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BAI Retail Delivery Conference

October 11-13, 2011 Chicago, IL

Experience the Bank Branch of the Future

The branch has a renaissance opportunity to emerge as a more strategic tool in the relationship with customers as banks continue to be customer-centric organizations. The branch of the future is an engaging, personal and interactive environment. The days of existing and potential customers walking into branches and not being recognized or effectively engaged are over. A new era of personalized financial services is propelling banks to sell to a market of one. This means understanding customer needs and addressing them appropriately. This also means moving from a reactive sales model to a proactive one, where customer needs can be anticipated in advance.

As consumers adopt new technologies and interfaces in their everyday lives, they increasingly expect their financial providers to provide similar experiences to manage their financial lives. For financial institutions, this not only means effectively supporting new devices, but ensuring that underlying infrastructure makes the experience consistent across channels. Microsoft has a strong commitment to the branch of the future. Through our Windows-based devices, security and management platform, productivity solutions, and application development approach, Microsoft and our partners can help you embrace Consumerization of IT.

At BAI Retail Delivery Conference, you will see and experience how Microsoft and our partners are enabling the Branch of the Future. Stop by Microsoft Booth #813 to see and experience real examples of how peer banks and financial institutions have deployed solutions that provide greater customer insight, improved customer experience and increased branch efficiencies.

Microsoft at BAI | Microsoft Partners at BAI RDC | Speaker Sessions

Microsoft at BAI

We are excited to showcase customer examples from the following partners that are highlighted in Microsoft’s The Bank Branch of the Future white paper.

Stop by Microsoft Booth #813

and Experience the Branch of the Future!

Selling to the Customer of One

Improve service and grow your business

Tougher markets demand deeper, more profitable customer relationships. The need for banks to personalize the customer experience is more important than ever. See how banks are meeting this need by deploying EnAct™, Fiserv’s relationship sales management solution for financial institutions, which leverages Microsoft Dynamics CRM. The solution provides for cross bank collaboration which enables referrals between divisions and facilitates team-based management of high-value relationships that span multiple business lines.

Developing New Business Opportunities

Increasing Visibility, Administration, and Compliance around Incentive Compensation

Implementing a solution to manage variable compensation enables organizations to drive desired behavior, track and analyze incentive spend and automate payment calculations. Built to run on Microsoft SQL Server, Varicent’s sales incentive solution automates compensation processes including gathering data from disparate sources, calculating commissions and distributing detailed payout results allowing financial institutions to significantly decrease compensation administration costs and reduce errors. The solution adapts to an organization’s unique structures providing the flexibility required to create programs that effectively drive performance and profitability. Varicent also provides the visibility and governance that enable better decisions and meet any audit or compliance requirements.

Improving marketing campaigns with predictive analytics

Stop targeting individuals who will buy anyway, will never buy, or will react negatively to your marketing message. Predictive analytics plays a critical role in minimizing negative campaign responses and ensuring that campaigns are targeted and effective. Solutions such as Portrait Uplift from Pitney Bowes Business Insight increases the chances of a successful marketing campaign and ultimately a better customer experience.

Taking Service to the Next Level

Customer-centric at the core

Bringing the customer relationship front and center is essential in today’s competitive market. Having a core platform in place allows retail banks to be more customer-centric and more efficient, as well as prepare for growth. Microsoft .NET-enabled iPhoenixEFE® Core from Harland Financial Solutions is a real-time transaction processing and account servicing engine. A single, enterprise relationship database links to every application in PhoenixEFE and is accessible through self-service, branch and back-office channels.

Mobile Solutions for Banking

Windows Slate

Windows slate devices combine the ability to consume information and present it to clients with the full production capabilities of a PC. Deploying slates allows branches have more options for face-to-face advice - from line busting to a confidential meeting with a private banking client. From advisory services to account opening the Windows slate provides for a richer customer experience, as well a increased branch flexibility to better serve its customers.

Windows Phone

The Windows® Phone brings your customers even closer to you by offering a superior mobile banking experience. Mobile banking is seeing tremendous growth, and the Windows Phone allows your customers to get what they need easier and faster through the live tiles on the Start screen, so they can get more done with fewer steps.

Microsoft Partners at BAI RDC

We invite you to visit our featured Microsoft Partners

at the BAI Retail Delivery Conference.

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ARGO - Booth #1404

ARGO is a recognized innovator in providing technology-based solutions to major banks, regional banks, credit unions, credit aggregators, as well as credit originators and processors. ARGO's solutions integrate multiple distribution channels including Branch, Contact Center, Internet, Loan Processing Centers, and support product line integration for Deposits and Credit.

www.argodata.com

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Fiserv – Booth #1608

Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry. We are trusted by more than 16,000 clients worldwide including banks, credit unions and thrifts of all sizes; mortgage lenders and leasing companies; telecommunications and utility companies; brokerage and investment firms; healthcare and insurance providers; and retailers and municipalities.

www.fiserv.com

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Harland Financial Solutions – Booth #2008

Harland Financial Solutions serves as a strategic technology partner and business facilitator to more than 6,000 financial institutions of all sizes, supplying comprehensive software solutions and services that help increase institutional performance and drive profitability. Offering its solutions in both an in-house and service bureau environment, the company is a leader in core systems, business intelligence, branch automation, payments, enterprise content management, lending and compliance, loan servicing, risk management, financial accounting, mortgage and self-service solutions.

www.harlandfinancialsolutions.com

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Kronos - Booth #1226

Kronos helps organizations of all sizes unlock opportunities to control labor costs, minimize compliance risk, and improve workforce productivity. Our easy-to-own time and attendance, scheduling, absence management, HR and payroll, hiring, and labor analytics solutions and services provide complete automation and high-quality information and deliver the experience our customers expect.

www.kronos.com

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Pitney Bowes Business Insight – Booth #722

Pitney Bowes Business Insight has served as a trusted advisor enabling financial institutions to:

Meet regulatory requirements while keeping down costs
Optimize branch network distribution strategies to capitalize on market potential
Gain a 360° view of customers to reduce risks and understand growth opportunities
Leverage and control customer communications to create profitable customer interactions

www.pbinsight.com

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Varicent - Booth #813

Varicent brings automation, compliance and flexibility to the management and administration of incentive compensation within financial institutions. With Varicent, organizations can realize the benefits of automating their sales performance and incentive compensation processes by gaining autonomy and visibility across the organization while efficiently communicating plans and monitoring their effectiveness. Track each and every change and manage disputes with audit and control functionality while staying flexible enough to meet changing regulatory environments.

www.varicent.com

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Speaker Sessions

Technology for Business Discussion Group: Strategies and Tools to Meet New Demands on Retail Banks

Tuesday, October 11, 8:30 AM - 11:00 AM

U.S. financial institutions are challenged by new regulations, low interest rates and more technologically demanding customers, and many FIs are reporting that unless hard evidence of a double-dip recession shows up, technology spending will stay on plan to support modified strategies, expanded product portfolios and deeper client relationships. Join the Technology for Business Discussion Group for facilitated dialogue of how financial institution will try to achieve a low-cost, highly efficient and scalable IT environment to support growth strategies.

Planned usage of newer channels, such as social media and mobile
The technological requirements of courting Gen X and Y and underbanked
Security, the cloud, analytics, SaaS, rightsourcing and other IT issues for the next 2-5 years

Speakers:

Moderator: James Eckenrode, Vice President, TowerGroup
Colleen Healy, General Manager, Financial Services, Microsoft
David Cox, Industry Market Development Manager, Microsoft

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Retail Banking in the Cloud for Cost Effectiveness and Greater Collaboration

Tuesday, October 11, 3:30 PM – 4:30 PM

Traditional banking operating models struggle in today’s new environment. Higher capital and liquidity requirements required by financial reform suggest leaner margins in the future. Continued market volatility and shifting consumer preferences imply changing business requirements and product priorities. To support changing operating requirements, the industry needs a new model of technology. This new infrastructure must allow the business to bring products to market faster, more cost effectively and the ability to retire obsolete ones – a solution that allows a rising tide of new regulations to be absorbed and managed more easily. This session will explore how computing power must adapt quicker to shifting product portfolios and that the value of scale is giving way to the need to be more agile and flexible.

Speakers:

Robert Franch, Vice President Collaboration Solutions, AON
Colleen Healy, General Manager, Financial Services, Microsoft
Marley Gray, Industry Technology Strategis, Microsoft

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