FLEXIBILITY AGILITY AVAILABILITY BOOST YOUR CREDIT UNION S I.T.

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1 CDW FINANCIAL SERVICES WE GET IT BOOST YOUR CREDIT UNION S I.T. FLEXIBILITY More than of credit unions indicated they outsource some or all of their IT to a vendor partner.* AGILITY AVAILABILITY WITH AN AGGREGATION SERVICES SOLUTION FROM CDW FINANCIAL SERVICES

2 Highest-rated areas of benefit for cloud technology and services: 39.5% improved disaster recovery 33.9% simplified management What are CDW s hosting services? Hosting services leverage CDW s Enterprise Data Centers for your infrastructure, storage, network and disaster recovery needs. Our Enterprise Hosting Centers have extensive physical and network security, dedicated connectivity, and world-class monitoring and support. We provide multiple data networking services to help you connect into and out of the CDW Enterprise Hosting Centers. From Internet to WAN, firewalls to VPN access, CDW provides extensive connectivity options. 29.8% reduced costs 29.8% flexibility What are CDW s remote managed services? Remote managed solutions are increasingly important as the amount of transferable data continues to grow. We will work with you to build unique, reliable networks, systems and storage, intrusion prevention, and unified communication solutions and services. SOURCE: csi.com, CSI Executive Report: Cloud Technology and Outsourcing Trends, August 2014 *SOURCE: creditunionmagazine.com, Survey Outlines CUs Technology Challenges, May AGGREGATION SERVICES SOLUTION

3 CUT THROUGH the chaos with advanced technology 1 in 4 companies said they had lost most or all of a data center for hours or even days. Technology has disrupted business as usual for credit unions. Volumes of complex data must be managed and analyzed for member insights and new product development. Meeting regulatory compliance demands powerful technology for sorting, analyzing and reporting data. Unexpected disasters and outages are a constant concern. Members expect a seamless omnichannel experience while aging core systems and IT teams are being stretched to the limits. What can credit unions do to ensure they have a flexible and highly scalable IT infrastructure that can meet ever-changing requirements while containing costs and improving profitability? 50% of companies said software and hardware failures were the biggest cause of outages and data loss. SOURCE: drbenchmark.org, The State of Global Disaster Recovery Preparedness, 2014 FLEXIBILITY AGILITY AVAILABILITY

4 TAP the power of on-demand IT service and leave the competition behind Reviewing your voice and data technology is critical in a world where IT is pivotal for success. CDW Financial Services experts can help your credit union better manage your voice and data needs with firm control and cost containment. AMPLIFY I.T. AGILITY AND FLEXIBILITY CONTAIN I.T. COSTS ENSURE RELIABLE BUSINESS CONTINUITY AND PERFORMANCE MASTER RISK AND COMPLIANCE CHALLENGES Access the latest technologies and trends without costly investment Scale up or down quickly for greater organizational agility Manage large data sets and operating system images with highly automated, fully redundant service Benefit from reliable resource pooling, elasticity and easy network access for data storage Optimize the omnichannel digital member experience with scalable, flexible IT infrastructure Minimize setup and maintenance costs Benefit from lower monthly fees and plans Reduce infrastructure costs by removing the cost of ownership Eliminate the expense of seasonal and unpredictable IT resource demands Enable faster recoveries with no loss of data Confidently work in business-asusual mode 24/7/365 Provide employee access to infrastructure if disaster strikes Establish disaster recovery/ business continuity provisions in the event of a branch power outage Easily meet regulatory compliance reporting requirements Stay on top of marketplace risk 4 AGGREGATION SERVICES SOLUTION

5 Download the CDW white paper to learn about Protecting Financial Services Cloud Data and Applications at CDW.com/financecloudwp BOOST TEAM PRODUCTIVITY Empower IT staff to focus on mission-critical operational IT functions Hand off voice and data management to the specialized experts Tap into convenient web-based monitoring of phone system use and online voic CDW Financial Services gets credit unions The CDW Financial Services team helps credit unions update their branch technology and IT infrastructure to better drive efficiency, grow membership and satisfaction, roll out new services and meet regulatory compliance requirements. FLEXIBILITY AGILITY AVAILABILITY

6 SECURITY AND TOP OF MIND THE CLOUD 90% of the data breaches in the first half of 2014 could easily have been prevented. SOURCE: cutoday.com, 90% of Breaches Could Have Been Easily Prevented, January 2015 From mobile security to defense-in-depth, CDW s security solution architects and Malware Interception Team help make sure your security goes deeper than software and applications. It touches every layer of your network infrastructure and requires a holistic defense strategy that aligns people, processes and policies. Security is much more than a single firewall or IPsec VPN that s easily forgotten. True security needs to be fortified with continuous testing, monitoring and review. We can also recommend a mobile device management (MDM) solution to help you better manage and track BYOD and organization-provided devices. 85% of credit unions outsource some or all of their IT to a vendor partner. 40% outsource occasionally 28% outsource moderately 2% outsource heavily 6% outsource all IT functions SOURCE: creditunionmagazine.com, CUNA Strategic Services Technology Survey, Survey Outlines CUs Technology Challenges, May AGGREGATION SERVICES SOLUTION

7 CDW s Aggregation Services Team can help your credit union maximize the benefits of your customized solution and help you with critical aspects of setup, including: Bill reviews and software licensing agreements (SLAs) Engineering design and review Cost assessment and benchmarking Contract negotiation pricing and verbiage Project management multiple carriers or single project for the lifetime of your contract An unbiased consultative approach to finding the solution that best fits your needs RFP support Due diligence ensuring that providers meet your needs and have strong capitalization and systems certification FLEXIBILITY AGILITY AVAILABILITY

8 CDW Financial Services has you covered We ll help you define your requirements and connect you to a provider that can meet your unique needs. We can also help your credit union with services that span: ASSESSMENT/PLANNING/DESIGN Up-front consulting and collaboration to map your branch of the future technology strategy. CONFIGURATION SERVICES Pre-assembly of hardware and software components to ensure your solution is ready to deploy upon arrival. INSTALLATION/DEPLOYMENT Engineering and implementation support to help get your solution up and running. COLOCATION SERVICES We have access to over 700 world-class facilities, mature and focused managed services, strong service agreements, industry-leading certifications and outstanding member service. TELECOMMUNICATIONS SERVICES CDW s telecommunications experts will scope your voice and data needs, while our experienced carrier service specialists are always up to date on the latest technologies and trends. HOSTING AND MANAGED SERVICES Efficient and economical, we can protect your operations with a full range of services whether your technology is located at your premises (remote) or in our Enterprise Hosting Center. DESKTOP LIFECYCLE SERVICES We ll detail your current desktop hardware and software, determine where there may be gaps, add or remove unneeded equipment, and address your needs over the long term. 8 AGGREGATION SERVICES SOLUTION

9 EXPERT Q&A Erin Christianson AGGREGATION SERVICES TEAM, CDW Aggregation Services is a unique industry offering. Describe the service and how your team helps credit unions. Aggregation Services was established by CDW to help financial services firms aggregate their telecom, cloud and managed services. By aggregating these services, credit unions can streamline operations and reduce costs. CDW begins by assessing and understanding a credit union s unique voice and data needs. Once that is determined, we tap our breadth of relationships with leading industry vendors to benchmark and select several top vendor candidates to showcase to our customers. We explore the pros and cons of each provider with the customer, and when a vendor is selected, we leverage our extensive vendor relationships to drive down costs. What challenges are you seeing in the industry? One of the biggest challenges for credit unions is managing their telecommunications services. Staying on top of carriers and billings is often a nightmare because firms rarely have the time or patience for the fine detail required to ensure carrier billing is correct, so expenses just skyrocket out of control. That is an area where our team can quickly gain some savings for a credit union. In fact, after an initial assessment we often find a minimum of 40% in savings on what a firm is currently spending on its telecommunications. Since this is usually the largest expense for a firm, after payroll, savings is critical. What takes place during an assessment? The assessment is a five-step process that thoroughly reviews customers operations and vendor billings to fully understand their current situation and accurately assess their voice and data needs. For example, when we review for the Telecom Assessment, we: Pull CSRs on all accounts at all locations Pull utilization on all data and voice circuits Call all numbers at the business and verify if they re active or ring with no answer Review PBX leases and maintenance contracts Review SmartNet contracts We also conduct in-depth discovery on cost recovery processes, bill approval processes, market analysis and help desk services. FLEXIBILITY AGILITY AVAILABILITY

10 SHORETEL S ADVANCED PHONE INCREASE organizational agility with an aggregation services solution CDW Financial Services can help you access the power of a highly scalable and flexible technology infrastructure to meet growing technology and compliance demands while preparing for unexpected disaster recovery needs all without straining your IT resources or budget. Our industry-leading technology partnerships with Cisco, Shoretel and many others allow us to bring you the brands you know and trust. ShoreTel IP Phone 485g CDW CALL FOR PRICING Color backlit display 8 lines Full-duplex speakerphone Visual voice mail Expanded call history Built-in 10/100/1000 Ethernet switch Support for use with ShoreTel Sky services CDW, CDWG and The Right Technology. Right Away are registered trademarks of CDW LLC. PEOPLE WHO GET IT is a trademark of CDW LLC. All other trademarks and registered trademarks are the sole property of their respective owners. The terms and conditions of product sales are limited to those contained on CDW s website at CDW.com. Notice of objection to and rejection of any additional or different terms in any form delivered by the customer are hereby given AGGREGATION SERVICES SOLUTION

11 EXPERIENCE FASTER, MORE EFFICIENT AND EFFECTIVE COLLABORATION Esna Cloudlink for Cisco CDW CALL FOR PRICING Seamlessly integrates Cisco Collaboration solutions with cloud-based productivity applications such as Google Apps, Salesforce, Jive and IBM SmartCloud, making it easy for you to find, connect and collaborate live with others Access and manage voice messages from your or Jive inbox on desktop and mobile devices Resolve messages to your contacts to escalate any message to a live voice or video conversation Bi-directional synchronization between and Cisco Unity Connection turns off the message waiting indicator (MWI) on the desk phone See when people are on the phone, their location and with Google Calendar integration, their availability Connect with others by clicking on phone numbers or extensions displayed in any cloud application or web page; chat 1-on-1 or with a group of people using Jabber IM through ilink for Cisco; easily add people to any IM session and share your location right within the chat window Dial any number and select the desk phone, softphone or mobile device you want to make the call from CDW is one of the largest direct agencies/ brokers of telecommunications and cloud services in the world. Our Aggregation Services Team represents over 75 voice and data carriers, 1100 data centers, and 42 cloud platforms globally. FLEXIBILITY AGILITY AVAILABILITY