Dear Reader,

The use of mobile applications to access the Internet is continually increasing. For example, in the UK 45 percent of all Web users access the Internet via mobile devices like smartphones and tablet computers. In tandem with this trend, the demand and expectations continue to grow for applications optimised for mobile devices. This can especially be seen in the financial sector. Interactive Data supports financial institutions’ multi-channel strategies with applications and other offerings that are customised to the respective target groups’ needs. Read more in this newsletter about multi-channelling trends.

On a corporate level, I am pleased to announce that Mathias Hlubek has joined the supervisory board of Interactive Data Managed Solutions AG (Frankfurt). Between 1999 and 2007, he served as CFO and member of the Executive Board of Deutsche Boerse AG. Today, Mathias Hlubek is a Senior Advisor to Warburg Pincus, a leading global private equity firm.  

Carsten Dirks

Managing Director
Interactive Data Managed Solutions AG

In this edition
Multi-Channelling - Intelligent ways to build customer loyalty
NZZ Online launches new section on structured products
Banking Association develops mobile application
Customised solutions for KIIDs and PIBs
Local Evaluated Pricing expertise in Germany
Interactive Data at Finance Forum Switzerland


Markets: Multi-Channelling - Intelligent ways to build customer loyalty  

Users of financial websites are increasingly mobile and active in social networks. For example, according to the UK Office of National Statistics, in the UK both mobile access to the web and social networking sites is increasing - with 45 per cent of Internet users accessing the Internet via a mobile phone and 57 per cent of adult users being connected to social networking sites.

What's more, 60 per cent of retail banking customers said they use social media. 24 per cent of this group indicated they use it to discuss their banking experience or inform their bank of a customer
service issue. This can also lead to a growing demand to be kept informed of financial developments, as and when they happen, so as to be able to react quickly to them.

To attract this new generation of customers, banks need to be present in the same channels. Therefore, mobile solutions that provide investors and wealth managers with added value, when they are on the move, should play a vital role in a bank’s multi-channel strategy. This includes financial information such as share prices, news and market summaries, as well as specific functionality like portfolio reporting and management that can be customised to users’ personal requirements.
  Recent surveys show that banks have started to react to these developments and integrate apps in their multi-channel strategies – however, progress is still rather slow. The Frankfurt School of Finance & Management states that only half of the 100 largest banks and wealth management firms worldwide offer mobile applications to their clients that are more sophisticated than simple online banking tools used for money transfer purposes.

Given the success of smartphones and tablet computers and the fact that mobile access to the Internet has already outpaced access via desktop browsers, banks have to catch up to stay competitive.

Follow Your Customer - A technology for all channels

Interactive Data offers a technology for all channels: In step with the 'Follow Your Customer' approach, banks and providers of financial websites using PrimePortal or PrimeDeveloper solutions from Interactive Data can provide their employees and customers with a mobile solution that offers the same range of real-time quotes, master data, charts, business news and market overviews as the  respective desktop version.  more

Solutions: NZZ Online launches new section on structured products

The newspaper Neue Zürcher Zeitung, the best-known daily newspaper in Switzerland and one of the oldest German language publications has expanded its financial portal NZZ Online by adding a news selection Strukturierte Produkte (Structured Products). Investors now have access to all structured products that are trading on Scoach Switzerland. Interactive Data has provided substantial technical expertise and assistance for the new section.
In 2009, it was in conjunction with Interactive Data that NZZ rolled out the entire financial area on NZZ Online.

The new section contains efficient search features designed to assist investors in their search for suitable products. Both issued products as well as products at the subscription stage are included.

Furthermore, 'Top Products', most actively traded securities, and winners and losers are also listed. 
As a special service, the 'Exchange & Markets' editorial team at NZZ regularly publishes market analysis for structured products to help investors better monitor the markets.

An  Issuer Matrix developed by Interactive Data is designed to provide additional information and link issuers to information on the respective structured products. The information is prepared based on the specifications of the Swiss Association for Structured Products (SVSP).

Solutions: Banking Association develops mobile application  

The Federal Association of German Banks has developed a new free application for the iPhone and iPad. 'Travel + Cash' contains daily conversion rates for around 160 currencies and offers useful tips
for financial planning and costs wherever you are.

Through its developer solution PrimeDeveloper, Interactive Data provides up-to-date financial information. The PrimeDeveloper service includes financial market data, analysis tools, consulting, training and support. These can be mixed and matched to enable IT teams to create customised financial information systems. PrimeDeveloper helps you concentrate on core competencies while reducing programming, maintenance and operational costs.

In this manner, companies can implement a consistent approach to all sales channels ranging from small applications to complete portal solutions and advisory solutions.

More information is available at Developer Solutions at Interactive Data and at the Federal Association of German Banks.

Products: Customised Solutions for KIIDs and PIBs  

Since 1 July 2011, German banks and other issuers of financial products have needed to comply with two statutory provisions in the area of investment advisory services, KIIDs (Key Investor Information
Documents) for funds, as well as PIBs (Product Information Sheets) for financial instruments as part of the investment advisory process.

Interactive Data aims to support financial institutions with a customisable solution package designed to provide product information to assist them with these new guidelines. The offering includes a wide range of modular services that includes customer-specific design of the product information, generation and provision, as well as the handling of document management.

Interactive Data supports Commerzbank in providing PIBs and KIIDs

„“Interactive Data significantly supports us in providing PIBs and KIIDs via both our Intranet and the Internet,” says
Christian Machts, Head of Product Management Securities at als Commerzbank. “We can provide our clients with the necessary product information while meeting the increasing regulatory requirements that are placed on advisory documentation.” more

Corporation: Local Evaluated Pricing expertise in Germany  

Interactive Data has expanded its evaluated pricing services capabilities in Germany. A new team of evaluators based in Interactive Data’s Frankfurt office will provide local market knowledge and expertise in the evaluation of German domestic fixed-income securities in this important marketplace..

Adding local evaluation capabilities in Germany further expands Interactive Data’s position as a leading provider of independent evaluated pricing services to financial institutions globally and helps to better support the unique client needs of the German marketplace. The move demonstrates Interactive Data’s commitment to local markets and is part of its overall strategic expansion plan across Europe, particularly in Germany, France and Italy. more

Corporation: Interactive Data at Finance Forum Switzerland

For th tenth year Interactive Data will b e present at the Finance Forum in Zurich, Switzerland, on 9 November. Now in its 21st year, the Finance Forum offers an established networking forum to the Swiss and international IT and financial services industry.

Interactive Data will be exhibiting and also holding two speeches in the Speaker's Corner area:

Peter Heister, Regional Sales Director, Interactive Data, will speak about 'Consequences of European Regulation and Directives - Business Processes, Risk Management & Compliance' at 2.30 pm.

Darren Marsh, Business Manager – Risk Management, Interactive Data, will cover 'Know Your Risk – the essential role of single name exposure in managing enterprise-wide risk' at 4 pm.

Germany: Interactive Data Managed Solutions AG | Sandweg 94 | 60316 Frankfurt am Main | Tel: +49 (0)69 505030 0 Fax: +49 (0)69 505030 505 | | | Local District Court Frankfurt am Main | HRB 49611 | Executive Board: Carsten Dirks (Chairman), Stephan Wolf | Chairman of the Board of Directors: Bill Grieve