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

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FSA

HRA

HSA

DCA

TSA

401K

Check

LOC

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r Info

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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.