Transforming Wealth Management

Gary Roth, United Capital Financial Advisors

Sean Urban, Private Client Wealth Management Bank

Mark Abramowitz, Salesforce.com

Track: Financial Services

Safe Harbor Statement

“Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This press release contains forward-looking statements including but not limited to statements regarding our expected future revenue, GAAP diluted earnings per share, expected tax rate, anticipated shares outstanding,and concerning the potential market for our existing service offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.

The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.

Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2007. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

Thank You to our Partners!!!

Agenda

Introductions

United Capital Financial Advisors

Private Client Wealth Management Bank

Salesforce Wealth Management Edition

Question and Answer Session

What Does It Take to Transform Wealth Management?

How do I establish a 360 degree view of my wealth management clients?

What does it take to establish wealth management processes centered on the customer?

What is the best way to roll out Salesforce for Wealth Management?

Transforming Wealth Management

Gary Roth, United Capital Financial Advisers Inc

All About United Capital Financial Partners

• INDUSTRY: Financial Services/Wealth Management

• EMPLOYEES: 100

• GEOGRAPHY: National

• # USERS: 60

• PRODUCT(S) USED: Sales Force Automation, AppExchange application

United Capital Financial Advisers (UCFA) is the nation's leading transformational acquirer of Wealth Management, Financial Planning and Corporate Pension Consulting firms. 

As of September 2007 UCFA has over $7 Billion in client Assets under Advisory, with clients serviced by 12 regional offices across the United States.

United Capital Financial Partners – Key Challenges

Business Challenges• Acquisitive national wealth management and financial planning firm with robust

growth plan (8-12 acquisitions per year) • 360 Degree view of Client Information a must for achieving desired client

service and growth levels • Management of activities and meeting outcomes of distributed teams of

Advisers and Associates • Unique business processes that require central oversight and management

Technology Challenges• Replacing home-grown, legacy CRM System • Need for customizable application to fit company's business model • Integrating external systems to provide full-view of client data and company's

business • Training and rollout to multiple field offices with no disruption to daily client-

facing activities

United Capital Financial Partners – The Solution

How did we address these challenges?

• Make Salesforce the central repository for all field activity and

client data

• Customize Salesforce with key United Capital workflows and

processes

• Develop reports and dashboards to manage to our Critical

Success Factors

• Manage field rollout to ensure user adoption and satisfaction

United Capital Financial Partners – Results

What were the results? 96% user adoption rate per Salesforce.com's metrics (100% in

field offices)

Successfully transitioned 12 offices off of legacy systems in 60 days

Elimination of dozens of manual reports per week

Integrated Asset Management and Accounting systems into Salesforce within 90 days

Salesforce rapidly became the central repository for all client information and the practice management system for all field offices

United Capital Financial Partners – Key Points

Automation

Integration

Adoption

United Capital Financial Partners Demo

Transforming Wealth Management

Sean Urban and Private Client Wealth Management Bank

Private Client Wealth Management Bank – Key Challenges

Business Challenges

• Lack of a centralized CRM system / if there was a CRM system

adoption wasn’t so good.

• Need for federal regulatory oversight is increasing

• Manual processes in place

• No single place to find client information

Technology Challenges

• Disparate backend systems

• Short time frame to implement high impact projects

Private Client Wealth Management Bank - The Solution

How did we address these challenges?

• Salesforce.com is the front end to backend processes

• All client call notes entered into Salesforce.com

• Track complaints back to clients and related assets at risk.

• Implementation of Know Your Client process

• Integration with anti money laundering system

Private Client Wealth Management Bank – Results

What were the results?

• Removed manual entry of anti money laundering data

• KYC’s are approved and completed in just over a day, vs. 14 days. 1400% improvement.

• All regulatory data is now stored in one location

• Data can be updated and reported on demand

• Greater employee satisfaction

• Market share improvements

Transforming Wealth Management

Salesforce Wealth Management Edition

Introducing the Next Generation Desktop

Built for Financial Advisors: High Adoption

Wealth Management CRM : Manage Clients in One Place

Wealth Management Mash-ups: Pre-integrated Apps

Salesforce Wealth Management Edition Demo

Prepare for a Household Review Home Page

Client Detail

Financial Accounts

Portfolio Snapshot

Initiate Know Your Client Process

Salesforce Wealth Management Edition Roadmap

Version 1 Client Management Financial Accounts Know Your Client Interests Market Data and

News Outlook Edition and

Lotus Notes support Client Associate

Console

Version 2

Household Management

Group Tasks

Encrypted Fields

Printable Lists

Tagging

Plus: Enterprise or Unlimited Edition features

Version 3

Client Action Plans

Household

Management 2.0

Client and Book

Value

Trust Accounts (sub-

financial accounts)

Calendar and

Scheduling

Gary Roth

Chief Operating Officer

Sean Urban

Vice President

Mark Abramowitz

Director of Product Management, Financial Services

QUESTION & ANSWER SESSION

Don’t miss these Activities:

Visit our Financial Services Expo13 Partner Solutions Financial Services DemosMeet 700 Financial Services

AttendeesBirds of a Feather Industry

Luncheon: Tue 12:15Enjoy a Latte and Network in our

Industries Lounge

Transforming Wealth Management

Gary Roth, United Capital Financial Advisors

Sean Urban

Mark Abramowitz, Salesforce.com

Track: Financial Services