Harmonization of Payment Traffic Daniel Käser – Head of Product Management & Marketing

Info event for business software vendors, Bern, 10 June 2016

Agenda

• Significance of ISO 20022 for Sage as a software vendor

• Challenges

• Opportunities for Sage and its customers

• Roadmap for Sage products

• Sage communications

Significance of ISO 20022 for Sage

4

• Replacement of established formats

• Harmonization of payment traffic

• Need for communication with the entire Sage customer base

• Migration to current versions

• Important knowhow transfer to our customers and partners

• Sage and other software vendors as important intermediaries for the Swiss financial center

“Our goal is to create value and

to solve customer problems”

Significance of ISO 20022 for Sage as a software vendor

Challenges

6

Challenges Roadmaps

• Communication of a complex topic

• Repetitive and multichannel communication

• Communication of benefits for end-customers

Challenges Communication

• Creating transparency among all stakeholders

• AOS – harmonization vs. “harmonization”

Demand for an “overview library”

• Standard inpayment slip (the process of the integration of additional requirements)

Challenges Transparency / Harmonization

Opportunities

10

Chances for software vendors and customers Information and transparency

• Greater transparency in the

information flow

• Simpler and more efficient processes

• Migrations as a result of greater customer benefits

Opportunities for software vendors and customers Automation

• Higher degree of automation

• Increasing usability

• Reduction of complexity

Roadmap

13

Roadmap for Sage products

2015

Nov Dec Jan Feb Mar April May June July Aug Sep Oct Nov Dec Jan

Sage 200 Extra

Pain.001

Sage Start

Pain.001 Camt.053 Version 2

2016

Sage 50 Extra

Pain.001

2017

• In the short term, “cover basic needs” • In the long term, create added value (e.g. status reports, account reconciliation)

Sage Marketing & Communication

15

• Communication by banks / Customer inquiries will continuously increase

• Training of Sage Switzerland staff and partners

• Website: www.sageschweiz.ch/iso20022

• Factsheet for downloading

• End-customer and partner newsletter

• Webinar: “Sage Switzerland and ISO 20022”

Marketing & Communication

© 2015, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.

Thank you