CASE STUDIES OF EFFECTIVE TECHNOLOGY USAGE IN BANKING: 2008-2013



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MODEL BANK AWARDS CASE STUDIES OF EFFECTIVE TECHNOLOGY USAGE IN BANKING: 2008-2013 OVERVIEW Every year, Celent recognizes excellence in banking technology through our Model Bank Awards. The Model Bank Awards are designed to try to answer the deceptively simple question: What would it look like for a financial institution to do everything right with today s technology? The Model Bank Awards recognize a financial institution s effective use of technology in specific areas. Model Bank components help banks and credit unions improve performance and meet market demands. In general, they represent the way things should be done.

MODEL BANK COMPONENTS 2013 ABSA Bank: Value Bundles ACLEDA Bank: Mobile banking initiative BBVA Compass: Core banking transformation BMO: Online appointment booking Capital One: Mobile 2.0 with rewards redemption Citibank: Citi Payments Analytics initiative Commonwealth Bank: Right People, Right Place, Right Time Initiative Ecobank: Unified transaction banking solution Hana Bank: Cyber Hana Bank HSBC: Global Payments Investigations platform ICICI Bank: Next Generation Banking solution JPMorgan Chase: Trusted Advisor Analytics initiative JPMorgan Chase: Mobile RDC for corporate clients Kotak Mahindra Bank: Flexcube to Finacle Replacement RCBC: Core banking migration Regions Bank: NOW Banking initiative Taishin Bank: Integrated Risk and Marketing Analytics Department US Bank: Online marketing and lead management platform University Federal Credit Union: Branch transformation initiative Vietnam Prosperity Bank: New core lending system MODEL BANK OF THE YEAR BBVA Compass

MODEL BANK COMPONENTS 2012 ABSA Bank: Mobile Banking Initiative Bank of America Merrill Lynch: Payment Services Hub Bank of Montreal: Online Banking for Business Citibank: Global Commercial Card Platform Coastal Federal Credit Union: Personal Teller Machines DBS Bank: Emerging Markets and Overseas Countries (EMOC) Core Migration Emirates NBD: Core Transformation Fifth Third Bank: Remote Currency Manager HDFC Bank: CRM Initiative Huntington National Bank: ipad Sales Tool: Selling Technology with Technology ICICI Bank: Account Portability Rakuten Bank: Happy Program Customer Loyalty Initiative Redstone Federal Credit Union: Core Development Using DNAcreator RHB Bank Berhad: Easy by RHB Celent 2012 Model Bank of the Year Standard Chartered Bank: Breeze Living Taishin Bank: Transaction Analytics Taishin Bank: Unified Facility and Risk Management System US Bank Online Platform Transformation USAA Bank: Easy Deposit YES Bank: Insights 2 Engage YES Bank: Governance, Risk and Compliance Competency Framework MODEL BANK OF THE YEAR RHB Bank Berhard

MODEL BANK COMPONENTS 2011 American Savings Bank: Technology Optimization Initiative Bank of the West: Retail Operating Model Re-engineering Citibank: Citi Prepaid Enterprise Bank: Merchant Capture Extraco Bank: Swarm Banking Hana Bank: Smartphone Banking Initiative HDFC Bank: Multichannel Integration JPMorgan Chase: Virtual Remit JPMorgan Chase: US Dollar Clearing Asia Direct Kennebunk Savings Bank: Business Process Manager Lagoon Home Savings & Loans: Core Migration Metro Bank: Love Your Bank at Last Scotiabank: Mobile Banking Initiative TS Bank: Core Banking Initiative UMB Bank: Branch Workforce Management Union Savings Bank: Surveillance Initiative Wegagen Bank: Core Initiative Wells Fargo: ATM Cash Tracker

MODEL BANK COMPONENTS 2010 ABN AMRO Bank: Credit Proposals and Security Documentation Solution Bank of America Merrill Lynch: Online Corporate Cash Management Solution Citi: Treasury Diagnostics Citi: Online Corporate Cash Management Solution Fifth Third Bank: Remote Cash Capture Solution HDFC Bank Ltd.: Loan Origination System ICICI Bank: Automation of the Cash Deposit Process Jibun Bank: Mobile Banking JPMorgan Chase: Computer Registration Solution National Savings and Investments: Systems Modernization Northway Bank: Sales Effectiveness Solution Rabobank, N.A.: Online Banking and Bill Payment Star One Credit Union: Tax Filing via Online Banking Swedbank AB: B2B e-invoicing Solution Umpqua Bank: Interactive In-Store Digital Displays UMB Bank, n.a.: Integrated Claims Reimbursements Portal United Bank Limited Pakistan: Anti-Money Laundering Solution Webster Bank: Teller Automation Solution

MODEL BANK COMPONENTS 2009 Byron Bank: Online Financial Management Tool Citi: Corporate Online Banking Platform Citi: SWIFT Connectivity Solution First Community Bank: Virtualized Application Delivery Model First Horizon Msaver: Employer Funding Portal First Interstate Bank: Credit Card Rewards/Loyalty Program First National Bank, South Africa: Mobile Banking First National Bank of Omaha: Document Imaging and Lockbox Solution ICICI Bank: Loan Processing System Indian Bank: Core Banking System Modernization JPMorgan Chase: Calculator Suite for HSA Clients JPMorgan Chase: Report and Funding Portal for Healthcare Clients National City Corporation: Captive Utility Computing Model PNC Financial Services: Money Management Tool RHB Bank Berhad, Malaysia: Treasury Management System Southern Community Bank and Trust: Online Banking Experience Western Union: Mobile Money Transfer Zions Bank: Online Account Opening

MODEL BANK COMPONENTS 2008 Bancorp South: Front-line pricing discipline for commercial lending Bank of New York Mellon: Flexible Accounting Platform Bremer Bank: Retail online banking platform Citi: Identity Management Services Fifth Third Bancorp: Automation of wire transfer initiation Fortis Bank: Global payments processing platform JPMorgan Chase: Portable Security Transaction Protocol (PSTP) M&I Bank: Automation of business and commercial lending National City Bank: SOA development and delivery National City Bank: Rewards/Loyalty program Pacific Trust Bank: Transactional mortgage account SEB Unibanka: Multichannel customer service management Taishin International Bank: Core banking systems replacement TD Canada Trust: Modernization and outsourcing of ABM infrastructure and operations Washington Mutual: Online new account opening Wells Fargo: Mobile banking Zions Bank: Multifactor Authentication Zions Bank: Remote deposit capture