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Driving Competitive Advantage and Next Level of Success for Banks with Performance Management

Driving Competitive Advantage and Next Level of Success for Banks with Performance Management. Agenda. Compliance AND Performance, mutually exclusive? Performance Management Vision for Banking About Cognos . Leading Challenges for C-Level Bankers. Increase revenues. Compliance. Customers.

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Driving Competitive Advantage and Next Level of Success for Banks with Performance Management

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  1. Driving Competitive Advantage and Next Level of Success for Banks with Performance Management

  2. Agenda • Compliance AND Performance, mutually exclusive? • Performance Management Vision for Banking • About Cognos

  3. Leading Challenges for C-Level Bankers Increase revenues Compliance Customers Change culture Cost management Cross selling Risk management Mergers and systems Competition 0 10% 20% 30% 40% 50% N = 15 Source: 2005 U.S. Bank Survey, Financial Insights, an IDC Company

  4. 1 1 2 2 3 3 Near-Term Investment Priorities Research PerspectivesInvestment Priorities Compliance Investments Improve reporting accessibility and transparency Improve financial close process Improve planning process Performance Investments Improve reporting accessibility and transparency Improve financial close process Improve planning process Compliance, Technology, and Performance Management — Finance Combines Opportunity with Necessity, August 2005

  5. Compliance Themes & Response • The common Regulatory intent • Increase Transparency • Increase Controls • Two responses to Compliance challenge: • Tactical: respond to each regulatory demand individually, reactively • Strategic: deliver visibility throughout the organisation in key areas and externally to stakeholders (customers, regulators, accounting groups, investors etc.) • But a tactical ONLY approach cannot deliver a coherent and consistent compliance/disclosure strategy that aligns with internal management processes. There will be multiple versions and wasted investment

  6. Agenda • Compliance AND Performance, mutually exclusive? • Performance Management Vision for Banking • About Cognos

  7. Single Platform for Decision Making Disconnected Decision Making

  8. Cognos Performance Management System

  9. Governance Risk & Compliance Operational Efficiency Profitability Banking Performance Management Solution Areas BANKING SALES & MARKETING RISK & COMPLIANCE FINANCE & HR OPERATIONS • Risk Analysis • Cap Project Planning • Discretionary Capital Expenditure Planning • Expense Planning & Control • Strategic Long Range Planning • Strategic Fin. Planning & Forecasting • Expense Planning & Control • Allocation Planning • Workforce Performance • IFRS • Customer Management, Analysis & Profitability • Product portfolio Performance • Channel Analysis & Reporting • Branch Performance Blueprint • Customer Segment Blueprint • Core Banking Reporting • Mortgage Origination Performance • Credit Card Issuance • Operations Risk Management • Credit Risk Reporting • Risk Management & Basel II • Compliance Performance Management • Risk Cockpit • Sales Analysis& Reporting • Sales Compensation Planning • Sales Planning & Forecasting • Initiative Planning Finance, HR & Marketing Customer Solutions Cognos & Partner Solutions

  10. Agenda • Compliance AND Performance, mutually exclusive? • Performance Management Vision for Banking • Introduce Cognos

  11. Cognos: The Performance Management Leader in Financial Services • Cognos has over 1,000 financial services customers • All of the world’s top 10 Investment Banks • 6 of the top 10 Asian Banks • 9 of the top 10 European Banks • 9 of the top 10 US Banks • Breadth & independence of Performance Management offering supports departmental BI through to enterprise PM suite implementation • Cognos has strong relationships with key financial services application and integration partners including IBM, Accenture, Deloitte, Bearing Point, Misys, i-flex, FiServ etc.

  12. Selected Financial Services Customers

  13. Selected Cognos Performance Management Successes in Financial Services Retail Customer Profitability Marketing Analysis Channel Management Global Investment Bank Customer Profitability and Servicing Top 10 Global Bank Branch Performance Top 3 Global Bank Performance Reporting Customer Management and Insight Credit Risk Reporting Compliance Scorecard Top 5 Global Investment Bank Market Risk Management Client Portfolio Risk Management

  14. Financial Services Performance Management Solutions Branch Performance Blueprint Customer Segment Profitability Planning and Reporting* Product Profitability Planning and Reporting* Basel II and Risk Reporting Insurance Risk/Claims Reporting Mortgage Origination and Servicing Reporting WorkForce Analytics Risk Reporting* Compliance Reporting* *In development

  15. About CMCSoft: The Official Distributor of Cognos in Vietnam • A member of CMC Corporation, one of the leading ICT Groups in Vietnam with the revenue in 2006 of around 40 million USD • ++200 well-trained and experienced staff with high qualifications. • Good expertise in providing software solutions for Banking – Finance Organization • Good quality management process: ISO 9001:2000

  16. To access the Financial Insights executive report: 'Performance Management Drives Improvement at European and U.S. Banks', visit www.cognos.com/financial_services. Remus.lim@cognos.com Thankyou

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