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.
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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.
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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.
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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