2. Današnja agenda: urapredavanjepredavatelj 9:00 – 9:15Uvodni nagovor Matej Potokar, Generalni direktor Microsoft Slovenija 9:15 – 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 – 10:45Odmor 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 – 13:30Zaključek ob kosilu

3. Microsoft in Financial Services Dennis Vanderlip Industry Manager – Financial Services Central & Eastern Europe Dennis Vanderlip Industry Manager – Financial Services Central & Eastern Europe

4. Contents Key challenges and bank spending trends in financial services Mission critical financial services solutions on the Microsoft platform – London Stock Exchange Customer knowledge with Microsoft Dynamics CRM – Nordea and ABN Amro Customer care with Microsoft Customer Care Framework – Bank of America Collaboration and Workflow with Microsoft Office SharePoint Server – Rabobank Unified Communications Business 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

5. Key Challenges in Financial Services Coping with compliance and regulatory issues Gaining a better understanding of customers Upgrading and Integrating Delivery Channels Improving 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

6. Bank Spending

7. Microsoft Solutions for Financial Services 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”

8. Industry Solutions Focus Areas Channel Renewal Risk Management and Compliance Insurance Value Chain PaymentsPayments 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 MobileMobile Audit and Controls Treasury and Cash Management Lending Systems Investment Analytics Trade Compliance Call Center InternetInternet ATMsATMs Risk Analytics Business Continuity Management Security and Privacy Management UnderwritingUnderwriting 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 ReinsuranceReinsurance

9. Microsoft Financial Services Partners Channel Renewal Risk Management& Compliance Insurance Value Chain Payments Advisor Platforms Core Banking Core Banking Investment Management Risk Management& Compliance Insurance Value Chain

11. Mission Critical in Financial Services London Stock Exchange – 97,000 terminals receiving real-time Market Data97,000 terminals receiving real-time Market Data SWIFT - Gold CertifiedGold Certified Central Bank of Spain - High Value PaymentsHigh Value Payments CheckFree – 1000 tps and 24% less TCO1000 tps and 24% less TCO Nasdaq – Market Data Service handles 5,000 tps at market openMarket Data Service 70 percent of all new ATMs 70 percent of all new ATMs shipped are Windows-based Banco Azteca - 64-bit Platform for Bank’s Core Transactions64-bit Platform for Bank’s Core Transactions Equifax - move to Windows Datacenter and.NET saved millionsmove to Windows Datacenter and.NET saved millions Citigroup – CitiVision Integrates 270 Different Sources of Information for 12,000+ Global Investment BankersCitiVision Integrates 270 Different Sources of Information for 12,000+ Global Investment Bankers SAP Core Banking Benchmark 8,279,000 postings to bank accounts per hourCore Banking Benchmark Nationwide (UK) - Basel II Compliance Solution with SQL 2005 consolidating 80 different systems data and storing for 7 yearsBasel II Compliance Solution Commonwealth Bank of Australia – CommSee Branch of the Future SolutionCommSee Bank of Montreal: 18,000 users on.NET Smart Client for Branch (.NET Framework)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 day1-800-Merrill Bank of America automates customer call center – 18,000 agents using Microsoft Customer Care Framework (CCF)Customer Care Framework (CCF) DenizBank – Migrates Core Banking System to SQLServer 2005 (64 Bit) and.NETMigrates Core Banking System Interpay (Netherlands) 25 TB Payment System25 TB Payment System JPMorganChase – equities trading platformequities trading platform Allstate – Producer Connectivity network leverages.NET while helping enable Policy Management solution in record time.Producer Connectivity network Policy Management Barclays Trade and Positioning System processing 200 trades/sec up to 1000 trades/secTrade and Positioning System First American Title Company - Title and Escrow System consolidated 50 systems to one, 12,000 concurrent users, 64-bit capabilitiesTitle and Escrow System Citigroup TreasuryVision - Managing Corporate Cash Around the WorldManaging Corporate Cash Around the World

12. 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 in 22 languages More than 50 large Financial Services Institutes have decided for MS CRM Microsoft CRM Customer Growth Worldwide +100% +100% FY’05FY’06FY’07 Microsoft Dynamics CRM

13. ABN-AMRO International 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.

14. CRM covers most parts of Corporate & Retail Banking 11 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 to Frankfurt London New York Singapore Riga Vilnius Tallinn Helsinki Luxembourg Stockholm St Petersburg Frankfurt Oslo Warzaw CRM at Nordea

15. Customer Care Framework

16. Bank of America Customer Care Reduce Time to Resolution and Spiraling Maintenance Costs High Costs for Legacy Maintenance Call handling time was significantly beyond expectation Customer satisfaction was lower than the competition Inefficiencies created higher employees churn CCF 8 week POC BofA sponsored a formal pilot to analyze the cost savings BofA monitored the ability of the solution to drive down AHT The Bank rolled out the solution to all 8000+ agents Reduced call time by 15- 30 seconds Added new functional capabilities (sales) Increased customer retention Improved employee experience Lower training costs

17. Microsoft Confidential Bank of America CCF Solution

18. Customer Care References Communications Sector Financial Services

19. Collaboration and Workflow

20. Rabobank Collaboration Many employees working away from the office or in multiple offices Increasing cross-team collaboration Inefficiencies 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 teams Reduction 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

21. Why Microsoft? Proven Enterprise class technology Innovative Microsoft platform together with best of breed line of business applications from partners Lower total cost of ownership – faster time to market Ease of development on the Microsoft platfrom Solutions that are familiar to employees and easy to use

22. Q&A