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Presentation transcript:

1

Title Slide Heading Font: Calibri, 24 pt Color: White Secondary Heading Font: Calibri, Bold, 16 pt Text color: 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete Title Slide Heading Font: Calibri, 24 pt Color: White Secondary Heading Font: Calibri, Bold, 16 pt Text color: 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete Leveraging Technology Bob Clark, MISER Development Director Tom Kuhn, MISER DeskTop Development Manager

MISER Technical Strategy Deliver a user experience that encompasses: – Tablets – Desktops Employ Cohesion as the common message portal. Develop common services to deliver content across all platforms. 3

MISER Technical Strategy (cont.) Deliver a modular role-based tablet solution: Provide technology innovation through the use of MVC and HTML5. Focus on security. Deliver seamless integration. Make it easy to use and reliable. Deliver to market quickly. Use reusable business objects. 4

MISER Technical Strategy (cont.) Deliver a desktop solution that will combine all desktop products within a single framework: Provide a newly designed user interface Focus on security Deliver seamless integration Improve sales and contact management support Deliver a consistent user experience Make it easy to use and reliable Include workflow, authoring toolkit Provide seamless access to FIS solutions through single sign-on Provide technology innovation through the use of MVC and HTML5 Deliver to market quickly Use reusable business objects 5

MISER Technical Strategy (cont.) Make MISER the most efficient and easiest to use solution for our clients: One installation package to install all separately licensed desktop applications One location to set up users and define roles for all MISER applications One location to define stations One location to define products One location to define rates 6

HOW DO WE GET THERE?

MISER Technical Strategy 8 MISER Current Architecture VBTP ATM MISERNETMISERNET ATM OnlineTPSL ATM Switch Integrations Telnet CCF Integrations Telnet TX-ServerIntegrations Telnet BI Data Marts BI DB ATM DB MIS DB Attachmate Databridge Cohesion CCF TCP/IPSOAP Telnet Secure Telnet Telnet CCF

MISER TECHNICAL STRATEGY 9 MISER BRANCH AUTOMATION CURRENT ARCHITECTURE VBTP ATM MISERNETMISERNET ATM OnlineTPSL ATM Switch Integrations Integrations TX-Server Integrations TCP/IP SOAP FAA IIS-Server Branch Automation (ASP, COM) XML Telnet Telnet CCF Cohesion CCF Telnet CCF Telnet Secure Telnet Telnet

MISER TECHNICAL STRATEGY 10 MISER DESKTOP – PHASE 1 AND 2 VBTP ATM MISERNETMISERNET ATM OnlineTPSL ATM Switch Integrations Integrations TX-Server Integrations FAA MVC – Model and Controller IIS View (HTML5) Telnet CCF TCP/IP CCF SOAP XML Telnet CCF Telnet Secure Telnet TelnetSecure Telnet Cohesion

MISER TECHNICAL STRATEGY 11 MISER DESKTOP – PHASE 3 VBTP ATM MISERNETMISERNET ATM OnlineTPSL Cohesion Integrations IIS Server Controller Model View (HTML5) MISER Branch Automation MISER Workflow/Authoring MISER Business Intelligence MISER Administrator MISERStudio SmartCOLLECTOR SmartWRITER Controller Model Secure Telnet CCF WSDL Secure Telnet CCF Secure Telnet WSDL

Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete WHAT CHANGES WILL BE AVAILABLE THIS YEAR?

Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete TABLET

MISER TECHNICAL STRATEGY New Client New Account Opening (checking, savings, certificates) New Account Funding Signature Capture Electronic Document Support Account Confirmation Limited Monetary Transaction Processing 14 MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES

15 MISER Technical Strategy New Client MISERStudio – Virtual Sales Desk – Key Features

MISER Technical Strategy New Client New Account Opening (checking, savings, certificates) 16 MISERStudio – Virtual Sales Desk – Key Features

MISER Technical Strategy New Client New Account Opening (checking, savings, certificates) New Account Funding Signature Capture 17 MISERStudio – Virtual Sales Desk – Key Features

MISER Technical Strategy New Client New Account Opening (checking, savings, certificates) New Account Funding Signature Capture Electronic Document Support Account Confirmation Limited Monetary Transaction Processing 18 MISERStudio – Virtual Sales Desk – Key Features

MISER TECHNICAL STRATEGY New Client New Account Opening (checking, savings, certificates) New Account Funding Signature Capture Electronic Document Support Account Confirmation Limited Monetary Transaction Processing 19 MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES

Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete Transition Slide Header Font: Calibri, 32 pt Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete DESKTOP

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client-defined themes and fonts can be used to change the look of the desktop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view Transaction replies are configurable to fit the needs of your organization More efficient navigation is available throughout the desktop Single Funds Calculator is included Faster connection and response times delivered Workflow will be available through Windows Workflow Foundation (WWF) Built-in authoring tools will allow for ease of customer configuration (not 2013) MSMQ elimination is included 21 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission 22 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure 23 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable 24 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop 25 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available 26 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time 27 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view 28 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view Transaction replies are configurable to fit the needs of your organization 29 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view Transaction replies are configurable to fit the needs of your organization More efficient navigation is available throughout DeskTop 30 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view Transaction replies are configurable to fit the needs of your organization More efficient navigation is available throughout DeskTop Single Funds Calculator 31 MISER Desktop – Key Features

MISER Technical Strategy Fields in error are highlighted immediately before submission Tree structure menus have been replaced with a more efficient locate structure Grids are sortable Client defined themes and fonts can be used to change the look of DeskTop Contextual searches are available Multiple customer sessions can be active at the same time Teller transactions are presented in an optimized view Transaction replies are configurable to fit the needs of your organization More efficient navigation is available throughout DeskTop Single Funds Calculator Faster connection and response times Workflow will be available through WWF (Windows Workflow Foundation) 32 MISER Desktop – Key Features

The Miser Vision – Comprehensive/Extensible 33

The Miser Vision – Comprehensive/Extensible 34

The Miser Vision – Comprehensive/Extensible 35

The Miser Vision – Comprehensive/Extensible 36

The Miser Vision – Comprehensive/Extensible 37

The Miser Vision – Comprehensive/Extensible 38

The Miser Vision – Comprehensive/Extensible 39

MISER Technical Strategy Security – Fewer connection points to update as security requirements change One location to route data requests – MISER becomes the aggregator for a complete financial solution – Information can be sent/received to/from multiple sources and delivered in one message, allowing the best technical solution to be used. Business objects – Reusable services based on business processes for all MISER applications and strategic integrations – The ability to run multiple transactions in one process – The services will be shared between all desktop applications Account details (DRI for SV, CD, ND, Loans with POF) Add client (NC1, NC2 (personal), NC3 (corporate), CM2, CM3, CID, EMU) Update client (CM1, CM2, CM3, EMU) Add account (NSU, LK1, NA+) Account history (ND, SV, CD, NL, ML, IL, OL, CL, LY, MP, IP, OP) 40 Cohesion as the one path to MISER

MISER TECHNICAL STRATEGY (cont.) Future services – Deposits (6 transactions) – Withdrawals (6 transactions) – Payments (9 – 29 transactions) – Disbursements – New loan setup – Loan modifications Benefits – Support standardized message formats (IFX, CUFX) – Reduced time to market with new solutions – Reduced support time 41 COHESION AS THE ONE PATH TO MISER

THANK YOU Bob Clark, Tom Kuhn Thank You Slide Heading Font: Calibri, 32 pt, All Caps Color: White Presenter Name Font: Calibri, Bold, 18 pt, white Contact Information Font: Calibri, 16pt, 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete Thank You Slide Heading Font: Calibri, 32 pt, All Caps Color: White Presenter Name Font: Calibri, Bold, 18 pt, white Contact Information Font: Calibri, 16pt, 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete