Citrix Solutions in Financial Services

Joseph Alexander DelgadoBusiness Development Manager, CitrixWordtext Systems, Inc.

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Agenda

• Financial Services Challenges

• Citrix in Financial Services

• Citrix Solutions in Financial Services

• Q and A

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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.

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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

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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

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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 TechnologiesLehman Brothers

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Separate Hardware and Software Life Cycles

– Limit constant PC upgrades– Minimize support costs of multiple branches– Achieve realizable RETURN ON INVESTMENT (ROI)

SoftwareSoftwareLife CycleLife Cycle

HardwareHardwareLife CycleLife Cycle

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Server-Based Computing Impact on Infrastructure

SBC Separates the CyclesSBC Separates the Cycles

SoftwareSoftwareLife CycleLife Cycle

HardwareHardwareLife CycleLife Cycle

FasterFaster

SlowerSlower

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Citrix Access Suite

• Integrated access infrastructure

• Foundation for building enterprise-wide access infrastructure system

Product Overview

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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?

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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

DataData

Notes Server

Citrix Presentation

Server

How does it work?

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Our Customers in Financial ServicesOur 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