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Citrix Solutions in Financial Services

Citrix Solutions in Financial Services. Joseph Alexander Delgado Business Development Manager, Citrix Wordtext Systems, Inc. Agenda. Financial Services Challenges Citrix in Financial Services Citrix Solutions in Financial Services Q and A. Financial Services Challenges.

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Citrix Solutions in Financial Services

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  1. Citrix Solutions in Financial Services Joseph Alexander Delgado Business Development Manager, Citrix Wordtext Systems, Inc.

  2. Agenda • Financial Services Challenges • Citrix in Financial Services • Citrix Solutions in Financial Services • Q and A

  3. Financial Services Challenges Simplify Access. Reduce Costs. Create new Services. Improve Customer Satisfaction • Deliver new applications and services faster and provide higher level of support to remote branch offices and independent agents • Deploy an integrated desktop to geographically dispersed call centers to improve customer satisfaction • Provide secure access to business applications to mobile workforce (e.g., agents, sales, claims adjusters) • Keep the business going during planned outages and provide almost instantaneous recovery during manmade or natural disasters (unplanned outages). • Streamline IT administration to reduce costs.

  4. Remote Branch Offices • Challenges • How to provide secure, real-time access to applications by remote offices and independent agents • How to support and training costs increase while staff and budgets decrease The Citrix Solution for Remote Office Connectivity • Rapidly deploy applications to remote branch offices across any desktop computing device • Provide better application performance over dedicated or dialup connection • Centrally manage and control applications and data while providing better support and training

  5. Mobile Workforce • Challenges • How to provide real-time, secure access to mobile workers • How to deliver satisfactory application performance across a variety of mobile devices • The Citrix Solution for Workforce Mobility • Instantly provide real-time, secure access to critical business applications • Provide highest performance level, across a wide variety of wired and wireless mobile devices

  6. Business Continuity • Challenges • How to provide continuous service through planned and unplanned outages • How to minimize financial risk associated with transaction downtime • How to meet industry regulations and profitability goals • The Citrix Solution for Business Continuity • Maintain business operations in any event • Maintain high systems availability – even during periods of scheduled downtime • Provide relocated professionals safe and secure access to corporate resources from home or leased space “Citrix has grown from a remote access solution for a few employees to a key component of our enterprise infrastructure. By proving its scalability, performance and flexibility under extraordinary circumstances (Sept 11), MetaFrame has become an integral part of our IT strategy going forward.” Hari Gopalkrishana,VP e-Commerce TechnologiesLehman Brothers

  7. SoftwareLife Cycle HardwareLife Cycle Separate Hardware and Software Life Cycles • Limit constant PC upgrades • Minimize support costs of multiple branches • Achieve realizable RETURN ON INVESTMENT (ROI)

  8. SoftwareLife Cycle HardwareLife Cycle Server-Based Computing Impact on Infrastructure Faster SBC Separates the Cycles Slower

  9. Citrix Access Suite • Integrated access infrastructure • Foundation for building enterprise-wide access infrastructure system Product Overview

  10. Citrix Presentation Server Centrally host applications Standardize delivery of Windows, UNIX, and Web applications Publish applications as utility style services Citrix Access Gateway Granular access control Adaptive user access Universal access interface Citrix Password Manager Single Sign-on Password policies Automated response Self-service password reset Optional: Citrix GoToMeeting Instant Collaboration Optional: Citrix GoToAssist On-Demand Assistance Key Product Components How does it work?

  11. Citrix Presentation Server Model Notes Server Citrix Presentation Server Data ICA-Protocol Low Bandwidth 10-20kbps • Database-Client • Lotus Notes Client • Word, Excel ... Low requirement on client side (can be as old as 486) • Database-Server • Lotus Domino Server • File Server How does it work?

  12. Our Customers in Financial Services 10 of the top 10 Australian Banks* 9 of the top 10 U.S. Banks** 9 of the top 10 U.S. Insurance companies • Local banks: • Asian Development Bank • Allied Bank • Citibank • Philippine National Bank *Based on MIS Top 100 **Based on 2002 Fortune 500 ranking by asset size

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