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John Palladino Director, Business Development Alliances. Agenda. Sybase Key Initiatives Company Overview Industry Position Capital Markets Retail Delivery Product Solution Suites Doing Business Together Q&A. Sybase 2001 Key Initiatives. Strengthen partnerships

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John palladino director business development alliances

John Palladino

Director, Business Development

Alliances


Agenda
Agenda

  • Sybase Key Initiatives

  • Company Overview

  • Industry Position

    • Capital Markets

    • Retail Delivery

  • Product Solution Suites

  • Doing Business Together

  • Q&A


Sybase 2001 key initiatives
Sybase 2001 Key Initiatives

  • Strengthen partnerships

    • Financial Fusion Global Alliance Partner Program

    • Education and training

  • Lead in Enterprise Portals

    • Financial Destinations

  • Extend our mobile and wireless technologies

    • Wireless e-Finance

  • Focus on key vertical industries

    • Financial Services

      • Retail Delivery

      • Capital Markets


Who is financial fusion
Who is Financial Fusion

  • 300+ people today

  • Sales and support offices around the world

    • Boston, MA

    • Miami, FL

    • New York, NY

    • Salt Lake City, UT

    • Milpitas, CA

    • Waterloo, Ontario

  • International

    • London and Tokyo

    • Support through Sybase in over 60 offices on four continents

  • A wholly owned Sybase subsidiary


  • Highlights
    Highlights

    • 80 customers including top securities institutions

    • 14 of the top U.S. 80 financial institutions

    • Over 10 million end users, including installations with S1, Digital Insight and Sybase

    • e-Finance solutions

      • B2C, B2B and e-Trading



    What the analysts say about us

    As banking and brokerage environments become increasingly blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    - Datapro, June 2000

    A strong user experience, with an emphasis on ergonomics and an easy-to-use interface.

    Celent Communications, July 2000

    Financial institutions using the Financial Fusion Server will have the advantage of a common platform to serve all of their e-financial services needs.

    - Celent Communications, July 2000

    What the Analysts Say About Us

    Financial Fusion provides an architecture that can change easily in dynamic environments to accommodate emerging technologies.

    - Datapro, June 2000


    Capital markets defining the move towards stp
    Capital Markets - Defining the Move Towards STP blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Industry Pressure/Increased Volume

      • Decimalization: 16ths to 100ths

      • Internet trading/day traders

    • Industry and Regulatory Initiatives

      • Shortening settlement cycles T+1

      • Protocol support

    • Global Consolidation

    • Lack of STP is expensive

      • 15% of transactions fail to settle on time

      • $50 per transaction to correct


    Why move now towards stp
    Why Move Now Towards STP blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Increase productivity

      • “Burstability”

        • One client has seen 87,000 trades at open

    • Control costs

    • Support new standards and protocols

      • GSTPA, CLS

      • FIX, FpML, MDML, EMX, CMS, ISO15022

  • Stay competitive through technology

    • FIX enabled Order Management Systems

    • Better, faster, more reliable connectivity options

    • More robust hardware


  • Our solution provides
    Our Solution Provides blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Strategic platform that grows with your changing needs

      • Open standards

      • Scalability

      • Extendible

    • Superior applications for the best user experience

      • Most functionality

      • Highest usability


    Capital markets e trading suite
    Capital Markets e-Trading Suite blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Financial Fusion Server

      • Industry’s most versatile & robust platform

        • High availability – Load balancing

        • Dynamic clusters

        • Multi-threaded execution engine

    • GlobalFIX™

      • Industry’s only global-class FIX solution

    • S.W.I.F.T. Adapter

      • Global enterprise and counter-party connectivity using standard S.W.I.F.T. libraries

    • UniversalOFX™

      • PFM, 401(k) and tax application support


    Our platform financial fusion server
    Our Platform – Financial Fusion Server blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Open, flexible architecture

      • Java-based, multi-tier, object-oriented

      • Certified for EAServer 3.6

    • Extensible to meet future needs

      • EJB and XML support

      • Exclusive message broker technology

    • Protocol support: OFX, FIX and S.W.I.F.T

    • Multi-channel support: Web & wireless

    • Enterprise class

      • Management tools

      • Load balancing, high availability


    Architecture
    Architecture blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.


    Globalfix adapter
    GlobalFIX Adapter blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • GlobalFIX Features

      • FIX v3.0, 4.0, 4.1, 4.2 and FIXML

      • Session and administrative protocol handling

      • Persistence session support includes Possdup and Reconnect

      • Encryption algorithm PGP/DES/MD5

      • Buy (Institution) and Sell (Broker) FIX server configuration support

      • XML repository for message definitions


    S w i f t adapter
    S.W.I.F.T. Adapter blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • S.W.I.F.T. Features

      • Securities Category 5 Message Support, including new ISO 15022-based messages

      • Related payments and transfer message support 100, 103, 200, 202, 300

      • IBM MQSeries adapter-compliant

      • FIX to S.W.I.F.T. message transformation

      • ISO 15022 data dictionary repository


    Retail delivery challenges
    Retail Delivery Challenges blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Support needed for multiple channels

      • ATM, Web, Wireless

    • Website “stickiness”

      • Competitive landscape

      • Content rich destinations

    • Reduce time to market

      • Enhance existing applications

      • Support more features

    • Strategic platform

      • Asset protection

      • Scalability, flexibility


    Addressing the needs
    Addressing The Needs blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Site usability

      • Focus group research

      • User testing by HCI specialists

      • Complete branding

    • Customized environments

      • Experience level

      • Automatic device detection

    • Development Speed

      • Separation of presentation layer & business logic

      • Ultimate flexibility of page design

    • 100% Java

      • Re-use code base


    Financial fusion offers
    Financial Fusion offers... blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Consumer e-Finance

      • B2C

      • Superior applications

      • Strategic platform

        • NT, Unix

        • WebLogic, WebSphere, EAServer, iPlanet

    • Business e-Finance

      • B2B

      • Retail commercial customers

      • Leverages same platform


    A strategic platform
    A Strategic Platform blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • 10,700+ concurrent users

    • 8.8 million projected user base

    • Certified by Sun Microsystems

    • Reduce cost of hardware & support


    Review of Architecture blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    Consumer Banking

    Micro Business Banking

    EBPP

    Wireless Support

    Account Aggregation

    Content Syndication

    Customer Care

    One-to-One Marketing

    Device Detection

    HTTP/S

    OFX

    Dynamic Template Framework for Java

    SWIFT

    Host Connectivity

    Message Broker

    FIX

    Transactional Objects

    HDML

    XML

    Backend Integration Handlers

    Enterprise Class Application Servers

    (WebLogic, WebSphere, EAServer) HALB, DB Connection Caching, Transaction Management, Security, Etc.

    TIBCO

    MQ

    Core

    Processing

    CICS

    DBMS


    Consumer e finance suite overview
    Consumer e-Finance Suite - Overview blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Enables Financial Institutions to Become Financial Destinations

    • Manage Transactions

    • Content “Stickiness”

    • Personalization

    • Customer Care

    • Account Aggregation

    • Multiple Device Support


    Ultimate personalization multiple interfaces
    Ultimate Personalization – Multiple Interfaces blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    Example: Introductory Interface for New Internet Users


    Ultimate flexibility multiple languages
    Ultimate Flexibility – Multiple Languages blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    Example: Intermediate Interface for More Experienced Users


    Ultimate flexibility multiple devices

    Example: Advanced Interfaces for Power Users blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    Ultimate Flexibility – Multiple Devices


    Consumer banking
    Consumer Banking blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Check Balances

      • Checking, savings, credit card, loans, etc.

    • View, search and sort

    • Transfer funds

      • Immediate

      • Recurring

    • OFX Support

      • Money and Quicken downloads


    Bill payment pay any bill
    Bill Payment – Pay Any Bill blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Pay anyone capabilities

    • Pay multiple payees from a single screen

    • Support for future and recurring payments

    • Review and edit pending payments


    Bill pay transfer warehouse
    Bill Pay/Transfer Warehouse blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Manages Payments

      • Immediate and future

      • Recurring payment and transfer data

    • “On us”Payments

      • Internal processing - mortgages, loans

    • Global Payee list

    • Flexibility in Payment Processors

      • CheckFree, Princeton e-Com

    • Data Mining

      • Stores payment and transfer history


    Bill presentment end to end solution
    Bill Presentment – End-to-End Solution blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Customer Service Provider

      • Front end interface

    • Aggregation

      • External billers

      • Internal bills

      • Bill consolidators

    • Bill Service Provider

      • Presentation of internal bills

      • Bill consolidator for commercial clients


    Content syndication
    Content Syndication blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Most content depth

      • Over 10,000 content feeds!

        • Stock quotes, Investment Research

        • News, Financial Advice

        • Financial Calculators

    • All feeds displayed on institution’s site

      • Control, branding

    • Personalization

      • Custom interface for each user


    Account aggregation
    Account Aggregation blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Aggregates all financial data

      • Single destination

      • On premise option

    • Open Architecture

      • Leverage aggregated data

      • Enhance marketing “cross selling”

    • Complete integration with existing system

      • Money movement

      • OFX for data aggregation


    One to one marketing
    One-to-One Marketing blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Message Management

    • Targeting

      • Account balances

      • Multiple types

      • Demographics

      • Site location

      • Custom parameters

    • Reporting

    • Easy to use

      • No development resources required to create and modify campaigns


    Customer care
    Customer Care blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Comprehensive customer service system

      • Enrollment and Applications Center

      • Message Center

      • Customer Service Center

      • Open Architecture

      • Live Chat


    Universalofx adapter
    UniversalOFX Adapter blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • UniversalOFX Features

      • OFX protocol support for v1.02, 1.5.1, 1.6 and 2.0

      • Full high availability and load-balancing support

      • Enterprise-class application server base

      • CORBA / EJB Integration API

      • Full profile server support

      • Service bureau feature support

      • Full crash recovery and configuration database


    Business e finance suite addresses the soho market
    Business e-Finance Suite – blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.Addresses the SOHO market

    Target Market

    Large

    Corporate

    Middle

    Market

    Medium

    Business

    Propriety

    Business

    Single Business

    Home Office

    500+

    Employees

    100 - 499

    Employees

    20-99

    Employees

    5-19

    Employees

    0-4

    Employees

    Sales

    +$50mm

    Sales

    $50MM

    Sales

    $10MM

    Sales

    $1MM

    Sales

    $.5MM

    Micro Business

    Banking

    Treasury Systems

    Middle Market &

    Cash Management

    Small Business


    Micro business features
    Micro Business Features blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Entitlements

    • Balance Reporting

    • Stop Payments

    • Account Transfers (Intra or Inter-bank)

    • Bill Payment

    • Bill Presentment

    • ACH

    • Tax Payments

    • Wire Transfer

    • Integration with Consumer e-Finance Suite


    Entering the world of fusion
    Entering The World of Fusion blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Extensive Development Edition Software

      • Retail Consumer and Business offering

      • Financial Fusion Server Platform

      • Over 1700 pages of documentation

      • Training and Support

    • What Is Your Value Add

      • Integration skill set

      • Java support

      • Client list and references

      • Enhance the solution


    Doing business together
    Doing Business Together blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Partner Programs

      • Reseller/VAR

      • System Integrator

      • Technology

      • Consulting/Referral

    • Benefits

      • Best of breed e-Finance platform

      • Software and education discounts

      • Target customer list

      • Joint Marketing

      • Sales tools


    Next steps
    Next steps... blended, having the infrastructure to support both brokerage and banking provides a competitive advantage.

    • Answer your questions

      • Website: www.financialfusion.com

    • Schedule a demonstration

    • Evaluate your market

    • Call or email


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