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Shark Tank: IR Services Showdown April 16, 2014

NIRI Boston Shark Tank: IR Services Showdown

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NIRI Boston's April 2014 Shark Tank: IR Services Showdown Event. Slide deck includes all service provider slides from Broadridge, Computershare, Investis, NASDAQ, Q4 Websystems, SNL Financial, and theIRapp.

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  • 1.Shark Tank: IR Services Showdown April 16, 2014

2. NASDAQS DEDICATION TO PUBLIC COMPANY NEEDS We released hundreds of product enhancements in 2013 alone. We leverage our client base of 10,000 corporations to provide input to build best-in- breed platforms Committed to differentiating our solutions through design by leveraging use cases, personas, and task models. With over 20 years of experience, you can be confident that you are working with the industry's trusted provider A single platform to meet the needs of business professionals and help them manage and master the two-way flow of information A space where mission critical information and key individuals can interact within a corporate ecosystem Enable individuals to share, create, distribute, target and analyze across the enterprise that is impossible today due to existing siloes Invested over $350m with the strategic acquisition of the Corporate Services business of Thomson Reuters Over 2,000 people in 60 countries dedicated to supporting company needs. We are investing millions to develop our next generation (NextGen) platform from the ground up. NextGen will be built the way you work not simply repurpose an existing platform. NEXT GENERATIONPRODUCT INNOVATIONSTRATEGIC INVESTMENTS With hundreds of front-line professionals dedicated to supporting our solutions, companies can leverage our vast knowledge and experience. We not only support our products, we use our products. 2 OVER 10,000 CLIENTS WORLDWIDE 100% OF NASDAQ-100 COMPANIES USE GLOBAL CORPORATE SOLUTIONS 96% OF S&P 500 COMPANIES USE GLOBAL CORPORATE SOLUTIONS 90% OF FORTUNE 500 COMPANIES USE GLOBAL CORPORATE SOLUTIONS TRUSTED BY MARKET LEADERS 3. NASDAQS INVESTOR RELATIONS SOLUTIONS We help organizations manage and master the two-way flow of information with their audiences through our unmatched suite of advanced technology, analytics and consultative services. With NASDAQ OMX, you can rely on a single global provider to address your range of needs content, analytics, communications and consultative services. 3 THOMSON ONE INVESTOR RELATIONS ADVISORY SERVICES IR COMMUNICATIONS 4. NASDAQ INVESTOR TARGETING 4 MEASURE YOUR EFFORTS UNDERSTAND YOUR STOCK OBJECTIVELY ASSESS OPPORTUNITY 5. Investis April 2014 The Leading Software-as-a-Service for Corporate Communications and IR Professionals 1,700 Clients 350 People 3 Continents 1 Goal 6. 6 A Simple Question Rivel Research poll of 379 buy-side investors, Q4 2013 7. Most IR websites today live in analogue but the world has moved on 7 8. Time to start telling your story on the desktop, tablet and phone 8 9. Our platform includes everything no hidden extras. No big up-front investment in servers or licenses, no lengthy software setup or configuration, our platform is ready to go. You need an IR Platform that Drives Web, Apps, Social and Email 10. 1) Experience 2) Platform Combines Web/Apps/Social 3) Mobile-Optimized 4) Highly Secure 5) 24/7 Incredible Service 6) Low Cost The Investis Advantage 10 11. One More Thing 11 Intelligence (coming in June) Use your IR website to: Improve investor targeting Watch out for activist investors Track the sell-side Much more 12. Shareholder Login and Validation Page 13. VSM Audiocast Meeting Page Enter questions here Click here to vote 14. VSM Administration Portal 15. 15 HELPING PUBLICLY TRADED COMPANIES COMMUNICATE IN THE 21ST CENTURY: 16. Buy-Side and Sell-Side Rely on Mobile Devices for Work 0 10 20 30 40 50 None More than one 200Institutional Investors Surveyed For purposes of your work, which device type do you find more conducive to obtaining information? 47% 17% 7%8% combination of devices 21% How many total devices do you own/use? 1 2 3+ 0 10 20 30 40 50 If your employer provides you with a Blackberry, do you also own an Apple or Android mobile device? Both 14% Apple 70% Android 16% 84% own Apple What type of mobile device does your employer provide you? 83% rely on mobile when it comes to work 17. 17 How it Works 18. Turn-key solution (theIRapp): First year < $7,000 $4,200/year thereafter Independent App Developers: $25,000 - $50,000 for each developmental platform (iPhone, iPad, Android) Optimized Mobile Website: Add-on to IR section of corporate website Pricing Options 19. NIRI BOSTON Shark Tank April 16, 2014 www.q4websystems.com 20. NIKE Note : some sites are still in implementation. Others are live on Q4s platform now. 21. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2012 2013 2014 2015 %MobileWebsiteTraffic Desktop vs. Mobile Web Traffic Mobile Website Traffic Desktop Website Traffic 22. 3 Screens for Non-Q4 Clients 3 Screens is now available to all companies Runs on top of any existing IR website No content maintenance required Easily upgradable to native app and full IR website Delivered in 3 business days Available April 15, 2014 23. 3 Screens for Non-Q4 Clients PRICING Setup: $1,250 Annual: $3,996 Available Now SHARK TANK PROMOTION $0 setup $1000 discount first year Proof of attendance required. Valid until May 16, 2014. 24. MORE DETAIL ON PRODUCT www.q4websystems.com THOUGHT LEADERSHIP www.q4blog.com CONTACT [email protected] 1-877-426-7829 ext 225 25. V1DIS April 2014 Agnies Watson SVP, Georgeson inVU [email protected] 26. INSTANT PRODUCTIVITY 42 Customers rave about our intuitive user interface! Fast export to live PowerPoint and Microsoft Office suite Manage your outreach and workflow, collaborate with your team 27. POWERFUL REPORTING 43 Its about insight, not just data Intuitive and visually interactive reporting Explore global investor trends over time, geography, industry and more 28. CORPORATE GOVERNANCE 44 See the bigger picture: Investor Relations + Corporate Governance Institutional ownership analysis is only part of the story how has the targeted institution voted on key proposals? Understand how investors are voting with proprietary Georgeson data and research Is the institution likely to vote with management? Get the behind-the-scenes view on why institutions vote the way they do with Georgesons Governance Research Notes - We speak with institutions hundreds of time during proxy season, and learn golden nuggets of information that we pass on to our clients in our Georgeson inVU 29. This document is confidential and is intended solely for the use and information of the SNL Financial and the individual, group, or corporation to whom it is addressed. NIRI Boston SharkTank: SNL Financial April 16, 2014 James Christman Corporate Sales 30. Is your investor relations message a commodity? Confidential Not for Redistribution 46 31. Confidential Not for Redistribution 47 Client Service & Support SNLs client service & IR support team delivers exceptional service: Dedicated go-live analyst to get the site completely ready for launch usually between 4-6 weeks from contract to launch Dedicated account manager and 24/7 support team Complimentary site audits to ensure clients are utilizing all of the features available to them Demos of new enhancements Design consultations to keep up with new technology free redesigns Site traffic analysis to ensure optimal layout and navigation Proactive outreach Periodic webinars and training sessions to keep clients up to date with industry best practices 32. SNL Product Differentiators Confidential Not for Redistribution 48 Custom pages and financials KPIs working directly with clients to showcase these in a meaningful way Non-GAAP financials Source tagging Transparency Design flexibility Easily customizable support team provides consulting to implement KPIs, earnings specific content Mobile sites are standard increasingly higher % of traffic coming from mobile devices each quarter Fully responsive web design coming in 2014 Content Management System Easy to use Training by support team anytime they ask (not limited to specific sessions offered only once a week) 33. This document is confidential and is intended solely for the use and information of the SNL Financial and the individual, group, or corporation to whom it is addressed. NIRI Boston SharkTank: SNL Financial April 16, 2014 James Christman Corporate Sales