Get an Insight on How SharePoint will be an effective tool to manage the entire work flows and the process in an Organization.

2. Consumers demand more
complex technology
• Social connectivity for
customers and professionals
• Use more mobile devices
• Cloud
Lost customer loyalty
• Financial crisis causing lack
of confidence
• Focus on customer
experience
Cost and margin pressures
• Historically low
interest rates
• Focus on profitability and
reducing operation costs
Need for greater insight
into financial risks and
business performance
• Unforeseen risks
• Escalating regulatory
requirements

3. Mobility and social
channels
Take advantage of cloud, mobility,
and social media both internally
and externally
Customer acquisition
and retention
Enhance customer service tools,
sales, and collaboration platforms
Cost optimization and
operational efficiency
Improve individual and team
productivity, reduce software and
other IT costs
Risk management and
business insight
Turn data into knowledge to
increase revenue and efficiency
while enabling agile enterprise
risk management

4. Mobility and
Social channels
Customer
acquisition
and retention
Cost
optimization and
operational
efficiency
Risk
management
and business
insight
Risk
management
and business
insight

5. BENEFITS
• Review and mitigate risk
across business lines
• Identify and act upon
operational risks
• Reduce risk management
reporting costs
“Creating a central risk repository with
automatic analytics capabilities has
improved productivity, expanded our
coverage capacity, and given us more
time to think about portfolio risk.”
--Tony Patti, Chief Risk Officer,
Credit Suisse Asset Management
Predicted Loan Default – By Country
Total Loan Balance Loan to Value % Risk Rating
Greece
$5.3m
12.6%
Italy
$3.6m
6.8%
Spain
$2.4m
4.5%
Switzerland
$2.1m
2.9%
Sweden
$1.9m
2.7%
Denmark
$2.3m
3.5%
Portugal
$2.1m
3.2%
Ireland
$1.7m
2.8%
Austria
$1.4m
2.4%
Belgium
$1.2m
0.8%
Poland
$0.8m
0.6%Norway
$0.8m
0.8%
Select All
Europe
N. America
S. America
APAC
Middle East
Africa
Consumer Goods
Total Loans: $985,000
At Risk: $375,000
Total Loans
Predicted
Loan
Defaults
Consumer
Goods
Financial
Services
Manufact. Telco
$20,811,000 $1,413,000 $79,000 $55,000 $153,000 $33,000
$27,257,000 $1,249,000 $73,000 $49,000 $139,000 $79,000
$20,811,000 $2,322,000 $86,000 $49,000 $99,000 $101,000
$15,789,000 $1,085,000 $22,000 $18,000 $77,000 $174,000
$8,998,000 $1,721,000 $55,000 $120,000 $88,000 $44,000
$45,123,000 $3,612,000 $129,000 $440,000 $314,000 $198,000
$30,634,000 $3,729,000 $101,000 $97,000 $79,000 $101,000
$15,825,000 $844,000 $44,000 $15,000 $108,000 $99,000
$7,927,000 $2,117,000 $69,000 $71,000 $69,000 $80,000
$43,827,000 $2,429,000 $82,000 $97,000 $208,000 $170,000
$22,882,000 $1,940,000 $76,000 $75,000 $99,000 $101,000
$28,902,000 $2,108,000 $88,000 $91,000 $175,000 $94,000
Predicted Loan Default – Details By Industry

6. BENEFITS
• Help ensure compliance
with key regulations
• Reduce compliance costs
Bank of America created a
SharePoint portal solution to
comply with the Basel accords
and better measure and address
operational risk throughout the
enterprise.

7. BENEFITS
• Build compliance into
everyday tools, reducing
training and supporting
productivity
• Reduce cost of compliance
• Automated processes
reduce manual tasks, prove
integrity
Erste Abwicklungsanstalt (Bank,
Germany) estimated 30%
productivity increase with
process automation plus an
“audit-proof” centralized
solution (built on SharePoint)
for managing credit files.
Develop SharePoint
workflows for key
financial processes
Check Diagram
to validate
processes;
customizable
Issues with processes identified

8. ASB Bank (subsidiary of
Commonwealth Bank of
Australia) expects to reduce
paper storage by 75% by
organizing information with
content management tools in
SharePoint.
BENEFITS
• Meet compliance needs
• Reduce cost of financial
document storage
Specify retention
schedules for
content types
Submit
documents for
long term archival

9. BENEFITS
• Meet compliance needs
• Quickly gather information
for audits, legal inquires
• Reduce third-party software
costs
Search both Exchange,
SharePoint
Perform queries
with simple
filtering

10. BENEFITS
• Save time working with
auditors or partners
• Reduce external auditor or
partner fees by reducing
time they spent searching
for information
Share documents with people inside
and outside your organization
Manage permissions
Create simple
document workflows
Risk Audit Draft
Risk Audit 2013
Risk Audit Draft
Income statement
Cash flow
Balance sheet
Operations
CFO agreement
CEO agreement
COO agreement
Bank statements
Real Estate holdings
Board of Directors meeting minutes December
Final Report
Organize all your
team communications
in one place Enforce sign-in to comply
with data governance
and protection policies

11. Mobility and
Social channels
Risk
management
and business
insight
Cost
optimization and
operational
efficiency
Customer
acquisition
and retention
Customer
acquisition and
retention

12. BENEFITS
• Increase customer
satisfaction, retention
• Increase revenue per
financial customer with
sharing of best practices
“Our research shows that we can
increase our productivity up to
25 percent by using social
collaboration in the enterprise,”
-Mark Rogers, Head of
Enterprise Content Deployment
Management, ASB Bank
Roth IRA Conversion Small Business
Sara Davis
New Changes to Roth IRA Rules All Small Business Owners Should Know About
New Changes to Roth IRA Rules All Small Business Owners Should Know About
23 days ago
Kathy Richards
Webcast on NEW Roth IRA Changes for Small Business Owners
New Roth IRA Changes for Small Business Owners
15 days ago
Sara Davis
The calculation worksheet to calculate Roth IRA contribution rates for Small Business Own…
the new Roth IRA discussion guide should also be available soon
Great - Branch Managers really liked the piece we sent out last on
There are many pros and cons. The most common
motivations for rolling the money out to an #IRA are control and flexibility. First,
when you roll into an #IRA, you are no longer limited to the choices the #401(k)
plan offers. Second, you may cut costs if the investment options in the #401(k) are
expensive as is common with small plans.
#401K account to a new #Roth account. They are still working and have a #small
business. They just started the new job and worked at the previous business for
approximately 5 years. They want to move approximately $63,000. They are about
8 years from retirement. What rules apply here and what unique opportunities
exist due to the business?
I have a new customer who would like to transfer an existing
Kathy Richards
#401K
20 uses within the past week
#Roth
15 uses within the past week
#small business
12 uses within the past week
#Retirement
11 uses within the past week
#ETF
5 uses within the past week
Newsfeed

13. BENEFITS
• Resolve customer issues
faster
• Reduce office space costs
and travel costs for financial
advisors
Search for expertise
Mobile Banking Setup for Windows Phone
Mobile Banking Setup for Android
Mobile Banking Setup for iPhone
Discover experts based
on their interests or
past projects
Facebook and LinkedIn
feeds integrated into
Contact Card
Click-to-
communicate
via email, IM,
voice & video

14. Mobility and
Social channels
Customer
acquisition
and retention
Risk
management
and business
insight
Cost
optimization and
operational
efficiency
Cost
optimization
and operational
efficiency

15. Develop custom applications that connect to external or line-of-business
systems. Extend the capabilities of SharePoint by lighting up new productivity
scenarios with apps.
BENEFITS
• See and measure branch
performance in real-time
• Take action to apply more
resources where needed.
PersonalServices
SmallBusiness Services
MerchantServices
MortgageLoans
MortgageLoans
MortgageLoans
Lending PersonalMerchant
SalesAmountbyBranch
$400,000-$600,000
$600,000-$800,000
$800,000-$1,000,000
Grand Ave Branch
New Deposits Lending
55 ▲ $2.5 ▼
Investment #ofDepositors
$17.5 ▲ 1,521 ▲
“With faster and more effective
information delivery and
collaboration among all…users,
we can take better advantage…of
our data, improving the quality
of our business decisions”
-Juraj Fehér, BI Architect,
VUB (Bank, Slovak Republic)
Example of app -
Access to data that
provides managers to
better manage branch
sales performance.

16. BENEFITS
• Reduce training costs, as
well as travel costs
associated with training
• Deliver certification training
more easily and at most
convenient time
View video thumbnails without
leaving your search page
Graphical refiners
let you modify
your query
Investments- Tax Updates 2013
Investments- Tax
CFP Certification Requirements
Search and view video
eLearning experiences
Required for CFP. Training on the new tax updates for
2013 related to investments. Covers changes in the
taxing financial investments for individuals
CFP Insurance PlansCFP Training
Asset ProtectionTax PlanningEmployee Benefits
Financial PlanningEstate PlanningRetirement Planning

17. BENEFITS
• Reduce project completion
or go-to-market time
• Improve teamwork and
faster, better-informed
decision making

18. Risk
management
and business
insight
Customer
acquisition
and retention
Cost
optimization and
operational
efficiency
Mobility and
Social channels
Mobility and
Social channels

19. BENEFITS
• Empower business users to
keep content fresh without
having to rely on IT
• Reduce TCO while delivering
flexibility across the
enterprise
• Engage customers with rich
experiences across multiple
devices
Design sites with virtually any tool,
customize faster with simplified
markup and style sheets
Optimize for any device – easily
create mobile apps
Author once and reuse content
across sites. Integrated translation
services
“The real power of FAST search is
that it helps us get customers
straight to the information they
are looking for, so they have a
better online experience.”
--Sandeep Baruah, Head of
Online, National Australia Bank
Dynamic search

20. Use SharePoint and SkyDrive Pro to easily and more securely share
documents. Access from virtually anywhere on virtually any device.
Financial advisors can access information about customers, products.
BENEFITS
• Improve mobile productivity
of financial advisors
• Improve sales, driving the
number of financial products
per customer
DHCU Community Credit Union
(US) is using SharePoint Online
to better manage sales leads
from office or mobile devices.
• 14% increase in loan
balances
• 5% increase in credit union
membership
See which files are
shared and with whom
Shared with Everyone
Financial Advisor Guidebook
Tax Code for Retirement Accounts
High Net Worth Advisor Presentation
Alpha, Beta Calculations
Portfolio Analysis 2013
Monte Carlo Simulation
Retirement picture
Retirement Model for Different Ages
Transition Rules for Qualified Plans
Get to your SkyDrive Pro
from multiple devices*
High Net Worth Advisor
Portfolio Analysis 2013
Tax Code for Retirement
SkyDrive Pro
Access offline,
stay in sync

21. BENEFITS
• Gather approvals for
responses on social forums
faster, helping customer
satisfaction
• Streamline decision making
processes
Share ideas and get
answers in real time
on your Newsfeed
Follow people,
documents and sites
#hashtags
@Mention people
Like
Pervasive presence
integration

25. I have been impressed with Katpro technology and their implementation process. They are
extremely skilled on Azure platform and have an ability to provide appropriate solution for the
technology need. We are very pleased to have Katpro as a technology partner.
- Jagat Jiban Mishra, Chief Product Officer, Mystifly Consulting Pvt Ltd
Working with the KatPro team has been totally satisfying on 3 important counts – transparency,
punctuality and quality. While 'quality' and 'punctuality' is an expectation from a solution partner, but
'transparency' is a virtue, which is rarely seen. The KatPro team was always clear about every aspect
of their work.
- Anirban, Co-Founder, Loremo Solutions
LCF being a start up, Katpro has been a tremendous support in our journey. Two things on top of
our mind is 1) their ability to think through the big picture and 2) their business oriented
development
- Param Ram, Chief Executive Officer, Lostclikfound.com
Katpro Technologies’ help and their work are highly commendable. Their right kind of attitude and
right kind of expertise helped us a lot. We are glad we took their help and will certainly look forward
to work with them again
- Abdul Matean, Delivery Head, Microexcel.com

26. kothand@katprotech.com
Reach US
Katpro Technologies Inc
3902 Henderson Blvd,
Suite 208 - #186 Tampa,
33629 United States
Email –
info@katprotech.com
W –www.katprotech.com