Citrix Solutions in Financial Services Joseph Alexander Delgado Business Development Manager, Citrix Wordtext Systems, Inc.

2 Agenda Financial Services Challenges Citrix in Financial Services Citrix Solutions in Financial Services Q and A

3 Financial Services Challenges Simplify Access. Reduce Costs. Create new Services. Improve Customer Satisfaction Deliver new applications and services faster and provide higher level of support to remote branch offices and independent agents Deploy an integrated desktop to geographically dispersed call centers to improve customer satisfaction Provide secure access to business applications to mobile workforce (e.g., agents, sales, claims adjusters) Keep the business going during planned outages and provide almost instantaneous recovery during manmade or natural disasters (unplanned outages). Streamline IT administration to reduce costs.

4 Remote Branch Offices Challenges –How to provide secure, real-time access to applications by remote offices and independent agents –How to support and training costs increase while staff and budgets decrease The Citrix Solution for Remote Office Connectivity –Rapidly deploy applications to remote branch offices across any desktop computing device –Provide better application performance over dedicated or dialup connection –Centrally manage and control applications and data while providing better support and training

5 Call Centers/Customer Service Challenges –How to quickly and easily deploy and maintain a wide variety of customer-centric applications –How to integrate applications into a single CSR desktop –How to support geographically dispersed call centers The Citrix Solution for Remote Office Connectivity –Rapidly deploy CRM and other database applications to workers anywhere. –Instantaneously combine a disparate collection of applications and content into a single, access portal to improve user productivity and customer satisfaction.

6 Mobile Workforce Challenges –How to provide real-time, secure access to mobile workers –How to deliver satisfactory application performance across a variety of mobile devices The Citrix Solution for Workforce Mobility –Instantly provide real-time, secure access to critical business applications –Provide highest performance level, across a wide variety of wired and wireless mobile devices

7 Business Continuity Challenges –How to provide continuous service through planned and unplanned outages –How to minimize financial risk associated with transaction downtime –How to meet industry regulations and profitability goals The Citrix Solution for Business Continuity –Maintain business operations in any event –Maintain high systems availability – even during periods of scheduled downtime –Provide relocated professionals safe and secure access to corporate resources from home or leased space “Citrix has grown from a remote access solution for a few employees to a key component of our enterprise infrastructure. By proving its scalability, performance and flexibility under extraordinary circumstances (Sept 11), MetaFrame has become an integral part of our IT strategy going forward.” Hari Gopalkrishana,VP e-Commerce Technologies Lehman Brothers

8 Separate Hardware and Software Life Cycles –Limit constant PC upgrades –Minimize support costs of multiple branches –Achieve realizable RETURN ON INVESTMENT (ROI) Software Life Cycle Hardware Life Cycle

9 Server-Based Computing Impact on Infrastructure SBC Separates the Cycles Software Life Cycle Hardware Life Cycle Faster Slower

10 Citrix Access Suite Integrated access infrastructure Foundation for building enterprise-wide access infrastructure system Product Overview

11 Key Product Components Citrix Presentation Server –Centrally host applications –Standardize delivery of Windows, UNIX, and Web applications –Publish applications as utility style services Citrix Access Gateway –Granular access control –Adaptive user access –Universal access interface Citrix Password Manager –Single Sign-on –Password policies –Automated response –Self-service password reset Optional: Citrix GoToMeeting –Instant Collaboration Optional: Citrix GoToAssist –On-Demand Assistance How does it work?

12 Citrix Presentation Server Model Database-Server Lotus Domino Server File Server Database-Client Lotus Notes Client Word, Excel... Low requirement on client side (can be as old as 486) ICA-Protocol Low Bandwidth 10-20kbps Data Notes Server Citrix Presentation Server How does it work?

13 Our Customers in Financial Services Our Customers in Financial Services 10 of the top 10 Australian Banks* 9 of the top 10 U.S. Banks** 9 of the top 10 U.S. Insurance companies 10 of the top 10 Australian Banks* 9 of the top 10 U.S. Banks** 9 of the top 10 U.S. Insurance companies *Based on MIS Top 100 **Based on 2002 Fortune 500 ranking by asset size Local banks: Asian Development Bank Allied Bank Citibank Philippine National Bank

14 Some of Our Customers …

15 Citrix Solutions in Financial Services Simplify Access. Reduce Costs. Create new Services. Improve Customer Satisfaction Delivering new applications and services faster and provide higher level of support to remote branch offices and independent agents Delivering an integrated desktop to geographically dispersed call centres to improve customer satisfaction Providing secure access to business applications to mobile workforce (e.g., agents, sales, claims adjusters) Keeping the business going during planned outages and provide almost instantaneous recovery during manmade or natural unplanned outages. Streamlining IT administration to reduce costs. Simplify Access. Reduce Costs. Create new Services. Improve Customer Satisfaction Delivering new applications and services faster and provide higher level of support to remote branch offices and independent agents Delivering an integrated desktop to geographically dispersed call centres to improve customer satisfaction Providing secure access to business applications to mobile workforce (e.g., agents, sales, claims adjusters) Keeping the business going during planned outages and provide almost instantaneous recovery during manmade or natural unplanned outages. Streamlining IT administration to reduce costs.

16 Your current challenges ? How you can consolidate and manage disparate network and multiple IT architectures? How you can deploy corporate applications and version updates in minutes for all desktops across remote offices, centrally? How can you save on management and support costs including man-hours, limit expensive hardware upgrades, and control software license purchases?

17 Questions? For free consultation, please contact: Shellsoft Technology Corporation Authorized Citrix Solution Advisor Wilson Keh Tel or Tel local 139