INTERNATIONAL COALITION OF LIBRARY CONSORTIA Atlanta, Georgia October 4 - 6, 2001
Thomson Corporation is a global E-information and solutions company with four global market groups Legal and Regulatory: Information and software based solutions for legal, tax, accounting, and intellectual property. Financial: Information and integrated work solutions for financial professionals. Learning: Learning products, services and solutions for individuals, learning institutions and business. Scientific & Healthcare: Information and services for researchers and other professional in the healthcare, academic, scientific and government marketplaces.
Thomson Financial (TF) serves more than 1,300 money management firms, 70,000 individual institutional money managers, and 1,000 broker/dealers worldwide. Thomson Financial is split itself between four segments: –Broker/Fund Management –Investment Banking/Capital Markets (IBCM) –Information Systems –Corporate
MISSION STATEMENT IBCM - Academic Sales is committed to bringing products and services developed for the investment banking/capital markets, into the academic community for research, publishing, and learning.
IBCM - ACADEMIC SALES BUSINESS MODEL Depth of Content - Best of the best - Premier Product and Services within the industry +Breadth of Solutions - Web Access, Client/server apps, CD-ROM, custom solutions +Customer Focus - address the needs of the Academic Community +Customer Support - 24/7 Global Support Improve the Resources and Productivity of our Academic Clients
HOW CAN WE BEST SERVE YOU, THE CLIENT? Bringing knowledge of financial community to scholastic community 25+ years combined experience in financial data and the Academic Community Willingness to work with you to bring these products to your end users
DATA Through acquisitions and integration we have strengthened our customer offerings. Many companies have been integrated to offer a complete data solution to our clients. PrimarkDisclosure DatastreamCarsons SDCIFR I/B/E/SWorldscope BaselineVestek
PRODUCTS
BEST OF BRAND The quality of the data and the depth of products are critical in offering our clients a complete solution Piranha WebGlobal Access WorldscopeSDC -Platinum ExtelCDA Spectrum Shareworld Compact D (Includes SEC, New Issue, Worldscope & Canada)
INTERFACE Moving to Web based products Web Products Global Access - Premium modular interface for desktop access to critical company information Piranha Web - High-end fundamental financial analytical system Shareworld - Ownership information retrieval and display Client/Server Applications SDC Platinum CD-ROM Products Compact D Platform
PRICING Flexibility to meet the various needs of our clients. Modular construction of products to deliver tailor- made solutions. Willingness to work with consortia to develop independent cost structure.
PRICING CONSIDERATIONS Total existing revenue with institutions participating in the consortium will be considered. Pricing will be negotiated on a case by case basis. Simplified billing Size does not matter
Sample Price Structure Institutions FTE’sDiscount to Base Price 10100,00045% 20200,00055% 30300,00060% 40400, % ,000+65%
EXAMPLE: Consortium X would like to subscribe to Shareworld for its members Consortium X has 37 members and 425,000 FTE’s Shareworld’s Base cost is $6, ,000 FTE’s = discount 62.50% of base price FTE cost = $.195
DATA RIGHTS/TERMS AND CONDITIONS Annual or Multi-Year Contracts Non-exclusive, non-transferable license to access our products Thomson is not responsible for equipment used to access our products No reverse engineering, duplication, or re- distribution of data or software without permission Audit Rights- Not involved with heavy monitoring of usage
THOMSON’S COMMITMENT TO THE CLIENT: Sample language IBCM will make the Licensed Material as identified in the Subscription available in digital form on-line to Authorized Users during the term of the subscription. IBCM shall operate one or more locations at which the Licensed materials will be stored in digital form accessible by telecommunications links between such locations and the Customers and Authorized Users workstations.
IBCM shall use reasonable effort to make Licensed Materials available on-line promptly after their publication in print or other electronic forms. IBCM shall provide reasonable efforts to provide continuous availability of the Licensed Materials on-line, subject to periodic unavailability due to maintenance of the server(s) and excluding downtime related to equipment or services outside the control of IBCM including public or private telecommunications lines or any Internet nodes or facilities. IBCM shall use reasonable efforts to assure that the online system performs at least as well as similar online systems offering similar materials to similar users. THOMSON’S COMMITMENT TO THE CLIENT:
IBCM will provide Customer telephone support during the hours of 8:00a.m. until 8:00p.m., Eastern Time, Monday through Friday, excluding holidays. We are hoping to have full 24/7 coverage by 1/1/2002. THOMSON’S COMMITMENT TO THE CLIENT:
Point of Contact Bobby Hart Key Account Executive IBCM-Academic Sales Thomson Financial 5161 River Road Bethesda, Maryland Tel: , Fax: Nathan Wolaver Key Account Executive IBCM-Academic Sales Thomson Financial 195 Broadway New York, NY Tel: Fax:
Thank You