TEMENOS

Temenos Insight

Keith Waterman

Commercial DirectorTemenos T24 ranked

No. 1 best selling

banking system

2007 and 2008

10th February 2010

2

What is Business Intelligence?

The right information

To the right decision makers

At the right time

At the right cost

Insight Solution

Integrated BI Solution for the T24 & Misys core banking system (Other 2010)

Pre-Packaged BI Bundled Applications

(i.e.Financial Performance and Risk Management)

Work together in partnership with Microsoft: SQL Server and SharePoint

BI Road Map 2010

Insight Base

Publisher

Insight

Financial Analyser

BudgetingMonthly

Management Reporting

Insight Profitability

Customer Profitability using FTP

Income Analysis

Retail Banking Metrics

Dashboards

Scorecards

Insight Wealth

Management

Wealth Management

metrics

Dashboards

Scorecards

Customer Analytics

Data Mining CRM interface

Insight Risk

(T-Risk)

Credit Risk Market Risk

Insight Retail

Why to choose Insight for BI

Fully Integrated with T24, Misys

• Risk of failure eliminated

• Low cost of ownership

• Reduces T24 upgrade cost

Data Extract

• Flexible Data Model

• Data extract is pre-configured by Temenos

• Daily extract

Automated reconciliation

• Balances Reconcile to T24 CRB reports

• BI requires accuracy

• User confidence

19/03/2010 Slide 5

TEMENOS Insight

Customer Base

90+ customers

including ….

Insight

FPM

RISK

13/11/2007Slide 8

Form Core Banking to Business Information

T24 OLAP

ET

L

Data

Extra

ct

HR Data

Call Centre

Third Part Data

Browser

T24

Third Party

Data Extract

T2 OLTP

Standard

Models

Microsoft SQL

Server 2008

DW

Meta

Data

DW

Meta

Data

Web

Insight Automated Daily Cycle

Extract T24 Data

Transfer to Insight Server

Load T24 Data into Insight

Build Standard

Cubes

Budget Reporting

Customer Profitability

FTP

Run & Distribute Reports

Insight Data Model for T24 - GL

Account Officer

Dispo Officer

Other Officer

Branch

Category

Company

Country

Ccy Description

Customer

Customer Liability

Customer Status

Global Customer

Industry

Interest Basis

Language

Nationality

Relation Code

Relation Customer

Revers Relation Code

Residence

Sector

Target

EB Rating

Maturity Bands

Chart of Account Details

Age Range

Balance Range

Balance

Sheet

Who are the Stakeholders and Why?

CEO

CIO

CFO

Senior Management

The Big Picture

Manage Balance Sheet

Measure Profitability

KPI - Dashboards

The Big Picture

Customer Profitability by Gender

Insight Functionality for Senior Management

Business performance management

Monitor performance against goals

Interactive dashboard & financial reporting pack for

management

Increase efficiency/profitability by analysing key results &

performance metrics

Fast delivery of key information

Revenue Analysis

Departmental Managers

Management Reporting

Departmental Analysis incl. previous periods & budget

Flexible ad-hoc Reporting for end-users

Management Reporting

Product Profitability By Branch and Profit Centre

Out of the Box Reporting

Insight Functionality for Department Managers

Data Query and report writer to be used by departmental users

Out of the box reports

Drill-down from summary level to detail level

Automated budget analysis

Year-to-date reporting

This year vs last year reporting

Automated profitability reporting

IT Manager

Integrated to T24

Browser Based Standard Tool

Import & Export data with other applications

Insight / PWM

Preview

Asset Under Management – by Managed Account/Sector

13/11/2007Slide 24

Client and Portfolio Metrics

13/11/2007Slide 25

Number of clients January February March

Clients at start of period 8,000.00 8,400.00 8,350.00

New clients 450.00 100.00 150.00

Clients who left 50.00 150.00 300.00

Clients at end of period 8,400.00 8,350.00 8,200.00

Number of Portfolios by Managed Account Type January February March

Number of discretionary managed portfolios 10,000.00 12,000.00 8,500.00

Number of advisory portfolios 8,000.00 5,000.00 12,000.00

Number of brokerage and custody portfolios 3,000.00 6,000.00 1,000.00

Number of other portfolio managed account types 500.00 2,000.00 1,600.00

Total number of portfolios 21,500.00 25,000.00 23,100.00

Temenos InsightBusiness Intelligence & Reporting

Thank You