1. An Enterprise Platform Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

2. 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 © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

3. 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 © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

4. 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

5. 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 17692349 Avg. Plans per Adviser per Year 847 Adviser Penetration 79%99% Close Ratio per Plan 40%62% Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

6. 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 © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

7. An RDR-ready tool for the enterprise Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

8. 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 © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

9. Easy to Access – Single Sign-On Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

10. Control what advisers see My Site – Campaigns and Messaging Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

11. Control what advisers see Edit Content Tab – Control Messaging Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

12. Control what advisers see My Site – Prospecting Materials Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

13. Control what advisers see Edit Content Tab – Manage My Site Content Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

14. 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 © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

15. Control what advisers do Client File – Client Contact Information Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

16. Control what advisers do Recently Created Presentations Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

17. Control what advisers do Journal – Client Info & Presentation Archive Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

18. PlanLab – A Tool for the Enterprise Sales Management Control what advisers access Manage distribution of tools with user roles View Usage Reports Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

19. Control what advisers do Administration Tab Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

20. Control what advisers do Administration Functionality Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

21. Control what advisers do Administration Functionality – Roles Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

22. Control what advisers do Roles - Permissions Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

23. Control what advisers see My Site – Quick Intuitive Fact Finders Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

24. Control what advisers see My Site – Adviser Info and Reports Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

25. See the results! Control Enterprise Reporting By Product By Business Unit By User Role By Advisor Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

26. See the results! Examine Enterprise Reporting Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

27. See the results! Visually See Enterprise Reporting Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

28. See the results! Visually See Enterprise Reporting Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

29. See the results! Create Better Enterprise Reporting Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

30. PlanLab – A Tool for the Enterprise Support Reduce training and support costs Enable firm’s experts to collaborate with advisers more easily Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

31. Control what advisers see My Site – Training Resources Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

32. Control what advisers see Training Resources Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

33. Control what advisers see Training Resources – Product Specific Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

34. Control what advisers see My Site – Support Resources Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

35. Easy to Support My Site On-Demand Training Videos Product User Manuals Product Support (BMC) Phone: 01743 248515 E-mail: support@bmcprofiles.com Website: www.bmcprofiles.comsupport@bmcprofiles.comwww.bmcprofiles.com Case Design Support Home Office Resources Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515