An Enterprise Platform Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Improving the Way You Do Business Empower Your Advisers Advisers spend more time in front of clients Advisers become the “Trusted Adviser” One Common Platform Manage distribution of multiple tools with user roles Enable firm’s experts to collaborate with advisers more easily Automate delivery of consistent planning advice across the firm Reduce training and support costs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Why BMC (Bank Marketing Consultants) Ltd? Serving the UK Financial Services industry since 1983 Devised and launched Jeans Savings opening 200,000 new accounts for TSB in first 12 months Developed BMC hand-held electronic rate book and delivered 16,500 Users included Royal Life, Pearl Assurance, TSB Trust Co., Friends Provident, Britannic, Royal London, Wesleyan Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Why Impact? Serving Financial Services Market for Over 23 Years Banking, Capital Markets, Insurance Commitment to Cutting Edge Technology Microsoft Gold Certified Partner Leader in financial planning applications Sell to Enterprises and Individual Advisers Easy to integrate into existing infrastructure Includes marketing and training resources to aid in product rollout Compliance Friendly – presentation is locked down Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Case Study – Adoption Rates Problem A major US bank wanted to transition from transactional to consultative sales. Wanted a “repeatable process” with consistent level of service Solution PlanLab implementation. Results Quick adoption and increased close ratios prove PlanLab is easy to use! Before PlanLab (1 Full Year) After PlanLab (After ONLY 3 months) Total Plans Created Avg. Plans per Adviser per Year 847 Adviser Penetration 79%99% Close Ratio per Plan 40%62% Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Case Study – Solution Effectiveness (Annual Values) Transactional SalesFinancial Plans Assets Gathered per Close$19,000$96,000 Revenue per Close$817$3,100 Reasons Cited  Trusted Adviser  Discovery of New Assets  Discovery of New Needs Benefits Consistent financial plans presented Consistent advice recommended Bank limited functionality for less experienced advisers & increased functionality for others Assets Gathered per Close: 500% increase Revenue per Close: 380% increase Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

An RDR-ready tool for the enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

PlanLab – A Tool for the Enterprise Marketing Control what advisers see Link planning to product marketing Compliance & Legal Control what advisers present Automate delivery of consistent planning advice across the firm Archive client data and presentations created Sales Management Control what advisers access Manage distribution of tools with user roles View Usage Reports Support Reduce training and support costs Enable firm’s experts to collaborate with advisers more easily Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Easy to Access – Single Sign-On Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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Control what advisers see Edit Content Tab – Manage My Site Content Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

PlanLab – A Tool for the Enterprise Compliance & Legal Control what advisers present Automate delivery of consistent planning advice across the firm Archive client data and presentations created Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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PlanLab – A Tool for the Enterprise Sales Management Control what advisers access Manage distribution of tools with user roles View Usage Reports Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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See the results! Control Enterprise Reporting By Product By Business Unit By User Role By Advisor Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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See the results! Visually See Enterprise Reporting Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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See the results! Create Better Enterprise Reporting Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

PlanLab – A Tool for the Enterprise Support Reduce training and support costs Enable firm’s experts to collaborate with advisers more easily Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

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Easy to Support My Site On-Demand Training Videos Product User Manuals Product Support (BMC) Phone: Website: Case Design Support Home Office Resources Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: