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Choice Savings & Investments Overview

Choice Financial Solutions develops, implements and supports software for financial institutions with the goal of overcoming the restrictions of traditional core banking systems. Our first solution, Choice Savings & Investments (CHOICE), focuses on the deposit product space.

CHOICE is an enhancer for existing core banking systems that allows banks to rapidly and economically overcome the many restrictions that they face in the deposit product space. Once integrated CHOICE allows banks to:

- Dramatically reduce the time (and cost) of launching new deposit products

- Widen the deposit product range to cater to specific segments.

- Offer savings solutions, where product attributes can be personalized by customers in real time at the point of sale (branch, online, mobile).

CHOICE, which is patented in the USA, and patent pending in Europe, is a complement to core banking systems, not a substitute.

Learn more at www.choicefs.com

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Choice Savings & Investments Overview

  1. 1. Choice Savings & Investments1Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved
  2. 2. 2Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reservedChoice Savings & Investments is a corebanking platform enhancer that enablesfinancial institutions to overcome the typicalrestrictions of legacy systems in the depositproduct space…
  3. 3. 3Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved1. Reduce dramatically the time-to-market (andcost) to launch new deposit products2. Create innovative offerings that cater to specificcustomer segments3. Allow your customers to personalize, in real time,their deposit solutions with no added overhead forthe bank
  4. 4. Reduce the time-to-market to launch new deposit products4Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved• Powerful product designer module that eliminates the need to “hard code”the core system for every new deposit product. As a result:– Time and cost to market of new products is reduced by 90%– Testing of new products is economically viable– Product managers are empowered like never before
  5. 5. Create innovative offerings for specific segments. For instance5Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved• Distribution Time Accounts: An FDIC insured time account wheredepositors may choose a liquidity schedule that matches their needs.Parents who have saved for their children’s college and are in the processof paying for tuition fees.• Market Linked CDs: An FDIC insured account whose return is linked to anexternal reference, such as the S&P500 index, precious metals,currencys… Appropriate for those who want some exposure to certainmarkets but do not wish to risk their investment.• And many more, from very simple savings accounts to highly complexmarket linked structures.
  6. 6. Allow your customers to personalize their products6Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved• Ask customers about their needs and let them build the account that is rightfor them resulting:– A greater customer satisfaction– A lower funding cost for given focus shift from rate to other value added features.Compete with value, not price.• Personalization process is aided by interactive and intuitive front linesales tools that can be incorporated to bankers iPads, branchterminals and/or online banking.
  7. 7. DEMO: Front and Back7Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved
  8. 8. Integration considerations8Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved• CHOICE does not substitute core banking systems. It enhances them.• An integration, lead by our implementation team must take place betweenCHOICE and the core banking platform.
  9. 9. Conclusions9Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved1. With CHOICE, banks increase enormously its depositcapabilities without the need undertake a costly corebanking system migration.2. It allows banks to cater to affluent segments by:• Offering deposit solutions that can be personalizedat the point of sale• Completing the deposit catalogue
  10. 10. For More Information Contact:Matthew Lifshotz Inigo San Martin, CFA, FRMDirector - Business Development Director - Operations, Treasury & Risk ManagementT +1 646 490 3650 T +1 646 490 3650matthew.lifshotz@choicefs.com inigo.sanmartin@choicefs.com10Specific methodology and software within the CHOICE Savings & Investments system is protected by US Patent 7,987,136. All rights on this methodology and code are reserved

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Choice Financial Solutions develops, implements and supports software for financial institutions with the goal of overcoming the restrictions of traditional core banking systems. Our first solution, Choice Savings & Investments (CHOICE), focuses on the deposit product space. CHOICE is an enhancer for existing core banking systems that allows banks to rapidly and economically overcome the many restrictions that they face in the deposit product space. Once integrated CHOICE allows banks to: - Dramatically reduce the time (and cost) of launching new deposit products - Widen the deposit product range to cater to specific segments. - Offer savings solutions, where product attributes can be personalized by customers in real time at the point of sale (branch, online, mobile). CHOICE, which is patented in the USA, and patent pending in Europe, is a complement to core banking systems, not a substitute. Learn more at www.choicefs.com

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