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Današnja agenda:ura predavanje predavatelj9:00 – 9:15 Uvodni nagovor Matej Potokar, Generalni direktor
Microsoft Slovenija9:15 – 10:00 Microsoft v finančnem in bančnem
sektorju: vizija & strategija, primeri dobrih praks(predavanje v angleškem jeziku)
Dennis Vanderlip, Financial Services Industry Manager, Microsoft Central & Eastern European Headquarters
10:00 – 10:30
Predstavitev izkušenj vpeljave okolja poenotenih komunikacij v Banko Slovenije
Jože Kranjc, Direktor oddelka za informacijsko tehnologijo v Banki Slovenije
10:30 – 10:45
Odmor
10:45 – 11:30
Microsoftova strategija za upravljanje in varovanje informacijskih tehnologij
Marko Bohanec, Regionalni vodja rešitev za upravljanje in varnost, Microsoft Central & Eastern European Headquarters
11:30 – 12:30
Izmerite svoja tveganja in prilagodite svojo strategijo – Poslovno obveščanje kot najboljše orodje za upravljanje poslovanja(predavanje v angleškem jeziku)
Aleksandar Avramović, Professional Services Manager, Pexim - podjetje specializirano za programske rešitve za banke in finančne institucije
12:30 – 13:30
Zaključek ob kosilu
Microsoft in Financial ServicesDennis VanderlipIndustry Manager – Financial ServicesCentral & Eastern Europe
Contents
Key challenges and bank spending trends in financial servicesMission critical financial services solutions on the Microsoft platform – London Stock ExchangeCustomer knowledge with Microsoft Dynamics CRM – Nordea and ABN AmroCustomer care with Microsoft Customer Care Framework – Bank of AmericaCollaboration and Workflow with Microsoft Office SharePoint Server – RabobankUnified CommunicationsBusiness intelligence for banking on the Microsoft platform
EFMA Members include ABN Amro, BNP Paribas Unicredit, Lloydstsb, Caja Madrid, Citibank, Nordea, Fortis, Rabobank, Bankinter, Erste Bank etc
Key Challenges in Financial Services
Coping with compliance and regulatory issuesGaining a better understanding of customersUpgrading and Integrating Delivery ChannelsImproving the branch as a sales channel
EFMA Members include ABN Amro, BNP Paribas Unicredit, Lloydstsb, Caja Madrid, Citibank, Nordea, Fortis, Rabobank, Bankinter, Erste Bank etc
Bank Spending
Microsoft Solutions for Financial Services
Horiz
ontal
Verti
cal
Microsoft Based Solutions
Customer Care, Business Intelligence, CRM,
Collaboration, Unified Communications
Partner Solutions
Line of Business Applications: Core banking,
Payments, Regulation and Compliance, etc
Frameworks, Accelerators, Adapters,
Guidance
“Assets that reduce project cycle times”
Industry Solutions Focus Areas
Channel RenewalRisk Management
and Compliance
Insurance
Value ChainPayments Advisor Platforms Core Banking
Investment
Management
Branch
(Teller and Seller)
Customer Knowledge
Doc Manage
and Records
Retention
Channel Sales and
Service
Claims Processing
Payments Services
Factory
Advisor
Desktop/Portal
Loan Origination
Mobile
Audit and ControlsTreasury and Cash
Management
Lending Systems Investment Analytics
Trade Compliance
Call Center
Internet
ATMs
Risk Analytics
Business Continuity
Management
Security and Privacy
Management
Underwriting
Core Policy Systems
Product
Development
Payments Delivery
Channels
Clearing and
Settlement
Company/
Industry Provided
Serv.
Advisory
Management
Client Data File
Deposit Systems
Corporate and
Wholesale Banking
Statement of
Production
Credit Decisioning
Trade Compliance
Investment Services
Trade Floor
in-a-box
Reinsurance
Microsoft Financial Services Partners
Channel Renewal
Risk
Management&
Compliance
Insurance Value
ChainPayments Advisor Platforms
Core
Banking
Investment
Management
Risk
Management&
Compliance
Insurance Value
Chain
Mission Critical in Financial ServicesLondon Stock Exchange – 97,000 terminals receiving real-time Market Data SWIFT - Gold CertifiedCentral Bank of Spain - High Value Payments CheckFree – 1000 tps and 24% less TCONasdaq – Market Data Service handles 5,000 tps at market open70 percent of all new ATMs shipped are Windows-basedBanco Azteca - 64-bit Platform for Bank’s Core Transactions Equifax - move to Windows Datacenter and .NET saved millionsCitigroup – CitiVision Integrates 270 Different Sources of Information for 12,000+ Global Investment BankersSAP Core Banking Benchmark 8,279,000 postings to bank accounts per hourNationwide (UK) - Basel II Compliance Solution with SQL 2005 consolidating 80 different systems data and storing for 7 yearsCommonwealth Bank of Australia – CommSee Branch of the Future Solution
Bank of Montreal: 18,000 users on .NET Smart Client for Branch (.NET Framework)Merrill Lynch: 1-800-Merrill is one .NET IVR platform that serves 75m transaction a dayBank of America automates customer call center – 18,000 agents using Microsoft Customer Care Framework (CCF) DenizBank – Migrates Core Banking System to SQLServer 2005 (64 Bit) and .NETInterpay (Netherlands) 25 TB Payment System JPMorganChase – equities trading platformAllstate – Producer Connectivity network leverages .NET while helping enable Policy Management solution in record time.Barclays Trade and Positioning System processing 200 trades/sec up to 1000 trades/secFirst American Title Company - Title and Escrow System consolidated 50 systems to one, 12,000 concurrent users, 64-bit capabilitiesCitigroup TreasuryVision - Managing Corporate Cash Around the World
Over 12,000 customers
Over 500,000 users
Full suite of marketing,sales, and service
Native Office experience
Web services architecture
Fast, flexible, and affordable
Available in22 languages
More than 50 large Financial Services Institutes have decided for MS CRM
Microsoft CRM
Customer Growth Worldwide
+100%
+100%
FY’05 FY’06 FY’07
Microsoft Dynamics CRM
ABN-AMROInternational Asset management company with approx. 17.000 private and 2.200 institutional mandates
Total Asset under management approx. € 180 mld.
Managing local and international shares and special mandates since 1933
Worldwide approx. 1.500 devoted and professional employees
Part of ABN AMRO Bank NV (One Bank, No Boundries)
400 Users (Commercial Banking) in 22 countries
Source: ABN AMRO Asset Management; Note: * As of Dec 2005.
CRM covers most parts of Corporate & Retail Banking11 million customers more than 1,100 branch offices Netbanking with 4.4 million e-customers. Bulk part of users in the Nordics but also extends toFrankfurtLondonNew YorkSingapore
Riga
Vilnius
Tallinn
Helsinki
Luxembourg
Stockholm
St Petersburg
Frankfurt
Oslo
Warzaw
CRM at Nordea
Customer Care Framework
Bank of America Customer CareReduce Time to Resolution and Spiraling Maintenance Costs
High Costs for Legacy Maintenance Call handling time was significantly beyond expectationCustomer satisfaction was lower than the competitionInefficiencies created higher employees churn
CCF 8 week POCBofA sponsored a formal pilot to analyze the cost savingsBofA monitored the ability of the solution to drive down AHTThe Bank rolled out the solution to all 8000+ agents
Reduced call time by 15-30 secondsAdded new functional capabilities (sales)Increased customer retentionImproved employee experienceLower training costs
Customer Care References
Communications Sector
Financial Services
Collaboration and Workflow
Rabobank Collaboration
Many employees working away from the office or in multiple officesIncreasing cross-team collaborationInefficiencies in using email to collaborate
Microsoft Office 2007 and Microsoft Offices Sharepoint Server allows bank employees to share and collaborate on document and projects across geographies and the organization
Improved collaboration means faster time to market for products and services and better customer service Improved the efficiencies of cross-department teamsReduction in operating costs of nearly 15%
“These new technologies are seen as far more than a routine technology refresh. Instead, they are regarded as something that will positively
influence the way we all work in the future.”
- Mandy van Kesteren Web Manager, Rabobank
Why Microsoft?
Proven Enterprise class technologyInnovative Microsoft platform together with best of breed line of business applications from partnersLower total cost of ownership – faster time to marketEase of development on the Microsoft platfromSolutions that are familiar to employees and easy to use
Q&A
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