MI Marshall & Ilsley Corp

Offers Profit Planning and Interest-Rate Risk Management Software for M&I's Financial Institution Client Base SCHAUMBURG, Ill., Aug. 3 /PRNewswire/ -- Marshall & Ilsley Corporation (M&I) announced it has partnered with Plansmith Corporation for its proprietary asset liability management (ALM) software, Compass(TM). Through this initiative, M&I utilizes Plansmith's Compass software to assist financial institutions in their profit planning and interest-rate risk management. M&I began offering a complete planning assistance program to financial institutions in the fall of 2004. "Compass has surpassed our expectations with regard to processing and conversions," said Pat Dorn, vice president, investment division, M&I. "When searching for a partner, we looked for a company that complemented the breadth of our services. Compass is the right product for the banks we are servicing." Compass software is designed to support profit planning, budgeting, performance tracking and interest-rate risk analysis while preparing extensive reports comparing alternative actions and expected results. It offers a unique Bank Executive Brief(TM) that includes information pertinent to CEOs and board members, which can be produced in minutes via the Internet. Compass can also generate immediate "what if" scenario results, enabling banks to design programs to improve profitability and mitigate risks. "Our software focuses on community banks that don't necessarily have the resources to staff a full-time, in-house treasurer and assists them from a strategic standpoint," stated Dorn. "Compass allows us to build the bridge for community banks to effectively manage interest-rate risk and achieve financial goals." "We're very excited M&I has decided to partner with Plansmith for its consulting program," said Craig Hartman, president and CEO of Plansmith. "Through the combination of M&I's strategic advise and Plansmith's Compass software, community banks will be able to operate at a higher level of efficiency." About Plansmith Corporation Since 1972, Plansmith Corporation ( http://www.plansmith.com/ or 800-323-3281) has been demonstrating leadership in the financial simulation modeling industry. Plansmith's applications offer objectivity, creativity and experience to support clients' efforts in meeting competitive challenges. It develops computer software to perform financial analyses that foster communication and support planning activities in financial institutions. Its flagship product, Compass, is an interactive tool that allows clients to learn from the past, understand the present and anticipate the future by maintaining extensive databases that identify strengths and weaknesses. The software can generate immediate "what if" feedback. A unique component of Compass is its exclusive Bank Executive Brief that is beneficial for board meetings and other executive needs because it improves communication and understanding. Through the Internet and in just seconds, users can point and click to view important details and analyses for any area of the financial statements, past, present and future. Color-coded arrows, trend graphs and flow charts help visualize performance opportunities as well as problem areas. This at-a-glance position and trend approach is critical to better understanding. The Schaumburg, Ill.-based company's highly participative approach in the installation process ensures a successful implementation of its software applications. About M&I Marshall & Ilsley Corporation (NYSE:MI) is a diversified financial services corporation headquartered in Milwaukee, Wis., with $43.5 billion in assets. Founded in 1847, M&I Marshall & Ilsley Bank has the largest banking presence in Wisconsin with 197 offices throughout the state. In addition, M&I has 36 locations throughout Arizona; 12 offices in metropolitan Minneapolis/St. Paul, Minn.; and, locations in Duluth, Minn.; Las Vegas, Nev.; and, Naples and Bonita Springs, Fla. M&I's Southwest Bank affiliate has seven offices in the St. Louis area and one office in Belleville, Ill. Metavante Corporation, Marshall & Ilsley Corporation's wholly owned technology subsidiary, provides virtually all of the technology an organization needs to offer financial services. M&I also provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments, and insurance services from offices throughout the country and on the Internet ( http://www.mibank.com/ or http://www.micorp.com/ ). M&I's customer-based approach, internal growth, and strategic acquisitions have made M&I a nationally recognized leader in the financial services industry. DATASOURCE: Plansmith Corporation CONTACT: Molly Tumanic, PR Coordinator-Assistant Account Executive of Seroka Public Relations, +1-262-523-3740, Web site: http://www.plansmith.com/ http://www.micorp.com/ http://www.mibank.com/ Company News On-Call: http://www.prnewswire.com/comp/143444.html

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