FUSIONFABRIC.CLOUD PARTNER PROGRAM MARKETING AND PRESS RELEASE GUIDE FOR PARTNERS AND DEVELOPERS The information contained in this document is confidential information. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written permission of Finastra. This document is provided for informational purposes only, and the information herein is subject to change without notice. Please report any errors herein to Finastra. Finastra does not provide any warranties covering this information and specifically disclaims any liability in connection with this document. INTRODUCTION

Helping to grow your business and monetize your applications

This guide is designed to help FusionFabric.cloud partners and developers engage effectively in joint marketing activity with Finastra.

The Guide has two goals: Please take the time to read this guide •• To increase awareness of your Finastra carefully, as there are some simple partnership in the wider financial requirements that we need our partners services market place. to follow. The guide is clear about these obligations but if you have further •• To generate demand for your questions, contacts are provided. From FusionFabric.cloud application from our time to time benefits may be added combined customer and prospect base or changed, so please ensure you are by maximising the impact of our joint working with the most recent version of marketing activities. this document. There are a wide variety of marketing Our objective is to help you market and sell benefits available to you as part of the your applications. We are committed to Finastra FusionFabric.cloud Partner helping you succeed. Any feedback you offer Program. These include use of the to help us improve is gratefully received. Finastra corporate and FusionFabric. cloud logos, web promotion, press activity, potential joint collateral and customer references, along with attending select Finastra-hosted events. These benefits and guidance on how to implement them are described in this guide.

FINASTRA FusionFabric.Cloud Partner Program Guide 3 4 FINASTRA FusionFabric.Cloud Partner Program Guide BRAND AWARENESS

Build your reputation and generate leads

Brand and Awareness Partners can use the appropriate Finastra There are a number of key elements that FusionFabric.cloud partner and/or will help you raise awareness of your Finastra corporate logo on sales and participation in the FusionFabric.cloud marketing collateral, documentation, Program, communicate your status as a advertising, event signage, and other trusted application development partner promotional media to distinguish and to associate yourself with the Finastra themselves and signal their relationship brand. These include: with Finastra. •• The Finastra logos you are now able to use. There are a number of guidelines that •• How you communicate and promote need to be applied by our partners the partnership through marketing in order to ensure the Finastra collateral and on your website. and FusionFabric.cloud logos are •• How you use PR to raise awareness correctly used. Please carefully read of the partnership, customer wins and and follow these guidelines. Finastra other news. strictly enforces compliance with its •• How you promote your business and corporate identity. your application in the FusionStore. •• Participating in Finastra’s ongoing Detailed guidelines on how to apply marketing Programs and activities. the Finastra corporate logo and the FusionFabric.cloud partner logo is The Finastra Logos available in the FusionFabric.cloud Highlight your status as a leading financial Partner Program ‘Logo Usage Guidelines’. application developer Finastra will provide you with access to Finastra Corporate logo the corporate and FusionFabric.cloud logos. This enables our partners and developers to promote their relationship with Finastra. The FusionFabric.cloud partner logo symbolizes the Finastra relationship with, and commitment to, our partners. It communicates the strength of our Finastra FusionFabric.cloud relationship and the proven expertise of our Partner logo global ecosystem of application partners. FusionFabric cloud Finastra Platform Partner

Powered by Finastra FusionFabric cloud

FINASTRA FusionFabric.Cloud Partner Program Guide 5 Website Promotion Press Releases Approvals Promote these credentials on your website Use press releases to earn media coverage Partners must ensure they follow the Website promotion provides partners and Press releases provide an opportunity for guidelines described in Appendix A and gain Finastra with the ability to promote their Finastra FusionFabric.cloud partners and approval from Finastra prior to distributing company, solutions and capabilities, and developers to achieve further visibility for any press release mentioning Finastra or highlight their relationship with each other. their company, solution and relationship FusionFabric.cloud. with Finastra through coverage in earned Finastra FusionFabric.cloud partners Use of the Finastra name and brand is media, both online and in print. are encouraged to integrate the Finastra an important benefit. Finastra makes corporate logo and short company Press releases referencing Finastra and considerable investments in building its description in a prominent area of their FusionFabric.cloud must be approved brand and protecting its trademarks and website. This will differentiate you from by Finastra. copyright around the world. Consequently, other organizations and developers in the any partner which issues a press release marketplace. Press releases may cover topics such as: mentioning Finastra or FusionFabric.cloud •• The announcement of the partnership. without the formal written consent of If partners demonstrate their commitment •• The launch of your application. Finastra may be subject to penalties, to the FusionFabric.cloud Program, •• Customer wins and success stories. which may include suspension through visible and sustained promotion •• Upgrades to your application or new or termination from the Finastra on their own website, it becomes easier features added. FusionFabric.cloud Partner Program. for Finastra to incorporate links and other •• And/or other newsworthy topics. cross promotional activity in our own Coverage marketing activities. Before you write your first press release, We love to see the editorial coverage look closely at the media you would arising from our partners efforts. It also Please use the following description on like to cover the story and understand provides Finastra with opportunities to your website and collateral to signal your their criteria for selecting ‘news’ for further promote each partner through formal status as a FusionFabric.cloud coverage. The better you understand links to successful coverage or mentions development partner. the requirements of the journalists you in other FusionFabric.cloud marketing is proud to be a intend to target, the more likely you are to materials. Once we have agreed your FusionFabric.cloud development partner. earn coverage. press release, don’t forget to share your FusionFabric.cloud is Finastra’s platform great results with us. Finastra’s own PR team is expert at earning for open innovation, it enables collaboration coverage in the financial services media between and industry leading around the world. They will review all copy application developers. and may contribute to the content of your FusionFabric.cloud opens up Finastra’s core press release, including adding an endorsing systems, to enable the development of a new quote from a Finastra spokesperson if generation of innovative financial applications. appropriate, and/or make recommendations on PR best practices and tactics which will help you to maximise potential coverage.

6 FINASTRA FusionFabric.Cloud Partner Program Guide General Guidelines Press Release Approval Process The Finastra boilerplate: •• Any announcements referencing •• Partners should first complete the About Finastra Finastra, its platform or solutions have appropriate information in the press Finastra unlocks the potential of people to be approved by the Finastra PR team. release template in Appendix A. and businesses in finance, creating a platform for open innovation. Formed in •• Partners should allow a period of ten •• Finastra will review the news release 2017 by the combination of Misys and business days for the approval process. and respond within 10 business days D+H, we provide the broadest portfolio with comments. of financial services software in the •• Partners should factor into their timings world today—spanning retail banking, a period of an additional three business •• The partner should then send the final transaction banking, lending, and treasury days between the final version being version of the press release in the and capital markets. Our solutions enable approved and the distribution of the format in which it will be distributed customers to deploy mission critical announcement. In order to maximise to Finastra – at least three business technology on premises or in the cloud. your coverage, Finastra’s PR team may days before the expected day of Our scale and geographical reach means advise on release dates to be avoided. announcement. Finastra will agree and that we can serve customers effectively, confirm the distribution date. regardless of their size or geographic •• All approvals must be in writing. In most location—from global financial institutions, cases this confirmation is completed Boilerplate to community banks and credit unions. through email. The boilerplate is used on press releases Through our open, secure and reliable to provide a clear, consistent company solutions, customers are empowered to •• If a customer or third party, such as an descripton and contact details for quick accelerate growth, optimize cost, mitigate analyst is quoted or referenced, it is the and handy reference by the media. risk and continually evolve to meet the responsibility of the partner to gain the changing needs of their customers. The following Finastra boilerplate must required approvals from that third party. 48 of the world’s top 50 banks use be added to the bottom of any joint press Finastra technology. release (see Appendix A). Usually this will •• Finastra does not distribute partner be alongside your own boilerplate. Please visit finastra.com. press releases on behalf of the partner and because of data privacy regulations NB Boilerplate does change over time, Corporate headquarters we cannot share press lists or please ensure you are using the most 4 Kingdom Street media contacts. current version. If in any doubt ask for Paddington confirmation when discussing the press W2 6BD release approval process and the Finastra PR team will advise you. T: +44 20 3320 5000

For further information or questions, please contact: Caroline Duff Global Head of PR, Finastra E: [email protected]

FINASTRA FusionFabric.Cloud Partner Program Guide 7 Customer Engagement The Fusion Store Additionally, spend time in considering your Each year, Finastra undertakes a Promote your applications through pricing model and promotions such as substantial and comprehensive series of Fusion Store ‘free try before you buy’ periods, or how to global marketing Programs worldwide, One of the most significant benefits of encourage users to give your application promoting its portfolio of solutions across becoming a FusionFabric.cloud partner positive ratings and comments. all major regions. Within these Programs is the ability to market your business and These promotional techniques are new to and activities there are opportunities to applications directly to customers through many enterprise software developers but identify and highlight our partners and their the Fusion Store marketplace. have proven highly effective in application applications. The Fusion Store marketplace is the focus marketplaces. Wherever possible Finastra will incorporate of Finastra’s investments to promote our FusionFabric.cloud, our partners and their partners’ applications. It can be easily Contacts and Links applications within these Programs taking searched by prospective customers and Contact for FusionFabric.cloud PR: place in different regions and countries. users, to find the applications that solve Caroline Duff These activities include engaging both their bsuiness requirements. Global Head of PR, Finastra existing Finastra customers and new Details of how to create and build a E: [email protected] prospects in the broader marketplace. credible presence in Fusion Store are described in the FusionFabric.cloud Contact for FusionFabric.cloud Marketing: Partner and Developer Program Guide. Nicola Young We strongly recommend that all partners Global Solution Marketing Lead invest effort in building a strong presence E: [email protected] in the Fusion Store. Contact for FusionFabric.cloud Partner Program: E: [email protected]

8 FINASTRA FusionFabric.Cloud Partner Program Guide Appendix A - Press Release Template

PARTNER LOGO

Finastra Platform Partner

Headline Sub Header

Headline – featuring primary news angle Sub Header – featuring secondary news angle •• Location / Date: with opening paragraph containing the key facts of the announcement – who, what, where, when and why

•• Paragraph 1: Information about the partnership, including partner application focus, benefits of the application and value to customers and users

•• Paragraph 2: Specifics on the application sale, joint deal or partnership signing as appropriate

•• Quote from customer if a customer contract announcement •• Quote from Partner spokesperson •• Quote from Finastra spokesperson

Notes to Editors

About Finastra Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the combination of Misys and D+H, we provide the broadest portfolio of financial services software in the world today—spanning retail banking, transaction banking, lending, and treasury and capital markets. Our solutions enable customers to deploy mission critical technology on premises or in the cloud. Our scale and geographical reach means that we can serve customers effectively, regardless of their size or geographic location—from global financial institutions, to community banks and credit unions. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra technology. Please visit finastra.com

Corporate Headquarters 4 Kingdom Street Paddington London W2 6BD United Kingdom T: +44 20 3320 5000

About Partner Place partner boilerplate text here.

FINASTRA FusionFabric.Cloud Partner Program Guide 9 About Finastra Corporate Headquarters Finastra unlocks the potential of people and businesses in fi nance, creating a platform for open innovation. Formed in 2017 4 Kingdom Street by the combination of Misys and D+H, we provide the broadest portfolio of fi nancial services software in the world today – Paddington spanning retail banking, transaction banking, lending, and treasury and capital markets. Our solutions enable customers to London W2 6BD deploy mission critical technology on premises or in the cloud. Our scale and geographical reach means that we can serve United Kingdom customers effectively, regardless of their size or geographic location – from global fi nancial institutions, to community banks T: +44 20 3320 5000 and credit unions. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra technology. Please visit fi nastra.com

Finastra and the Finastra ‘ribbon’ mark are trademarks of the Finastra group companies. © 2018 Finastra. All rights reserved.

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