AvAilAbility ServiceScUStOMer reFereNce bOOKlet

iNFOrMAtiON AvAilAbility iN tHe FINANCE INDUSTRY

Financial services providers

must be able to react quickly

to new opportunities in

order to stay competitive.

This means being agile

enough to explore new

markets, develop new

product streams and adopt

new business models,

or deepen customer

engagement through a

variety of new channels.

As a result, a highly

available and flexible IT

infrastructure is becoming

more important than ever.

Yet for many financial

services firms – burdened

with legacy technology,

budgetary constraints, and

the increasing pressures of

infrastructure management –

achieving this in-house can

prove elusive.

iNFOrMAtiON AvAilAbility iN tHe FINANCE INDUSTRY

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Secure, flexible, cost-effective solutions

continuous availability of systems and data is a priority for the highly-regulated financial services industry. SunGard Availability Services can help financial institutions be more innovative, adaptable and competitive than traditional in-house it approaches permit by aligning compute resource directly to business objectives.

We offer a complete range of secure, cost-effective and flexible information Availability solutions – customised to take account of the unique composition of your it environment – and makes everything work together seamlessly. Our unrivalled network of facilities and experienced specialists ensure your critical systems stay up and running, no matter what.

Infrastructure as a Service (iaaS) gives your business the dynamic flexibility of the cloud, eliminating step-changes in capacity, poor hardware utilisation, lengthy provisioning and costly hardware refresh. Our highly scalable cloud environment can either be dedicated to your business or shared with like-minded, security-conscious enterprise customers.

Many financial services firms choose to take advantage of our Managed Hosting and Colocation services, entrusting us anything from productivity tools and back-office support applications to business-critical systems.

Our Business Continuity software and consultancy services help financial service providers maintain ‘business as usual’ and recover core functions faster in the event of disruption.

Under our Managed Recovery Programme, we take full responsibility for customers’ testing and recovery – capturing and managing all changes, and ensuring scripts and processes are always current. this alleviates the need for financial services providers with large-scale, complex environments to manage how frequent and widespread operational change will affect their recovery capability.

We have over three decades of experience of managing large-scale it environments, and an in-depth understanding of the challenges that typically keep it leaders in the financial services sector awake at night.

Discover how SunGard can help your organisation reduce risk, boost agility and take advantage of our considerable economies of scale.

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Business challenge to avoid investing at least

£50,000 in two new network attached storage arrays, liontrust scoured the market for a cloud iaaS provider able to meet its demands for flexibility, security and resilience

Solution IaaS

Electronic Data Vaulting

Disaster Recovery

Liontrust is a leading independent

investment management

company that provides portfolio

management services and

markets its investment products

to professional investors. With

continued growth pushing its

network attached storage arrays

towards capacity, Liontrust

decided to place all its core

systems on SunGard’s private

cloud infrastructure – including its

vital research database, trading

platform and business email.

LIoNTRUST

CLICK HERE to read the full story of how SunGard Availability Services’ enterprise-class cloud solution gives Liontrust unparalleled flexibility, security and productivity gains.

“it would have been completely illogical to buy another physical server or storage device. the cloud is the natural solution to capacity issues. the concept of enterprise-class cloud computing may be relatively new but the underlying infrastructure is SunGard’s bread and butter. We trust their expertise and resources.”

David Little, head of it and investment

operations, liontrust

Business benefits High availability of data

and services

efficient solution that eliminates expensive technology refreshes

Flexibility to accommodate changes in business strategy

Ability to scale up in line with company growth

low-risk transition from physical to cloud environment

resilient, secure and compliant, giving customers peace of mind

Freedom to focus on core business by removing burden of infrastructure management

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The Permal Group has one of

the longest and most successful

track records in the alternatives

industry, and today has over

200 employees and offices

in nine international financial

centres. For years, it has trusted

SunGard to deliver business

continuity, disaster recovery

and alternative workspace

solutions. Today, SunGard’s

enterprise-class private cloud

hosts the group’s core systems

– including its banking systems

and corporate intranet.

“SunGard has delivered exactly what it promised, very professionally, with a great deal of time and effort spent understanding Permal’s business and its needs. SunGard’s on-demand cloud iaaS solution has enabled us to be more flexible: move forward, change faster and grow more efficiently without having to worry about physical constraints”

Steve Conway, director of it infrastructure,

Permal Group

Business benefits High availability of data

and services

value for money solution that eliminates expensive technology refreshes

low risk transition from physical to cloud environment

Flexibility to mix and match services according to business needs

Ability to scale up in line with company growth

resilient, secure and compliant, giving customers peace of mind

Freedom to focus on core business by removing burden of infrastructure management

Business challenge Permal wanted to focus on running

its business, rather than running its infrastructure. With an expensive technology refresh looming on the horizon, the firm considered SunGard Availability Services’ enterprise-class private cloud to be a secure, flexible and cost-effective alternative

Solution IaaS

Managed Services

Disaster Recovery (Technology and Workplace)

Consulting (Technical and business continuity)

CLICK HERE to read the full story of how SunGard Availability Services enables Permal to be more flexible and future-proof through IaaS.

PERMAL

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For over 65 years, international

investor 3i has been working with

management teams to develop

businesses that have potential for

significant growth. Recognising

that its ageing data centre was

no longer fit for purpose and

required a costly upgrade, 3i opted

instead to host its systems at one

of SunGard Availability Services’

highly resilient technology centres

– but only after a rigorous selection

process to ensure its mission-

critical systems would be in the

safest of hands.

CLICK HERE to read the full story of how SunGard Availability Services took over management of 3i’s mission-critical systems without a hitch.

3i

“We faced a daunting task but SunGard filled us with confidence. very early on, they presented us with a project plan, which highlighted all the actions needed and the timescales. We could see that they had done this many times before – their experience shone through. the best result when carrying out a large technology move is that people don’t notice anything has changed... and that is exactly what happened. it’s cost-effective and, most importantly of all, it’s improved the service delivery levels we can offer the business.”

Tim Rance, director of it infrastructure, 3i

Business benefits

Avoided capital outlay needed to upgrade an ageing data centre

Peace of mind that critical systems are hosted in resilient, secure data centre

liberated it staff from routine housekeeping tasks

considerable cost-savings

No interruption to business operations

Business challenge More than 120 vital servers

were relocated to SunGard’s data centre in a military-style operation over a single weekend. With multi-million pound deals at stake, failure was not an option

Solution Managed Hosting

Consultancy Services

Technology Recovery

Workplace Recovery

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Business challenge While baillie Gifford manages

its many bespoke applications itself, it needs a partner with an infrastructure of sufficient size and scale to meet its recovery time Objectives so that it can focus on its core business

Solution Workplace Recovery

Colocation/Managed Hosting

Baillie Gifford is one of the UK’s

largest independent investment

management firms, with 700

staff and around £70 billion

under management in active

equity and bond portfolios.

For over 17 years, Baillie

Gifford has trusted SunGard

to enable business to continue

uninterrupted through a

variety of workplace recovery,

colocation and managed

hosting services.CLICK HERE to read the full story of how Baillie Gifford relies on SunGard Availability Services to support its robust business continuity practices.

BAILLIE GIFFoRD

“SunGard’s size and the scale of infrastructure – its numerous recovery sites and rollback capability – still give us a lot of comfort. it is light years ahead of the competition so it’s encouraging that it continues to invest.”

Brian Hunter, information assurance manager,

baillie Gifford

Business benefits Mitigates risk of downtime

Ability to meet recovery time Objectives

Preserves baillie Gifford’s reputation for service

Avoids financial loss

Peace of mind for employees and clients

ensures compliance with regulatory requirements

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Business challenge Understandably reluctant to

upgrade to a larger, more costly storage allocation if it could be avoided, Genesis wanted a clear picture of its vault contents to eliminate unwanted data

Solution Consulting – Vaulting

Assessment

When leading fund manager

Genesis found it was regularly

exceeding its storage allowance,

the firm called on SunGard

for help. Through a Vaulting

Assessment, SunGard enabled

Genesis to save thousands of

pounds by eliminating large

volumes of unwanted data, while

developing a vaulting strategy

that would support the business

into the future.

GENESIS

CLICK HERE to read the full story of how Genesis was able to reduce costs and proactively manage vault content and data growth thanks to SunGard Availability Services.

“i found it a very worthwhile exercise. the report and the views that we can create through the portal allow us to monitor the effect that our backups have on our storage resources. Over time this will allow us to streamline the service to fit the needs of our business better.”

Colin Cloves, it manager, Genesis investment

Management

Business benefits Data storage volumes cut by up

to 40%

Savings of thousands of pounds in storage costs

rapid rOi, with cost recouped several times over

Shorter backup and restore times will give a head start in recovery

Development of a vaulting strategy that meets business needs

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Business challenge ipswich building Society needed

an effective business continuity plan and alternative workplace to mitigate the risks of head office or branches being inaccessible, and of key systems being unavailable due to everyday risks such as a power or hardware failure

Solution Workplace Recovery

Consultancy Services

Founded in 1849, Ipswich

Building Society is one of the

UK’s most trusted building

societies, providing a full range

of financial services for Suffolk’s

rural and coastal communities.

Following an IT infrastructure

outsourcing project, SunGard

Availability Services helped the

Building Society’s project team

put in place a workable plan

to ensure the continuity of key

business functions.

IPSWICH BUILDING SoCIETY

CLICK HERE to read the full story of how SunGard Availability Services ensures Ipswich Building Society to deliver uninterrupted service to its customers.

“We know SunGard is the biggest specialist provider and has a brilliant track record. With SunGard on our side, i’m totally confident that we’ll be able to cope with anything that’s thrown at us!”

Ronnie Weston, assistant general manager

technical Services, ipswich building Society

Business benefits enables the building society to

provide an uninterrupted service to members

Preserves ipswich building Society’s reputation for reliability

Prevents defection of members to competitors

Protects jobs by maintaining market confidence in the business

ensures compliance with regulatory requirements

Avoids financial loss

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Business challenge With its fund managers investing

and managing £5.5 billion of client assets, Martin currie recognises it has a responsibility to protect its business against any type of disruption

Solution Workplace Recovery

Martin Currie is a specialist

investment management business

with headquarters in Edinburgh

and offices in London, New York,

Melbourne, Singapore, Zurich

and Hong Kong. SunGard has

worked closely with Martin Currie

since 1994, and today delivers a

complete Information Availability

package to the firm, including

dedicated space at SunGard’s

workplace recovery centres.

MARTIN CURRIE

“We chose SunGard because we wanted a trusted name we could rely on. it was the only dedicated business continuity provider we found that offered the complete information Availability package. SunGard’s rollback capabilities give us the peace of mind that, no matter what, they have the resources to look after us.”

Alan Davidson, business continuity manager,

Martin currie

Business benefits Mitigates risk of downtime

Ability to meet recovery time Objectives

Preserves Martin currie’s reputation for first-class service and performance

Avoids financial loss

Peace of mind for employees and clients

ensures compliance with regulatory requirements

CLICK HERE to read the full story of how SunGard Availability Services enables Martin Currie to keep its business online.

© 2012 SunGard Availability Services (UK) Limited SunGard and the SunGard logo are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the US and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

contact SunGard to find out more about how our solutions help financial services organisations overcome their information availability challenges.

tel: 0800 143 413 e-mail: infoavail@sungard.com

United Kingdom & european Head Office, Unit b Heathrow corporate Park, Green lane, Hounslow, Middlesex tW4 6er 0800 143 413 infoavail@sungard.com www.sungard.co.uk