TRANSFORM I.T.€¦ · financial services account managers supports more than cdw gets technology...

WE GET ITCDW FINANCIAL SERVICES

TRANSFORM I.T. BANKS | CREDIT UNIONS | CAPITAL MARKETS FIRMS

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40.44 0.27 0.67%

CDW FINANCIAL SERVICES CAPABILITIES

CONTENTS 4 Partnership and Commitment

6 Banks

8 Credit Unions

10 Capital Markets

12 Solutions

14 Expertise and Industry Knowledge

16 Services and Support

18 Partners and Strategic Alliances

Financial institutions must develop a sustainable innovation capability to succeed in a highly competitive arena. Investment in innovation has the potential to yield significant quantifiable benefits.

Source: pwc.com, “Breaking the Rules: Achieving Breakthrough Innovation in Financial Services,” PwC, 2014

FINANCIAL INDUSTRY FOCUS = UNDERSTANDING THE INDUSTRY CHALLENGESAs an IT leader in the fast-paced world of financial services, you manage a complex array of escalating priorities: Increased competition. Regulations like Dodd-Frank, Gramm-Leach-Bliley, Sarbanes-Oxley and many others. Heightened cybercrime. Risk mitigation and rapid technological advancement. The constant need to reduce costs and build customer trust. All of these influences create a challenging environment that impacts the future of your technology systems.

YOUR DECISIONS MATTER. Whether you’re securing your network against cyberattacks, powering up your high-performance computing to manage growing data and support analytics or high-frequency trading, developing omnichannel banking or trading platforms, managing risk or meeting regulatory compliance, or innovating for the future, your technology choices drive critical decisions.

YOUR PARTNER SHOULD, TOO.That’s why you need a financial services IT partner who gets it — a partner who can help you balance business and regulatory priorities with the right technology. Because you’re responsible for safe, reliable and low-risk operations — and your clients and members put their trust in you — CDW Financial Services is there for you.

86%of banking and capital markets CEOs think that technology will transform their businesses.

Source: PwC, Fit for the Future 17th Annual Global CEO Survey, Key Findings in the Banking and Capital Markets Industry, February 2014

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WHO IS THE RIGHT I.T. PARTNER? GETS FINANCIAL SERVICES GETS TECHNOLOGY GETS YOUR BUSINESS

STRATEGIC PARTNERSHIPSSelecting an IT partner with the right vendor partnerships multiplies your benefits by providing access to the top technology vendors, solutions and industry associations.

Innovation. Just a phone call away, our strategic partnerships with top technology manufacturers keep you connected to the latest innovations in the industry.

Insights. Working with a broad range of financial services clients allows CDW to share proven best practices and successful solutions.

Intelligence. Involvement in leading industry associations keeps us on top of industry trends, changing regulations and new policies.

WE GET PARTNERSHIPSEnsuring top performance 24/7 is imperative for the industry, and that takes teamwork. You can count on the CDW Financial Services team to help. Our experts understand your unique IT challenges and can leverage our industry-leading national partnerships to find the right technology solutions for top results. Our depth of experience and knowledge, responsive support and comprehensive services help you maintain optimum IT operations.

44 CDW FINANCIAL SERVICES CAPABILITIES 888.706.4239 CDW.com/financial

CDW GETS FINANCIAL SERVICES

U.S. CAPITAL MARKETS (SECURITIES AND INVESTMENTS) FIRMS

BANKS, CREDIT UNIONS, CAPITAL MARKETS FIRMS AND SPECIALTY FINANCIAL SERVICE COMPANIES

15,000WORKS WITH MORE THAN

99%OF THE TOP U.S. BANKS

SUPPORTS

55%OF THE TOP U.S. CREDIT UNIONS

SUPPORTS

7500DEDICATED CDW FINANCIAL SERVICES ACCOUNT MANAGERS

SUPPORTSMORE THAN

CDW GETS TECHNOLOGY

43 61CLOUD PROVIDER RELATIONSHIPS

CISCO CCIEs

1400VENDOR PARTNERSHIPS

MORE THAN

ACCESS TO OVER

DATA STORAGE FACILITIES GLOBALLY

800

100,000+PRODUCTS

75+

SERVICES

PARTNERSHIPS

EXPERTS SERVICES

PARTNERSHIPS

EXPERTSSERVICES

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PERFORMANCE

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FINANCIAL SERVICESINDUSTRY

PERFORMANCE

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BANKINGCREDIT UNIONSCAPITALMARKETS

RISKMANAGEMENT

REGULATORYCOMPLIANCE

EFFICIENCYMEMBERSHIP

GROWTH/SATISFACTION

SERVICESRISKMANAGEMENT

LOW LATENCY INTEGRATION& VISIBILITY

COMPETITION


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EFFICIENCYREGULATORYCOMPLIANCE

30%INCREASED

Banks’ and credit unions’ concerns about managing compliance and risk have

over the past two years.

Source: Wolters Kluwer, Financial Services Regulatory and Risk Management Indicator, October 15, 2014

CDW is a leading provider of technology solutions and services dedicated to supporting the highest standards of trust and performance for the financial services industry. For 30 years, CDW has continued to help over 15,000 banks, credit unions, capital markets and specialty financial services companies assess and align their IT infrastructure with growth strategies, managing regulatory compliance and costs.

COMPLIANC E

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WHAT YOU NEED SCALABILITY SECURITY INNOVATION

INFRASTRUCTURE TECHNOLOGIESA robust and reliable IT infrastructure is critical to your bank’s core processing system and other applications. It is the foundation of the omnichannel configuration and strategy.

• Cloud computing. The right combination of software and computing delivered on demand can boost agility, improve cost structure and increase productivity.

• Data center. CDW’s custom data center solutions can help you optimize redundant and incompatible systems.

• Core processing support. CDW Financial Services can help provide the IT infrastructure backbone your bank needs to bolster core processing system performance.

CUSTOMER TECHNOLOGIES Video collaboration and mobile are just two of the technologies sparking innovation in products and service delivery. Let CDW’s Financial Services experts connect you to cutting-edge customer-focused technologies.

• Omnichannel. CDW experts can help you create a scalable infrastructure that will reliably support digital innovations and deliver seamless 24/7 multichannel services.

• Mobility. Let CDW help you assess, design and optimize your wireless network platform, then select and activate the mobile devices that will meet the needs of your staff, your customers and even their customers.

• Data analytics. CDW can assist you in tapping the power of data analytics to better predict customer behavior, drive profitability, potentially find new areas of business and reduce risk.

SECURITY CDW’s security experts can assist you in deploying critical protective solutions to meet escalating data security challenges and satisfy regulatory compliance.

• Data loss prevention. We can help you provide a customized control environment with firewalls, encryption, intrusion detection and prevention systems, to limit data loss vulnerabilities.

• Cybersecurity. CDW can help you limit exposure to threats and increase productivity within your facility with a defense-in-depth and other top-notch security solutions.

• Regulations and compliance. Our experts can help you improve internal IT infrastructures to easily meet compliance and reporting mandates from Dodd-Frank and other industry regulations.

BRANCH TELLER REFRESHCDW’s Financial Services team can help you update your tellers with the latest IT equipment to efficiently complete their tasks and create a satisfying customer experience.

BRANCH IN A BOXEnsuring that your new technology is easily integrated with existing systems is critical when opening a new branch. CDW solves the problem with a customized, preconfigured IT solution that can be shipped just in time.

BRANCH OF THE FUTUREOne thing is certain, technology is a key to designing the branch of the future. Our CDW experts are targeted solely on helping financial organizations gain the specialized expertise you need to create and implement a customized prototype design.

BANKSTransform and secure transactions, data and customer satisfactionToday’s tech-savvy customers are driving the need for anywhere-anytime banking. Providing a seamless omnichannel experience demands new approaches to banking from branch redesign to mobility. Increasing cyberthreats require tighter security. There’s also the need to analyze growing data volumes, pass audits and stay ahead of the curve. Let CDW Financial Services help you address these challenges with comprehensive IT solutions.

CDW FINANCIAL SERVICES CAPABILITIES 888.706.4239 CDW.com/financial6

1. What technology trends are you seeing that are key to the delivery of a seamless customer experience? Mobile banking and application development are key right now. Banks need to rethink the way they interact with their customers. Today, customers want day-to-day branch functions available from their mobile devices or tablet PCs. When they do need to visit a branch, they want information on demand. Banks also need to rethink how they leverage their branch locations. Video conferencing technology, advanced LAN/WAN and wireless networks provide branch locations with access to bank experts regardless of location.

2. What are the top three questions banks should ask to jump-start their omnichannel strategy?

• Do I have access to all of the banks’ resources, regardless of location?

• What mobile banking options does our core banking provide, and are we leveraging them properly?

• Does IT know how Marketing is planning on improving the customer experience?

3. How can banks ensure that their omnichannel strategy will be agile and adapt to new, innovative technologies as they are released? In order to ensure the success of an omnichannel strategy, IT must work with the lines of business that directly impact customer interaction. With the help of CDW, banks can future-proof technology purchases to handle increased demand, but IT must know where the demand is coming from to be successful. The focus should be on the changes in customer behavior and the technology needed to react to that demand. All lines of business must work together to solve a common goal:

“How can we interact with our customers better?”

“Working with CDW has saved our bank countless personnel hours that previously would have been dedicated to configuration and transport time during new branch rollouts, as well as desktop and laptop refreshes.”

Brian Ganaway, AVP, Infrastructure Manager, First United Bank

PEOPLE WHO GET ITStefan PerrecaCDW Executive Account Manager,Financial Services

for omnichannel bankingTOP TIPS

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CDW supports 99% of the top U.S. banks — including national, regional and community banking customers — with the industry’s broadest and deepest technology, solutions and services. The CDW Financial Services team helps banks integrate and keep current with technology to better manage risk, meet regulatory compliance requirements and audits, improve customer experiences and achieve growth targets.

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WHAT YOU NEED RELIABILITY OMNICHANNEL SECURITY

CREDIT UNIONSBuild business, member growth and satisfactionEnsuring an optimal member experience from every transaction channel is critical. Protecting against cybercrime gets more challenging by the day, and so does managing massive quantities of data. And while these factors contribute to high member satisfaction, they can also strain your IT infrastructure. CDW Financial Services can help you meet the needs of today with an eye on the future.

INFRASTRUCTURE TECHNOLOGIES CDW can help you create a scalable and cost-efficient IT infrastructure solution to meet the demands for 24/7 uptime, complex data analytics, regulatory compliance and risk management.

• Cloud computing. CDW can help you select the right cloud model to easily scale on-demand delivery of IT resources up or down to meet the needs of your business operations.

• Data center. Let CDW help your credit union manage, store and analyze critical business and customer data with speed and accuracy.

• Core processing support. The CDW team can help you configure the right IT infrastructure to maximize your core processing system performance.

MEMBER TECHNOLOGIESToday’s members demand secure, rapid-fire financial transactions through the channel of their choice. Finding the right technology is quick and easy when CDW is your partner.

• Omnichannel. From video to mobile, social media and ATMs, our CDW experts can help you deploy the right technology to provide an integrated omnichannel experience.

• Mobility. CDW’s experts can tailor a mobile program to fit your business needs from mobility roadmaps, data and device policies, mobile security and applications to network integration.

• Data analytics. Let CDW help you find the right analytics program to discover powerful member insights, business growth opportunities and cost savings.

SECURITYOur team of security experts can ensure your sensitive data runs securely inside and outside your financial organization, protecting member data and privacy.

• Data loss prevention. CDW experts can help you take data protection to the next level by implementing sophisticated encryption and data leakage products.

• Cybersecurity. CDW can help expose computer and network vulnerabilities to determine whether unauthorized access or other malicious activity is possible, then advise you on the right security solution.

• Regulations and compliance. Our team of CDW experts helps you configure an IT infrastructure solution to efficiently satisfy complex regulations and reporting, and reduce risk exposure.

BRANCH TELLER REFRESHLet CDW update your teller stations with the latest product advances from check scanners to small PCs and privacy screens.

BRANCH IN A BOXOpening a new branch requires a vast array of equipment that is smoothly integrated into existing systems. CDW can help expedite the process with a preconfigured IT solution and just-in-time delivery.

BRANCH OF THE FUTURECDW experts can help you custom-design a branch with the latest and most innovative technology for your unique needs. We tap our years of experience assisting financial organizations to find solutions to their biggest technology challenges.

48% of members said online and mobile banking stand out as the most influential aspect driving member satisfaction.

Source: cfigroup.com, Credit Union Satisfaction Index, 2014


93% of financial services organizations have experienced cyberthreats in the past year.

Nearly one out of three don’t protect users’ endpoints or use internal protection.

Source: usa.kapersky.com, Kapersky Lab and B2B International Survey of Worldwide IT Professionals, September 8, 2014

FIVE KEY QUESTIONS

1. What type of data are you looking to protect?

2. What other kinds of security concerns beyond data loss keep you up at night?

3. What would happen if you didn’t solve your IT security problems?

4. Who would be most affected by the ramifications of a data security threat?

5. What types of security policies do you have in place right now, and how often are they updated?

to ask yourself regarding data security

Source: creditunions.com, Callahan & Associates 2014 Technology Priorities Survey

10.5% of credit unions identified themselves as technology innovators.

17.9% reported being early adopters.

40.3% say they are fast followers.

PEOPLE WHO GET ITKirk CaskeyCDW Data Loss Prevention Engineer and Team Leader,CDW Malware Interception Team

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The CDW Financial Services team helps credit unions leverage their IT infrastructures to drive efficiency, grow membership and satisfaction, roll out new services and meet regulatory compliance requirements.

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Source: tabbforum.com, “Capital Markets Technology 2015: The Year of Self-Improvement,” January 23, 2015

58%

46%

of capital markets firms expect to increase investment in technology spending in 2015.

believe that improving efficiency and cost-effectiveness is the primary driver of technology spending in 2015.

HIGH-PERFORMANCE COMPUTING To keep complex data moving quickly, CDW experts can help you scale up with an HPC solution that enables you to quickly access large data sets, assess financial exposure and risk, optimize computation and server processing, maximize organizational performance and manage future data growth.

RISK AND COMPLIANCE Better assess risk and assure compliance while helping to protect your reputation with continuous monitoring software and tools from CDW.

LOW-LATENCY NETWORKING CDW can assist in developing a network that will meet the speed required by your firm with the right network management tools and switches to handle the influx of transaction data and keep your network optimized.

INVESTOR TECHNOLOGIES CDW can help capital markets firms stay connected and ahead of the competition with a mobile solution that fits your firm’s and clients’ needs, and a business intelligence solution that will ensure accurate, trustworthy analytics at ultra-fast speeds.

• Data analytics. Let us help you design the right business intelligence solution to facilitate the real-time, rapid-fire gathering, analyzing and reporting of complex information to gain a statistical advantage and reduce risk.

• Mobility. CDW experts can guide you in creating and implementing your mobility strategy. From policies to security to an end-to-end application, we’ll help you provision the right mobile devices and tools for your organization.

INFRASTRUCTURE TECHNOLOGIES Conducting cutting-edge algorithms, risk analysis, swift, secure transactions, and superior customer service requires a scalable, robust infrastructure. CDW experts can ensure that yours is ready for the challenge.

• Disaster recovery. CDW can help you create a solid business continuity strategy with the right technology to protect against power outages and other potential disruptions to your business.

• Cybersecurity. Securing clients’ confidential personal and financial data, as well as top-secret company algorithms and data resources, is an urgent need. CDW Financial Services can help with data loss prevention (DLP), defense in depth, mobility security, penetration testing, and disaster recovery solutions and services.

• Regulatory compliance. Deploying the most advanced technology to address the administrative burden of compliance, improve workflow and speed processing time is simple with CDW’s support and the right cloud solution.

• Cloud computing. Our experts can help you gain rapid access to growing data volumes without the worry of security, capacity or reliability — and boost your firm’s agility and improve cost structure while increasing productivity and collaboration.

WHAT YOU NEED SPEED ANALYTICS COMPLIANCE

CAPITAL MARKETSPower up performance, analytics and risk managementThe three Vs of data, volume, velocity and variety — coupled with the rapid adoption of mobile and online transactions — have shifted the way capital markets firms conduct business. The increasing size and quantity of cyberattacks from inside and outside the firm demand lock-tight cybersecurity. You need a powerful, robust IT infrastructure with the most advanced technology and analytics to be a marketplace leader, and CDW Financial Services can help.


“The in-person time is important. People want to trust, to believe in someone, to vet their decision with someone else. The level of trust is there with CDW. ”

Sonny Baillargeon, Chief Technology Officer, Pico Quantitative Trading

PEOPLE WHO GET ITJonathan HunterCDW Executive Account Manager,Financial Services

EXPERTPERSPECTIVE

CDW supports more than 7,500 U.S. capital markets (securities and investments) firms with the industry’s broadest and deepest technology solutions and services. Your dedicated CDW Financial Services account team can help assess and create a powerful IT infrastructure that supports strategies focused on low latency, global market integration and visibility, customer service, competition and risk management.

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1. Understand the application and determine whether it scales horizontally (shared memory) or vertically (distributed memory).

2. Understand the limitations of bandwidth and latency constraints, and then identify the best hardware and solutions to help mitigate those constraints.

3. Build a foundation that can scale and deliver results for the line of business, developers and finance for each client.

Key considerations for scaling up infrastructure for HPC

Buy-side and sell-side firms are recognizing the top benefits of leveraging data:

• Faster data analytics

• Better insight

• System scalability

• Granular drilldown

• Proactive compliance

Source: share.thomsonreuters.com, “Big Data in Capital Markets: At the Start of the Journey,” 2014

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SOLUTIONS AT WORKToday more than ever, increasing industry and regulatory changes demand that financial institutions have a robust, reliable and resilient IT infrastructure for efficiency, speed, risk mitigation, better decision making and future growth support.

Your CDW Financial Services account manager and certified solution architects are here to help you get the most out of your infrastructure to optimize your application performance and other key IT functions.

We offer consulting on virtually any issue — from choosing a single desktop to revamping your networking to outfitting a new data center. Plus, our partnerships with leading IT manufacturers provide us with the industry’s broadest and deepest technology solutions and services.


Top-performing companies are more likely to look for [digital] innovation outside the company, but all organizations would benefit from looking more to external sources. Source: pwc.com, “PwC 6th Annual Digital IQ Survey,” 2014


DATA CENTERSOLUTIONS

DATA CENTER SOLUTIONS Optimize your data center for peak performance.

• Backup. Enhance your ability to store, search and restore critical information for high availability in any circumstance.

• Networking. Minimize complexity and ensure 24/7 access to core applications and data.

• Converged infrastructure. Create an optimized, resilient and orchestrated management system.

• Power, cooling and racks. Reduce energy costs and provide backup to power planning for uninterrupted data access.

• Server virtualization. Maximize physical resources in the most efficient way. Run multiple, independent virtual operating systems on a single computer.

• Desktop virtualization. House all computing tasks and data on a centrally hosted server to gain tighter control of applications and data security.

SOFTWARE MANAGEMENT SOLUTIONS Track and manage key assets stored on your network and better maintain your organization’s software license compliance by using CDW’s proprietary software tools:

• Software Asset Manager. Gain 1005 visibility into your financial firm’s network traffic, remote auditing and up-to-date inventory records.

• Software License Manager. See how you can stay in compliance, consolidate agreements and/or achieve a more cost-effective pricing tier based on your current number of licenses.

REGULATORYCOMPLIANCE SOLUTIONSHelp ensure that your institution remains in compliance with key regulations governing the financial services industry, including:

• Dodd-Frank Act

• Gramm-Leach-Bliley Act

• USA Patriot Act

• Bank Secrecy Act

• Fair and Accurate Credit Transaction Act

CDW Financial Services can help you scale your IT infrastructure to meet the demand for greater compliance with these and other laws that subject your organization to rigorous auditing. For example, our knowledgeable account managers can guide your selection of:

• Infrastructure technologies. Support your core processing systems and key applications with the right hardware to facilitate uninterrupted operations, minimize risk, generate accurate reporting and maintain continuous compliance.

• Data analytics. Choose the optimal server, storage and networking technology to manage, store, analyze and retrieve business and customer data with speed and precision.

• Security software and hardware. Safeguard your operations against cyberattacks and malicious threats that may compromise sensitive customer data and lead to fraud, identity theft, breaches and other suspicious activity that quickly jeopardizes compliance.

AGGREGATIONSERVICESGet flexible scalability so you can instantly scale up or down to meet unexpected demands and opportunities, and provide all-important disaster recovery backup. We are one of the largest direct agencies/brokers of telecommunications and cloud services in the world. Our Aggregation Services Team represents over 75 voice and data carriers, 1,100 data centers and 42 cloud platforms, with a global reach.

• Telecom. Our team can help you with voice, data, Ethernet and wide area networks.

• Hosting/colocation services. Whether your firm requires dedicated cages, POP, rack or power, our team can help. CDW has partnerships with 800+ data center facilities globally.

CDW can support you with a variety of cloud services, including:

• Hosted voice (VoIP)

• Cloud backup and disaster recovery

• Hosted exchange and archiving

• Cloud compute and managed hosting

• Desktop-as-a-Service/virtual desktop

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EXPERTISE AND INDUSTRY KNOWLEDGEGet expert advice from people who get financial services ITWhen you partner with CDW Financial Services, you get a committed team of experts who understand your business and will help you achieve your IT goals.

• An account manager who understands the nuances of the financial industry will be there to address the specific needs of your organization.

• Our solutions architects, highly certified professionals with extensive industry experience, offer expertise in designing customized solutions.

• Our advanced technology engineers assist you with implementation and long-term management.

“We had a lot of strategic planning sessions in which the CDW team made sure they understood the functionality we were looking to get out of the system. The implementation plan was very well documented, which made it easy to get it all done on time. Everything we asked them to do they had done before with several customers.” Jamie Valentine, UW Credit Union Network Administration Manager


CDW’S FULL-TIME TECHNOLOGY SPECIALIST STAFF INCLUDES:

• Certified Cisco Engineers (61 CCIEs, 6 double CCIEs, 3 triple CCIEs and 1 quadruple CCIE)

• Certified Novell Netware Engineers (CNEs)

• Microsoft Certified Systems Engineers (MCSEs)

• 211 professional-level certifications (156 CCNP, 103 CCNP-V, 10 CCNP-SEC, 12 CCNPW, 6 CCSP, 59 CCDP, 4 CCIP)

• 316 associate-level certifications (296 CCNA, 135 CCDA, 91 CCNA-V, 35 CCNA-SEC, 31 CCNA-WL, 13 CCNA-DC, 3 CCNA-VID)

• 491 CSE

We want our customers to know they can count on us, and that we’re experienced in working with financial organizations that have similar technology challenges.

We start every customer collaboration by gaining an in-depth understanding and review of the customer’s IT infrastructure, asking questions like:

• What are the organization’s business objectives for the year?

• How will you use technology to accomplish the business objectives?

• What is the staffing/foundation? IT, development, support?

• How bleeding-edge do you want your technology?

Our goal is to continuously deliver new ideas and innovation to our customers. CDW has the pulse of the technology industry and understands the needs of financial service institutions. This combination of knowledge and experience helps us deliver the right solution with the best technology and service, to protect financial services organizations’ technology investments for today — and long into the future.

PEOPLE WHO GET ITScott HiemstraManager, CDW Financial Services

ADVICE FROM AN EXPERTBuilding a foundation of trust

WHO WE ARE• Highly certified IT solutions provider

• Experts with unparalleled depth and breadth of knowledge

• Strategic partner to recognized industry leaders

• Consistent recipient of industry partnership awards

WHAT WE DO• Listen carefully to understand your organization’s

needs, goals and budget

• Provide you with a clear view of all your solution options

• Help you choose the best-fit solution for your needs

• Assist you at any and all stages, from inquiry to implementation

HOW WE DO IT• Account teams dedicated to your organization

• Expert pre-sales solution architects

• Assessment teams to assist you on- or offsite

• More than 700 certified technology engineers

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ONGOING SUPPORTCDW Financial Services also offers ongoing support for all your technology needs.

• Knowledgeable CDW account team. Got a question? We have the answer. In addition to your primary CDW Financial Services account manager, you can count on CDW’s experts in technology, customer relations and technical support who stand ready to support you with the best-fit strategies and solutions for your financial institution.

• Toll-free technical support. CDW’s U.S.-based toll-free technical support help line is staffed by Level One associates who are COMPTIA-certified and hold (at minimum) A+ and Network+ certifications. Our average call-to-answer is less than 60 seconds, and we offer support for computers, peripherals and operating systems for five years from their date of purchase. Hours are Monday through Friday from 7 a.m. to 7 p.m. CT. 800.383.4239

• Online support. CDW’s online support (including live chat) is available through your own personalized My Account feature on CDW.com, which provides 24/7/365 access to your latest order and purchase information and the real-time status of your account team. In addition, CDW.com offers easy-to-use tools that help you to manage your hardware assets and software licenses, streamline purchase approvals, obtain quotes, set preferences and much more.


ALWAYS AT YOUR SERVICECDW Financial Services can help you leverage the latest technology to support you in your day-to-day challenges, or design your major projects and installations. We can help your financial institution with services that span:

Assessment/planning/design. Assessments provide the foundational support for an effective IT strategy. CDW Financial Services specialists consult and collaborate with your IT team to evaluate your legacy infrastructure and help ensure it can scale with your technology requirements.

Configuration. We can customize your technology solutions to your precise specifications in CDW’s Configuration Centers — from simple installations and device activation to highly complex network operation system installation and enterprise configurations. We can quickly mount and configure your network equipment into a rack structure before shipping.

Installation/deployment. Our installation services ensure your new technology is up and running as fast as possible. An engineer can be onsite to help you with all facets of installation, making sure your technology is connected and working properly, and that all components are talking to your network.

Staff augmentation/retainer. If you’re resource-strapped, we can offer your financial institution’s IT team extra support through onsite staffing and training. We also can help protect the lifespan of your technology with maintenance contracts and, when the end is near, provide proper asset disposal.

Voice and data. Tap the expertise of CDW to securely house your servers and devices in our state-of-the-art data centers for cost savings and reliability. We can also assist you in preparing for the unexpected with a lock-tight disaster recovery and colocation plan.

Telecommunications services. CDW’s telecommunications experts will scope your voice and data needs, while our experienced carrier service specialists are always up to date on the latest technologies and trends. We consistently save clients 10%–30% by being one of the largest direct agencies/brokers of telecommunications services in the world.

Hosting and managed services. Efficient and economical, we can protect your operations with a full range of services whether your technology is located at your premises (remote) or in our Enterprise Hosting Center.

Data Loss Prevention Risk Assessment. We’ll provide a thorough review of your existing environment, a definition of project requirements, and detailed vendor evaluations, recommendations, future design and proof of concept.

Penetration test. With the ever-increasing onslaught of cyberattacks, we can help you conduct a full security audit for both internal and external threats.

Specialized services. In addition to our core services offerings, CDW Financial Services offers additional support for specialized needs, including:

• Maintenance contracts

• Retainer contracts

• Staffing

• Training

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PARTNERS AND STRATEGIC ALLIANCESCutting-edge performance is the cornerstone to success in the financial services industry. We get it — and we deliver. CDW Financial Services partners with the industry’s leading technology companies to bring you the best-of-breed IT solutions you need to succeed. In addition, CDW has consistently received industry recognition based on our dedication to excellence, and we proudly affiliate with leading financial associations to stay in lockstep with the trends and policies shaping our clients’ businesses.

2014 AWARDS AND RECOGNITIONOracle Excellence Award for Specialized Partner of the Year — North America in Hardware Growth

VMware Global Partner Network Award — vCloud Hybrid Service

PartnerOne Financial Services Partner of the Year Award

Cisco Partner Summit Awards (10 honors)

Platinum Level Status — Symantec’s Partner Program

NetApp Partner Awards (7 honors)

CONTACT CDW FINANCIAL SERVICES CDW Financial Services has a deep bench of technology experts who understand your IT infrastructure and technology challenges. We leverage our strategic technology partnerships to deliver the broadest choice of solutions. Our goal is to help you optimize your technology investment with guidance you can trust, responsive support and comprehensive service so you can meet your business and IT objectives. Together, we will meet your IT challenges.


CRN 25 Most Influential of 2014

Fortune 500 Rankings

Yammer Customer Engagement Partner Program Certification

InformationWeek Elite 100

Computerworld Best Places to Work in IT (14th time)

Top 10 Data Centers to Work for in 2014

TECHNOLOGY PARTNERS

BizTech magazine — BizTech, published by CDW, explores technology and business issues that senior IT leaders and business managers face when they’re evaluating and implementing a solution.

TO LEARN MORE ABOUT HOW WE CAN HELP YOU ACHIEVE YOUR I.T. OBJECTIVES, CONTACT YOUR CDW FINANCIAL SERVICES ACCOUNT MANAGER AT 888.706.4239.

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CDW Financial Services

CDW.com/FinTalk

CDW.com/financial

TRANSFORM I.T.€¦ · financial services account managers supports more than cdw gets technology...

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Transcript of TRANSFORM I.T.€¦ · financial services account managers supports more than cdw gets technology...