1. Improving Business Performance for Financial Services
Ian Warford
Director, Securities & Capital Markets
February 7th 2008

2. Microsoft in Financial Services
WW Team dedicated to FSI
Capital Markets, Banking & Insurance
$3 Billion in Annual FSI Revenue
Enterprise Ready
London Stock Exchange
Market data distribution & trading platform
Progressive Insurance
5 Million policy holders built on .NET
Banco Santander
Messaging hub for all Swift payments
Demand from customers
Collaboration, Unified Communications, CRM, HPC, Business Intelligence

3. Top 10 Business and Technology Priorities in 2007
Top 10 Business Priorities
Rank
Top 10 Technology Priorities
Business process improvement 1
Business Intelligence applications
Controlling enterprise-wide operating costs 2
Enterprise applications (ERP, CRM and others)
Attract, retain and grow customer relationships 3
Legacy application modernization
Improve effectiveness of enterprise workforce 4
Networking, voice and data communications
Revenue growth 5
Servers and storage technologies (virtualization)
Improving competitiveness 6
Security technologies
Using intelligence in products and services 7
Service-oriented architectures
Deploy new business capabilities to meet strategic goals 8
Technical infrastructure management
Enter new markets, new products or new services 9
Document management
Faster innovation 10
Collaboration technologies
Source: Gartner Executive Programs (February 2007)

4. Microsoft Business Intelligence
9/9/ :33 PM
Microsoft Business Intelligence
Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
Complete and integrated BI and Performance Management offering
Widespread delivery of intelligence through Microsoft Office
Enterprise grade and affordable
This example represents our vision for business intelligence. For the past decade, our vision and strategy has been to help improve organizations by providing business insights to ALL employees, leading to better, faster, more relevant decisions.
Let’s talk about how we accomplish this vision with our customers today.
© 2007 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. Gartner places Microsoft as a leader in the 2008 BI Platforms Magic Quadrant

6. Agenda 8:30 Registration & Breakfast
9:00 Welcome & Introduction Ian Warford – Director Microsoft
9:15 Trends in Performance Management Kit Jackson – VP Palladium
10:00 MS Office Performance Point Server - Presentation John Taylor – Former MD Cartesis
10:30 Break
10:45 MS Office Performance Point Server – Demo. Richard Lewis – Snr. Consultant IM Group
11:15 Case Study – How MS does Performance Mgmt Steve Dunn – Financial Controller MS.
11:45 Q & A
12:15 Close

7. 9/9/ :33 PM
Thank you for your time and attention today.
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.