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Keynote Session
Banking and Technology Roundtable – Where the Industry is Heading
Speaker: Thomas Torre
Date: Thursday, September, 27th
©2007 Metavante Corporation. 2 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.
Once In A Generation
New Products & Services
Tremendous Growth Opportunities
New Sources of Revenue and Client Relationships
©2007 Metavante Corporation. 3 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.
©2007 Metavante Corporation. 4 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.
Consumer Empowerment Tools
Self-Service Consumer Benefits Portal– Decision Support Tools– Transparency – Price & Quality– HSA / FSA / HRA Accounts– Bill Payment– Electronic Shoebox– Transaction History – Electronic Statement Access
Movies – Flash Education Healthcare Financial Planning & Investment
Tools Portable Medical History Functionality Point-of-Service Payment Capabilities Eligibility & Payment Cards
©2007 Metavante Corporation. 5 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.
The Next Twelve to Twenty Four Months
Integration, integration, integration…
Full benefits account management systems and multi-purse cards based on one platform
More robust HSA investment offerings
Enhanced consumer empowerment tools
Maturing of CDH platforms to better support various plan offerings.
The Winners Will Be Those That Integrate Well and Present the Best Customer Experience
The Winners Will Be Those That Integrate Well and Present the Best Customer Experience
©2007 Metavante Corporation. 6 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.
IntegratedCard
Provider
Eligibility,Claims andPaymentGateway
CDH Platform CDH Platform
FSAFSA HRA HRA LOCLOC
DCA DCA Transit Transit HSAHSA
POSPOS
DeviceDevice
Financial Institution
Employer WebsiteEmployer Website
Consumer Website
Co
nsu
me
r Acco
un
ts C
on
sum
er A
ccou
nts
FSA
HRA
HSA
DCA
TSA
401K
Check
LOC
Co
nsu
me
r Info
rma
tion
Co
nsu
me
r Info
rma
tion
Personal Health Record
Comparative Analytics
Decision Support Tools
Online Enrollment
And more…
Health Plan
Settlement Agent
EOB
EOP
Payment InstructionsPayment
A Fully Integrated SolutionConsumer
©2007 Metavante Corporation. 7 CONFIDENTIAL – Only individuals with the need to know based on job responsibilities.