A digital vision. The end-user experience. Products. Products Products. Reusable business services / capabilities. The Business Outcomes

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3 A digital vision Products Products The end-user experience Products Reusable business services / capabilities Systems of engagement Systems of differentiation Systems of record Systems of innovation Systems of intelligence The Business Need Legacy Systems Integration Hub Digital Enablement The Business Outcomes

4 Microsoft Azure ATM/kiosks Mobile apps Security Blockchain Real time Natural voice Real time Mixed reality INTELLIGENT CLOUD Third-party APIs Customer Bots Automated workflows Company IoT devices Risk management INTELLIGENT EDGE The most comprehensive set of technologies

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7 Regulatory frameworks don t have to stop innovation

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10 Identify wrongdoing Compliance Trade reconstruction Azure Azure Improve CX Increase employee productivity Create efficient processes Empower employees

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18 82% 36% 35% 3% 27% 27% 27%

19 New Business Models New Engagement Models New Insights Models Subscriptions Renewals Solution Selling Everything-as-a-Service Digital Commerce Social Mobile Multi-Channel Conversational Augmented Reality Artificial Intelligence Internet of Things Predictive Analytics True Personalization

20 New Business Models New Engagement Models New Insights Models

21 APTTUS covers the flow from MSFT Dynamics to Legacy / ERP Opportunity Configure-Price-Quote (Offer & Price Development) Contract & Approve CONTRACT Order, Bill, Fulfill, Disburse Commissions, Renew, Subscribe Opportunity Last interaction CRM Develop Propose Proposal Structured Deal $ INVOICE Next interaction Create Offer Product Service 2 Legal Sales Mgmt $$ Pricing Management Product Management INTELLIGENT RECOMMENDATIONS Based on your criteria, the optimal configuration is V3 Customer V V2 Approver Relationship Pricing Model Price Comissions Assessment INTERNAL SALES SELF DIRECTED 2 $$ $$ 2% % Recommended Works CONTRACT BETWEEN AND DEFINITIONS DESIGN REQUIREMENTS $$ ORDER Sent to ERP. AUGMENTED REALITY EXTERNAL SALES 3 $ No Commission! Does Not Work TERMS & CONDITIONS DURATION Microsoft Dynamics 365 QUOTE CONTRACT REVENUE ERP

22 APTTUS in Financial Services Regulation Key Segments Solutions Brexit MIFID II Ring-Fencing IFRS 5 / ASC 66 GDPR Asset Management Wealth Management Investment Management Commercial Banking Insurance Providers Insurance Brokerage Services Manage Contract Lifecycle Product Governance Collaborative Proposals Approvals and Workflows Control Pricing Rules Clear Audit Trail Tracking Obligations Blockchain Integration

23 Compliance Sales Effectiveness Customer Satisfaction Deal Flow Visibility +5% Faster Audit Reports +47% Faster Deal Approval +44% Contract Compliance +43% Reduced Rogue Discounting +32% Faster Contract Processing +42% Contract Processing Volume +42% Faster Time to Quote Faster QTC Cycle +38% +35% Faster Deal Closure +34% Win Rate +7-25% +3% Sales Quote Volume +27% Deal Size +22% Quote Quality +5% Contract Accuracy Reduced +45% Amendments After Signature +23% Contracts Auto- Renewed +7% Average Percentage Improvements Reported by Apttus Customers 23 Source: Apttus Quote-to-Cash (QTC) Impact Study conducted June 27 by an independent third-party, Satmetrix on 2+ Apttus customer contacts randomly selected. Performance metrics are intended as a guideline based upon historical results from a sample set of customers. Results are dependent upon many different factors that are customer-specific. Therefore, actual results will vary. Response size per question varies.

24 Assist Guide Coach

25 Learn more about Apttus and Max Apttus.com/max

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29 Financial Services Requires a Central Point of Control Proliferation of Communications Channels Along with Growing Security and Compliance Requirements OMB A-23 Causes a High TCO from Isolated Channels & Repetitive Policy Deployments Web Gateway URL Filtering Only Employee Supervision -Only ediscovery Reactive, Manual Feeds Data Loss Prevention Inbound, Outbound-Only Archive On-Prem, Poor Performance

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32 Context-aware object store for any content Robust APIs to talk to other applications Durable, compliance-ready content storage Fast, cloud-powered search performance

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34 Customer Insights for Financial Services v2-27-october-27

35 With 36-degree customer insights you can Modernize customer interactions by driving channel optimization Increase compliance with regulatory requirements for enhanced data quality Improve customer interactions with timely, in-context offers Identify the right customers to increase profitability Oversee all channels for better visibility into utilization and preferences View history of channel interactions with details of each interaction Drive more informed conversations with real-time consolidated customer data Connect employees quickly to the information they need with role-based views Improve conversion rates with targeted, event-based offers Review existing customer products for more precise recommendations Enable sales teams with eligible products information for better cross-sell/up-sell rates Ease collaboration across the organization with a single, consistent interface

36 Product Channel Segment Customer Profile Modernize customer interactions by driving channel migration Increase data quality by flagging compliance issues!!!! Alert Alert 2 Alert 3 Alert 4 Product Channel Segment Customer Profile Missing Customer Data!! Customer Name customer@ .com Product Channel Segment Customer Profile Product Profitability Assets!!! Alert 5 Alert 6 Alert 7 Segment Do you want me to assist you in setting up mobile banking? Channel Customer Profile K 2K 3K 4K Timeline (Last 6m) Klout Score Assets Under Mgmt. (AUM) Risks Under Mgmt. (RUM) $658.K $35.K Thanks for your time today. While we have you, could you confirm your address? Channel Usage (Last 6m) Improve customer interactions with timely, in-context offers Revenue (Last 6m) Assets under mgmt. (Last 6m) Identify the right customers to increase profitability Product Channel Segment Customer Profile Product Channel Segment Customer Profile Life Ins. Savings Acct. Mortgage!! HELOC Auto Loan By the way, we have a great HELOC rate right now, and it takes just a few minutes to get started. BRANCH ATM CALL CENTER MOBILE Here are the customers that might be appropriate for this type of program. Campaign targeting Low Med High

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38 Metadata-driven data model Profiles Interactions Links Relationships Model Ontology and Implementation Custom Type Structure KPIs Domain Modeling Data Sources and Ingestion External data sources via connectors Internally generated data via Link definitions or enriching KPIs Direct data injection using the Hub Data APIs Data Sources Dynamics 365 Online Azure Storage Exchange Online (New) Social Engagement (New) Automate the modeling, configuration of the system. Consume the data Push new data Create custom Solutions REST APIs Web Services Management APIs Data APIs

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