worldflow Connect - Mobile Content Distribution Services Connecting Clients to Customers What is worldflow Connect? worldflow Connect comprises of: – worldflow’s Services Expertise Extensive experience of working with Financial Services systems and data in regulated environments (including research, compliance, quotes and eCommerce transactions) – Secure content storage and distribution A proven technology platform for managing user access rights and distributing confidential and open content. Services maintained in a hosting environment built to finance industry standards for security and resilience – Web and mobile Apps Suite of device optimised solutions for mobile delivery and secured websites ensures total end to end security between clients and their customers. Financial Services strength auditing to meet standards of service and compliance reporting requirements.

1. worldflow Connect
Mobile Content Distribution Services
Connecting Clients to Customers
www.worldflowConnect.net
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2. What is worldflow connect?
• worldflow Connect comprises:
– worldflow’s Services Expertise
• Extensive experience of working with Financial Services systems
and data in regulated environments (including research,
compliance, quotes and eCommerce transactions)
– Secure content storage and distribution
• A proven technology platform for managing user access rights and
distributing confidential and open content. Services maintained in a
hosting environment built to finance industry standards for security
and resilience
– Web and mobile Apps
• Suite of device optimised solutions for mobile delivery and secured
websites ensures total end to end security between clients and
their customers. Financial Services strength auditing to meet
standards of service and compliance reporting requirements.
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3. the mobile marketplace
• Mobile devices
– Lighter, faster and cheaper tablet and Smartphone devices
overtaking laptop sales
– Business adoption has been rapid, 28M+ iPad devices sold in
>18 months. “Apple is targeting adoption, not trials”
– Content Management on the tablet is critical to optimise the
user experience
• Expect Growth - Apple iPad just the start
– Android & Kindle devices developing market share
– Security is key. A native app prevents users from external
access, locking your content to only authorised users
– Focused and structured content is the name of the game on
tablets and smartphones, not the sprawling web experience
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4. why worldflow Connect?
• Easy to implement
– Uploads data using existing feeds - no IT integration
• If you feed something, we will read it
• If you post something, we can publish it
– Secure hosted data centre – Financial Services tested and secured
– Service up and running in as little as 6 weeks
• Easy to distribute
– Apps can be distributed to customers globally though the different “App Stores”
– Uses devices clients are likely to have already iPhone / iPad / Android / Blackberry
• Secure
– Customers can self-register, with full provider controls over the level of content available
– Content is held securely in the App, no forwarding or printing, unless provider allows
– Users access can be controlled centrally by provider distribution teams
• Keep up with, and surpass the competition, to become the competition
– The desktop is no longer where the competitive edge is. Tablet will displace the desktop/
laptop for access
– Competitors have products already, but using Connect can leapfrog them
– Connect’s road-map will continue investment and surpass the competition
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5. the browser marketplace
• Browsers are still needed, and widely used
– worldflow Connect treats a browser as another platform
– The user experience via the browser platform is optimised to
provide just the content when and how they need it
– The content is secured inside the browser. The users still can’t
get to and manipulate the data, the content is locked down
• Cut the Sprawl
– The current web sites available to view content are generally
cluttered, and finding things is difficult, or they are empty.
– Using Connect the user has a tailored focused experience, that
they can customise but can instantly switch back to full content
– Searching works, it is effective and search criteria pre-set so the
user doesn’t have to “know” what they are looking for
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6. why worldflow Connect?
• Tablet / Smartphone is a different content paradigm from web sites
• Too often providers of App’s just slap an HTML5 front-end on an
existing web site – this is missing the point of the mobile device.
• To move to a mobile content paradigm, the content should be
flexible, and fully centrally controlled.
• The provider should have full control over what an individual, group
or full set of end-users can see via the server controls
• The end-user should not need a new application download to
change content. It should be dynamically driven from the server.
• Each end-user should not need to know multiple password, for
multiple data sources, but the server should consolidate it.
• The end-user should be able to fully select any form of content
within his allowable set of content, so it can be tailored for their
existing interest, and changed quickly to meet a new interest
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7. Connect described
• Connect is a content management server for mobile devices, with a flexible
native front-end delivery App, producing a family of Apps
• The server is a media agnostic structured delivery mechanism, supporting
bulk data and near-time data feeds that scales from one to many
thousands of end-users accessing data
• Full content search, bulk push and real-time push capabilities
• The front-end is a configurable “native” application that ensures that data is
contained in the application, and not distributable outside
• Content is delivered through a central service, and can be pushed to,
searched by and delivered to and removed from remote devices
• Security access can be made using the Connect, or any “remote” service
that is applicable to the Client
• The combination of a secured, scalable and flexible server, and a
controlled and powerful client App makes Connect a fully capable toolset
for any content management
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8. Connect Architecture
• worldflow Connect is a generic
content server, which is secure,
media agnostic, fast, fully indexed
• Using the server we support:
• PDF, XML, HTML, PPT,
XLS, MP4, MP3, PodCast,
R-T Pricing ….
• The Client interface can be either
mobile device (Apple, Android,
Blackberry), or a browser to IE6
• The feed handlers are plug and
play, and can be built in days
• The internal structures are driven
by a tagging process to structure
content for browse or search
• Security and entitlements are
inherent in Connect allowing
encrypted access, TFA, tiered
content and device management
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9. worldflow
supported mobile devices
• iPad now
– 50,000+ iPads sold every day
– >80% of the global tablet market
– Estimated sales of 40m by end 2011
• iPhone now
– Over 80m iPhones sold
– 5 out of 10 iPhones sold to business users
• Android 2011
– Android phone sales growing strongly in the consumer market, tablet sales still
developing.
– Tablets rely on Android 3.0 platfrom which is just stabilising
– Multiple new tablet devices announced, and will make an impact
• Blackberry Phones & Playbook Tablet 2012
• RIM have launched their PlayBook tablet and have announced their intention to
offer Android App compatibility in 2012
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10. worldflow Connect App
research Connect
• Convenient
– Institutional end-users worldwide can view research from the convenience of a mobile
– Powerful tool to quickly zero in on the most relevant insight from the best analysts
– Multiple media formats supported including Video and Podcasts
– Supports offline reading
– Download the latest updates over 3G/Wi-Fi for fast access later in the day
• Personalized
– End-users search for reports by sector, analyst and numerous other criteria
– Users can create, store and edit search filters to match their own investment interests
– Alerts keep users informed of latest content
• Controlled access
– Access based on document categorization and user group membership
• Detailed usage analysis
– Leader board - Top viewed research, top users
– Integrated with Google Analytics
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11. worldflow Connect App
research Connect
• Customers
– ING Commercial
• Customer and internal web portal for all ING research content
• Research App Institutional Investor customers
– Renaissance Capital
• Research App for Institutional and Qualified Investors covering Equities, Fixed Income and Economics in Russia
,CIS and Emerging Markets of Sub-Saharan Africa
– EuroIRP Association of Independent Research Providers
• Co-Mingled App presenting Research and Marketing from 40+ Independent Research Providers covering European
Equities, Fixed Income, Debt, Risk and Economics
– wRD Investor App
• Co-Mingled App presenting Research from Fox Davies Capital, Edison Investment Research and Equity
Development covering UK and European Small and Mid Cap Equities
– Investorside Independent Research Association
• Co-Mingled App presenting Research and Marketing from 100+ Independent Research Providers in North and
South America
– Troika Dialog
• Research App for Institutional and Qualified Investors covering Equities, Fixed Income and Economics in Russia
and CIS
– FuturesTechs
• Research App providing access to 20 daily charts
– MSCI
• Research App providing access to CFRA Financial Research
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12. worldflow Connect App
executive Connect
• Secure delivery of Management Papers and Board Books
– Deliver confidential papers to selected groups of executive users
– Presentations, project documents and audio/visual media
– Allow for timed removal of any document
– In app note taking function keeps all materials collated
• Personalized
– Timely delivery of regular meeting papers, defined by users entitlements (whole board,
committee level, compliance and governance)
– The Admin teams can push specific and colour code menus to highlight specific groups of
documents
• Controlled access
– Access based on document categorization and user or group membership
– Devices can be blacklisted and removed from access centrally
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13. worldflow Connect App
pitch Connect
• Corporate Finance Pitch Books
– Deliver Pitch Books and Research to a specified user on a specified device
– Allow for timed removal of any document
– Allow users to browse pitch books and request access
• Personalized
– Clients search for reports by sector, industry and numerous other criteria
– Users can create, store and edit search filters to match their own interests
– The Admin teams can push documents for users to focus on
• Controlled access
– Access based on document categorization and user or group membership
– Devices can be blacklisted and removed from access centrally
• Detailed usage analysis
– Centrally examine whether Financier or Sales used pitch AND where
– If left with a Client the team can analyse all use of the Pitch Book
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14. worldflow Connect App
funds Connect
• End-User driven Funds Information
– Deliver access to compulsary funds information packs to the client base
– Give the user the ability to setup portfolio’s of holdings, and potential and price them daily
– Give access to Research, Marketing and other investment drivers to the end-users based on
their preferences and the desire of the fund manager to address certain market areas
• Personalized
– Clients search for Funds by sector, industry and numerous other criteria
– Users can create, store and edit search filters to match their own interests
– The Admin teams can push documents for users to focus on
• Controlled access
– Access based on document categorization and user or group membership
– Devices can be blacklisted and removed from access centrally
• Detailed usage analysis
– Centrally examine whether the end-users are changing portfolio’s and reading materials
– Allow for Advisors to contact and be contacted by their registered clients
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15. worldflow Connect App
IFA Connect
• IFA Structured Products / ETF management content
– Deliver access to compulsary funds information packs to the IFA base
– Give the end-user the ability to setup portfolio’s of holdings, price them near-time
– Give access to Research, Marketing and other invstment drivers to the end-users based on their
preferences and the desire of the fund manager to address certain market areas
• Personalized
– Clients search for SP by risk, underlyer, sector, industry and numerous other criteria
– Users can create, store and edit search filters to match their own interests
– The Admin teams can push documents for users to focus on
• Controlled access
– Access based on document categorization and user or group membership
– Devices can be blacklisted and removed from access centrally
• Detailed usage analysis
– Centrally examine whether the end-users are changing portfolio’s and readin materials
– Allow for Advisors to contact and be contacted by their registered clients
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16. worldflow Connect App
trade Connect
• Trading Information provision and transaction support
– Give real-time rates and graphs on current market conditions
– Give the end-user the ability to setup portfolio’s of holdings, price them near-time
– Allow authorised end-users to trade against the products, allowing for latency variations based
on location and network capability
– Give access to Research, Marketing and other invstment drivers to the end-user
• Personalized
– Full ability to define the products that the end-user wants to trade and manage
– The Admin teams can set limits and controls centrally to ensure trades are good
• Controlled access
– Access based on two factor authorisation or simple password combinations
– Devices can be blacklisted and removed from access centrally
• Detailed usage analysis
– Centrally examine whether the end-trading or failing to take prices
– Allow for Investment Sales to contact and be contacted by their registered clients
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17. worldflow Connect App
treasury Connect
• Corporate Treasurer information portal
– Give real-time rates, interest curves, depo rates and graphs on current market conditions
– Let’s the Treasurer optimise which countries and currencies they want to focus on
– Give the end-user the ability to setup portfolio’s of holdings, price them near-time
– Allow authorised end-users to trade against the products, allowing for latency variations based on
location and network capability
– Give access to Research, Marketing and other investment drivers to the end-user
• Personalized
– Full ability to define the products that the end-user wants to trade and manage
– The Admin teams can set limits and controls centrally to ensure trades are good
• Controlled access
– Access based on two factor authorisation or simple password combinations
– Devices can be blacklisted and removed from access centrally
• Detailed usage analysis
– Centrally examine whether the end-trading or failing to take prices
– Allow for Investment Sales to contact and be contacted by their registered clients
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18. worldflow Connect App
Schedule of implementation
• Week 1 • Week 4
– Agree terms – Test build through standard regression
– Agree branding changes – Distribute to internal pilot users
– Load sample content and validate – Apple approve app
• Week 2 • Week 5
– Set up data and FTP servers – Pilot feedback
– Receive full test data – Final modifications
– Approve branded app – Load full content database
– Agree any custom development – Final test and sign-off
• Week 3 • Week 6
– Notify clients and internal users
– Submit app to Apple for approval
– Launch app on app store
– Start custom server development
– Go live
– Verify content structure with client
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19. Connect service license fees
• License term
– 1 year initial
• License fees
– Fixed monthly license per platform
– Apple iOS and Web available now
– Android available from 2012
• Right to use
– Unlimited internal and client usage
– (require estimated number of users to size appropriate hardware)
• Hosting and support services
– Included in license fees
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20. our competitive edge
• Why worldflow?
– Mobile is a core focus for worldflow
– worldflow have proven their content controls in financial markets
– worldflow plan to support all popular mobile devices
– worldflow will deliver
• Why Connect?
– The quickest, proven and most cost effective route to market.
– Clear roadmap to deliver new platforms and functions
• wRD 1.0 – extensive search, personalization and customization
• wRD 2.0+ introducing new tools for search, alerts and support for additional
media formats (e.g. video & podcasts)
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21. research Connect
Application Details
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22. wRD Research on the iPad
• The app is branded
for each Customer
?
• Your logo, your
corporate identity
• Clients download the
Branded Research
app from the Apple
App Store direct to
the device
• Automatic updates of
new releases
delivered the same
way
• The App can be
distributed free
through the app store
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23. wRD secure access
• Only your Research
clients can access
the content
• Clients log-in using
the same User ID &
Password as on the
existing Research
web site
• New client
registration and
Password reset
functions available
• Different levels of
user access can be
managed through a
single app
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24. wRD Marketing and About Us
• Flexible content for
About Us, Team and
Coverage
information, Location
and Key contact
details.
• Content is server
driven, client can
update and change
content to meet
changing
requirements and
incorporate data from
different parts of the
business.
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25. wRD: navigate 1000s of
documents – iPad View
• Navigate research
database using
industry sectors to
select a report
• Select today’s
research or older
documents
• Use Global Industry
Classification
Standard (GICS)
• Or use your own
proprietary sector
classification
• Want to read reports
on the train home….
press the download
button to save the
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latest research

26. Research Connect - 1000s of
documents – iPhone Views
• Navigate research
database using
industry sectors to
select a report
• Select today’s
research or older
documents
• Use Global Industry
Classification
Standard (GICS)
• Or use your own
proprietary sector
classification
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27. Research Connect searches
• Create custom
searches based on
varied criteria
• Keyword search the
title and body of
documents
• Search by company,
analyst, sector,
product, country &
region
• Search by publication
type
• Save and edit
searches
• Create list of
favourites based on
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custom searches

28. Research Connect Access
research offline
• Download research
for later viewing
• Downloaded
documents are
securely stored
within the app
• Delete documents
that have been read
• Documents can be
viewed off-line
without WiFi or 3G
connections
• Want to read reports
on the train home….
press the download
button to save the
latest research
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29. worldflow Connect App
trading Connect
• Use worldflow
Connect to build a
range of customized
Apps to suit different
customer
requirements.
• worldflow Apps can
handle multiple data
types allowing a
single App to deliver
a range of different
content.
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30. worldflow Connect App
treasury Connect
• Use worldflow
Connect to build a
range of customized
Apps to suit different
customer
requirements
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