Payments Data Optimization – How and Why? Todd Ferrante: Vice President, Customer Success at Pazien Bob Botelle: President of Botelle Consulting Brian Keen: Director of Payments at Homeserve William Kelly: Director of Global Payments at Endurance/Constant Contact

Overview Panel Introduction Topic overview Panel discussion

The Struggle with Global Payment Management TIME CONSUMING ISOLATED ERROR PRONE

Connectivity has changed over time Connected personal financial management that tailors advice based on a network of transactions. Connected networking with context around an individual’s past and capabilities. Connected classifieds that assess a seller’s reputation by looking at a network of transactions. NOW THEN Personal financial management that is solitary and uninformed. Job boards that allow resume posting without context. Classifieds that present each seller individually.

Payment factors becoming more complex

Panel Discussion

Thank you! wkelly@constantcontact.com Bob Botelle: President Botelle Consulting rwbotelle@comcast.net Brian Kehn: Director of Payments Homeserve brian.kehn@homeserveusa.com If you have any questions about the presentation, go to our LinkedIn Group (the Payments Education Forum) and request an invitation (this is a closed group specifically for the payments industry). Todd Ferrante: Vice President, Customer Success Pazien tferrante@pazien.com William Kelly: Director of Global Payments Endurance/Constant Contact wkelly@constantcontact.com