News
June 30, 2008

Metavante to Provide Web-Based Financing Solutions for MacKenzie Financial Corporation
MILWAUKEE, June 30, 2008 – Metavante (NYSE:MV) today announced that Canadian financial services company Mackenzie Financial Corporation has installed the company’s Web-based financing solution for its network of independent financial advisors.
Mackenzie has deployed Metavante’s CreditWorx lending automation system which is being used by independent financial advisors to originate investment and registered loans through its subsidiary, MRS Trust Company. CreditWorx automates MRS Trust’s financing decisions, facilitates instant responses and contributes to improving the customer experience. “More Canadians today are seeking financial advice from independent professionals to ensure they have access to investing and lending products that best suit their needs,” said Allan Warren, President and CEO of MRS Trust. “MRS Trust aspires to be the banking partner of choice to those advisors, and Metavante is the perfect fit—Metavante has both knowledge of the financial advisor market and a unique solution tailored specifically for this industry that meets our needs.”
CreditWorx is a state-of-the-art Web-based loan origination and decision engine solution that supports the independent financial advisor channel. Advisors can benefit from loan application processing, automated and manual decision-making, and documentation preparation at the point-of-sale.
“We welcome Mackenzie and its affiliates to our current list of financial institution partners in North America,” said Rick Arends, executive vice president of Metavante Lending Solutions. “Our CreditWorx platform delivers increased efficiencies to financial advisors who rely on point-of-sale lending to process investment loans.”
About Mackenzie Investments
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $63.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $124 billion in total assets under management.
About MRS Trust
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $63.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $124 billion in total assets under management.
About Metavante
Metavante Technologies, Inc. (NYSE:MV) is the parent company of Metavante Corporation. Metavante Corporation delivers banking and payments technologies to over 8,600 financial services firms and businesses worldwide. Metavante products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer healthcare payments, electronic presentment and payment, business transformation services, and payment network solutions including the NYCE Network, a leading ATM/PIN debit network and provider of mobile financial services. Metavante (www.metavante.com) is headquartered in Milwaukee.
Metavante is a registered trademark of Metavante Corporation.
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