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Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007
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Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Dec 17, 2015

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Page 1: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Synchronizing Investors & Opportunities

Synchronizing Investors & Opportunities

Bradley Smith, Account ExecutiveJanuary 2, 2007

Page 2: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Meeting Agenda

• Overview of IR Goals

• Overview of Shareholder.com

• Service Solutions

• Questions/Open Discussion

Page 3: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Shareholder.com: Our single focus is Investor Relations

Page 4: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Best-in-class Client Service

• Dedicated specialists for the following areas:• Client Support

• Web Development

• Sales Consultant

• Webcast / Multimedia

• Team back-up coverage

• 24/7 availability

Page 5: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Highest systems performance and security

Page 6: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

History of Innovation

• 1992 First dedicated IR communication service

• 1995 First outsourced IR website

• 1997 First IR webcast service

• 2003 First corporate governance disclosure solution

• 2005 First synchronized intelligence solution for IR

• 2006 First synchronized COMPLETE shareholder communications solution for IR – PrimeNewswire

• 2007 First to synchronize PR distribution with webcasting and IR website disclosure

• 2007 First to synchronize PR distribution with webcasting and IR website disclosure

• 2008 First to synchronize surveillance with IR website and Intelligence solution

Page 7: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

SynchronizedSuite

• Synchronizes – for the first time – your shareholder communications with investor and peer intelligence

• Identifies and qualifies specific investors far beyond existing – and standalone – targeting, CRM and shareholder communications services

Page 8: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.
Page 9: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

WebCenter/360

Transparency

Give investors an unparalleled level of information to guide their investment decision

Page 10: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

WebCenter/360

Tools

Help shareholders easily find the information they need • Full IR website search

• Shareholder briefcase

• Print/email friendly pages

• RSS

Page 11: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

WebCenter/360

Tracking

Page-by-page and person-by person tracking on an identified investor’s interests

Page 12: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Pinpoint Intelligence

Investor Intelligence & Targeting

Synchronizing your shareholder communications with traditional “street” data creates a complete picture of a specific investor

Page 13: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Pinpoint Intelligence

Peer Intelligence & Benchmarking

Keep close watch on your peers and easily create board quality reports

Page 14: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Pinpoint Intelligence

Reuters Knowledge

• Real-time estimates

•Broker and independent research

•Global fundamentals

•Additional intelligence from Factiva, FactSet and Dow Jones

Page 15: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Pinpoint MARKET Intelligence

Stock Surveillance

• Settlement analysis

• Analysis of share movement of DTC

• Pattern recognition and analysis to identify types of investor active in the stock

• Research of custodial relationships

• Synthesis of public data, proprietary in-house databases, custodial data available to issuer companies

• Expert analysis of information by experienced analysts

• Outbound validation of total ownership position

Page 16: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Fully Synchronized Communications

Webcasts

• Synchronized tracking of attendees

• Turnkey support of webcasts and conference calls • Earnings, Analyst

Days, Annual Shareholder Meetings

• Audio, slide, and video webcasting

• Podcast / RSS

Page 17: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Press Release & News Distribution

Global distribution and disclosure compliance

• PrimeNewswire is a newswire service with an extensive distribution network

• Small-cap and Fortune 100 companies appreciate superior service at the lowest price in the industry

• Full compliance for SEC disclosure requirements, including Reg FD and Sarbanes-Oxley

• Distribution network includes thousands of daily and weekly newspapers, wire services, online sites/databases, as well as hundreds of thousands of financial desktops

Page 18: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Fully Synchronized Communications

Mail fulfillment

• Synchronized tracking of all requests

• 8 business-hour mail fulfillment

• Online request page

• Investor kit assembly

• Large shipment for investor conferences and trade shows

• Full photocopy and binding services

Page 19: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Fully Synchronized Communications

Dynamic Annual Report

• Synchronized tracking of attendees

• Created directly from PDFs - no proof reading!

• Keyword search

Page 20: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Above and Beyond!

Additional packages

• Whistleblower Hotline• Exceeds

Sarbanes-Oxley 301 mandates

• PhoneCenter• Keep off-line shareholders in-the-loop

• “Press #1 to hear current stock price, press #2 to hear recent..”

• Press Center• Full media relations website

Page 21: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Shareholder.com: Our single focus is Investor Relations

• Highest levels of client service and satisfaction

• Highest systems performance and security

• Always innovative!

OUR MOST IMPORTANT “PRODUCT”

Products tools aside, the most important value we bring to clients is CLIENT SERVICE.Here are unedited quotes from our 2007 Client Satisfaction Survey!

"They're easy to work with and make life easier for us.“

"…they have a representative focused on (us) specifically…much more service oriented, customized approach.“

“Can contact several people who can get something done-either own Client Account Manager or will be directed to someone else who can.”

"Made set-up very easy. Felt very comfortable turning things over to them and having it turn out the way you wanted it to be.“

"Staff is phenomenal. Technology is easy to use.”

"That there's a one person as point of contact. It's not generic.“

The Shareholder website product "surpassed our expectations - it came out terrific.“

"Best service provider in industry“

“Very professional organization.”

Page 23: Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007.

Thank you for yourtime today.

I look forward to working with you!

Bradley Smith, Account Executive978/461-3153