FUNDtech Corporate Slids

Fundtech – Corporate Overview
Fundtech Overview
A leading provider of financial transaction systems and services, to both financial
institutions and companies.
 Annual Revenue $225M (SW $90M, Cloud $135M)
 1,000+ Financial Institutions - 30 of top 50 global banks
 Thousands of SME - Corporate relationships
 1,500+ Employees
 HQ - Jersey City, NJ
 Privately owned by GTCR: $9B PE firm (Chicago)
$M
250
200
150
100
50
Fundtech Non -Performa revenues

Late 2011, Fundtech acquired by GTCR - Chicago, USA

Leading private equity firm - $9 billion under management

Specializing in financial technology - invested in 60 companies

Invested in over 200 companies in their history, currently in 27 companies

Growth investors, track record of nurturing and growing companies

Often have Follow-on capital
CAPITAL
EXPERIENCE
EXPERTISE
The New Fundtech = BankServ + Fundtech
Merger resulting in a
Global Transaction Banking Technology Provider Leader
with a Broader Product Line and Deeper Resources
Our Vision
Our Mission
Be the leader in the Transaction Banking and Corporate Treasury
industries by implementing highly innovative and resilient software
solutions that benefit our customers, shareholders and employees
Global Operations
London
Jersey city
Singapore
Regional headquarter
Regional office
Data center
REVENUE BY REGION
TOTAL REVENUE = $225M
EMPLOYEES BY REGION
TOTAL EMPLOYEES = 1500+
Our Growth Drivers

Regulations

Multi Product Sales

Corporate and Market

Regional Expansion

Banks Efficiencies and
demand for new channels
and new technologies
Competition

Innovation and Industry
breakthrough by
Fundtech initiatives

Technology
Global – Local Market Reach
Local:
Global:

Bring all global products into regional SAAS centers

Bring all global products to the global market

Localization and market fit

Transition into a single Fundtech Services Platform

Local presence and knowhow

Global products and global sales organization
Product Portfolio
Our Product Families
PAYMENTS
• Payments Execution
• Payments Consolidation
• Wholesale and Retail
• Global \ Domestic
• Liquidity & Risk Management
• Dashboard and Analytics
FINANCIAL
MESSAGING
• RTGS Support
• SWIFT Connectivity
• Communication Protocols
• Transformation & Mapping
• Routing
• Validations and AML
CASH
MANAGEMENT
• Payables & Receivables
• Balance & Information Reporting
• Corporate Liquidity Management
• Financial Supply Chain
• Electronic Invoicing & Payments
• Remittances
MERCHANT
SERVICES
•
•
•
•
•
Internet Payments
Remote Deposit Capture
Credit Card Gateway
Mobile Payments
Pre-Paid Card Loading
Fundtech’s Domain
Value Proposition
Our deep domain expertise makes Fundtech a “one-stop shop” for Transaction Banking and
Treasury innovation that benefit our clients with
• End to end multiple systems that are easily integrated
• User Experience – provide end-customer with a superior seamless user experience
• Reliable solutions – better service to your customers
• Strong foundation for future growth
CASH
MANAGEMENT
MERCHANT
SERVICES
FINANCIAL
MESSAGING
PAYMENTS
Product Suite
Retail
Banking
Transaction Banking
Bank Operations
PAYMENTS
Corporate/SME Channel Services
FINANCIAL
MESSAGING
Consumer
Channel
CASH MANAGEMENT /
E- BANKING
MERCHANT
SERVICES
CONSUMER
E-BANKING
HIGH VALUE
PAYMENTS
IMMEDIATE
PAYMENTS
SWIFT
GATEWAY
PAYABLES
REMITTANCES
ACH ORIGINATION
REMITTANCE
ACH/MASS
PAYMENTS
LIQUIDITY & RISK
SWIFT CORPORATE
ACCESS
RECEIVABLES
ELECTRONIC
INVOICING
REMOTE DEPOSIT
CAPTURE
MOBILE RDC
CLS
RTGS
CONNECTIVITY
INFORMATION
REPORTING
FINANCIAL
SUPPLY CHAIN
CREDIT CARD
GATEWAY
PRE-PAID CARD
LOADING
TRANSFORMATION
CORPORATE
LIQUIDITY
CASH
FORECASTING
MOBILE
PAYMENTS
• DASHBOARD &
ANALYTICS
GLOBAL PAYMENT SERVICES PLATFORM
BRANCH
CAPTURE
Product Suite
Retail
Banking
Transaction Banking
Bank Operations
PAYMENTS
Corporate/SME Channel Services
FINANCIAL
MESSAGING
Consumer
Channel
CASH MANAGEMENT /
E- BANKING
MERCHANT
SERVICES
CONSUMER
E-BANKING
HIGH VALUE
PAYMENTS
IMMEDIATE
PAYMENTS
SWIFT
GATEWAY
PAYABLES
REMITTANCES
ACH ORIGINATION
REMITTANCE
ACH/MASS
PAYMENTS
LIQUIDITY & RISK
SWIFT CORPORATE
ACCESS
RECEIVABLES
ELECTRONIC
INVOICING
REMOTE DEPOSIT
CAPTURE
MOBILE RDC
CLS
RTGS
CONNECTIVITY
INFORMATION
REPORTING
FINANCIAL
SUPPLY CHAIN
CREDIT CARD
GATEWAY
PRE-PAID CARD
LOADING
TRANSFORMATION
CORPORATE
LIQUIDITY
CASH
FORECASTING
MOBILE
PAYMENTS
• DASHBOARD &
ANALYTICS
GLOBAL PAYMENT SERVICES PLATFORM
BRANCH
CAPTURE
Largest SWIFT Service Bureau worldwide
 Central Location – Switzerland
 More than 400 customers in over 30 countries
 200,000 / Day - SWIFT transactions
 2,000,000 / Day - Financial transactions
 Resilient Data Centres :
 Two data centres in Switzerland
 Two data centres in UK
 Two data centres in US
FINANCIAL
MESSAGING
History and Horizon
Industry Breakthrough by Fundtech
2001
1996
1994
Global Payment
Platform
Payment systems
in ASP model
Payment systems
on a PC
2008
Global Cash
Management
2013
Electronic
Customer
On-Boarding
Company Milestones
New Offering
• ACHplus
Intensive New Product Dev
Intensive New Product Dev
• Global PAYplus v1
• PAYplus for CLS v1
• CASHplus v1
• PAYplus USA v1
IPO
Expansion
North America
Acquisition
Cash Mgt from
Checkfree (US)
Expansion
Germany
Expansion
Central Europe
1998
Acquisition
Cashtech (India)
Datasphere (Swiss)
2000
1999
• Services Platform (SP)
• Global PAYplus SP/Services Hub
• Global CASHplus SP
• CASHplus SMARTNAV
• Small Business Payment Suite
• Mobile ACCESSplus
New Offering
• Global CASHplus
2002
2001
Acquisition
Prang (Germany)
2004
2003
Acquisition
BBP
Acquisition
Troy (US)
Accountis (UK)
Synergy (UK)
2006
2005
Expansion
APAC
2008
2007
Acquisition
Radius (US)
Expansion
Central Europe
2010
2009
2011
Acquisition
InterSoftware (UK)
Acquired by
GTCR , Merger
with BankServ
Expansion
UK
New Offering
• SWIFT Gateway
$39M
$47M
$58M
$74M
$85M
$104M
$121M $117M $141M $209M
FUNDtech – Client Base
Clients by Product Family
PAYMENTS
CASH
MANAGEMENT
FINANCIAL
MESSAGING
MERCHANT
SERVICES
Fundtech’s Selected Clients
 1000+ Bank Customers
 8 out of top 10 Banks worldwide
 300 of top 500 banks in the US
 6 out of top 10 US banks
Fundtech’s Clients – Banks
1000+ Bank Customers
8 out of top 10 Banks worldwide
300 of top 500 Banks in the US
6 out of top 10 US Banks
Industry Recognition
Recent Recognition
• SOA
• Mobile Banking
• User Experience
• Payments Hubs
2012 Awards
• Asian Banker - Cash Management
• The Banker - Payments Innovation
• Celent - Model Bank
Strong & Continuing Track-Record of Innovation