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TM Financial Group 11% More Customer revenue Stratus

TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

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Page 1: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

TM

Financial Group

11% More Customer revenue

Stratus

Page 2: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

Where Stratus Increases Revenue

Friendly Follow-up & Up-sell

20%

STRATUS

STRATUS GENERATES REVENUE FROM THREE IMPORTANT

PHASES OF YOUR CUSTOMERS SERVICE. OUR EXPERIENCE

SHOWS NEARLY 20% OF REVENUE IS LOSSES FROM UPSET

AND FRIENDLY FOLLOW CALLS. 7% IS A RESULT OF REVENUE

COLLECTION PRACTICES AND BAD DEBT EXPENSE AND 3% IS

A RESULT OF NON-PERFORMING CONTRACTS.

TYPES OF COMPANIES WE WORK WITH

INTERNET SERVICES PROVIDERS (ISP) ENTERPRISE SOFTWARE PROVIDERS (ERP) SECURITY SERVICE PROVIDERS (SAP)

Contract Resolution

3%

Revenue Collection

7%

Page 3: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

How Stratus Manages Revenue and Maintains Customers

WE ENSURE REVENUE AT EVERY STAGE OF YOUR CUSTOMERS BILLING CYCLE

Consistent revenue is a result of a well nurtured customer billing cycle.

In the event your customers billing cycle is interrupted a trigger is sent to

Stratus and we perform the subsequent action to bring your customer’s

account up-to-date.

CUSTOMER BILLING CYCLE

Stratus Negotiates

Contract

Negotiation

Stratus Follow-up

Stratus Follow-up Stratus Reminds

Payment Charge Error

60 Day Past-due Account

Up-Sell Service

Stratus Sells

90 Day Past-due Account

30 Day Free Trial

Stratus Resolves

Page 4: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

Effects on Software Company Monthly Billing Revenue Cycle

Typical Loss Pre-Stratus Management

- 5% Effects on Revenue

+11% Gaines from Stratus Management

LOSS v s. BENEFIT We quantified losses from reviewing historic software and cloud services customers billing data. In the majority of cases we

found revenue losses range from 3-7%. Losses that could have been avoided with adequate management throughout the billing

cycle. Adequate nurturing of customers through reminder and follow-up calls resulted in approximate 14% increase in revenue.

In many cases customer disputes where resolved which may have resulted in discontinuation of service. When we identified

points of frustration account resolutions and up-sell opportunities followed.

*Data based on typically software web service providers monthly billing cycles. Stratus Financial Group Internal Reports.

Page 5: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

No Up-front Cost Call Services

CALL SERVICES

ACCOUNT RESTORES

RE-ENGAGE DISCONTINUED CUSTOMERS

UP-SELL OPPORTUNITIES

UPDATE PAYMENT INFORMATION

CONTRACT NEGOTIATION

BILL REMINDERS

PAYMENT RESOLUTION

Page 6: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

No Up-front Cost Account Resolution Services

ACCOUNT RESOLUTION

DISCONTINUED-CUSTOMERS

RE-ENGAGEMENT CALLS

RE-ENGAGEMENT LETTER SERIES

SKIP LOCATE CUSTOMERS

PRE-LEGAL CONTRACT NEGOTIATIONS

ACCESS TO NATIONWIDE LEGAL NETWORK

Page 7: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

Effects on Software Company Monthly Billing Revenue Cycle

STRATUS FINANCIAL GROUP

Revenue managers

Stratus Financial Group is an innovative global revenue firm exclusively dedicated to the Technology vertical market. With a highly competitive and ever growing technology industry, Stratus understands the importance of client Retention and residual revenue. The company was established with one purpose; to set new standards for revenue management. The Stratus Financial mantra consists of simple and important factors: - Integrity - Transparency - Effectiveness - Consistency

15

Page 8: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

Data Security for Protecting Customer Data

99.9% Secure ISO PROTOCALS

YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE

Stratus is currently PCI Level II Compliant and maintains Networking, Security, Data Encryption, Virus Protection, and Policies of a Level II payment processor.

ISO PROTOCOLS

Compliance with ISO’s data management procedures protects your proprietary company and debtor information while

mitigating the risk of security breaches that can result in lawsuits.

Page 9: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

Stratus Compliance & Security

WE PLAY IT SAFE Stratus knows the unexpected can happen so we have systems to ensure our clients are never compromised. We have

formalized a disaster recovery plan to ensure continuity regardless of environmental factors. We invested in security to virtually

eliminate data leaks. Every Stratus employee undergoes comprehensive compliance and securities training to ensure our

clients are never compromised.

CONTINGENCY PLAN

Stratus has developed a business continuity plan to ensure operations within 24-48 hours if a disaster was to occur. The Stratus

facility is owned and operated by Stratus and is equipped with an emergency generator. Dialers , data, and phone systems are

integrated with an off-site back-up facility that provides access to impound and outbound calling in the event that Stratus’s

primary location was to become inoperable.

SMART PEOPLE

New Stratus recruits are hired based on education and experience. When considered for employment, potential candidates

must undergo a rigorous background and drug screening test. Upon employment with Stratus, candidates begin a 45 day

Software & Technology revenue training course to ensure consistent performance.

EMPLOYEES ARE TERMINATED IF ONE THE FOLLOWING OCCURS

Belittle any Customer Alienate

Verbal Abuse Disrespect

Threaten Lose Temper

Lie Break FDCPA Law

Company Security Collection & Privacy Policies Techniques

FDCPA Do’s & Don’ts

Day 3-4 Day 5

Exam. Compliance

Payment Programs

Collection Strategy

Day 6-10

Technology & Systems

Senior Collector

Shadowing

Day 11-20

IT TRAINING

Online Services

Technology and

Automated Billing

Procedures

Day 1-2

HIRED

Dual Senior

Collector+ Trainee 30 days

Day 21-45

TRAINED

Page 10: TM Financial Group15 Data Security for Protecting Customer Data 99.9% Secure ISO PROTOCALS YOUR CUSTOMERS DATA IS SECURE PCI COMPLIANCE Stratus is currently PCI Level II Compliant

TM

Financial Group

STRATUS FINANCIAL GROUP.

WWW.STRATUS-FINANCIAL.COM • 500 S. AUSTRALIAN AVE SUITE # 600 – WEST PALM BEACH, FL 33401 • 877-287-0620 | FAX: 561-293-2785

Stratus