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Business Intelligence Solutions
     for Financial Services




                           MOBILE INTELLIGENCE
Leader in Business Intelligence for Over 20 Years




             Business Intelligence (BI)

             The process of transforming raw data into meaningful information to enable more
             effective business insight and decision-making



             MicroStrategy, Incorporated (NASDAQ: MSTR)
                 •	 Founded in 1989
                 •	 Leading independent business intelligence software vendor
                 •	 Over 1 million business users at over 3,000 organizations
                 •	 Direct operations in 42 cities in 23 countries around the world
                 •	 Over 70 patents pending or issued




2
Leader in Business Intelligence for Financial Services


                              12 of the 20 Top Global Banks Use MicroStrategy
     MicroStrategy Supports Hundreds of Financial Services Companies Worldwide


•	   ABN	AMRO	Bank	N.V.
•	   AIG
•	   Banco	BPI
•	   Banco	de	España
•	   Banco	Espirito	Santo
•	   Banco	Sabadell
•	   Banco	Santander	Central	Hispano
•	   Barclays
•	   Bank	of	Montreal
•	   BNP	Paribas	Personal	Finance                                       Recreated LOGO
•	   Citi
•	   H&R	Block
•	   Heartland	Payment	Systems
•	   LowerMyBills.com
•	   Mediofactoring
•	   Société	Générale	S.A.
•	   Swedbank	AB
•	   The	Export-Import	Bank	of	Korea
•	   The	Royal	Bank	of	Scotland                         Recreate LOGO

•	   Unicredit	Global	Information	Services	S.C.P.A
•	   Universal	Investment	GmbH
•	   Westpac	New	Zealand	Ltd.




                                                                                         3
Financial Services Customer Success Stories


                                            Strengthening Customer                                                           Analyzing Card Transactions
                                            Relationships, Managing                                                          for Purchase Trends and
                                            Risk, & Driving Profitability                                                    Compliance
      Société Générale, a major European financial services company, has deployed             A leading global financial services company, Citi has deployed its Citibank® Custom
      five MicroStrategy-based BI applications across its 2,300 retail banking branches       Reporting System, powered by MicroStrategy technology. The Citibank® Custom
      in France that are currently used by more than 16,000 employees to better               Reporting System is a robust business intelligence tool supporting Citi’s Commercial
      understand customer needs, strengthen customer relationships, track trends,             Cards clients globally in over 40 countries and 14 languages with extensive analytics,
      identify profitable areas, and prevent fraud. The sales force relies on MicroStrategy   Key Performance Indicators (KPI), and detailed transaction and demographic reports.
      dashboards to track sales and product performance, promote cross sell and up sell       Deployed as part of Citi’s suite of Web-based tools, the extranet allows Citi’s
      activity, and monitor employee performance. MicroStrategy is also used for risk         Commercial Cards clients to monitor cardholder compliance with corporate spending
      management and profitability management.                                                policies, easily analyze purchase trends, and administer global card programs for
                                                                                              their organizations.




                                            Enhancing Business                                                               Analyzing Sales, Financial, and
                                            Performance                                                                      Risk Information Across the
                                                                                                                             Enterprise
      Westpac Life New Zealand Limited is one of New Zealand’s full service banks. In         BBVA, a financial services provider in the Spanish and global market, employs
      the backdrop of worldwide economic uncertainty, Westpac launched a project to           105,000 people in over 30 countries, and has more than 50 million customers.
      enhance business performance. Capitalising on the combined strengths of past            BBVA recently expanded its deployment of MicroStrategy to provide its bank
      investments made in MicroStrategy’s Business Intelligence, the Insurance business       employees with intuitive dashboards that display a vast amount of sales, financial,
      realized its objectives within ten months.                                              and risk information. A wide range of BBVA employees rely on MicroStrategy
                                                                                              for their day-to-day activities, including branch employees who access customer
                                                                                              information, regional office end users who analyze statistics and trends, and agents
                                                                                              and managers who require a global vision to make informed, fast decisions.




4
Financial Services Customer Success Stories


                                                Reporting on Factoring                                                           Monitoring Customer
                                                Solutions for Managing                                                           Spending Habits and
                                                Credit Portfolios                                                                Predicting Delinquencies
  Mediofactoring is a company in the Intesa Sanpaolo Group that offers its customers   Barclaycard US, a division of Barclays PLC, is responsible for the management and
  personalized and time-saving factoring solutions, including management of            servicing of co-branded credit card programs for some of the most successful
  receivables, guarantee on receivables collection, and advanced payments services.    travel, entertainment, retail, and financial institutions in the world. As a global
  Using MicroStrategy to support their on-line services, Mediofactoring’s customers    provider of credit cards, Barclaycard US must be constantly aware of its customers’
  can subscribe to a number of reporting services to receive customized information    spending habits, payments, promised payments, and delinquency. MicroStrategy
  through e-mail or on a personal Web page within the Mediofactoring’s portal.         has become the BI standard that helps them achieve these goals.




                                               Helping Improve Insight                                                           Managing Customer and
                                               for Customers                              Bank of America                        Product Profitability to
                                                                                                                                 Drive Performance
  Recreate LOGO

  Heartland Payment Systems, the nation’s 5th largest payments processor, provides     Bank of America is one of the world’s largest financial institutions, serving individual
  card processing, payroll, check management and other payments solutions.             consumers, small and middle market businesses, and large corporations with a
  Heartland selected MicroStrategy to enhance the reporting and analytics              full range of banking, investing, asset management, and other financial and risk-
  capabilities it provides to its merchants, giving them greater insight into their    management products and services. Global Product Solutions (GPS), a division of
  businesses.                                                                          Global Corporate & Investment Banking at Bank of America, employs the BI Platform
                                                                                       and designs, delivers, and services integrated credit and treasury products to more
                                                                                       than 140,000 clients around the world. The large user community, which includes
                                                                                       associates from sales, product management, client services, risk management,
                                                                                       and finance, leverages MicroStrategy for a wide range of important functions,
                                                                                       including client and product profitability analysis, performance metrics tracking, risk
                                                                                       management, officer portfolio performance, and pricing management.


                                                                                                                                                                                  5
Solutions for Financial Services


    CFO Dashboard
    Measuring, Monitoring, and
    Optimizing Banking Performance                                      iPad   1:55 PM          100%




    CFOs are transforming the finance function by gaining
    deeper insights into business performance and taking
    appropriate actions. With access to critical data, CFOs are
    able to measure and benchmark divisional performance,
    monitor trends, and optimize business decisions that
    help their financial institutions allocate capital, grow
    assets, better manage risks, and improve profitability. To
    achieve this level of data insight, CFOs need to be able
    to visualize key metrics based on aggregated information
    from disparate data sources and use contextual data to
    collaborate with business users to drive actions.

    MicroStrategy’s CFO Dashboard solution for financial
    institutions measures financial performance, monitors                                iPad          1:55 PM   100%



    significant trends, drills down to details for full transparency,
    and helps optimize business decisions. This dashboard built
    on iPads helps CFOs gain insight and act on information
    anytime, anyhwere. In contextual snapshots, CFOs are able
    to understand the performance of various divisions, model
    profitability at different levels of revenue and expense, and
    monitor trends at granular levels across multiple dimensions
    of the business, including the visually intuitive geospatial
    dimension. The CFO dashboard provides a detailed analysis
    of financial information critical for banks, including the
    balance sheet, the loan portfolio of the banking book,
    and investment positions held in the trading book.
6
Solutions for Financial Services


Counterparty Risk
Creating a Risk Intelligent
Enterprise
Enterprise Risk Management is a critical imperative for         iPad                                                                            1:55 PM                                                                                             100%
                                                                                                                CR Counterparty              CR Sector                                 CR Investments
banks today. Executives, boards, shareholders, and              Graph            Grid

regulators are all demanding more controls and better                                                    Total Exposure Amount                                                                      Exposure by Fund
                                                                                                                                                                         0.12B
transparency around risk. Basel III regulations mandate            Goldberg Capital Investors                                               2,824M

                                                                  Stein, Jones, and Smith Ltd                                      2,079M
increased capital requirements for newer types of                                                                                                                        0.10B
                                                                                    gement
                                                                Donaldson Asset Management                                1
                                                                                                                          1,558M

risk, such as Counterparty Credit Risk. Further, volatile       Broadway Trading Group LLC
                                                                                    up                                   0
                                                                                                                      1,203M
                                                                                                                                                                         0.08B
market conditions have forced financial institutions                      Bidel Capital Group                         5
                                                                                                                  1,125M




                                                                                                                                                     Long Exposure Amt
                                                                                        LB&T                    878M
to better understand risk exposures at aggregate and                                                                                                                     0.06B
                                                                        Pine Farms Securities                  786M
granular levels, such as specific Counterparty Limits.                     Galloway Partners               731M
                                                                                                                                                                         0.04B
Financial institutions are being compelled to determine            Accelerated Solutions USA             472M

                                                                                                        435M
risk profiles and act in a timely manner to ensure their                       Mars Financial

                                                                                                                                                                         0.02B
                                                                         SDP Associates LLC             397M
financial stability.                                            Paladino Advisory Group LLC             356M
                                                                                                                                                                         0.00B
                                                                           Bank of Baldesare        297M                                                                    0.00B         0.02B         0.04B       0.06B       0.08B      0.10B        0.12B
MicroStrategy’s Counterparty Risk solution for financial           River & Co. Financial Corp      250M
                                                                                                                                                                                                            Short Exposure Amt

                                                                                                                                                                         Green Grass Capital                 Bosh and Co.         Mentor Financial Advisors Inc
institutions helps Risk Officers manage risk exposure                  LTP Financial Advisors      220M                                                                  Strategy Financial Capital Group
                                                                                                                                                                         High Performance Fund
                                                                                                                                                                                                             Bieber Group
                                                                                                                                                                                                             James, Bortnick,
                                                                                                                                                                                                                                  Friedson Partners, LLC
                                                                                                                                                                                                                                  Red River Financial Associates
                                                                                                0.00B                  1.50B                 3.25B                       Benefit Securities LLC              & McElroy Group

across the multiple dimensions of market transactions,
including counterparties, customers, sectors, and
holdings. Risk Officers are able to monitor trends, spot
outliers, drill into details for full transparency, and react
to rapidly changing market events, all within highly
contextual visual media. The solution reduces latency
between analysis and action by integrating the full
process into one tool. From one solution, Risk Officers
can quickly analyze the data, make the right decision,
and initiate a transaction directly into the institutions
trading and control systems.
                                                                                                                                                                                                                                                                   7
Solutions for Financial Services


    Prime Broker
    Managing Customers and
    Investments in Dynamic Market
    Conditions                                                  iPad                                                                               1:55 PM                                                                        100%
                                                                                                                                                                                                     Close of Business Date: 6/24/2011




    Prime Brokers face intense challenges managing                Equity Analysis     PNL Analysis       Securities Agreements                      Select Customer Group:                 (All)   Group 2     Group 3       Group 4


    performance and risk across customers, funds,                 Accounts Overview
                                                                            Top Account                                  Priority               Mkt Value                           Mkt Value %       Margin             Margin Trend
    counterparties, and lenders. Optimizing return on            Benefit Securities LLC                     details        No                   607,757,691                           (1.72%)       (155,735,840)            (1.59%)
                                                                                                                                                393,591,421
    capital, increasing share of wallet in a competitive         Friedson Partners, LLC                     details        No                                                         (1.16%)        (23,209,010)             2.82%
                                                                 Mentor Financial Advisors Inc              details        Yes                 3,506,046,692                           0.44%       (1,055,646,286)           (0.12%)
    multi-prime-broking environment, and improving               Bieber Group                               details        Yes                   49,781,973                           (0.31%)       (223,847,970)             0.00%
                                                                 Green Grass Capital                        details        No                   18,847,914                             1.03%         (89,321,766)            (0.08%)
    operational efficiency are all key criteria for success      High Performance Fund                      details        Yes                 5,805,150,002                          (0.68%)       (493,771,359)            (4.19%)
                                                                 Bosh and Co.                               details        No                  1,545,976,198                          (2.35%)        (61,530,348)             2.36%
    that require state-of-the-art business intelligence.          Account Details                                                                              Top DTD Portfolio Losses (tap bar for CUSIP)
    Successful Prime Brokers will be those who are able to                 Equity Analysis for Broadway Capital Advisors
                                                                   MARKET VALUES                           % Change
                                                                                                                                                                            1.5M                                                  0.00%

                                                                                                                            Detailed Report
                                                                                                                                                                            1.0M

    assess positions and associated risks at any time during      LMVEquityTotal
                                                                  SMVEquityTotal
                                                                                          225,962,308.16
                                                                                        (160,954,646.71)
                                                                                                                 1.23%
                                                                                                               (4.44%)
                                                                                                                             Drill to detail
                                                                                                                            Drill to detail
                                                                                                                                                                                                                                  -20.00%




                                                                                                                                                                                                                                             Market Value DTD % Change
                                                                                                                                                                            0.5M
                                                                  USD Cash                  6,674,466.44         1.62%




                                                                                                                                                       CUSIP Market Value
    the day so that they can support hedge funds most             Foreign Cur * USD
                                                                  Total mkt Value
                                                                                                    0.00
                                                                                          393,591,421.31
                                                                                                                 0.00%                                                      0.0M
                                                                                                                                                                                                                                  -40.00%

                                                                                                                                                                            -0.5M

    effectively. Those who don’t will experience                   MARGIN REQUIREMENTS
                                                                                                                                                                            -1.0M
                                                                                                                                                                                                                                  -60.00%

                                                                  House Call              (743,722.00)          4.90%
    asset outflow.                                                House Excess
                                                                  Margin Equity
                                                                                       105,293,834.00)
                                                                                      (127,759,122.58)
                                                                                                               (2.34%)
                                                                                                               (1.48%)
                                                                                                                                                                            -1.5M
                                                                                                                                                                                                                                  -80.00%
                                                                                                                                                                            -2.0M
                                                                  House Reqs                     0.30           0.00%
                                                                  Total Margin Req       (23,209,010)
                                                                                                                                                                            -2.5M                                                 -100.00%
    MicroStrategy’s Prime Broker solution for financial
    institutions helps manage a portfolio of customers and
    their investments. Prime Brokers can rapidly monitor
    consolidated positions and exposures while visualizing
    key profitability and risk metrics. The solution enables
    users to compare customer performance, spot trends,
    manipulate data to simulate results, and highlight topics
    that require deeper analysis.




8
Solutions for Financial Services


Bank Performance
Analyzing and Reviewing the
Banking Industry Anytime, Anywhere
                                                                 iPad   1:55 PM          100%




Industry regulators, customers, executives, and shareholders
all want to quickly assess the financial and operational
performance of a company, both in absolute terms and
in relation to its industry peers. The recent financial crisis
has made this need more pronounced within the Banking
industry. Transparency and building trust is a major factor in
the survival of banks. Recognizing this need, the FDIC has
published financial institutional data, which can be analyzed
for deep industry insight.

MicroStrategy’s Bank Performance Application is a robust
solution to gain insight into the components of banking
performance. The application provides business performance
data of 7,000+ FDIC insured financial institutions every                          iPad          1:55 PM   100%




quarter, with data going back to 2007. The top 100 banks
are sorted by key metrics to identify top 10 and bottom 10
performers. Visually intuitive graphical interfaces identify
Leaders and Laggards based on analysis of key metrics.
The solution provides aggregated and granular level details
of income statement and balance sheets with key metrics
compared to national averages, which helps to quickly assess
the performance of a bank against its peers.




                                                                                                                 9
The MicroStrategy Difference


     The MicroStrategy Platform is Uniquely Suited to Meet the Complex and Varied
                        Needs of the Financial Services Industry

              Retail                          Commercial                        Capital Markets                                Capital Markets


                                                  Credit Risk                                                              Wealth         Asset Owner
           Branch Banking                                                               Trading and Sales
                                                   Analysis                                                              Management         Services



                                           Treasury Management                      Underwriting and                 Asset/Investment     Asset Issuer
          Mortgage Lending
                                                  Services                          Structured Finance                Management           Services


                                                    Client
                                                                                                                         Investment        Investment
             Credit Card                        Management and
                                                                                                                           Products         Analytics
                                                     Sales                         Other Credit

                                                 Middle Market                                                           Global Asset       Deposit
           Private Banking                                                           Non-depository
                                                    Lending                                                               Reporting         Analytics
                                                                                    Credit Institutions




       Enterprise            Global Financial                         Asset/Liability                          Risk
                                                                                                                                          Customer
                                                                                                                                         Relationship
                             Markets Trading                          Management                            Management
       Services                                                                                                                          Management




       Shared                Compliance and                 Accounting and                                                               Infrastructure
       Services                 Audit                          Finance
                                                                                               Technology           Operations
                                                                                                                                            Support




10
Why Do Tier One Financial Services Providers Turn to MicroStrategy?


     Only MicroStrategy Meets the Unique Regulatory, Risk Management,
             Customer Experience, Operational Profitability, and
         Data Volume Requirements of the Financial Services Industry




                                                                        11
The Platform for Financial Services Intelligence


     MicroStrategy Mobile Business Intelligence                                                                                  MicroStrategy’s Extensive
     FASTER TO DEVELOP – Quickly design apps that offer a superior user experience, knowing that infrastructure code such as     Platform Experience Conveys
     networking, security, data management, and sensor integration is already built-in.                                          Directly to Mobile BI
     NO CODE REQUIRED – Customize the look, feel, and behavior of your app using an array of finely-designed, iPhone-optimized   The MicroStrategy platform is built on one unified, organically-

     displays and controls. MicroStrategy’s intuitive point-and-click interface makes configuration easy.                        developed architecture. This platform provides a number of critical
                                                                                                                                 capabilities to ensure that it is truly enterprise-class:
     EASIER TO MAINTAIN – Accelerate deployment of new apps and stream app updates with the MicroStrategy Mobile application
     platform, so users always have easy access to the latest, most up-to-date information.                                      Rapid Development and Deployment using WYSIWYG point-
                                                                                                                                 and-click design in the MicroStrategy integrated development
                                                                                                                                 environment.


                                                                                                                                 High Scale and High Performance across user scale, data scale,
                                                                                                                                 and application scale on the fastest, highest performing business
                                                                                                                                 intelligence server.


                                                                                                                                 Economies of Scale as the system grows with the minimum
                                                                                                                                 number of IT personnel and the fewest servers.


                                                                                                                                 ‘Write once, run anywhere’ Flexibility from a single service-
                                                                                                                                 orientated architecture to satisfy multiple devices and clients
                                                                                                                                 without additional integration or device-specific translation.


                                                                                                                                 Openness and Extensibility via MicroStrategy’s SDK and
                                                                                                                                 extensive library of APIs.


                                                                                                                                 Secure Data Access Model designed to provide robust data
                                                                                                                                 protection using a full range of technologies and security models.


                                                                                                                                 Comprehensive Administrative Control consistent with
                                                                                                                                 mission-critical system operation.

                                                                                                                                 Unmatched Analytical Power against entire data warehouses
                                                                                                                                 using data mining, predictive, statistical, financial, and
                                                                                                                                 mathematical analyses.



12
Mobile Intelligence for the iPhone®, iPad®, and BlackBerry®



                                                     iPad                          1:55 PM                    100%




Native App Experience                                       Enterprise Grade                                         Fast to Develop
Purpose-built, workflow-driven apps that                    Designed to deliver the higher levels of                 Fast, code-free app development via
quickly and easily guide users through their data           performance and scalability demanded by mobile           MicroStrategy’s metadata-driven, point-and-
to discovery, analysis, or decision. Apps fully             apps. MicroStrategy delivers in-memory, multi-level      click paradigm. Build rich, interactive BI apps in
leverage mobile device capabilities, including the          caching, ROLAP analytics, robust security, easy          just days. Speed deployment by building once
multi-touch interface, sensors (GPS or camera),             extensibility, and comprehensive administration          and deploying across platform to iPhone, iPad,
communications (voice, email, text), and more.              features designed for enterprise deployments.            BlackBerry, browsers, Microsoft Office, or portals.



                                                                                                                                                                           13
Visualize Patterns and Trends in Your Data


                             Visual Insight
                                                                    An Extensive Library of Graphs




                                                           Bubble	Chart                          BoxPlot




                                                         Bar	and	Line	Chart                 Area	and	Line	Chart




     •		Extremely	fast	to	generate	business	insight
                                                           3D	Bar	Graph                         Histogram
     •		Highly	intuitive	data	presentation

     •		Powerful	and	simple	exploration

     •		All	business	data	-	enterprise	to	spreadsheets
                                                            Gantt	Chart                         Line	Chart
     •		Save	and	share	insights

     •		Available	on	web	and	mobile	devices



14                                                          Radar	Chart                       Waterfall	Chart
Capabilities Finally Made Possible with Mobile Technology


                              Camera                                                            Visual Information



                                                                                  iPad                     1:55 PM               100%




Capture	client pictures	to personalize experience                               Use	visual	information	in	your	analyses	or	to	
                                                                                share	portfolio	performance	with	clients	at		
                                                                                point	of	contact



 Information about the device featured above can be found at www.squareup.com
                                                                                                                                        15
Act on Information


                                               MicroStrategy Transaction Services™

 From Insight to Action
 Monitoring your organization’s performance in                     iPad                                                                                 1:55 PM                                                                   100%
                                                                                                                        CR Counterparty               CR Sector                   CR Investments
 the palm of your hands is a powerful business
                                                                     Graph              Grid

 capability. Interacting with that information to                                                                Total Exposure Amount                                                             Trading Status   Counterparty Limit



 approve risk limits, submit client requests, change                      Goldberg Capital Investors                                               2,824M           Goldberg Capital Investors           ?             1,500M

                                                                          Stein, Jones, and Smith Ltd                                           2,079M             Stein, Jones, and Smith Ltd                         2,400M
 plans, and capture information at the moment of                                         gemen
                                                                     Donaldson Asset Management                  Current               Counterparty
                                                                                                                                          1,558M                   Trading
                                                                                                                                                                 Donaldson Asset Management                            2,000M
                                                                                                                Exposure                   Limit                   Action
 insight takes that power to a new level.                            Broadway Trading Group LLC
                                                                                         up                                   1,203M                             Broadway Trading Group LLC              X             1,000M
                                                                                                                                         1,100 M              Continue Trading
                                                                                               Grou
                                                                                 Bidel Capital Group            1,203 M 1,125M                                               Bidel Capital Group                       1,250M
                                                                                                                                                              Halt Trading

 MicroStrategy Transaction Services lets people                                                                                                                                                                        1,500M
                                                                                               LB&T                     878M                                                              LB&T
                                                                                                                                                              Trade with Caution
                                                                                                         1,100M                                 Done
                                                                               Pine Farms Securities                   786M                                             Pine Farms Securities                          1,350M
 act on business information from a mobile                                        Galloway Partners                    731M                                                   Galloway Partners
                                                                                                                                                                                                         X              600M

 device such as the iPad and iPhone, as well as                           Accelerated Solutions USA               472M                                              Accelerated Solutions USA                           500M

                                                                                      Mars Financial             435M                                                            Mars Financial                         510M
 from a dashboard on any web browser. For                                       SDP Associates LLC              397M                                                      SDP Associates LLC             ?              350M

 example, banks and brokerages use Counterparty                      Paladino Advisory Group LLC                356M                                              Paladino Advisory Group LLC                           350M

                                                                                  Bank of Baldesare             297M                                                          Bank of Baldesare                         300M
 Credit Risk dashboards to dynamically ascertain                          River & Co. Financial Corp            250M                                                River & Co. Financial Corp                          275M

 exposures associated with counterparties. Being                              LTP Financial Advisors                   220M                                             LTP Financial Advisors                          300M
                                                                                                        0.00B                  1.50B                  3.25B
 able to aggregate exposures, however, is only
 the first step. Managing risk requires analytics,
 collaboration, and timely decision making. With
 Transactions Services, decision makers can
 dynamically and rapidly combine all three actions:
 assessing critical exposures, collaborating instantly
 with key stakeholders around the globe, and             Increase or decrease Counterparty Limits and hold or release trading right from your mobile device.
 immediately initiating corrective actions directly
 with the trading systems. Transaction Services is
 a game-changer for risk management.

16
Empower Your Staff to Take Action on the Move


                   Move Forward. Request Management in Real Time.




     iPad                       1:55 PM                      100%




             Review	all	business	            Approve requests	      Deny requests	at	the	    Reconsider	ongoing	
            items	requiring	your	              based	on	the	          tap	of	a	button       requests	by	asking	for	
                   action                 information	presented                               more	information




                                                                                                                      17
Partners in Financial Services


                                 Strong Partnerships with Over 200 World-Class Providers



                  PMS 200 Red
                  PMS 424 Gray




     The Data Virtualization Gold Standard




18
What MicroStrategy Customers are Saying: The Buzz


Extending Spreadsheet                                                          Strengthening Customer
Capabilities for Analyzing Card                                                Relationships, Managing Risk
Transactions to Track Purchase                                                 and Driving Profitability
Trends and Compliance                                                           The different activities that were involved in our POC approach
                                                                                included functional workshops and report and dashboard prototypes.
  We plan to put business intelligence, analytics, and data governance          MicroStrategy provided a solution that addressed our
  in the hands of our business partners. With the right tools and a robust      functional, technical, and global cost requirements.
  business-driven information management practice, we foresee
  analytics and business intelligence as something our business                                                                  - Société Générale
  users will embrace as an extension to current spreadsheet
  capabilities.
                                                                      - Citi


Monitoring Customer                                                            Driving Enhanced Business
Spending Habits and Predicting                                                 Performance
Delinquencies in Real-Time at a                                                 In uncertain times organisations can sustain competitive
Command Center                                                                  advantage through a data-driven enterprise enabling reduced
                                                                                time to value and increased efficiencies in cross-selling and
                                                                                customer retention. What really excites me about this initiative is
  Our Command Center has changed the way we do our business
                                                                                that	we	continue	to	see	many	more	opportunities	for	benefits	that	we	
  throughout the day. Instead of having to make decisions on a one-day
                                                                                can achieve by exploiting our investments in MicroStrategy’s
  lag, we’re now able to make inter-day decisions that dramatically impact
                                                                                Business Intelligence platform. Their strength is enabling
  the business. Our world-class MicroStrategy application has given
                                                                                focus on top business imperatives to become one of the world’s
  us a great opportunity to perform real-time analysis that
                                                                                great companies, helping our customers, communities, and people to
  positively impacts the business.
                                                                                prosper and grow.
                                                        - Barclaycard US
                                                                                                                      - Westpac New Zealand Ltd.

                                                                                                                                                        19
A Made Up Title




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    Object	Manager,	MicroStrategy	Reporting	Suite,	MicroStrategy	Power	User,	MicroStrategy	Analyst,	MicroStrategy	Consumer,	MicroStrategy	Email	Delivery,	MicroStrategy	BI	Author,	MicroStrategy	BI	Modeler,	MicroStrategy	Evaluation	Edition,	MicroStrategy	Administrator,	MicroStrategy	Agent,	MicroStrategy	Architect,	
    MicroStrategy	BI	Developer	Kit,	MicroStrategy	Broadcast	Server,	MicroStrategy	Broadcaster,	MicroStrategy	Broadcaster	Server,	MicroStrategy	Business	Intelligence	Platform,	MicroStrategy	Consulting,	MicroStrategy	CRM	Applications,	MicroStrategy	Customer	Analyzer,	MicroStrategy	Desktop,	MicroStrategy	Desktop	Analyst,	
    MicroStrategy	Desktop	Designer,	MicroStrategy	eCRM	7,	MicroStrategy	Education,	MicroStrategy	eTrainer,	MicroStrategy	Executive,	MicroStrategy	Infocenter,	MicroStrategy	Intelligence	Server,	MicroStrategy	Intelligence	Server	Universal	Edition,	MicroStrategy	MDX	Adapter,	MicroStrategy	Narrowcast	Server,	MicroStrategy	
    Objects,	MicroStrategy	OLAP	Provider,	MicroStrategy	SDK,	MicroStrategy	Support,	MicroStrategy	Telecaster,	MicroStrategy	Transactor,	MicroStrategy	Web,	MicroStrategy	Web	Business	Analyzer,	MicroStrategy	World,	Application	Development	and	Sophisticated	Analysis,	Best	In	Business	Intelligence,	Centralized	Application	
    Management,	Information	Like	Water,	Intelligence	Through	Every	Phone,	Intelligence	To	Every	Decision	Maker,	Intelligent	E-Business,	Personalized	Intelligence	Portal,	Query	Tone,	Rapid	Application	Development,	MicroStrategy	Intelligent	Cubes,	The	Foundation	For	Intelligent	E-Business,	The	Integrated	Business	Intelligence	
    Platform	Built	For	The	Enterprise,	The	Platform	For	Intelligent	E-Business,	The	Scalable	Business	Intelligence	Platform	Built	For	The	Internet,	Industrial-Strength	Business	Intelligence,	Office	Intelligence,	MicroStrategy	Office,	MicroStrategy	Report	Services,	MicroStrategy	Web	MMT,	MicroStrategy	Web	Services,	Pixel	Perfect,	
    Pixel-Perfect,	MicroStrategy	Mobile,	MicroStrategy	Integrity	Manager	and	MicroStrategy	Data	Mining	Services	are	all	registered	trademarks	or	trademarks	of	MicroStrategy	Incorporated.
    	
    All	other	company	and	product	names	may	be	trademarks	of	the	respective	companies	with	which	they	are	associated.	Specifications	subject	to	change	without	notice.	MicroStrategy	is	not	responsible	for	errors	or	omissions.	MicroStrategy	makes	no	warranties	or	commitments	concerning	the	availability	of	future	products	or	
    versions	that	may	be	planned	or	under	development.
    	
    Patent	Information	
    This	product	is	patented.		One	or	more	of	the	following	patents	may	apply	to	the	product	sold	herein:	U.S.	Patent	Nos.	6,154,766,	6,173,310,	6,260,050,	6,263,051,	6,269,393,	6,279,033,	6,567,796,	6,587,547,	6,606,596,	6,658,093,	6,658,432,	6,662,195,	6,671,715,	6,691,100,	6,694,316,	6,697,808,	6,704,723,	6,741,980,	6,765,997,	
    6,768,788,	6,772,137,	6,788,768,	6,798,867,	6,801,910,	6,820,073,	6,829,334,	6,836,537,	6,850,603,	6,859,798,	6,873,693,	6,885,734,	6,940,953,	6,964,012,	6,977,992,	6,996,568,	6,996,569,	7,003,512,	7,010,518,	7,016,480,	7,020,251,	7,039,165,	7,082,422,	7,113,993,	7,127,403,	7,174,349,	7,181,417,	7,194,457,	7,197,461,	7,228,303,	7,260,577,	
    7,266,181,	7,272,212,	7,302,639,	7,324,942,	7,330,847,	7,340,040,	7,356,758,	7,356,840,	7,415,438,	7,428,302,	7,430,562,	7,440,898,	7,486,780,	7,509,671,	7,516,181,	7,559,048,	7,574,376,	7,617,201,	7,725,811,	7,801,967,	7,836,178,	7,861,161,	7,861,253	and	7,881,443.	Other	patent	applications	are	pending.




20MicroStrategy Incorporated        • 1850 Towers Crescent Plaza                                 •   Tysons Corner, VA 22182                 •   1.888.537.8135             •   www.microstrategy.com                                  COLL-1011 0611
    Copyright ©2011. All rights reserved.                                                                                                                                                                                                                                                           MOBILE INTELLIGENCE

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Business Intelligence Solutions for Financial Services

  • 1. Business Intelligence Solutions for Financial Services MOBILE INTELLIGENCE
  • 2. Leader in Business Intelligence for Over 20 Years Business Intelligence (BI) The process of transforming raw data into meaningful information to enable more effective business insight and decision-making MicroStrategy, Incorporated (NASDAQ: MSTR) • Founded in 1989 • Leading independent business intelligence software vendor • Over 1 million business users at over 3,000 organizations • Direct operations in 42 cities in 23 countries around the world • Over 70 patents pending or issued 2
  • 3. Leader in Business Intelligence for Financial Services 12 of the 20 Top Global Banks Use MicroStrategy MicroStrategy Supports Hundreds of Financial Services Companies Worldwide • ABN AMRO Bank N.V. • AIG • Banco BPI • Banco de España • Banco Espirito Santo • Banco Sabadell • Banco Santander Central Hispano • Barclays • Bank of Montreal • BNP Paribas Personal Finance Recreated LOGO • Citi • H&R Block • Heartland Payment Systems • LowerMyBills.com • Mediofactoring • Société Générale S.A. • Swedbank AB • The Export-Import Bank of Korea • The Royal Bank of Scotland Recreate LOGO • Unicredit Global Information Services S.C.P.A • Universal Investment GmbH • Westpac New Zealand Ltd. 3
  • 4. Financial Services Customer Success Stories Strengthening Customer Analyzing Card Transactions Relationships, Managing for Purchase Trends and Risk, & Driving Profitability Compliance Société Générale, a major European financial services company, has deployed A leading global financial services company, Citi has deployed its Citibank® Custom five MicroStrategy-based BI applications across its 2,300 retail banking branches Reporting System, powered by MicroStrategy technology. The Citibank® Custom in France that are currently used by more than 16,000 employees to better Reporting System is a robust business intelligence tool supporting Citi’s Commercial understand customer needs, strengthen customer relationships, track trends, Cards clients globally in over 40 countries and 14 languages with extensive analytics, identify profitable areas, and prevent fraud. The sales force relies on MicroStrategy Key Performance Indicators (KPI), and detailed transaction and demographic reports. dashboards to track sales and product performance, promote cross sell and up sell Deployed as part of Citi’s suite of Web-based tools, the extranet allows Citi’s activity, and monitor employee performance. MicroStrategy is also used for risk Commercial Cards clients to monitor cardholder compliance with corporate spending management and profitability management. policies, easily analyze purchase trends, and administer global card programs for their organizations. Enhancing Business Analyzing Sales, Financial, and Performance Risk Information Across the Enterprise Westpac Life New Zealand Limited is one of New Zealand’s full service banks. In BBVA, a financial services provider in the Spanish and global market, employs the backdrop of worldwide economic uncertainty, Westpac launched a project to 105,000 people in over 30 countries, and has more than 50 million customers. enhance business performance. Capitalising on the combined strengths of past BBVA recently expanded its deployment of MicroStrategy to provide its bank investments made in MicroStrategy’s Business Intelligence, the Insurance business employees with intuitive dashboards that display a vast amount of sales, financial, realized its objectives within ten months. and risk information. A wide range of BBVA employees rely on MicroStrategy for their day-to-day activities, including branch employees who access customer information, regional office end users who analyze statistics and trends, and agents and managers who require a global vision to make informed, fast decisions. 4
  • 5. Financial Services Customer Success Stories Reporting on Factoring Monitoring Customer Solutions for Managing Spending Habits and Credit Portfolios Predicting Delinquencies Mediofactoring is a company in the Intesa Sanpaolo Group that offers its customers Barclaycard US, a division of Barclays PLC, is responsible for the management and personalized and time-saving factoring solutions, including management of servicing of co-branded credit card programs for some of the most successful receivables, guarantee on receivables collection, and advanced payments services. travel, entertainment, retail, and financial institutions in the world. As a global Using MicroStrategy to support their on-line services, Mediofactoring’s customers provider of credit cards, Barclaycard US must be constantly aware of its customers’ can subscribe to a number of reporting services to receive customized information spending habits, payments, promised payments, and delinquency. MicroStrategy through e-mail or on a personal Web page within the Mediofactoring’s portal. has become the BI standard that helps them achieve these goals. Helping Improve Insight Managing Customer and for Customers Bank of America Product Profitability to Drive Performance Recreate LOGO Heartland Payment Systems, the nation’s 5th largest payments processor, provides Bank of America is one of the world’s largest financial institutions, serving individual card processing, payroll, check management and other payments solutions. consumers, small and middle market businesses, and large corporations with a Heartland selected MicroStrategy to enhance the reporting and analytics full range of banking, investing, asset management, and other financial and risk- capabilities it provides to its merchants, giving them greater insight into their management products and services. Global Product Solutions (GPS), a division of businesses. Global Corporate & Investment Banking at Bank of America, employs the BI Platform and designs, delivers, and services integrated credit and treasury products to more than 140,000 clients around the world. The large user community, which includes associates from sales, product management, client services, risk management, and finance, leverages MicroStrategy for a wide range of important functions, including client and product profitability analysis, performance metrics tracking, risk management, officer portfolio performance, and pricing management. 5
  • 6. Solutions for Financial Services CFO Dashboard Measuring, Monitoring, and Optimizing Banking Performance iPad 1:55 PM 100% CFOs are transforming the finance function by gaining deeper insights into business performance and taking appropriate actions. With access to critical data, CFOs are able to measure and benchmark divisional performance, monitor trends, and optimize business decisions that help their financial institutions allocate capital, grow assets, better manage risks, and improve profitability. To achieve this level of data insight, CFOs need to be able to visualize key metrics based on aggregated information from disparate data sources and use contextual data to collaborate with business users to drive actions. MicroStrategy’s CFO Dashboard solution for financial institutions measures financial performance, monitors iPad 1:55 PM 100% significant trends, drills down to details for full transparency, and helps optimize business decisions. This dashboard built on iPads helps CFOs gain insight and act on information anytime, anyhwere. In contextual snapshots, CFOs are able to understand the performance of various divisions, model profitability at different levels of revenue and expense, and monitor trends at granular levels across multiple dimensions of the business, including the visually intuitive geospatial dimension. The CFO dashboard provides a detailed analysis of financial information critical for banks, including the balance sheet, the loan portfolio of the banking book, and investment positions held in the trading book. 6
  • 7. Solutions for Financial Services Counterparty Risk Creating a Risk Intelligent Enterprise Enterprise Risk Management is a critical imperative for iPad 1:55 PM 100% CR Counterparty CR Sector CR Investments banks today. Executives, boards, shareholders, and Graph Grid regulators are all demanding more controls and better Total Exposure Amount Exposure by Fund 0.12B transparency around risk. Basel III regulations mandate Goldberg Capital Investors 2,824M Stein, Jones, and Smith Ltd 2,079M increased capital requirements for newer types of 0.10B gement Donaldson Asset Management 1 1,558M risk, such as Counterparty Credit Risk. Further, volatile Broadway Trading Group LLC up 0 1,203M 0.08B market conditions have forced financial institutions Bidel Capital Group 5 1,125M Long Exposure Amt LB&T 878M to better understand risk exposures at aggregate and 0.06B Pine Farms Securities 786M granular levels, such as specific Counterparty Limits. Galloway Partners 731M 0.04B Financial institutions are being compelled to determine Accelerated Solutions USA 472M 435M risk profiles and act in a timely manner to ensure their Mars Financial 0.02B SDP Associates LLC 397M financial stability. Paladino Advisory Group LLC 356M 0.00B Bank of Baldesare 297M 0.00B 0.02B 0.04B 0.06B 0.08B 0.10B 0.12B MicroStrategy’s Counterparty Risk solution for financial River & Co. Financial Corp 250M Short Exposure Amt Green Grass Capital Bosh and Co. Mentor Financial Advisors Inc institutions helps Risk Officers manage risk exposure LTP Financial Advisors 220M Strategy Financial Capital Group High Performance Fund Bieber Group James, Bortnick, Friedson Partners, LLC Red River Financial Associates 0.00B 1.50B 3.25B Benefit Securities LLC & McElroy Group across the multiple dimensions of market transactions, including counterparties, customers, sectors, and holdings. Risk Officers are able to monitor trends, spot outliers, drill into details for full transparency, and react to rapidly changing market events, all within highly contextual visual media. The solution reduces latency between analysis and action by integrating the full process into one tool. From one solution, Risk Officers can quickly analyze the data, make the right decision, and initiate a transaction directly into the institutions trading and control systems. 7
  • 8. Solutions for Financial Services Prime Broker Managing Customers and Investments in Dynamic Market Conditions iPad 1:55 PM 100% Close of Business Date: 6/24/2011 Prime Brokers face intense challenges managing Equity Analysis PNL Analysis Securities Agreements Select Customer Group: (All) Group 2 Group 3 Group 4 performance and risk across customers, funds, Accounts Overview Top Account Priority Mkt Value Mkt Value % Margin Margin Trend counterparties, and lenders. Optimizing return on Benefit Securities LLC details No 607,757,691 (1.72%) (155,735,840) (1.59%) 393,591,421 capital, increasing share of wallet in a competitive Friedson Partners, LLC details No (1.16%) (23,209,010) 2.82% Mentor Financial Advisors Inc details Yes 3,506,046,692 0.44% (1,055,646,286) (0.12%) multi-prime-broking environment, and improving Bieber Group details Yes 49,781,973 (0.31%) (223,847,970) 0.00% Green Grass Capital details No 18,847,914 1.03% (89,321,766) (0.08%) operational efficiency are all key criteria for success High Performance Fund details Yes 5,805,150,002 (0.68%) (493,771,359) (4.19%) Bosh and Co. details No 1,545,976,198 (2.35%) (61,530,348) 2.36% that require state-of-the-art business intelligence. Account Details Top DTD Portfolio Losses (tap bar for CUSIP) Successful Prime Brokers will be those who are able to Equity Analysis for Broadway Capital Advisors MARKET VALUES % Change 1.5M 0.00% Detailed Report 1.0M assess positions and associated risks at any time during LMVEquityTotal SMVEquityTotal 225,962,308.16 (160,954,646.71) 1.23% (4.44%) Drill to detail Drill to detail -20.00% Market Value DTD % Change 0.5M USD Cash 6,674,466.44 1.62% CUSIP Market Value the day so that they can support hedge funds most Foreign Cur * USD Total mkt Value 0.00 393,591,421.31 0.00% 0.0M -40.00% -0.5M effectively. Those who don’t will experience MARGIN REQUIREMENTS -1.0M -60.00% House Call (743,722.00) 4.90% asset outflow. House Excess Margin Equity 105,293,834.00) (127,759,122.58) (2.34%) (1.48%) -1.5M -80.00% -2.0M House Reqs 0.30 0.00% Total Margin Req (23,209,010) -2.5M -100.00% MicroStrategy’s Prime Broker solution for financial institutions helps manage a portfolio of customers and their investments. Prime Brokers can rapidly monitor consolidated positions and exposures while visualizing key profitability and risk metrics. The solution enables users to compare customer performance, spot trends, manipulate data to simulate results, and highlight topics that require deeper analysis. 8
  • 9. Solutions for Financial Services Bank Performance Analyzing and Reviewing the Banking Industry Anytime, Anywhere iPad 1:55 PM 100% Industry regulators, customers, executives, and shareholders all want to quickly assess the financial and operational performance of a company, both in absolute terms and in relation to its industry peers. The recent financial crisis has made this need more pronounced within the Banking industry. Transparency and building trust is a major factor in the survival of banks. Recognizing this need, the FDIC has published financial institutional data, which can be analyzed for deep industry insight. MicroStrategy’s Bank Performance Application is a robust solution to gain insight into the components of banking performance. The application provides business performance data of 7,000+ FDIC insured financial institutions every iPad 1:55 PM 100% quarter, with data going back to 2007. The top 100 banks are sorted by key metrics to identify top 10 and bottom 10 performers. Visually intuitive graphical interfaces identify Leaders and Laggards based on analysis of key metrics. The solution provides aggregated and granular level details of income statement and balance sheets with key metrics compared to national averages, which helps to quickly assess the performance of a bank against its peers. 9
  • 10. The MicroStrategy Difference The MicroStrategy Platform is Uniquely Suited to Meet the Complex and Varied Needs of the Financial Services Industry Retail Commercial Capital Markets Capital Markets Credit Risk Wealth Asset Owner Branch Banking Trading and Sales Analysis Management Services Treasury Management Underwriting and Asset/Investment Asset Issuer Mortgage Lending Services Structured Finance Management Services Client Investment Investment Credit Card Management and Products Analytics Sales Other Credit Middle Market Global Asset Deposit Private Banking Non-depository Lending Reporting Analytics Credit Institutions Enterprise Global Financial Asset/Liability Risk Customer Relationship Markets Trading Management Management Services Management Shared Compliance and Accounting and Infrastructure Services Audit Finance Technology Operations Support 10
  • 11. Why Do Tier One Financial Services Providers Turn to MicroStrategy? Only MicroStrategy Meets the Unique Regulatory, Risk Management, Customer Experience, Operational Profitability, and Data Volume Requirements of the Financial Services Industry 11
  • 12. The Platform for Financial Services Intelligence MicroStrategy Mobile Business Intelligence MicroStrategy’s Extensive FASTER TO DEVELOP – Quickly design apps that offer a superior user experience, knowing that infrastructure code such as Platform Experience Conveys networking, security, data management, and sensor integration is already built-in. Directly to Mobile BI NO CODE REQUIRED – Customize the look, feel, and behavior of your app using an array of finely-designed, iPhone-optimized The MicroStrategy platform is built on one unified, organically- displays and controls. MicroStrategy’s intuitive point-and-click interface makes configuration easy. developed architecture. This platform provides a number of critical capabilities to ensure that it is truly enterprise-class: EASIER TO MAINTAIN – Accelerate deployment of new apps and stream app updates with the MicroStrategy Mobile application platform, so users always have easy access to the latest, most up-to-date information. Rapid Development and Deployment using WYSIWYG point- and-click design in the MicroStrategy integrated development environment. High Scale and High Performance across user scale, data scale, and application scale on the fastest, highest performing business intelligence server. Economies of Scale as the system grows with the minimum number of IT personnel and the fewest servers. ‘Write once, run anywhere’ Flexibility from a single service- orientated architecture to satisfy multiple devices and clients without additional integration or device-specific translation. Openness and Extensibility via MicroStrategy’s SDK and extensive library of APIs. Secure Data Access Model designed to provide robust data protection using a full range of technologies and security models. Comprehensive Administrative Control consistent with mission-critical system operation. Unmatched Analytical Power against entire data warehouses using data mining, predictive, statistical, financial, and mathematical analyses. 12
  • 13. Mobile Intelligence for the iPhone®, iPad®, and BlackBerry® iPad 1:55 PM 100% Native App Experience Enterprise Grade Fast to Develop Purpose-built, workflow-driven apps that Designed to deliver the higher levels of Fast, code-free app development via quickly and easily guide users through their data performance and scalability demanded by mobile MicroStrategy’s metadata-driven, point-and- to discovery, analysis, or decision. Apps fully apps. MicroStrategy delivers in-memory, multi-level click paradigm. Build rich, interactive BI apps in leverage mobile device capabilities, including the caching, ROLAP analytics, robust security, easy just days. Speed deployment by building once multi-touch interface, sensors (GPS or camera), extensibility, and comprehensive administration and deploying across platform to iPhone, iPad, communications (voice, email, text), and more. features designed for enterprise deployments. BlackBerry, browsers, Microsoft Office, or portals. 13
  • 14. Visualize Patterns and Trends in Your Data Visual Insight An Extensive Library of Graphs Bubble Chart BoxPlot Bar and Line Chart Area and Line Chart • Extremely fast to generate business insight 3D Bar Graph Histogram • Highly intuitive data presentation • Powerful and simple exploration • All business data - enterprise to spreadsheets Gantt Chart Line Chart • Save and share insights • Available on web and mobile devices 14 Radar Chart Waterfall Chart
  • 15. Capabilities Finally Made Possible with Mobile Technology Camera Visual Information iPad 1:55 PM 100% Capture client pictures to personalize experience Use visual information in your analyses or to share portfolio performance with clients at point of contact Information about the device featured above can be found at www.squareup.com 15
  • 16. Act on Information MicroStrategy Transaction Services™ From Insight to Action Monitoring your organization’s performance in iPad 1:55 PM 100% CR Counterparty CR Sector CR Investments the palm of your hands is a powerful business Graph Grid capability. Interacting with that information to Total Exposure Amount Trading Status Counterparty Limit approve risk limits, submit client requests, change Goldberg Capital Investors 2,824M Goldberg Capital Investors ? 1,500M Stein, Jones, and Smith Ltd 2,079M Stein, Jones, and Smith Ltd 2,400M plans, and capture information at the moment of gemen Donaldson Asset Management Current Counterparty 1,558M Trading Donaldson Asset Management 2,000M Exposure Limit Action insight takes that power to a new level. Broadway Trading Group LLC up 1,203M Broadway Trading Group LLC X 1,000M 1,100 M Continue Trading Grou Bidel Capital Group 1,203 M 1,125M Bidel Capital Group 1,250M Halt Trading MicroStrategy Transaction Services lets people 1,500M LB&T 878M LB&T Trade with Caution 1,100M Done Pine Farms Securities 786M Pine Farms Securities 1,350M act on business information from a mobile Galloway Partners 731M Galloway Partners X 600M device such as the iPad and iPhone, as well as Accelerated Solutions USA 472M Accelerated Solutions USA 500M Mars Financial 435M Mars Financial 510M from a dashboard on any web browser. For SDP Associates LLC 397M SDP Associates LLC ? 350M example, banks and brokerages use Counterparty Paladino Advisory Group LLC 356M Paladino Advisory Group LLC 350M Bank of Baldesare 297M Bank of Baldesare 300M Credit Risk dashboards to dynamically ascertain River & Co. Financial Corp 250M River & Co. Financial Corp 275M exposures associated with counterparties. Being LTP Financial Advisors 220M LTP Financial Advisors 300M 0.00B 1.50B 3.25B able to aggregate exposures, however, is only the first step. Managing risk requires analytics, collaboration, and timely decision making. With Transactions Services, decision makers can dynamically and rapidly combine all three actions: assessing critical exposures, collaborating instantly with key stakeholders around the globe, and Increase or decrease Counterparty Limits and hold or release trading right from your mobile device. immediately initiating corrective actions directly with the trading systems. Transaction Services is a game-changer for risk management. 16
  • 17. Empower Your Staff to Take Action on the Move Move Forward. Request Management in Real Time. iPad 1:55 PM 100% Review all business Approve requests Deny requests at the Reconsider ongoing items requiring your based on the tap of a button requests by asking for action information presented more information 17
  • 18. Partners in Financial Services Strong Partnerships with Over 200 World-Class Providers PMS 200 Red PMS 424 Gray The Data Virtualization Gold Standard 18
  • 19. What MicroStrategy Customers are Saying: The Buzz Extending Spreadsheet Strengthening Customer Capabilities for Analyzing Card Relationships, Managing Risk Transactions to Track Purchase and Driving Profitability Trends and Compliance The different activities that were involved in our POC approach included functional workshops and report and dashboard prototypes. We plan to put business intelligence, analytics, and data governance MicroStrategy provided a solution that addressed our in the hands of our business partners. With the right tools and a robust functional, technical, and global cost requirements. business-driven information management practice, we foresee analytics and business intelligence as something our business - Société Générale users will embrace as an extension to current spreadsheet capabilities. - Citi Monitoring Customer Driving Enhanced Business Spending Habits and Predicting Performance Delinquencies in Real-Time at a In uncertain times organisations can sustain competitive Command Center advantage through a data-driven enterprise enabling reduced time to value and increased efficiencies in cross-selling and customer retention. What really excites me about this initiative is Our Command Center has changed the way we do our business that we continue to see many more opportunities for benefits that we throughout the day. Instead of having to make decisions on a one-day can achieve by exploiting our investments in MicroStrategy’s lag, we’re now able to make inter-day decisions that dramatically impact Business Intelligence platform. Their strength is enabling the business. Our world-class MicroStrategy application has given focus on top business imperatives to become one of the world’s us a great opportunity to perform real-time analysis that great companies, helping our customers, communities, and people to positively impacts the business. prosper and grow. - Barclaycard US - Westpac New Zealand Ltd. 19
  • 20. A Made Up Title DOWNLOAD MICROSTRATEGy MOBILE Join our LinkedIn Group: linkd.in/MicroStrategy Follow us on Twitter: twitter.com/microstrategy Like us on Facebook: facebook.com/microstrategy Copyright Information for iPhone for iPad All Contents Copyright © 2011 MicroStrategy Incorporated. All Rights Reserved. Trademark Information MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Information Like Water, Intelligence Through Every Phone, Intelligence To Every Decision Maker, Intelligent E-Business, Personalized Intelligence Portal, Query Tone, Rapid Application Development, MicroStrategy Intelligent Cubes, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Platform For Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated. All other company and product names may be trademarks of the respective companies with which they are associated. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development. Patent Information This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253 and 7,881,443. Other patent applications are pending. 20MicroStrategy Incorporated • 1850 Towers Crescent Plaza • Tysons Corner, VA 22182 • 1.888.537.8135 • www.microstrategy.com COLL-1011 0611 Copyright ©2011. All rights reserved. MOBILE INTELLIGENCE