An Enterprise Platform Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017.

Improving the Way You Do Business Empower Your Advisors Advisors spend more time in front of clients Advisors become the “Trusted Advisor” One Common Platform Manage distribution of multiple tools with user roles Enable firm’s experts to collaborate with advisors more easily Automate delivery of consistent planning advice across the firm Reduce training and support costs Share Information among Disparate Business Systems Integrate with Customer Information and Management Systems Integrate with Insurance Illustration Systems Integrate with Client Facing Portal Empower the Enterprise Support planning for Advanced Markets Manage what is shown to clients for Compliance Gather reports on software usage for Sales Management Centralize software usage and channel advisors to your website for Marketing Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Why Impact? Serving Financial Services Market for Over 23 Years Banking, Capital Markets, Insurance Consistent Management, Direction and Service Consistent vision and dedication to customer service Commitment to Cutting Edge Technology Microsoft Gold Certified Partner Leader in financial planning applications Sell to Enterprises, Not Individual Advisors Easy to integrate into existing infrastructure Includes marketing and training resources to aid in product rollout Compliance Friendly – presentation is locked down IT Friendly – One number to call if problems arise Business Friendly – HO votes for enhancements at semi-annual meetings Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Case Study – Adoption Rates Problem A major national 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 17692349 Avg. Plans per Advisor per Year 847 Advisor Penetration 79%99% Close Ratio per Plan 40%62% Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

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 Advisor  Discovery of New Assets  Discovery of New Needs Benefits Consistent financial plans presented Consistent advice recommended Bank limited functionality for less experienced advisors & increased functionality for others Assets Gathered per Close: 500% increase Revenue per Close: 380% increase Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Case Study – Speed to Market “Being able to effectively react to an immediate business need for a target market segment is priceless. Especially when the real cost is small, the opportunity is large, and the reusability factor is high. Impact and their use of Microsoft’s platform made it a no brainer.” -- Dan Weinberger Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc. “Being able to effectively react to an immediate business need for a target market segment is priceless. Especially when the real cost is small, the opportunity is large, and the reusability factor is high. Impact and their use of Microsoft’s platform made it a no brainer.” -- Dan Weinberger Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc. Problem MetLife needed a custom solution from the ground up in just 3 weeks. This included design, coding, testing and deployment of the solution. Not having the solution when needed would have cost MetLife customers and revenues. Solution Impact deployed the solution when needed by utilizing its existing framework and architecture built on the Microsoft platform. The solution not only met MetLife’s immediate need but can be leveraged in the future on other initiatives. Benefits Greater service efficiency Higher customer satisfaction Increased customer retention Lower training costs Opportunity to drive new revenues Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Marketing -Control what advisors see -Link planning to product marketing Compliance & Legal -Control what advisors present -Automate delivery of consistent planning advice across the firm -Archive client data and presentations created Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports Support -Reduce training and support costs -Enable firm’s experts to collaborate with advisors more easily

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Marketing -Control what advisors see -Link planning to product marketing

Control what advisors see Edit Content Tab – Control Messaging

Control what advisors see Edit Content Tab – Manage MySite Content

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Compliance & Legal -Control what advisors present -Automate delivery of consistent planning advice across the firm -Archive client data and presentations created

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports

Control what advisors do Administration Functionality

See the results! Control Enterprise Reporting Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 By Product By Business Unit By User Role By Advisor

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Support -Reduce training and support costs -Enable firm’s experts to collaborate with advisors more easily

Control what advisors see Training Resources

Easy to Support Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 My Site On-Demand Training Videos Product User Manuals Product Support (Impact) Phone: 1-800-438-6017 ext. 2 E-mail: support@impact-tech.com Website: www.impact-tech.comsupport@impact-tech.comwww.impact-tech.com Case Design Support Home Office Resources

An Enterprise Platform Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017.

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An Enterprise Platform Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017.

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Presentation on theme: "An Enterprise Platform Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017."— Presentation transcript:

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