15. Convert them into record keeping clientsOur unique methods combine the power of our proprietary databases delivering customized solutions to meet your specific goals Our staff and consultants are experienced professionals in H&W, DC, DB, IT and Marketing. HQ in Cincinnati, OH Development/Delivery Center in Edison, NJ and Mumbai, India Colin Fernandes President and Founder Rohini Nellore Client Operations & CRM Strategist Victor Chin CFA Strategic Advisor Larry Renner Strategic Advisor Ram Babu IT Operations & Infrastructure 4
16. Pension AnalytixProducts Providing custom analysis for all DC & DB products at the sponsor and participant levels Improving portfolio profitability by retaining, attracting and focusing on a custom set of sponsors Significantly improvelead quality and enhance sales growth through targeted marketing verified data, and marketing insights Improved rigor in capturing and analyzing internal plan data and benchmarking against the industry 5
20. Pension AnalytixCRM In Action Manage Sales cycle In Salesforce.com Export Plan Sponsor data to Salesforce with one click Marketing Managers Sales Sales Support Sales 9
22. Industry - Wants and Needs “I cannot meet my sales managers needs efficiently – the tasks are manual and cumbersome to handle” “I need easy to read and simple to follow reports that get to understanding plan design and key metric trends” Sales Support “I need a method that helps me create marketing campaigns for vulnerable competitors and complex multi-faceted marketing material” Marketing Managers “Give me a tool that allows me to be consultative with the Plan Sponsor and demonstrates my desire to marry my product with the sponsors needs” Internal and External Sales
26. In the Press Contd… Pension Analytix Inc., Announces the integration of its proprietary Plan Sponsor Database with Salesforce.com Cincinnati – February 24, 2009: Pension Analytix, Inc., a leading provider of marketing analytics for defined contribution and defined benefit plans, today announced their latest offering - the integration of their proprietary technology based analytics with Salesforce.com. This feature provides sales and marketing professionals the ability to export customized and high quality leads from Pensionanalytix.com into their own Salesforce.com account without compromising data integrity. It also embeds the powerful synergy between Pension Analytix' acquisition engine and analytical capabilities into Salesforce.com CRM solution. This allows for sales effectiveness measurement, creating a multi-touch experience and improving overall lead generation. "This integration is another example of how Pension Analytix, Inc. continues to offer exciting innovative applications that leverage technologies and enhance the sales process" said Rohini Nellore, Chief Strategist of CRM Solutions within Pension Analytix Inc. She added that the firms product set is a way of offering event-triggered marketing solutions and campaign marketing tools which revolutionize the industry by providing trended financial charts which offer performance hindsight, marketing insights and sales benchmarking statistics. About PensionAnalytix.com Pension Analytix is a company catering to consultants, Recordkeepers, Financial Advisors, Third Party Advisors, and Registered Investment Advisors. They provide the databases, marketing expertise, and analytics required to help sales teams find prospects that best fit a custom universe. Their unique methods combine the power of multiple proprietary databases with individual client needs and objectives to deliver superior and customized solutions. About Salesforce.com Salesforce.com is the worldwide leader in on-demand customer relationship management (CRM) services. More companies trust their vital customer and sales data to Salesforce.com than any other CRM company in the world. Currently more than 400,000 subscribers at more than 20,000 companies use Salesforce.com. Salesforce.com also offers AppForce/AppExchange, a hosted platform for 3rd party applications. ### Pension Analytix Inc. 1012 Westchester Way Cincinnati, OH 45244 sales@pensionanalytix.com 19