global independent perspective

Publications
catalogue 2010
on financial technology
Welcome
Contents

IBS Intelligence New website, Digital Editions & IBS eLibrary 4

Global independent perspective on financial technology
IBS Journal 6

Market Reports
IBS Intelligence is the definitive source for independent, in-depth news, research and analysis Core Banking Systems Market Dynamics Report 2010 8
of the financial technology market. International Banking Systems (IBS) 2010 10
Wealth Management Systems (WMS) 2010 12
We provide a comprehensive range of industry reports, guides and other resources, including Retail Banking Systems (RBS) 2009 14
our flagship IBS Journal and the annual IBS Sales League Table, as well as specialist consulting
and research services. IBS Guides
Back Office Systems & Suppliers (BOSS) 16
Payments Systems & Suppliers 18
Why we are different Islamic Banking Systems 20
Independence
IT Users Guide to Banking Definitions 22
Every word of every publication is written by ourselves, we do not accept contributed articles Survivor’s Guide to Banking Systems Selections 23
or advertorial and, within our consulting and publishing remit, we have no ties with any
suppliers or other third parties. Case Studies
Core Banking Systems 30 Case Studies, Vol.3 24
We know the industry Core Banking Systems 30 Case Studies, Vol.2 26
We have been dedicated to the financial technology sector for 20 years. Our business is Core Banking Systems 30 Case Studies, Vol.1 27
knowledge and our positioning and expertise is unrivalled. The Innovators 28
Corporate Financial Technology 25 Case Studies 29
Buy one of our market reports for instance, and you will end up knowing the suppliers’
and systems’ strengths and weaknesses, the successes and failures, the functionality and
technology, what the customers think, the history and the future roadmap.
Regional Guides
Banking Systems in the Middle East 30
Real business intelligence Russian Federation 32
We delve deeper into what is going on in the market than anyone else. All of our publications
and consulting projects provide the information that is really needed by decision-makers, Analyst Reports
not high-level generalisations or supplier-based hype, not only the good news but the true Business Intelligence Systems 33
picture. Enterprise Risk and Finance Architectures 34
Customer Centricity 35

Look out for special offers and discounts within this catalogue.
Advertising opportunities 36

Consulting expertise 37

PRIORITY ORDER FORM 38

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New website, Digital Editions
Digital Editions | View Inside | IBS eLibrary
& IBS eLibrary

New name, new website, IBS Digital Editions

IBS Intelligence has launched a new Digital Edition electronic
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View Inside
View Inside IBS journal
APRIL 2010/ISSUE 19.7

You can now look inside our titles at selected pages - free online GLOBAL INDEPENDENT PERSPECTIVE ON FINANCIAL TECHNOLOGY

ATB Financial struggles with SAP implementation

at www.ibsintelligence.com. SAP’s core banking project at ATB in Canada is a year late and over budget
SAP’s core banking project at ATB Financial in
Canada is experiencing a major setback and
budget review. The project is one year behind
schedule (the implementation was originally
scheduled for early 2010, but is now reset for
2011) and the initial budget of $157 million
has had to be significantly increased.
No comment was available from ATB and
IBS was referred to the bank’s management
discussion and analysis (MD&A) report. The
capital’ for it, the extent of the work
involved was underestimated. ‘ATB has
recently determined that the scope and
effort behind the project is significantly
larger than initially anticipated. Further,
ATB believes that the management of the
programme can be strengthened.’
The bank launched an ambitious IT
transformation project in May 2008 (IBS,
May 2008, SAP gains two high-end deals),

There really is no better way for you to see the quality and
statement, issued by the bank, says that
although ATB realised from the outset the
scale of the initiative and ‘allocated a substan-
tial amount of resources – both people and
to replace its Cobol-based legacy systems
and to tailor SAP’s banking suite for the
...continued on page 10

CRDB nears crucial Misys Bankfusion cut-over

breadth of our content. You can also search the entire content of
Tanzania-based CRDB poised to go live; Bankfusion Universal Banking gains fourth taker
The pivotal cut-over of Misys’ emerging Bank-
fusion Universal Banking system at CRDB Bank
in Tanzania is now due to happen over the
long Easter weekend. Meanwhile, a fourth
managing director, Jens Ole Pedersen. Having
been through such migrations, he is aware
that there will be issues but there has been
been little additional cost for the bank.
A failure would be very difficult for Misys,
says Pedersen, because there are a lot of banks
extensive testing. The original cut-over was waiting to see what happens at CRDB.

a title for keywords and phrases before purchasing.
bank has signed for the system, Time Bank in
Zimbabwe.
The deadline at CRDB has been pushed
back from the revised planned go-live in
March to allow more time to iron out any
issues. ‘If anything goes wrong, we have time
scheduled for last November. ‘These things
will always take more time, you always tend
to be overly positive. No harm has been done
and it is best to be as prepared as possible, so
long as it doesn’t cost a lot,’ says Pedersen.
Misys has been ‘very supportive, and very
Although the system has been live for some
time at Standard Bank in Zimbabwe, he does-
n’t think there is much comparison as it is a
single branch operation. CRDB has 65 branch-
es and more than one million accounts. The

to take care of it,’ says the bank’s deputy keen that we will be a success’ so there has ...continued on page 6

FEATURES

Payments: Project watch: Case Study:

Wherever you see the special View Inside icon, click on the cover Still just a commodity?
Pg 24-27
Oracle FSS Flexcube
Pg 30-35

IBS Journal Material may not be reproduced in any form without the written permission of the publisher.
Probusinessbank
Pg 36-38

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IBS JOURNAL
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Global independent perspective on
IBS journal
APRIL 2010/ISSUE 19.7

financial technology
GLOBAL INDEPENDENT PERSPECTIVE ON FINANCIAL TECHNOLOGY
❏ 10 issues per year
ATB Financial struggles with SAP implementation
SAP’s core banking project at ATB in Canada is a year late and over budget ❏ Instant online access to the latest news and articles
❏
SAP’s core banking project at ATB Financial in capital’ for it, the extent of the work

Canada is experiencing a major setback and
budget review. The project is one year behind
schedule (the implementation was originally
scheduled for early 2010, but is now reset for
2011) and the initial budget of $157 million
has had to be significantly increased.
Established in 1992, IBS Journal is the definitive source of news and Online IBS Journal archive featuring +3,100 articles
involved was underestimated. ‘ATB has
recently determined that the scope and
effort behind the project is significantly
larger than initially anticipated. Further,
ATB believes that the management of the
programme can be strengthened.’

❏
No comment was available from ATB and The bank launched an ambitious IT

analysis relating to financial technology. Regular in-depth Supplements - recent examples

IBS was referred to the bank’s management
discussion and analysis (MD&A) report. The
statement, issued by the bank, says that
although ATB realised from the outset the
scale of the initiative and ‘allocated a substan-
tial amount of resources – both people and
transformation project in May 2008 (IBS,
May 2008, SAP gains two high-end deals),
to replace its Cobol-based legacy systems
and to tailor SAP’s banking suite for the
...continued on page 10

CRDB nears crucial Misys Bankfusion cut-over

Tanzania-based CRDB poised to go live; Bankfusion Universal Banking gains fourth taker include:
❏ Banking & Operations in the Middle East
The pivotal cut-over of Misys’ emerging Bank- managing director, Jens Ole Pedersen. Having been little additional cost for the bank.

Each month we talk to banking systems users about their strategies

fusion Universal Banking system at CRDB Bank
in Tanzania is now due to happen over the
long Easter weekend. Meanwhile, a fourth
bank has signed for the system, Time Bank in
Zimbabwe.
The deadline at CRDB has been pushed
been through such migrations, he is aware
that there will be issues but there has been
extensive testing. The original cut-over was
scheduled for last November. ‘These things
will always take more time, you always tend
to be overly positive. No harm has been done
A failure would be very difficult for Misys,
says Pedersen, because there are a lot of banks
waiting to see what happens at CRDB.
Although the system has been live for some
time at Standard Bank in Zimbabwe, he does-
n’t think there is much comparison as it is a

❏ Technology for Microfinance

back from the revised planned go-live in and it is best to be as prepared as possible, so single branch operation. CRDB has 65 branch-

and experiences; we drill down into the activities and plans of the
March to allow more time to iron out any long as it doesn’t cost a lot,’ says Pedersen. es and more than one million accounts. The
issues. ‘If anything goes wrong, we have time Misys has been ‘very supportive, and very
to take care of it,’ says the bank’s deputy keen that we will be a success’ so there has ...continued on page 6

FEATURES

Payments:
Still just a commodity?
Pg 24-27
Project watch:
Oracle FSS Flexcube
Pg 30-35
Case Study:
Probusinessbank
Pg 36-38
suppliers; and we ensure that our readers are kept fully informed on ❏ Wealth Management
IBS Journal Material may not be reproduced in any form without the written permission of the publisher.
© 2010 IBS Intelligence, a trading name of IBS Publishing Ltd.

all of the industry events and trends. ❏ Payments

CLICK HERE ❏ Free eNewsletters featuring breaking news and
We cover what is really going on - the good, the bad, the mistakes, premium-content articles.
the lessons, and the masterstrokes. Every word is written by our
10 issues per year journalists - we do not take contributed articles. Our coverage is
Topics regularly covered include:
48–64 pages per issue, global, across all areas of banking and finance, including retail, cor-
Anti Money Laundering (AML) /
A4 size porate, wholesale, private/wealth management, securities, deriva-
Know Your Customer (KYC)
Print & Online £475 tives and trade finance.
ISSN 0965-674X Application Service Provider (ASP) /
Each issue provides: Software as a Service (SaaS)
Asset Management / Investment Management
❏ in-depth, investigative news Back Office Systems
❏
T
EMEN
SUPPL 2010
Q1 informative and well researched articles Business Intelligence (BI) / Mergers & Acquisitions (M&A)
❏ product analyses and surveys Management Information Systems (MIS) Microfinance
❏ financial analysis Business Process Management (BPM) Middle Office Systems
ents ❏ case studies
Payce m
hots up
Cash Management / Corporate Finance / Operational Efficiency / Process Excellence
The ra ❏ order updates Outsourcing
Treasury Management
❏ interviews and profiles.
Card Management Partnerships
lations

Payments
and regu
entrants

 Ove
rview:
Infrastr
ucture,
Innovati

 Case
Intervie
on, new

Study:
w: Mar
ABSA
ion King
Bank
, CEO

k Paym
, Voc
alink

ent Syst
ems
IBS Journal is also the home of the annual IBS Sales League Clearing and Settlement
 IBS anti Ban

Private Banking / Wealth Management

Gar
Study:

Commercial Banking / Corporate Banking

 Case

Table - renowned as the barometer for global activity within

the core banking systems market. Compliance / Regulations Problem Projects
Core Banking Systems Reconciliations
Data Management Retail Banking
SUPPLEMENT
Q2 2010

Enterprise Resource Planning (ERP) Risk Management

SUPPLEMENT Q3 2010
Banking operations in the
Enterprise Transformation / Re-engineering Service Oriented Architecture (SOA)
Middle East Supply Chain Finance / Trade Finance /
Inside:
Featured:

Interview: Michael Atkin,

Financial / Banking IT Innovation
Enterprise Data Management Council
J Taking stock: the IBS Sales League
Table reveals the region’s technology
trends

J Plastic fantastic: Migrant workers,

Putting data management centre stage

Zen and the art of data management

Front Office Systems Trade Services
mobile phones, prepaid cards –
the future is here

Trading Platforms
The bottom line: change or be changed

Information Security
J Footprints in the sand:
AAIB – expanding operations into
new areas

Plus:
Inside:

Virtualisation
J Alternative options: Asset Lending technology overview

Internet / Online / Mobile Banking

management technology
J Heated exchange: A new exchange
house arrives
J All the data under the sun: BI at
Product focus – Misys LoanIQ
Syndicated lending
Euroclear and DTCC
Loan Markets Association
Wholesale automotive lending

Wholesale Banking.
National Bank of Kuwait

J Point of reference: Talk to other

users before you buy, says IDWBE
Islamic Banking
Lending

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MARKET REPORTS
Print £975, Digital Edition £975, Print & Digital £1365

The Core Banking Systems Market Dynamics Report 2010 shows the market trends emerging over the
View Inside Core Banking Systems past four years (so pre- and post-financial crisis).

CLICK HERE
Published: April 2010
c.200 pages, A4
Print £975
Digital Edition £975
Print & Digital (save 30%) £1365
ISBN 978-1-904778-52-3
Market Dynamics Report Alongside the facts and figures, IBS draws on two decades of experience to provide incisive commen-
Edition 4, 2010 tary. This brings visibility to the business drivers, selection challenges, decision-making, and future direc-
tion of the sector.
IBS Intelligence is the definitive place to go to understand the back
office systems market. One key element of this is the IBS Sales
Contents
League Table (SLT), which is avidly read by professionals across the
❏ Introduction
industry. That insight is all the more valuable in these uncertain
❏ Global analysis
times.
❏ Regional analysis
❏ Key vendor analysis
Our Market Dynamics Report offers in-depth analysis of the SLT and
❏ Market valuation
associated research, putting it fully into context and accompanied
❏ Appendix - listing of all on-the-record sales.
by detailed commentary. As such, it reveals the detail behind
the figures, providing a unique insight into the back office systems
market.
About the IBS Sales League Table
The IBS Sales League Table is universally acknowledged as the barometer for international core banking
The insight included in this report is invaluable to suppliers, to aid
systems sales for the last 16 years. It covers 60 international suppliers’ sales in over 150 countries. The
an understanding of market demand; it is also invaluable to banks,
table is compiled annually from submissions from each supplier detailing the names of the banks that
showing precisely what systems their peers have selected; and for
have bought their systems in the year. IBS verifies each submission; licence renewals and extensions to
all other industry watchers, there can be no better source of data
the systems within a bank are excluded.
and analysis.

The 2010 edition includes:

❏ A detailed list of over 1000 ‘on the record’ deals showing the
vendor, system, bank and country of installation for 2006,
2007, 2008 and 2009
❏ A breakdown of all the deals by, Supplier, Year, Region and
Country
❏ Calculations of the total value of the market using Initial
Licence Fee (ILF) data
❏ Expert commentary on the results
❏ Market forecasts.

8 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 9
MARKET REPORTS
Print £895, Digital Edition £895, Print & Digital £1253

View inside International Banking Suppliers and Systems featured:

No bank should go into a
Calypso Calypso system selection without
Systems Market Report CCK Financial Solutions Guava Suite
this report which is part of
a series of Market Reports
Edition 15, 2010 from IBS that have been a
Commercial Banking Applications IBAS GBF
foundation stone for many
The IBS Market Report is the definitive resource for anyone interest- system selections across
Financial Software Systems Spectrum
ed in the leading treasury and capital markets systems. Now in its the globe.
15th Edition, it provides extensive supplier write-ups covering:
GBST Coexis Syn
Cost-effective
❏ History Infosys Finacle Treasury The implications of
❏ Functionality selecting the wrong
❏ Technology Misys OpicsPlus system would be many
CLICK HERE ❏ Customer experiences times more expensive than
❏ Positioning Misys Summit the cost of this report.
❏ Roadmaps
Published: March 2010 ❏ Strengths Murex MX.3 Focused
432 pages, A4 ❏ Weaknesses The report covers the
Print £895 Openlink Findur/Endur
❏ User lists. established systems,
Digital Edition £895 the up and coming
Print & Digital (save 30%) £1253 Sophis Risque/Value
This report is an ideal resource for anyone wanting to delve below offerings, and everything
ISBN 978-1-904778-50-9 the supplier hype. As with all IBS publications, it is completely inde- in between.
Avantgard Treasury,
pendent, hugely in-depth, investigative (including a great deal of Sungard
direct user input) and written entirely by us. Front Arena, Sierra In-depth
Each entry is a report in its
New features for this edition include: TCS Financial Solutions Bancs/Quartz own right, providing the
history of the systems and
❏ New entrants Thomson Reuters KTP, K+TP supplier, outlining the
❏ Existing suppliers moving their offerings into this space. technology and
TwoFour Systems TwoFour
functionality, and looking
We have also substantially expanded the introductory section, at the future plans and
putting the suppliers and systems into context, comparing their Wallstreet Back Office/FX, prospects.
Wall Street Systems
attributes, and looking at overall market trends, sales analysis and Wallstreet Suite
drivers.

Combined Market Reports Special Offer

Order all three Market Reports (IBS, RBS & WMS) and save 20%
Quote discount code IRW3 on the order form pg.36

Order any two Market Reports and save 15%

Quote discount code IRW2 on the order form pg.36

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MARKET REPORTS
Print £895, Digital Edition £895, Print & Digital £1253

View inside Wealth Management Suppliers featured (subject to change):

No bank should go into a

Systems Market Report 3i Infotech system selection without

this report which is part of
Edition 1, 2010 Avaloq a series of Market Reports
from IBS that have been a
foundation stone for many
Bravura Solutions
IBS Intelligence’s new Wealth Management Systems (WMS) system selections across
Market Report profiles the leading suppliers of back office systems the globe.
in this important sector. Callataÿ & Wouters
Cost-effective
It covers solutions for both institutional and personal wealth DST Global Solutions The implications of
management, providing extensive write-ups of each supplier selecting the wrong
which includes: ERI system would be many
CLICK HERE times more expensive
❏ History Finnova than the cost of this
❏ Functionality report.
Published: April 2010 ❏ Technology International Private Banking Systems
c.500 pages, A4 ❏ Customer experiences Focused
Print £895 ❏ Positioning Oracle FSS The report covers the
Digital Edition £895 ❏ Roadmaps established systems,
Print & Digital (save 30%) £1253 ❏ Strengths Mimics the up and coming
ISBN 978-1-904778-51-6 ❏ Weaknesses offerings, and everything
❏ User lists. Sage in between.

This report will be an ideal resource for anyone wanting to delve Simcorp In-depth
below the supplier hype, particularly those in systems selection Each entry is a report in its
mode. As with all IBS publications, it is completely independent, Sungard own right, providing the
in-depth, investigative (including a great deal of direct user input) history of the systems and
and written entirely by us. TCS Financial Solutions supplier, outlining the
technology and
The report forms the third in our Market Report series, alongside Temenos functionality, and looking
the retail/universal focused RBS Market Report and treasury and at the future plans and
capital markets-oriented IBS Market Report. prospects.
Vermeg

Combined Market Reports Special Offer

Order all three Market Reports (IBS, RBS & WMS) and save 20%
Quote discount code IRW3 on the order form pg.36

Order any two Market Reports and save 15%

Quote discount code IRW2 on the order form pg.36

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MARKET REPORTS
Print £895, Digital Edition £895, Print & Digital £1253

Retail Banking Systems Suppliers and Systems Profiled

No bank should go into a
Accenture Alnova system selection without
Market Report Edition 7, 2010 BML Istisharat ICBS this report which is part of
a series of Market Reports
Callataÿ & Wouters Thaler
from IBS that have been a
Delta Informatique Delta-Bank foundation stone for many
System selection and implementation is a major process that can Fidelity Information Services Systematics, Corebank, Profile system selections across
take months, or in some instances years, depending on the size the globe.
Fisa Fisa Systems
and scope of the project. The ease and length of the project also
largely depends on having made appropriate decisions along the Fiserv ICBS/Signature Cost-effective
way. Harland Financial Solutions Phoenix The implications of
selecting the wrong
The Retail Banking Systems (RBS) Market Report, 7th Edition is Infopro ICBA system would be many
indispensable if you are engaging in any of the following: Infosys Technologies Finacle times more expensive than
Infrasoft Technologies OmniEnterprise the cost of this report.
Published: October 2010 ❏ Entering into systems selection
700 pages, A4 ICS Financial Ltd Banks
❏ Defining a fully audited longlist/shortlist Focused
Print £895 ❏ Constructing an RFI and/or RFP Misys Banking Systems Equation, BankFusion The report covers the
Digital Edition £895 ❏ Comparing what is available on the market established systems,
Print & Digital (save 30%) £1253 Neptune Software Equinox, Rubikon
❏ Vendor due diligence the up and coming
ISBN 978-1-904778-59-2 ❏ Evaluating system functionality and technology Open Solutions TCBS/TCCUS offerings, and everything
❏ Researching the retail/universal banking systems market Oracle FSS Flexcube in between.
❏ Competitor analysis.
Path Solutions iMAL
In-depth
In addition to providing the core facts, the RBS Market Report draws Polaris Software Lab Intellect GUB/LaserPanacea Each entry is a report in its
on informed intelligence and experience of this market to provide SAB SAB2i, Samic own right, providing the
an in-depth analysis of each of the main suppliers and their prod- SAP SAP for Banking
history of the systems and
ucts. It can be used as a benchmark for ensuring accurate and supplier, outlining the
informed decision making. Silverlake Axis SIBS technology and
View inside Sungard Symbols/Ambit Core Banking functionality, and looking
No bank should go into a system selection without this report and, TCS Financial Solutions Bancs at the future plans and
indeed, it has been a foundation stone for many banks’ selections prospects.
Temenos T24
across the globe.
Temenos TCB

Combined Market Reports Special Offer

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Quote discount code IRW3 on the order form pg.36

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CLICK HERE
Quote discount code IRW2 on the order form pg.36

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IBS GUIDES
Print £625, Digital Edition £625, Print & Digital £875

(subject to change) *=new entries 47. *Intracom – Profits

FREE SAMPLE
CLICK HERE
Due: September 2010
c. 550 pages, A5
Print £625
Digital Edition £625
Print & Digital (save 30%) £875
ISBN 978-1-904778-54-7
IBS Guide to 1. 3i Infotech – Kastle 48. *IT2 – IT2 TMS
2. Accenture – Alnova Financial Solutions 49. *Megasol – Corniche
Back Office Systems 3. Allshare – Bank/View, Quaestor
4. *Asseco SEE – Experience, PUB 2000, BI, INTBank,
50.
51.
Microlink Systems Sd Bhd – MIBS
*Mimics – Mimics
Absolut 52. Misys Banking Systems – BankFusion,
& Suppliers (BOSS Guide) 5. Autosoft Dynamics – Autobanker II
6. Avaloq Evolution – Avaloq Banking System
Bankmaster/LAN, Equation, Midas/MidasPlus,
Trade Innovation
Edition 10 7. Banking Information Systems (BIS) – Bisquit, Qbis 53. Misys Treasury & Capital Markets –
8. BML Istisharat – ICBS/BML Opics/OpicsPlus, Summit, Loan IQ
9. *Bravura Solutions – Garradin 54. *MIT – Credoc
Edition 10 of the IBS Guide to Back Office Systems and Suppliers – 10. Broadridge – Gloss/Gloss HV 55. Murex – MX.3
11. *Byte Software – Financial Banking System 56. Neptune Software – Equinox, Rubikon
commonly known in the industry as the BOSS Guide – has grown
12. Callataÿ & Wouters – Thaler 57. New Technology Business Solutions (NTBS) –
with the inclusion of additional solutions and enhanced entries 13. Calypso Technology – Calypso NTBSBanking
for those that were already covered, to become the definitive 14. CCK Financial Solutions – Guava Suite 58. Nucleus Software – FinnOne Retail
guide to back office systems and their suppliers. 15. Center of Financial Technologies (CFT) – 59. Open Solutions – TCBS/TCCUS
CFT-Bank, CFT-Retail Bank 60. Openlink Financial – Findur
16. CGI – Tradeline, Object Tradeline 61. Oracle FSS – Flexcube
Key features
17. China Systems Corporation 62. Path Solutions – iMAL
CS Eximbills/Eximbills 63. *Pinnacle – Synergy
The BOSS Guide covers any back office (so transaction processing) 18. Colvir Solutions – Colvir Banking Solution (CBS) 64. Polaris Software Lab – Intellect Suite, Laser Panacea
solution across core areas of banking, including universal, retail, 19. Commercial Banking Applications – Icobs, 65. *Probanx – Coreplus
IBAS NGS 66. Profile – Spectrum, IMSplus
wholesale, lending, treasury, capital markets, trade finance and
20. Complex Systems Inc. – Banktrade 67. Religare Technova – Nova
private banking.
21. Computer Sciences Corporation (CSC) – 68. R-Style Softlab – RS-Bank
CSC Hogan System, CSC K3000 69. SAB – SAB2i, Samic
Featuring 91 suppliers and 131 systems, each detailed profile 22. Credence – Ideal 70. Sage – Prospero
includes: 23. Datapro – Integrated Banking System (IBS) 71. SAP AG – Loans Management, Deposits
❏ Company status 24. Delta Informatique – Delta-Bank Management, Deposits
❏ History 25. Diasoft – Diasoft FA # 72. *SDS – Geos
26. Die Software – OBS 73. Silverlake Axis – SIBS
❏ Future strategy 27. DST Global Solutions – HiPortfolio 74. Simcorp – Dimension
❏ System functionality and specifications 28. EDB – Financial Suite 75. Smartstream Technologies – Smartstream Trade
❏ An extensive customer list. 29. ERI – Olympic Banking Systems Finance
30. Financial Software Systems – Spectrum 76. Sophis – Risque, Value
It also provides a country-by-country breakdown to show who 31. *Finnova – Finnova 77. Sopra – Evolan
32. FIS – ALLProfits, ACBS, Corebank, Profile, Systematics 78. Sungard Avantgard – Front Arena, Quantum,
is using each system in which country. Use the BOSS Guide to com-
33. Fisa Systems – Fisa-System GL Rims, Ubitrade
pare all the international suppliers and their systems to see who is 34. Fiserv – ICBS/Signature 79. Sungard Investment Systems – Apsys III
offering what, as well as evaluate the functionality and the strengths 35. Forbis – Forpost 80. Sungard System Access – Symbols
and weaknesses of the various systems available. 36. Fors Banking Systems – Va-Bank 81. Surecomp – Alltra, Imex/Allnet, IBSNet
37. Future Applied Computer Technology (FACT) – 82. Sword Apak – Beam Core
Banxware, OraBank 83. Syntel – Europort+
The BOSS Guide is totally independent meaning it provides
38. GBST – Syn 84. TCS Financial Solutions – Bancs Universal,
unbiased analysis, enabling readers to understand the history, the 39. Harland Financial Solutions – Bancs Retail
evolution, the roadmap, the track-record and to benchmark each Phoenix Banking System, Tradewind 85. Temenos – T24, Temenos Corebanking (TCB)
supplier and their offerings. 40. *Hyundai IT – Creator 86. Thomson Reuters – KTP, K+TP
41. Infopro – ICBA 87. Tieto – Core Banking Suite, Summit
Our incisive commentary draws on over two decades of investiga- 42. Infosys Technologies – Finacle 88. Top Systems - Topaz Banking
43. Infrasoft Technologies – OmniEnterprise 89. TwoFour Systems – TwoFour
tion and knowledge. We talk in person with banks and suppliers to 44. International Computer Systems (ICS) – Banks 90. Vermeg – Megara, Omega
cover the market in close detail. IBS’s extensive consultancy experi- 45. International Financial Systems – Bankware 91. Wall Street Systems – Wallstreet FX, Wallstreet Suite
ence, including system selections from across the world, also adds 46. International Private Banking Systems (IPBS) –
an unrivalled authority to the BOSS Guide. IPBS

16 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 17
IBS GUIDES
Print £595, Digital Edition £595, Print & Digital £833

*=New entries in Edition 2

Suppliers Profiled & Principal Product
View inside IBS Guide to Ace Software Pelican

Payments Systems ACI Base24-eps, MTS

Aqua Global Solutions e2gen Suite

& Suppliers Bottomline Technologies WebSeries Global Cash Management, PayBase, WinBacs-IP

BPC SmartVista Suite

Edition 2, 2010
Clear2Pay Open Payments Framework
Pressured by the demands of globalisation and the increased expec-
tations of clients, banks all over the world are focusing once more Commercial Banking Applications (CBA) IBAS Global Payments Factory
on transaction banking, including payments. This is causing a great Computer Sciences Corporation (CSC) PTS, CAMS II
deal of analysis, reengineering and, ultimately, investment.
Distra Distra Switch
CLICK HERE
Now in its 2nd edition, the IBS Guide to Payments Systems and Dovetail Systems Dovetail Payments Systems
Suppliers is an essential resource for anyone operating in the Experian Payments (Formerly Eiger) Bank Wizard, Experian Payment Gateway
Published: November 2009
payments industry and an excellent reference for any banks setting
164 pages, A5 Fidelity National Information Services Connex, IST/Switch, DataNavigator
out on this transformation.
Print £595
Fundtech Corporation Global PayPlus
Digital Edition £595
This definitive guide encompasses:
Print & Digital (save 30%) £833 Gresham Computing Clareti
ISBN 978-1-904778-46-2
❏ The background & characteristics of the payments IBIS Management Associates Alchemy Payment Processing Suite
market
*IBM Merva
❏ The drivers for change
❏ New payments architectures *Intracom icom Pay
❏ Payments case studies from real projects Logica All Payments Solution
❏ Extensive supplier profiles.
Microsoft MS BizTalk Server, BizTalk Accelerator for Swift
The detailed supplier profiles have been revisited and fully Misys Payments Suite
updated for this new edition and cover 31 leading companies and
Pegasystems SmartBPM
their products, setting out their history, current situation, and
their future strategy. Each profile also includes extensive product Petra Financial Vortex, Touchstone, Clarion
functionality data, technical specifications and customer details. ProgressSoft Corporation PS-ECC Suite, PS-ACH

Taking an independent view of what is happening in the industry SAP SAP Payment Engine
and the new payments architectures available, the guide provides *Sentenial EuroDebit
the reader with in-depth analysis, including case studies from real
SIA-SSB Access Accelerator for Payments, IOM and SAPA
projects as a valuable context for the different strategies being
adopted by banks. Sterling Commerce Sterling Business Integration Suite

Sungard Ambit Payments Solutions, Avantgard Payments Solutions

TCS Financial Solutions TCS BaNCS Payments

Tieto Tieto Payments Suite

Unisys Unisys Open Payments Platform

18 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 19
IBS GUIDES
Print £595, Digital Edition £595, Print & Digital £833

Suppliers and Systems Profiled

View inside IBS Guide to 3i Infotech Kastle

Islamic Banking Systems Agile Financial Technologies Ideal/True Agile

Autosoft Dynamics AutoBanker

Edition 4, 2009
BML Istisharat ICBS
❏ Who is operating in the Islamic finance market?
CCK Financial Solutions Guava
❏ What specifically makes a system Shari’ah compliant?
❏ Where are the opportunities for success? China Systems Corporation CS Eximbills/Eximbills

CSI Complex Systems Inc Banktrade

The IBS Guide to Islamic Banking Systems answers all of these key
Delta Informatique Delta-Bank
questions and provides a unique and unrivalled resource covering
CLICK HERE this highly specialist market. ERI Bancaire Olympic Banking System

Fidelity National Information Services Systematics, AllProfits, Profile

It will assist banks with the selection of the best system to support
Published: September 2009 Fiserv ICBS/Signature
their operations and is an ideal reference and source of primary
192 pages, A5
information on Islamic banking systems for suppliers and consult- Future Applied Computer Technology Banxware, OraBank
Print £595
ants operating or looking to operate in this expanding sector.
Digital Edition £595 Infopro Sdn Bhd ICBA
Print & Digital (save 30%) £833
By drilling down into the complexities and detail of what makes Infosys Technologies Finacle
ISBN 978-1-904778-39-4
Shari’ah compliant systems, the Guide explores each system and
the supplier’s ability to innovate, to control and manage the opera- Infrasoft Technologies OmniEnterprise
tion and to provide excellent customer service. International Computer Systems ICS Banks

Key features International Turnkey Systems Phoenix Banking System

❏ Colour geographical charts Leadsoft Bangladesh PcBank
❏ Country analysis
Microlink Solutions Bhd Mibs
❏ Case studies:
❏ Bank Kesharvazi Millennium Information Solution Ababil
❏ Devon Bank
Misys Banking Systems Equation, Midas/MidasPlus, Trade Innovation
❏ Dubai Islamic Bank
❏ First Gulf Bank Nucleus Software Exports FinnOne
❏ Islamic payment switch
Oracle Financial Services Software Flexcube
❏ Kuwait International Bank
Path Solutions iMal
❏ System & product definitions, capabilities, development Polaris Software Lab Intellect Suite
❏ System ‘at-a-glance’ feature
❏ Enhanced user lists, including country of operation SAB Ingenierie Informatique SAB2i
❏ The pitfalls of system selection Silverlake Axis Group SIBS Islamic
❏ Glossary of Islamic banking terms.
Sungard System Access Symbols

TCS Financial Solutions Bancs

Temenos T24

20 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 64 21
IBS GUIDES

The IT User’s Guide to The Survivor’s Guide

IBS Intelligence
The
Banking Definitions Survivor’s to Banking Systems
Guide to
Banking Selections
Do you know your credit derivative swap from your Systems Selecting and implementing a banking system is a major undertak-
nominee holding? Selection ing for all types and sizes of bank. Getting the selectionright is, of
Your asset management from your securitisation? course, the key to a successful implementation. Theprocess should
Your Mudarabah from your Murabaha? not only guide you to the best solution for yourbank, but also pro-
Your service oriented architecture (SOA) from your vide valuable intelligence to prepare for the implementation, and
suspicious activity report? reduce the risks of the project failing to meet its objectives.

Fear not, help is at hand. Surprisingly many banks adopt an unstructured approach to system
selection, and they usually pay the price with projects that fall short
Published: January 2009 Published: July 2008
The extensive banking and systems knowledge of IBS Intelligence of their goals or even fail to go live at all. The Survivor’s Guide to
148 pages, A5 68 pages, A5
has been condensed into this detailed but jargon-free and Banking Systems Selection has been published to help managers
Print £95 Print £25
acronym-free reference guide. It explains in easy-to-follow planning a system selection to avoid these pitfalls.
definitions what is meant by a wide range of:
ISBN 978-1-904778-35-6 ISBN 978-1-904778-20-2
It sets out a simple systematic process for selection including:
❏ Financial sector terms ❏ Setting out project objectives
❏ Financial instruments (including Islamic) ❏ Developing longlists
❏ Types of banking ❏ RFI and RFP processes
❏ Forms of risk ❏ Evaluation and scoring systems
❏ Types of institution ❏ Presentations and workshops
❏ Technology and compliance. ❏ Risk management.

Essential resource for IT/Operations teams It also provides plenty of tips, do’s and don’ts, examples of the
This accessible guide is an invaluable and handy resource for problems banks have encountered and how to avoid them.
anyone involved in the financial services sector who is not an
expert, especially those in complementary roles such as software
development and other areas of technology provision.

It will also be useful reading for:

❏ New recruits and trainees as part of continuing
professional development
❏ Those in niche areas of finance who need a broader
understanding of the rest of the sector
❏ Those in associated industries and services operating
in or across the banking field
❏ Business, banking and finance students and academics.

22 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 23
CASE STUDIES
Print £1495, Digital Edition £1495, Print & Digital £2093

View inside
CLICK HERE
Published: May 2009
164 pages, A4 size
Print £1495
Digital Edition £1495
Print & Digital (save 30%) £2093
ISBN 978-1-904778-41-7
Banks included
Core Banking Systems
30 Case Studies Volume 3 Alinma Bank - Saudi Arabia
Aston Bank - Switzerland
Lagoon Home Loan & Savings - Nigeria
MBA Lazard Argentina - Argentina
Banco Terra - Mozambique MCB Bank - Pakistan
Continuing the highly successful Core Banking Systems: 30 Case Bank Danamon - Indonesia Mutual of Omaha Bank - US
Studies series, Volume 3 takes 30 new core banking system imple- BankFIRST - US National Bank of Kansas City - US
mentations and evaluates the experiences of a diverse set of finan- Bank Hapoalim Switzerland - Switzerland Nord Europe Private Bank - Luxemburg
cial institutions across the globe, of various sizes and activity. Bank Negara Indonesia - Indonesia North Shore Credit Union - Canada
Belgazprombank - Belarus Rabobank - Netherlands
It provides a valuable insight into the entire process of a core bank- Renaissance Credit - Russia
BOS Bank - Poland
ing system implementation, from the first steps towards choosing a
Caspian Bank - Kazakhstan Rusfinance Bank - Russia
new solution to assessing the results of a completed project, and
Commercial Bank International - UAE Saudi Hollandi Bank - Saudi Arabia
the further IT development plans of the institutions included.
Europe Arab Bank - UK Schroders Investment Management - UK
Each case study delves into such vital issues as: Genesis Investment Management - UK Tien Phong Bank - Vietnam
Global Banking Corporation - Bahrain UnionBank of the Philippines - Philippines
❏ The reasons for change and project objectives Ivobank - UK Webster Bank - US
❏ Requirement definition processes including scope and
complexity
❏ Technology and vendor shortlists
Vendors included
❏ Selection processes used and rationales for the final
choice of vendor
Banking Information Systems (BIS) Infrasoft Technologies
❏ Step-by-step implementation process, including:
Callataÿ & Wouters Lumina Americas
❏ Customisation/localisation issues Calypso Misys
❏ Centralisation CCK Oracle FSS (I-flex Solutions)
❏ Branch roll-out Centre of Financial Technologies (CFT) Path Solutions
❏ Data cleansing and migration Diasoft SAP
❏ Interfacing ERI Silverlake
❏ Testing Fidelity National Information Services Simcorp
❏ User training Sungard System Access
Financial Software Systems
❏ Phased go-live vs. big bang
Fiserv TCS Financial Solutions
Harland Financial Solutions Temenos
❏ Mistakes made and lessons learned
❏ Results and level of satisfaction
❏ Timescale and budget challenges
❏ Outcomes and advice based on practical experience. Combined Case Studies Special Offer

Order all three 30 Case Studies Volumes and save 20%

Quote discount code 30CS3 on the order form pg.36

Order any two 30 Case Studies Volumes and save 15%

Quote discount code 30CS2 on the order form pg.36

24 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 25
CASE STUDIES

Core Banking Systems Core Banking Systems

30 Case Studies 30 Case Studies
Volume 2 Volume 1

This collection of case studies includes the experiences of an addi- This report details the experiences of 30 banks which have recently
tional 30 banks in over 20 countries worldwide that haverecently changed or installed new core systems. It compares the projects, and
changed or installed new core systems. They look at awide variety draws conclusions about what makes them successful and what are
of organisations offering a range of banking activitiesin very differ- the pitfalls.
ent geographical, organisational and operational circumstances.
The case studies cover banks in 20 countries in all regions of the
The report provides the reader with a revealing insight intothe globe covering a variety of banking activities.
strategies employed, the successes enjoyed and the pitfalls tobe
avoided when embarking on these major implementations, allow- The banks were asked:
Published: October 2007 Published: July 2006
ing senior decision makers and project leaders to make compar-
120 pages, A4 125 pages, A4
isons, learn valuable lessons and avoid costly mistakes. This second ❏ Why they decided to change systems
Print £1495 Print £1375
set of 30 case studies also delves further into the practical aspects of ❏ What was the scope and complexity of the project
eBook £1190 eBook £1095
conversion and implementation. ❏ How they selected the new system
Print & eBook (save 30%) £1879.50 Print & eBook (save 30%) £1729
❏ How they implemented it
ISBN 978-1-904778-41-7 ISBN 978-1-904778-15-8
Each case study is written from the bank’s point of view, as opposed ❏ How long it took to select and implement
to the vendor’s, and so avoids vendor sales spiel. ❏ How successful it was
❏ What they would have done differently.
View inside Each case study focuses on: View inside
Volume 3 2009 Volume 3 2009 Key observations:
❏ The bank’s objectives when deciding to change/select systems
❏ The scope and complexity of the project ❏ Many banks need to change to comply with regulations
❏ The areas of banking operation affected ❏ A common reason for changing was to improve retail
❏ What technologies were selected (and why) marketing
❏ The selection process used and rationale for the bank’s ❏ Banks who did not evaluate fully the chosen system
final choice of vendor regretted it later
❏ Details of implementation – structure, phases, training, ❏ Some banks shortened the selection process by skipping
interfacing, successes and problems the RFI stage
❏ Time-lines for selection and implementation ❏ Many banks underestimated their involvement in
❏ The results and level of satisfaction implementation, particularly user testing
❏ Functionality of the new system ❏ Data conversion and interfaces were the biggest
❏ Lessons learnt. headaches
CLICK HERE CLICK HERE
❏ Despite the complexity of the projects, few projects had
any major problems
❏ A few banks were able to calculate ROI, one
estimated payback in one year.

26 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 27
CASE STUDIES CASE STUDIES

View inside The Innovators View inside Corporate Financial Technology

Financial institutions that think differently
In times of hardship, it is how you differentiate yourself from your
competition that will define your success.
The Innovators comprises a collection of financial institutions that
have decided to think differently and not always follow the crowd.
It explores and dissects 20 institutions that are truly innovative in
their business and systems strategies and in the technology they
have chosen to implement. Our search has taken in all corners of
CLICK HERE the globe and all sizes and make-up of financial institutions.
25 Case Studies
Setting up a technology project can prove daunting, even for
hardened professionals. The cost, the risk, the pressure, the time
involved – all can eat away at the confidence of those involved.
There’s no substitute for direct experience, so knowing what
thosewho have already been there – and come out the other
side – have to say can provide you with extremely valuable
CLICK HERE insight before you set out.

The Innovators looks at the various benefits this has brought to the Corporate Financial Technology: 25 Case Studies explores in
Published: March 2009
banks, both internally and to customers at an individual, SME and Published: November 2009 depth the personal triumphs and tragedies across some of the
100 pages, A4
corporate level. The case studies ask how much of a competitive 111 pages, A4 leading global companies such as BT, Google, Phillips and UPS,
Print £395
edge these innovations provide and if this is the direction of bank- Digital Edition £495 covering a broad scope of projects. From relatively simple (but
Digital Edition £395
ing to come. extremely lucrative) cost-hedging technology to nerve-jangling
Print & Digital (save 30%) £553
ISBN 978-1-904778-49-3 full TMS and ERP implementations, these are real projects, by
ISBN 978-1-904778-40-0
Innovations include: real companies, written without bias by IBS’s team of independ-
❏ Web 2.0 technology ent and informed reporters.
❏ Branch franchising
❏ Service Oriented Architecture (SOA) Case Study Coverage
❏ The world's only registered charitable bank Each case study presents real life experiences concerning the
❏ Biometrics and smart cards installation of new technology including:
❏ Mobile money transfers and payments ❏ Key business statistics and objectives
❏ e-Invoicing ❏ Challenges faced
❏ Urban microfinance advances in Africa ❏ Implementation process and roll out
❏ Pioneering Islamic finance in the US ❏ Outcomes, expectations and limitations
❏ Alleviating poverty in rural India. ❏ Results and future developments.

Issues include: Regardless of the exact nature of your own financial IT project,
❏ Where the innovation comes from each case study will help you form a vision of how to approach
❏ What form it takes it, what to expect once you are underway and, importantly, how
❏ How it is being supported by people, processes & technology to deal with the issues when they arise.
❏ What has been achieved
❏ What is planned in the future.

28 www.ibsintelligence.com Email: info@ibsintelligence.com Tel: +44 (0) 1303 262 636 Fax: +44 (0) 1303 262 646 29
REGIONAL GUIDES
Print £395, Digital Edition £395, Print & Digital £555

Banking Systems Suppliers featured (subject to change)

3i Infotech

in the Middle East BML Istisharat

China Systems Corporation
CSI Banktrade
The Middle East remains one of the most interesting and buoyant
Delta Informatique
when it comes to banking innovation and automation. A diverse
region populated by a diverse range of banks (conventional and ERI
Islamic), it has needs that are common across the globe as well as Fidelity National Information Services
ones that are specific to the area.
Future Applied Computer Technology
IBS’s new Banking Systems in the Middle East profiles the core sys- Harland Financial Solutions
tems that are applicable for banks in the region. It explains the over-
Infopro
all roots and make-up of the suppliers and systems as well as focus-
ing on their experiences and users in the region. Infosys Technologies
September 2010
A4 Infrasoft
The introductory section puts the market into context and looks at
Print £395 International Computer Systems
the overall picture for core system sales and implementations, high-
Digital Edition £395
lighting the trends, main players and milestones. Misys Banking Systems
Print & Digital £555
ISBN 978-1-904778-57-8 Misys Treasury and Capital Markets
Each entry then includes a detailed write-up of the supplier and its
offerings, the functionality and user base, as well as its particular rel- Murex
evance and experience in the region. Nucleus Software
Oracle FSS/I-flex Solutions
This guide provides an invaluable resource for any bank in the
Middle East as well as for any suppliers or consultants that are active Path Solutions
here. Polaris Software Lab
SAB
As with all IBS publications, it is thoroughly researched, com-
pletely independent and gets beyond the supplier hype to Sage SA
uncover the true picture. SAP
Silverlake Axis
Sopra Group
Sungard
Sungard System Access
Surecomp
TCS Financial Solutions
Temenos
Thomson Reuters
Wall Street Systems

30 w w w. i b s i n t e l l i g e n c e . c o m Email: info@ibsintelligence.com Te l : + 4 4 ( 0 ) 1 3 0 3 2 6 2 6 3 6 Fax: +44 (0) 1303 262 646 31

REGIONAL GUIDES ANALYST REPORTS

Banking and Systems Report: View inside

Business Intelligence
Russian Federation Analyst Report

Edition 4, 2010 Systems

Business Intelligence
Systems

The Russian Report looks at the domestic and international banks
within this high-growth market, setting out their challenges, and
their systems choices and options.
This 4th Edition has been extensively updated to incorporate all
major changes and developments that have taken place in the
last couple of years. Since the first edition, our reporters, alongside
our own Russian correspondent, have continuously sourced on-the-
Published: Sept 2010 ground information from key individuals from within both
c.300 pages, A4 the banking and supplier sectors to provide an in-depth, insightful
Print £775 review of what is taking place within this dynamic market.
Digital Edition £775
Print & Digital (save 30%) £1085 Key features:
ISBN 978-1-904778-42-4
❏ A background and overview of Russia’s banking system and
recent events that have shaped it
❏ Case studies of banks which include interviews with senior
executives including top managers, vice-presidents and IT
directors
❏ A profile of the current state of affairs in the Russian banking
and banking software markets
❏ An overview of the country’s top 30 banks - their activity,
performance and technologies
❏ An analysis of over 30 Russian and international suppliers and
systems that are relevant to banks in Russia.
❏ In-depth discussion and explanation of key BI
technologies
❏ Includes case studies highlighting real-life BI systems
users and outcomes
❏ Close attention paid to SME users and suppliers
❏ Use this report to make up your own mind about the
CLICK HERE industry, its players and their offerings.
A Business Intelligence (BI) system is not one platform that does
Published: February 2010 it all but a series of interlinked tools that, if used correctly, can
53 pages, A4 support better business decision making and drive growth. By
Digital Edition £325 exploring this often misunderstood area of technology, this new
IBS analyst report takes an impartial view of its successes and
ISBN 978-1-904778-29-5 failures, delivering a comprehensive overview of what a BI sys-
tem really is, and what it can and can’t do.
Anyone researching BI or considering taking this difficult but
potentially groundbreaking route to business success should
read the IBS Business Intelligence Systems Analyst Report, which
explores the subject matter, presenting insight and analysis in a
clear and readable style without resorting to consultancy-speak.
❏ Introduction
❏ Too much data, not enough information
❏ The origins of BI
❏ A technology comes of age
❏ The core technologies that power BI
❏ BI for the smaller user
❏ A niche vendor reveals the data needs of its lower-tier
banking clients
❏ Case studies (Permanent TSB, Newell Rubbermaid,
First National Bank, Techcom Bank, Absa Bank, Plus
spokespeople from HP, Logica and Fiserv)
❏ The future’s so bright - What lies ahead for BI users?
❏ Conclusion.

32 w w w. i b s i n t e l l i g e n c e . c o m Email: info@ibsintelligence.com Te l : + 4 4 ( 0 ) 1 3 0 3 2 6 2 6 3 6 Fax: +44 (0) 1303 262 646 33

ANALYST REPORTS

View inside Enterprise Risk and View inside Customer Centricity

Analyst Report

Finance Architectures Edition 2

Enterprise Risk and Building sustainable and meaningful infrastructures ‘Around 80 per cent of CEOs think their companies produce a
Finance Architectures
Building sustainable and meaningful infrastructures
for the new financial world
for the new financial world superior product or service but only about eight per cent of
Edition 3

their customers agree.’

Edition 3 Steve Towers, senior VP at not-for-profit organisation BP Group.

In a difficult economic environment, it is clear that those institutions
with a flexible, robust risk and finance architecture are betterable to
withstand tough market conditions. Not only can they be more
CLICK HERE responsive to business challenges but they can also be more adap-
tive to compulsory change-factors such as new accounting stan-
dards, corporate governance rules, customer protection legislation
and guidelines, risk management legislation, AML/KYC rules or
Published: September 2010
counter-terrorist finance laws.
41 pages, A4
Digital Edition £325
Fully updated to incorporate the impacts and lessons from the
ISBN 978-1-904778-58-5
recent financial turmoil, the Enterprise Risk and Finance
Architectures 3rd Edition explores those banks which have taken a
strategic approach to addressing their risk and finance require-
ments. It explains the rationale, the approaches, the options, com-
mon building blocks and the lessons from the pioneers.
The Report studies the drivers for change and the challenges
including:
❏ Data
❏ Coordination
❏ Optimisation and skillsets
❏ Technology
❏ Timescales
❏ Business benefits.
CLICK HERE
Published: September 2010
48 pages, A4
Digital Edition £325
ISBN 978-1-904778-55-4
In this new 2nd edition of our Customer Centricity Analyst Report,
we explore where the industry has gone so far, and what it has
really achieved in its search for customer centricity. We tackle the
elusive question of what ‘customer centricity’ actually is, we analyse
the drivers and objectives for becoming customer-centric, and we
evaluate the pitfalls and offer examples of best practice.
Instead of trying to make each process and product within a
financial organisation ever more efficient, leading banks are looking
at:
❏ Creating shared services that can be used across the
organisation
❏ Centralising services through ‘centres of excellence’
❏ Replacing existing platforms and unifying systems
infrastructures
❏ Initiating enterprise-wide transformation and re-engineering
programmes
❏ Truly driving these programmes from the perspective of
customer interaction and Successful Customer Outcomes
(SCO).
Crucially, this new edition refers throughout to real-life examples of
customer centricity in action from a diverse range of organisations
including:

It also reflects on the architecture options which are likely to ❏ Bank of Queensland
include: ❏ First Direct
❏ SBAB
❏ Data warehouses (a central repository or, more often, ❏ MDMSB and FINO.
multiple but coordinated data marts)
❏ ETL tools
❏ Business Intelligence
❏ Business Rules Management within a Service Oriented
Architecture (SOA) framework.

34 w w w. i b s i n t e l l i g e n c e . c o m Email: info@ibsintelligence.com Te l : + 4 4 ( 0 ) 1 3 0 3 2 6 2 6 3 6 Fax: +44 (0) 1303 262 646 35

Target the Gain a competitive
people that advantage
matter

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