1 actuate corporation © 2007 next-generation online client reporting capabilities rich internet...
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1Actuate Corporation © 2007
Next-Generation Online ClientReporting Capabilities
Rich Internet Reporting for Online Financial Management
2Actuate Corporation © 2007
Actuate Corporation
Headquarters Silicon Valley
Offices Regional HQs: London, Singapore, Tokyo, TorontoR&D: San Francisco, Kansas City, Shanghai, Toronto
Employees 600 worldwide
Founded December 1993
FinancialStrength
$100+ million enterprise software companyProfitable, strong cash balance and no debt
Traded as ACTU on NASDAQ since July 1998
Customers Focus on Global 9000 (annual revenues over $1 billion)Over 3,500 customers globallyTop-tier accounts in banking, insurance, securities, government, high tech, pharmaceuticals, health care and telecom
ProductsEnterprise Reporting Application PlatformEnterprise applications that improve performance and customer service
Services Design, consulting, development, integration, training, support
Partners IBM, Accenture, SAP, Oracle/PeopleSoft/Siebel, Sun, BEA, BMC
4Actuate Corporation © 2007
The World’s Largest Banks Depend on Actuate for Online-Channel Reporting
Largest Banks in the World by Total AssetsAssets in Millions of Dollars
Largest Banks in the World by Total AssetsAssets in Millions of Dollars
Actuate’s advanced reporting helps the world’s largest banks improve their online presence and customer satisfaction
5Actuate Corporation © 2007
Actuate Delivers the Full Spectrum of Online Channel Reporting Applications
Applications Customers
Institutional Client Reporting Global 50 Securities Firms
Individual Client Reporting Global 50 Banks
Cash Management Reporting Global 50 Banks
Agent and Member Claims Reporting Fortune 500 Insurers
Retirement Fund ReportingFortune 500 Investment Fund Managers
Online Statements Global 50 Card Services
6Actuate Corporation © 2007
What’s Motivating the World’s Leading Wealth Managers
“Sophisticated Online Delivery is
massively important as we enter new markets. ‘Emerging wealth and
core affluent’ clients are a new breed.”
World’s Leading Wealth Manger
“Clients want to see the value we are adding. There’s a ‘show me’
attitude now, and clients are more engaged. You demonstrate the
value with better reporting and you engage them with online
information.”
UK Leading Investment Firm“Clients need to view and access dozens of different
portfolio products. We need to
give them a complete picture from a single, sophisticated
and aggregated dashboard.”
Global Top 3 Firm
Stimulate GrowthClient Satisfaction & Retention
Maintain Parity and Competitive Advantage
“Online User Experience is extremely important. Clients want more access to information in an elegant and efficient interface. We’re trying to stay in front of
the competition.
Top 3 Asset and Custody Manger“We are far behind our competitors
in this area and this project is about catching up. We also think of Google as our competition.”
Dominant US Bank
7Actuate Corporation © 2007
Next Generation Capabilities Live Interaction,
Online Analysis, Live Excel, Personalization
• Live Excel• What-if analysis• Charts and graphs• Data slicing and dicing• Customer-defined layouts
Roadmap Capabilities Consolidation,
Parameterization
• Unified dashboard views• Parameterization • Ad hoc reports
Existing Capabilities Basic accountinfo delivery,
drill downand static export
Evolution of Online Channel Reporting
Use
r N
eed
s
Time
Web Live Online Analysis
• Balance and transaction detail information
• Current day, prior day and historical reporting
• Multi-currency reporting• Print, fax and e-mail options• Batch and real-time
8Actuate Corporation © 2007
Next-Generation Enabling Technologies and New User Demands Are Emerging
•Rich Internet Experience
•Web 2.0
•Portlet components
•XML and derivatives
•Dynamic, Ajax-based UI
•Rich Internet Experience
•Web 2.0
•Portlet components
•XML and derivatives
•Dynamic, Ajax-based UI
SOA Infrastructure
Leverage existing systems and components
Standardization
Data-driven environment
Open APIs to customize apps
SOA Infrastructure
Leverage existing systems and components
Standardization
Data-driven environment
Open APIs to customize apps
Personal Dashboards
Integrate data from multiple sources
Multi-account views
Cross-account planning
Personal Dashboards
Integrate data from multiple sources
Multi-account views
Cross-account planning