bundesbank Digital Risk
E*Trade Edward Jones & Co Fidelity Investments First Commonwealth First Hawaiian Bank First
Data First Horizon National Fiserv Guardian Group Of Funds ICMA Retirement Corp. IFDS ING North
America JP Morgan Chase Bank Julius Baer Investment Kempen & Co La Caixa - Caixa D Estalvis
Link Market Services Lloyds Banking Group LPS Mortgage Services Mastercard International
Mercantil Commercebank Merrill-Lynch Midland Bank Millennium BCP Mitsubishi Trust Mizuho
SecuritiesMonerisSolutionsNomuraSecuritiesInt’lNordeaBankNordicInvestmentBankPayliance
Pershing PNC Bank Rabobank Raiffeisen Bank Royal Bank Of Canada Royal Bank Of Scotland
Scotiabank State Street Global Advisors SEB Private Bank State Street Bank & Trust Sumitomo
Bank The Hartford Financial The Northern Trust TD Bank Thomson Reuters Tower Federal CU
World S&L Assoc U.S. Bancorp (US Bank) Union Bank Wachovia Bank Wells Fargo Yokohama Bank
Representative List
of Financial Customers
24 29/
GLOBAL
SIFIS
8 10/
LARGEST
GLOBAL
INSURERS
5 5/
LARGEST
CANADIAN
BANKS
9 10/
LARGEST US
BANKS
$$

4. Payment Processing
Success

5. Two Main USE Cases:
Payment Processing Requirements
• Summarize, analyze spend
• Visualize trends , patterns
• Analysis of Returns
• Interactive statements and dashboards
• Revenue-generating opportunities
• Interactive KPI dashboard for sales
performance, call center
• Target prospect analysis
• Residuals, commissions
• Risk, Fraud, Alerting
ACQUIRERS AND AGENTS
MERCHANTS

6. Secrets of Success
in Payment Processing
DATA ACCESS
MINIMAL START-UP
EXPENDITURE
EASE OF USE
RAPID
DEPLOYMENT
SCALABILITY
SELF
SUFFICIENCY
SECURITY
MINIMAL
ADMINISTRATION,
MAINTENANCE

7. Mastercard Standardizes onWebFOCUS
Pervasive Analytic Solutions SupportThousands
“We purchased an enterprise-wide license from Information Builders because we were
confident thatWebFOCUS would be suitable for a wide range of reporting needs”
Kimberly Martin
Group HeadValue Added Services
MasterCard’s previous reporting tools
required a detailed understanding
data, and a restrictive licensing policy
that limited their extensibility to
multiple business domains.
To develop targeted reporting
solutions for many parts of the
business, enabling an unlimited
set of BI assets to be delivered to
employees and customers.
A secure and scalable reporting
architecture that increases reporting
flexibility, reduces administrative
costs, and enforces data integrity.
CHALLENGE STRATEGY RESULTS

8. Moneris Delivers Self Service BI to
300,000 Customers & Employees
Web Applications Drive Revenue,
Retention, and Productivity
“TheWebFOCUS enterprise business intelligence platform offers us maximum scalability
and is capable of supporting many thousands of self-service reporting users”
John Morgan
Senior Manager
Provide value added services to
merchants by allowing them to view
their debit,Visa, and MasterCard
transaction data online; empower
employees with self service access to
vital information.
Use BI to create a self service web
application so customers can obtain
a customized view of card payment
activity, and access consolidated
statements and reports via the internet;
deploy self service applications in
various internal departments.
WebFOCUS serves 300,00 credit
card clients, as well as internal
employees across the organization.
Merchant Direct and other self service
applications boost productivity, while
improving revenue, retention and
competitive advantage.
CHALLENGE STRATEGY RESULTS

9. US Bank Creates Credit Card Reporting
Solution for Small Businesses
High-PerformanceWebFOCUS Architecture
Supports One Million Users
“Information Builders created a reporting infrastructure
that can scale to support one million users”
Robert Kaufman
SeniorVice President
Help small-business clients view
their debit,Visa, and MasterCard
transaction data online and run
aggregate reports to track corporate
spending.
Create BI dashboards that present a
customized view of card payment activity
along with one-button access to
consolidated statements and reports.
Permit customers to review and analyze
company credit card spending on a
monthly, quarterly, annual, or year-to-
date basis.
A robust customer-facing BI
application allows clients to easily
monitor corporate credit card
spending over various time periods
and compare payment data with
peer companies to discern
industry trends.
CHALLENGE STRATEGY RESULTS

10. Proactive
Default
Protection
Aggregated
Wealth
Interactive
eStatements
Transparent
Lending
Workflow
Campaign
Performance
Sentiment
Analysis
Social
Research
Operational
Performance
Behavior
Modeling
Customer
Intimacy
Regulatory
Corporate
Financials
Predictive
Cross-Sell
Underwriting
Audit
Risk
Compliance
PFM
Spend
Analytsis
Mobile
RM
Invoicing
Online
Banking
Building Blocks
in DigitalWorld
OUTSIDE THE FIREWALL INSIDE THE FIREWALL

11. Any Questions?
?

12. ThankYou
www.informationbuilders.com
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