1. Information availability IN THE FINANCE INDUSTRY
Availability Services
CUSTOMER REFERENCE BOOKLET

2. Information availability IN THE Finance Industry
Financial services providers As a result, a highly Secure, flexible, cost-effective solutions
must be able to react quickly available and flexible IT Continuous availability of systems Infrastructure as a Service (IaaS) gives Under our Managed Recovery
and data is a priority for the highly- your business the dynamic flexibility Programme, we take full responsibility
to new opportunities in infrastructure is becoming regulated financial services industry. of the cloud, eliminating step-changes for customers’ testing and recovery –
SunGard Availability Services can in capacity, poor hardware utilisation, capturing and managing all changes,
order to stay competitive. more important than ever. help financial institutions be more lengthy provisioning and costly and ensuring scripts and processes are
innovative, adaptable and competitive hardware refresh. Our highly scalable always current. This alleviates the need
This means being agile Yet for many financial than traditional in-house IT approaches cloud environment can either be for financial services providers with
permit by aligning compute resource dedicated to your business or shared large-scale, complex environments to
enough to explore new services firms – burdened directly to business objectives. with like-minded, security-conscious manage how frequent and widespread
enterprise customers. operational change will affect their
markets, develop new with legacy technology, We offer a complete range of secure,
recovery capability.
cost-effective and flexible Information Many financial services firms
product streams and adopt budgetary constraints, and Availability solutions – customised to choose to take advantage of our We have over three decades of
take account of the unique composition Managed Hosting and Colocation experience of managing large-scale
new business models, the increasing pressures of of your IT environment – and makes services, entrusting us anything from IT environments, and an in-depth
everything work together seamlessly. productivity tools and back-office understanding of the challenges that
or deepen customer infrastructure management – Our unrivalled network of facilities and support applications to business- typically keep IT leaders in the financial
experienced specialists ensure your critical systems. services sector awake at night.
engagement through a achieving this in-house can critical systems stay up and running,
Our Business Continuity software Discover how SunGard can help
no matter what.
variety of new channels. prove elusive. and consultancy services help financial your organisation reduce risk, boost
service providers maintain ‘business as agility and take advantage of our
usual’ and recover core functions faster considerable economies of scale.
in the event of disruption.
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3. Liontrust
Liontrust is a leading independent Business challenge Business benefits
“It would have been
investment management To avoid investing at least High availability of data completely illogical to buy
£50,000 in two new network and services another physical server
company that provides portfolio attached storage arrays, Liontrust
Efficient solution that eliminates or storage device. The
scoured the market for a cloud
management services and expensive technology refreshes cloud is the natural solution
IaaS provider able to meet its
Flexibility to accommodate
to capacity issues. The
markets its investment products demands for flexibility, security
concept of enterprise-
and resilience changes in business strategy
to professional investors. With class cloud computing may
Ability to scale up in line with be relatively new but the
continued growth pushing its Solution company growth
underlying infrastructure is
IaaS Low-risk transition from physical SunGard’s bread and butter.
network attached storage arrays
Electronic Data Vaulting to cloud environment We trust their expertise
towards capacity, Liontrust and resources.”
Disaster Recovery Resilient, secure and compliant,
decided to place all its core giving customers peace of mind David Little,
Freedom to focus on core head of IT and investment
systems on SunGard’s private operations, Liontrust
business by removing burden
cloud infrastructure – including its of infrastructure management
vital research database, trading
CLICK HERE to read the full story of how SunGard Availability
platform and business email. Services’ enterprise-class cloud solution gives Liontrust
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unparalleled flexibility, security and productivity gains. 5

4. Permal
The Permal Group has one of Business challenge Business benefits
“SunGard has delivered
the longest and most successful Permal wanted to focus on running High availability of data exactly what it promised,
its business, rather than running its and services very professionally, with
track records in the alternatives infrastructure. With an expensive
Value for money solution a great deal of time and
technology refresh looming on the
industry, and today has over that eliminates expensive effort spent understanding
horizon, the firm considered SunGard
technology refreshes Permal’s business and
200 employees and offices Availability Services’ enterprise-class
its needs. SunGard’s on-
private cloud to be a secure, flexible Low risk transition from physical
in nine international financial and cost-effective alternative to cloud environment demand cloud IaaS solution
has enabled us to be more
centres. For years, it has trusted Flexibility to mix and match services
flexible: move forward,
Solution according to business needs
SunGard to deliver business change faster and grow
IaaS Ability to scale up in line with more efficiently without
continuity, disaster recovery Managed Services company growth having to worry about
and alternative workspace Disaster Recovery (Technology Resilient, secure and compliant, physical constraints”
and Workplace) giving customers peace of mind
solutions. Today, SunGard’s Steve Conway,
Consulting (Technical and Freedom to focus on core director of IT infrastructure,
enterprise-class private cloud business continuity) business by removing burden Permal Group
of infrastructure management
hosts the group’s core systems
– including its banking systems CLICK HERE to read the full story of how SunGard Availability Services
enables Permal to be more flexible and future-proof through IaaS.
6 and corporate intranet. 7

5. 3i
For over 65 years, international Business challenge Business benefits
“We faced a daunting task
investor 3i has been working with More than 120 vital servers Avoided capital outlay needed to but SunGard filled us with
were relocated to SunGard’s upgrade an ageing data centre confidence. Very early on,
management teams to develop data centre in a military-style they presented us with a
operation over a single weekend. Peace of mind that critical project plan, which highlighted
businesses that have potential for systems are hosted in resilient,
With multi-million pound deals at all the actions needed and
secure data centre
significant growth. Recognising stake, failure was not an option the timescales. We could
Liberated IT staff from routine see that they had done this
that its ageing data centre was Solution housekeeping tasks many times before – their
no longer fit for purpose and experience shone through.
Managed Hosting Considerable cost-savings
The best result when carrying
required a costly upgrade, 3i opted Consultancy Services No interruption to business out a large technology move
operations is that people don’t notice
instead to host its systems at one Technology Recovery
anything has changed... and
of SunGard Availability Services’ Workplace Recovery that is exactly what happened.
It’s cost-effective and, most
highly resilient technology centres importantly of all, it’s improved
the service delivery levels we
– but only after a rigorous selection can offer the business.”
process to ensure its mission- Tim Rance,
CLICK HERE to read the full story of how SunGard Availability director of IT infrastructure, 3i
critical systems would be in the Services took over management of 3i’s mission-critical systems
without a hitch.
8 safest of hands. 9

6. Baillie Gifford
Baillie Gifford is one of the UK’s Business challenge Business benefits
“SunGard’s size and the
largest independent investment While Baillie Gifford manages Mitigates risk of downtime scale of infrastructure – its
its many bespoke applications numerous recovery sites
management firms, with 700 Ability to meet Recovery
itself, it needs a partner with an and rollback capability
Time Objectives
infrastructure of sufficient size and
staff and around £70 billion Preserves Baillie Gifford’s
– still give us a lot of
scale to meet its Recovery Time
reputation for service
comfort. It is light years
under management in active Objectives so that it can focus on its
ahead of the competition
core business
equity and bond portfolios. Avoids financial loss so it’s encouraging that it
Solution Peace of mind for employees continues to invest.”
For over 17 years, Baillie and clients Brian Hunter,
Workplace Recovery
Gifford has trusted SunGard Ensures compliance with information assurance manager,
Colocation/Managed Hosting regulatory requirements Baillie Gifford
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
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continuity practices. 11

7. Genesis
When leading fund manager Business challenge Business benefits
“I found it a very worthwhile
Genesis found it was regularly Understandably reluctant to Data storage volumes cut by up exercise. The report and
upgrade to a larger, more costly to 40% the views that we can create
exceeding its storage allowance, storage allocation if it could be
Savings of thousands of pounds through the portal allow
avoided, Genesis wanted a clear
the firm called on SunGard in storage costs us to monitor the effect
picture of its vault contents to
Rapid ROI, with cost recouped
that our backups have on
for help. Through a Vaulting eliminate unwanted data
our storage resources.
several times over
Assessment, SunGard enabled Over time this will allow
Solution Shorter backup and restore times us to streamline the service
Genesis to save thousands of Consulting – Vaulting will give a head start in recovery
to fit the needs of our
Assessment Development of a vaulting business better.”
pounds by eliminating large
strategy that meets
volumes of unwanted data, while Colin Cloves,
business needs
IT manager, Genesis Investment
developing a vaulting strategy Management
that would support the business
into the future.
CLICK HERE to read the full story of how Genesis was able to
reduce costs and proactively manage vault content and data
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growth thanks to SunGard Availability Services. 13

8. Ipswich Building Society
Founded in 1849, Ipswich Business challenge Business benefits
“We know SunGard is the
Building Society is one of the Ipswich Building Society needed Enables the building society to biggest specialist provider
an effective business continuity provide an uninterrupted service and has a brilliant track
UK’s most trusted building plan and alternative workplace to to members record. With SunGard on our
mitigate the risks of head office
societies, providing a full range Preserves Ipswich Building side, I’m totally confident
or branches being inaccessible,
Society’s reputation for reliability that we’ll be able to cope
of financial services for Suffolk’s and of key systems being
with anything that’s thrown
unavailable due to everyday Prevents defection of members
rural and coastal communities. risks such as a power or to competitors at us!”
hardware failure Ronnie Weston,
Following an IT infrastructure Protects jobs by maintaining
market confidence in the business assistant general manager
outsourcing project, SunGard Solution Technical Services,
Ensures compliance with Ipswich Building Society
Availability Services helped the Workplace Recovery regulatory requirements
Building Society’s project team Consultancy Services Avoids financial loss
put in place a workable plan
to ensure the continuity of key
business functions.
CLICK HERE to read the full story of how SunGard Availability
Services ensures Ipswich Building Society to deliver uninterrupted
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service to its customers. 15

9. Martin Currie
Martin Currie is a specialist Business challenge Business benefits
“We chose SunGard because
investment management business With its fund managers investing Mitigates risk of downtime we wanted a trusted name
and managing £5.5 billion of we could rely on. It was the
with headquarters in Edinburgh Ability to meet Recovery
client assets, Martin Currie only dedicated business
Time Objectives
recognises it has a responsibility
and offices in London, New York, Preserves Martin Currie’s
continuity provider we found
to protect its business against
reputation for first-class service
that offered the complete
Melbourne, Singapore, Zurich any type of disruption
Information Availability
and performance
and Hong Kong. SunGard has package. SunGard’s rollback
Solution Avoids financial loss capabilities give us the
worked closely with Martin Currie Workplace Recovery Peace of mind for employees peace of mind that, no
since 1994, and today delivers a and clients matter what, they have the
Ensures compliance with resources to look after us.”
complete Information Availability
regulatory requirements Alan Davidson,
package to the firm, including business continuity manager,
Martin Currie
dedicated space at SunGard’s
workplace recovery centres.
CLICK HERE to read the full story of how SunGard Availability
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Services enables Martin Currie to keep its business online. 17

10. 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
© 2012 SunGard Availability Services (UK) Limited
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