1. 1 © 2013 by Assentis Technologies | Confidential AXA Equitable Life Insurance & Financial Services SolPresent for Insurance The Simple Solution for Complex Sales Presentations July 15, 2015

2. 2 © 2013 by Assentis Technologies | Confidential Agenda  ABOUT ASSENTIS  RESEARCH FINDINGS - USE & CHALLENGES OF POWERPOINT PRESENTATIONS IN INSURANCE SALES & SERVICE  AXA PRESENTATION PLATFORM: NEEDS AND VISION  SOLPRESENT OVERVIEW  SOLPESENT PACKAGING & PRICING  SOLPRESENT DEMO

3. 3 © 2013 by Assentis Technologies | Confidential ASSENTIS TECHNOLOGIES Perfecting Customer Communication MISSION: To support our customers communicate with their customers.  Assentis Technologies is a Swiss-based software developer dedicated to servicing communications needs of financial services companies.  Incorporated in 2002 with offices in Switzerland, Germany, Austria, United States, and Singapore.  More than a 100 installations at insurance, banking and asset management companies worldwide.

4. 4 © 2013 by Assentis Technologies | Confidential TECHNOLOGY FOCUS Customer Communication Solutions Software and solutions to compose, format, personalize, and distribute content to support physical and electronic customer communications and improve customer experience.* *Forrester’s definition of Document Output for Customer Communications Management (DOCCM).

5. 5 © 2013 by Assentis Technologies | Confidential EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION SolPresent for Insurance A cloud-based presentation platform in which Marketing controls the essential elements of branding, messaging, compliance, versioning, and audit while still offering Sales flexibility to customize and personalize for complex sales situations.

6. 6 © 2013 by Assentis Technologies | Confidential USE OF POWERPOINT PRESENTATIONS Findings: PowerPoint Usage PowerPoint presentations are a key component in Insurance Sales & Service for all lines of business. This is especially true during a complex sales presentation, where there is more than one decision maker.  Sales people do an average of 3-10 presentations a month  Size of a presentation ranges from 10-15 slides to 30-40 slides  Agents and brokers prefer own branding on presentations

7. 7 © 2013 by Assentis Technologies | Confidential CHALLENGES WITH POWERPOINT PRESENTATIONS Findings: Marketing Challenges “I do not feel there is a good amount of control on information leaving the building” – Marketing Manager “I am not confident that everyone is using the same branding and therefore fear they are not delivering the same message.” – Target Market Manager “We don't have anything in place to regulate the communication that faces the customer. Pretty much everyone creates their own.” – Director of Marketing

8. 8 © 2013 by Assentis Technologies | Confidential CHALLENGES WITH POWERPOINT PRESENTATIONS Findings: Sales Challenges "I wish there was an easier way to put together data into PowerPoint. The process is very painful and time consuming." – Director, Sales “Management does not want sales to customize presentations at all because of compliance risks. So we use what is provided with no scope for customization” – Manager Sales Operations “My key focus area would be to have the ability to create and manage slides through the use of iPad or tablet without the distortion of the content.” – Manager, Sales

9. 9 © 2013 by Assentis Technologies | Confidential CHALLENGES WITH POWERPOINT PRESENTATIONS Findings: AXA challenges  “Content accuracy is very important. It is time consuming to to go through approval process for any variance from the standard content. Beyond this, we would like the ability to have more dynamic presentations. We are only scratching the surface when presenting our solutions today.”  “My challenge is that salesperson in a hotel room or a plane working on a presentation at the last minute. It’s my worst nightmare. It happens every day. It is probably happening right now.”

10. 10 © 2013 by Assentis Technologies | Confidential EASE OF ACCESS & USE CUSTOMISED PRESENTATIONS iPAD/TABLET ENABLED EASE OF ACCESS & USE CUSTOMISED PRESENTATIONS iPAD/TABLET ENABLED BRANDING CONSISTENCY CONTENT CONTROL COMPLIANT CONTENT BRANDING CONSISTENCY CONTENT CONTROL COMPLIANT CONTENT POWERPOINT PRESENTATIONS Summation: Top Common Requirements MARKETING OBJECTIVES SALES OBJECTIVES

11. 11 © 2013 by Assentis Technologies | Confidential SOLPRESENT OVERVIEW

12. 12 © 2013 by Assentis Technologies | Confidential Presentation Management Today

13. 13 © 2013 by Assentis Technologies | Confidential POWERPOINT MANAGEMENT TODAY Issue I STORING LOCAL COPIES OF SLIDES AND PRESENTATIONS  Multiplication of the same slide  Issues when updating the CI/CD  Issues when applying regulatory changes  Version control and Audit is a challenge SOLPRESENT FOR INSURANCE Solution SLIDES AND PRESENTATIONS ARE STORED CENTRALLY  Maintenance is done  New slides and presentations are immediately available to everybody  Users always access the central repository to use slides or a presentation  Easy to manage versions and maintain usage audits

14. 14 © 2013 by Assentis Technologies | Confidential DIFFERENT COMBINATIONS OF SLIDES ARE STORED AS SEPARATE PRESENTATIONS  Proliferation of slides  Lack of clear view SOLPRESENT FOR INSURANCE Solution PRESENTATION TEMPLATES REPLACE PRESENTATION DECKS  A single presentation template can cover many presentations based on the defined conditions.  Updates to the presentation template can be done in one place instead of touching many presentations. POWERPOINT MANAGEMENT TODAY Issue II

15. 15 © 2013 by Assentis Technologies | Confidential SLIDES CONTAINING DATA AND CHARTS ARE USUALLY NOT CURRENT  Old data  Manual update prone to errors SOLPRESENT FOR INSURANCE Solution SLIDE TEMPLATES MAPPED TO DATA SOURCE FOR REALTIME DATA  Instead of storing slides with data and charts, slide templates are stored.  Instead of updating a slide, it is sufficient to update the data source or even just access an integrated central data source.  Presentations based on slide templates are always accurate and up-to-date. POWERPOINT MANAGEMENT TODAY Issue III

16. 16 © 2013 by Assentis Technologies | Confidential PRESENTATIONS RESTRICTED TO ‘TRADITIONAL’ CHANNELS  Old fashioned presentation  Static presentations SOLPRESENT FOR INSURANCE Solution MOBILE PRESENTATIONS  Customer data can be entered through a dialog on the tablet.  Inclusion and exclusion of optional slides is done on the tablet.  The presentation is presented using the tablet.  A copy is stored on the server and archived in the central repository. POWERPOINT MANAGEMENT TODAY Issue IV

17. 17 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SolPresent CLOUD SolPresent is a cloud-based offering removing all complexity of hardware/infrastructure investments, software licensing and installation, project management and deployment, and on-going maintenance, while being globally accessible, and affordable. A single-tenant model with a dedicated platform for each customer, SolPresent CLOUD is built with redundancy, scalability and security in mind. With low up-front costs SolPresent CLOUD offers an annual subscription model based on the number of users.

18. 18 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SIMPLE 3-step Implementation Discover: SolPresent Services Team works closely with marketing to analyze existing library of presentations, identify variable and reusable content, and define business & branding rules. Design: SolPresent Services Team designs templates and maps content based on defined business and branding rules to enable intelligent build of slides and presentations with relevant content and graphics for sales. Deliver: SolPresent Services Team uploads templates and content to SolPresent CLOUD for Sales to access and generate customized mobile-ready presentations with approved content, to match individual sales requirements.

19. 19 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SolPresent CLOUD: Business Benefits A full-featured SolPresent CLOUD implementation scalable to unlimited users, slides and presentations. Easy for business to …  … evaluate without high investment or risk  … buy without high up-front costs  … implement without much IT dependence  … use without extensive change or training  … expand across business lines without complexity  … maintain and scale without much effort

20. 20 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SolPresent Investment  Discovery……………………………………………….$2.5k per day/resource  Slide Transformation:  Simple slides (text & graphics)………………@ $250 per slide  Complex slides………………………………………Costing estimated during Discovery (such as tables, graphs, live data etc.)  Maintenance/ slide changes………………….@ $1.5k per day (Offered through 10-day-service blocks)  Setup, Training & Support……………………..No charge  Annual Subscription* for Usage…………….$5k p.m. for first 50 users *Per User usage fee scales down as number of Users increases.

21. 21 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SolPresent Evaluation: Pilot A full-featured SolPresent CLOUD implementation limited only by the number of slides and users offering a 60-day evaluation period.  Identify 20-25 power sales users.  Define two Sales Use Cases and select 50 slides to create a variety of customized presentations.  Engage in a 2-day Discovery session to analyze slides and define business & branding rules.  Named Users have access to SolPresent CLOUD for 60 days to use and evaluate.

22. 22 © 2013 by Assentis Technologies | Confidential SOLPRESENT FOR INSURANCE SolPresent Pilot Investment  2-day Discovery……………………………$5k  Slide Transformation……………………No Charge  Maintenance……………………………….No Charge  Setup, Training & Support……………$2.5k  Usage………………………………………….No Charge * If Pilot includes more than 50 slide (max. 100 slides): $2,500 per additional Discovery Day

23. 23 © 2013 by Assentis Technologies | Confidential SOLPRESENT DEMO

24. 24 © 2013 by Assentis Technologies | Confidential Complexity Of Sales Presentation Broker Sales Client industry Line of business Language (EN, ES, FR?) State

25. 25 © 2013 by Assentis Technologies | Confidential SOLPRESENT MOBILE SCREENSHOT “DEMO”

26. 26 © 2013 by Assentis Technologies | Confidential Welcome Screen

27. 27 © 2013 by Assentis Technologies | Confidential Presentation Template Selection Click on presentation template

28. 28 © 2013 by Assentis Technologies | Confidential Data Entry User fills in data fields (dropdowns and entry Fields) User can go back and select another presentation template Once finished the user can move to the next screen

29. 29 © 2013 by Assentis Technologies | Confidential Slide Reordering/Insertion/Removal User can re- arrange the slide order and insert slides from the pool. Slides can also be removed User can go back to the data screen Once finished the user moves to the presentation screen

30. 30 © 2013 by Assentis Technologies | Confidential Presentation 1 Tapping on a slide icon navigates to that it User can go back to the composition screen Finalize stores the presen- tation and removes the «DRAFT» sign Swiping moves from one slide to the next (or back) Tapping on a slide removes enables / disables top and botton bars

31. 31 © 2013 by Assentis Technologies | Confidential Presentation 2 (No Top And Bottom Bars)

32. 32 © 2013 by Assentis Technologies | Confidential Thank You