Alloya’s Technology Solutions

Making IT Simpler and More Efficient for Credit Union Success

Presented by:Biff Myre - Director, Solutions Alloya IT Services powered by CBTS

Alloya’s Technology Solutions

PartnershipPurposeValue

Alloya’s Oversight & GovernanceMember Satisfaction Top Priority

Due Diligence & ComplianceCompetitive Pricing & Consolidated Billing

What Does IT Take to Run a Credit Union?Alloya’s Premier View assists you with

transactions, liquidity and investments.

Now let us help with the rest of the technology in use at your Credit Union.

Great People & Flexible PartnershipsSolid Processes

(Financial & Operations)Reliable Technology & Great Support

Alloya’s Technology Solutions

Let’s take a“Virtual Credit Union Tour”

and see where and how your team might utilize

Alloya’s Technology Solutions, powered by CBTS,

within your… headquarters branches and data center(s)

Internet / Circuit Provider Management

Let us take on the burden of...Negotiating with ISP/circuit providers

Aggregating & managing contracts

Renegotiating rates, service, SLAs

Optimizing price with performance

Having fast, reliable internet is critical to servicing your members and enabling your team.

But managing different and redundant internet providers and contracts across all

your locations can be a pain, time consuming and costly.

Network Modernization, Monitoring, Optimization and Management

Your network - secured, optimized, and ready for the digital age!

Your network strategy IS defining you.

It is THE foundational backbone of your future service capabilities – whether enabling mobile membership

drives, member kiosks, guest WIFI or facilitating secure access for board packet reviews or examiners.

It must also be secured and easy to enforce policy controls with alerts and reports to meet NCUA and

other FFIEC best practices such as Intrusion Detection/Prevention and access tracking.

If an old network and strategy is costing you.

We can help...

Better user experiencefor what matters most with a secured private

network for less

Complete visibility, control & protection

Optimally allocate all the bandwidth you pay for

Paying double for traditional voice/PBX usage & old equipment & capabilities?

Concerned with resiliency and cost of ongoing support, maintenance and

upgrades ?

Having voice quality issues?

Voice / Unified Communications

Modernize without the risk, cost & headache. Let us show you how…

Hosted, resilient Voice/UC-as-a-Service

Advanced features at per user pricing

Custom configuration capabilities

• GE Credit Union – Hosted Voice Testimonial• CBTS Video Case Study

Disaster Recovery & Data ProtectionAre you Staffed to Handle a Disaster?

Can you securely connect members and users to their applications & data recovered at an alternate site? Do your users prove they can continue operations? Are you guaranteed success each DR exercise with

adequate documentation for examiners and insurance adjusters?

Is your Data Protection software Ransomware-proof? Can it (and will it) detect a Ransomware attack?

Change the outcomes & approach!Alloya Corporate & Credit Unions leverage our

Managed DR- & BU as-a-Service to…Truly prove and document DR preparedness success – guaranteed!

Reduce 2nd site cost & energies spent on DR and offsite BUNo longer have to test over weekends and at night

Access the data at the DR site using your authentication methodsGet the needed “troop surge” help at time of test or disaster

Hybrid IT Systems On Premise & Cloud Rent, Own, Managed (and/or/all) The highest IT value for your Credit Union is closest to

your users, applications & data.

Innovation comes from transforming data to useful information and improving efficiency on functions

like lending & membership. Facilitating innovation does not come from infrastructure

monitoring, server-storage-computer room facilities management or hardware/software refresh cycles.

Join like-minded Credit Unions who… Have a zero-data onsite, cloud-first strategyElevate their IT’s business value within the CUAffordably reduce risk and resiliency… 24/7

Reduce compliance efforts & cost - instead it is included!Have an augmented team of IT expertise at the ready 10

Community Wide Federal Credit Union

Challenge Solution Result

CommunityWide FCU boasts a heritage of 50 years. The firm has grown to 11 branches in four Indiana counties with deposits totaling $400+ million.

• CommunityWide looked to migrate its computing environment offsite.

• Leverage the efficiencies, cyber security and scalability of virtualized/cloud infrastructure; and alleviate risk and compliance drag by achieving a Zero Data Footprint at its CU sites.

• Using Commvault software, the team backed up data from CommunityWide’s physical site to a virtualized/cloud environment at CBTS.

• Migration of production systems (including ERS core processing on Linux) using Zerto software replicated CommunityWide’s data and applications to virtualized systems.

• Upgrading LAN/WAN network to include Cisco Meraki

• “By trusting in OnX and making this transition, we are a safer and more-secure company that can now really focus our internal resources on improving the member experience.

• And by hosting at CBTS CommunityWide now has the flexibility to make technology changes when desired without being handcuffed to a legacy platform or other technology investment.”

Deepwater Industries Federal Credit Union

Challenge Solution Result

Deepwater Industries Federal Credit Union serves 9,000 members working for more than 125 companies and organizations near the community along the Delaware River in western New Jersey. In business since 1935, the credit union needs powerful, agile technology to meet the growing savings and lending needs of its membership.

• The credit union needs modern, enterprise-class IT for growth and compliance.

• IT staffing and budget are limited.

• The CEO wants IT to focus on improving the member and user experience instead of managing infrastructure.

• Migrating IT operations to a secure CBTS cloud environment including their Core Processing application running on IBM Power Systems.

• Implementing Active Directory improved security, data protection, and compliance.

• Enterprise-class backups and anti-virus strengthened security posture.

• Network and firewalls provided and managed by CBTS at the data center and branch locations.

• Deepwater’s IT staff isn’t tied up patching infrastructure software and managing hardware.

• Security and compliance meet regulatory standards and protect data.

• Switching from CapEx to OpEx reduces costs and produces a predictable monthly fee.

Unilever Federal Credit Union

Challenge Solution Result

Unilever Federal Credit Union is a full service, single-sponsor, non-profit financial institution.

For over 60 years, Unilever FCU has provided financial services to its members and continues to grow in assets and services. The credit union is sponsored by Unilever and is a member of Alloya Corporate Federal Credit Union.

• Unilever FCU had to relocate and separate from their corporate sponsor’s network

• The financial institution had to deploy its own network and address regulatory requirements

• Limited internal staff to manage a complex and secure environment

• Required in-depth data protection strategy supporting the needs of a financial institution

• Primary production environment resides in a fully managed high availability CBTS cloud environment that has been audited regularly

• Secondary offsite data backup and full data replication for Disaster Recovery mirrored in a CBTS data center.

• Documentation and annualized testing of the DR with a letter of attestation confirming its success

• CBTS ensured the credit union had redundant network access through secure Internet that could be accessed anywhere.

• Leveraged Alloya/CBTS credit union experience to establish regulatory documentation addressing stringent compliance requirements

Next Generation Surveillance and Access Control

Easily scan alerts, track an object or person across all cameras, capture license plates, match images with

badge scans, and create and control distribution of video clips to

law enforcement or others.

Ability to mask areas with PII dataMulti-site monitoring interface

Anywhere access to alertsEliminate on premise servers

24x7 management and user support

Physical Security (Surveillance & Access Control)

Next Generation Surveillance and Access Control

Easily scan alerts, track an object or person across all cameras, capture license plates, match images with

badge scans, and create and control distribution of video clips to

law enforcement or others.

Ability to mask areas with PII dataMulti-site monitoring interface

Anywhere access to alertsEliminate on premise servers

24x7 management and user support

Physical Security (Surveillance & Access Control)

Cybersecurity: Assessments, Consulting & Ongoing Programs

Cybersecurity threats are a constant and come at your Credit Union from everywhere.

Its simply too much to try to take on alone, for even the largest of companies.

CBTS (& Cincinnati Bell) has to address these same threats.

We have teams specialized in assessments, security & program architecture, managed security service programs

and complementary technology solutions to help.

Let’s face these threats together…Information Security Vulnerability Assessments

Patching / Vulnerability Program ManagementManaged 2-Factor authentication

24x7x365 Malicious Threat Detection & Response SOCPII Data Anonymization Strategy – Safe Harbor from Breach

Ad-Hoc Information Security Consulting

Consulting & OnDemand IT Staffing

Specific and unique technical assistance and skills on-demand

Remote and/or at your premise in either a short-term, long-term or temp to hire basis.

Providing vetted IT talent and skills. CU Business to IT Strategy & Execution Road Mapping.Project based: Network, server & storage engineers to

help desk, developers, project managers, cloud readiness architects

Finding the Right Expertise…Temp/Temp-to-Hire, remote/on-site options

If not a fit, CBTS will replace the team memberLow-risk, easy to terminate contracts

Staff are employed by CBTS with benefitsBackground checks from CBTS provided

Maintenance & Support Optimization Consider the technology and vendors your

Credit Union has to keep track of…Hardware, Software, Support, Service renewals

Matching invoices & replacement quotes with what you actually need

Automatic Renewal dates that you might missDealing with monthly fires vs twice yearly reviews

CBTS helps with free tools to track ANY contract, technical assistance, and cost-saving

options to consider.

Take Back Control with…Free Contract & Asset Tracking portal

Asset information tied into manufacturers12 month dashboard with email reminders

Optimizing renew vs replace vs discard Ability to customize user views & security

Maintenance & Support Optimization

We can help you extend the life of your IT assets, reduce maintenance costs and ease administrative challenges.

• Service incident recording & tracking• Spares management; status, location, etc.• Role based access and approval workflows • Meets standards for support, stability and security

• Custom fields to meet customer specific needs• Related document storage• Automated notification of upcoming expirations • Standard and customized reports

Review Roadmap or Specific NeedBusiness & Technology Goals Agreed to FirstEngage Experts, Collect Data, Architect OptionsCollaborative Review / Solution ValidationGo / Revise / Table / No Go / FeedbackFeedback during execution and follow-up after

Partnering increases the value your Credit Union receives:Identify big picture inflection points on your technology roadmapDelivering advice for sustained value beyond single itemReduce transition impact and cost of changesIncrease options for transformative value

How we partner. Why that’s important.

‘Think Alloya’ for Your Credit Union’s Technology NeedsDevelop / review your Credit Union’s business & technology roadmap with usUse our contract and asset tracking portal to optimize in-place technologiesWhich solutions presented today could benefit your Credit Union most?Consider joining like-minded Credit Unions & Alloya in our hybrid IT/DR clouds

Thank You! Any questions we may answer today?

Technology Simplified.

Alloya’s Due Diligence & Governance

Internet / Circuit Provider Management

Network Modernization & Management

Voice / Unified Communications

Disaster Recovery & Data Protection

Hybrid IT Systems: On Premise & Cloud

Physical Security (Surveillance & Access Control)

Cybersecurity Assessments, Consulting & Ongoing Programs

Consulting & OnDemand IT Staffing

Maintenance & Support OptimizationContact your Sr. Business Consultant or myself to continue the discussion:

Biff MyreDirector, Solutions

biff.myre@cbts.com(312) 953-1464 mobile