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John Palladino Director, Business Development Alliances

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

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  1. John Palladino Director, Business Development Alliances

  2. Agenda • Sybase Key Initiatives • Company Overview • Industry Position • Capital Markets • Retail Delivery • Product Solution Suites • Doing Business Together • Q&A

  3. 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

  4. 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

  5. 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

  6. Strategic Partnerships

  7. 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

  8. Capital Markets - Defining the Move Towards STP • 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

  9. Why Move Now Towards STP • 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

  10. Our Solution Provides • Strategic platform that grows with your changing needs • Open standards • Scalability • Extendible • Superior applications for the best user experience • Most functionality • Highest usability

  11. Capital Markets e-Trading Suite • 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

  12. Our Platform – Financial Fusion Server • 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

  13. Architecture

  14. GlobalFIX Adapter • 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

  15. S.W.I.F.T. Adapter • 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

  16. Retail Delivery Challenges • 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

  17. Addressing The Needs • 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

  18. Financial Fusion offers... • Consumer e-Finance • B2C • Superior applications • Strategic platform • NT, Unix • WebLogic, WebSphere, EAServer, iPlanet • Business e-Finance • B2B • Retail commercial customers • Leverages same platform

  19. A Strategic Platform • 10,700+ concurrent users • 8.8 million projected user base • Certified by Sun Microsystems • Reduce cost of hardware & support

  20. Review of Architecture 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

  21. Consumer e-Finance Suite - Overview • Enables Financial Institutions to Become Financial Destinations • Manage Transactions • Content “Stickiness” • Personalization • Customer Care • Account Aggregation • Multiple Device Support

  22. Ultimate Personalization – Multiple Interfaces Example: Introductory Interface for New Internet Users

  23. Ultimate Flexibility – Multiple Languages Example: Intermediate Interface for More Experienced Users

  24. Example: Advanced Interfaces for Power Users Ultimate Flexibility – Multiple Devices

  25. Consumer Banking • Check Balances • Checking, savings, credit card, loans, etc. • View, search and sort • Transfer funds • Immediate • Recurring • OFX Support • Money and Quicken downloads

  26. Bill Payment – Pay Any Bill • Pay anyone capabilities • Pay multiple payees from a single screen • Support for future and recurring payments • Review and edit pending payments

  27. Bill Pay/Transfer Warehouse • 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

  28. Bill Presentment – End-to-End Solution • 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

  29. Content Syndication • 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

  30. Account Aggregation • 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

  31. One-to-One Marketing • 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

  32. Customer Care • Comprehensive customer service system • Enrollment and Applications Center • Message Center • Customer Service Center • Open Architecture • Live Chat

  33. UniversalOFX Adapter • 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

  34. Business e-Finance Suite – 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

  35. Micro Business Features • 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

  36. Entering The World of Fusion • 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

  37. Doing Business Together • 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

  38. Next steps... • Answer your questions • Website: www.financialfusion.com • Schedule a demonstration • Evaluate your market • Call or email • John Palladino, Director, Business Development • jpalladino@financialfusion.com • 415-440-4075

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