How Leading Financial Services Organizations Gain Competitive Edge With Interactive eStatements
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Transcript of How Leading Financial Services Organizations Gain Competitive Edge With Interactive eStatements
Financial Services PracticeCard and Related Services
AboutInformation Builders
Major independent global software and services provider
Business Intelligence, Integration & Integrity
1,350 EMPLOYEES IN
60 OFFICES12,000
MAJOR CUSTOMERS 60 OFFICES
HEADQUARTERED IN
35,000+ ACCOUNTS ADDED BY OEMS
TENS OF MILLIONS OF USERS41% OF REVENUE DERIVED
FROM FINANCIAL SERVICES (2013)
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 Securities Moneris Solutions Nomura Securities Int’l Nordea Bank Nordic Investment Bank Payliance 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
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Payment Processing Success
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
Secrets of Successin Payment Processing
DATA ACCESS
MINIMAL START-UP EXPENDITURE
EASE OF USE
RAPIDDEPLOYMENT
SCALABILITY
SELFSUFFICIENCY
SECURITY
MINIMAL ADMINISTRATION,
MAINTENANCE
Mastercard Standardizes on WebFOCUSPervasive Analytic Solutions Support Thousands
“We purchased an enterprise-wide license from Information Builders because we were confident that WebFOCUS would be suitable for a wide range of reporting needs”
Kimberly MartinGroup Head Value 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
Moneris Delivers Self Service BI to 300,000 Customers & Employees
Web Applications Drive Revenue, Retention, and Productivity
“The WebFOCUS enterprise business intelligence platform offers us maximum scalability and is capable of supporting many thousands of self-service reporting users”
John MorganSenior 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
US Bank Creates Credit Card Reporting Solution for Small BusinessesHigh-Performance WebFOCUS Architecture
Supports One Million Users
“Information Builders created a reporting infrastructure that can scale to support one million users”
Robert KaufmanSenior Vice 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 acustomized view of card payment activityalong 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
ProactiveDefault
Protection
AggregatedWealth
InteractiveeStatements
TransparentLending
Workflow
CampaignPerformance
SentimentAnalysis
SocialResearch
OperationalPerformance
BehaviorModeling
CustomerIntimacy
Regulatory
CorporateFinancials
PredictiveCross-Sell
Underwriting
Audit
Risk
Compliance
PFM
SpendAnalytsis
MobileRM
Invoicing
Online Banking
Building Blocks in Digital World
OUTSIDE THE FIREWALL INSIDE THE FIREWALL
Any Questions?
?
Thank Youwww.informationbuilders.com
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