The Connected Enterprise - The Mobile Future of Financial Services is Here Now! Presented by: Audie Hofmann EVP Sales & BD Mobitor

There’s more wasted unproductive time in the field than in any other job function across the enterprise. The market suffers from a common business problem: Mobile employees have no Point-of contact access to essential customer and product information while in the field. THE MARKET

X-TIER MOBILE CLIENT Integrated PIM Wireless , Contacts, Calendar Cell Phone Integrated Phone Functionality Bluetooth & Speakerphone Process Management Engine Easy- to-Use Business Process Automation, Forecasting, Call Reports Customer Data Acct. Profiles, Production, Loan Status, Quotes, Service Requests Connectivity CDMA, GSM, GPRS, WiFi, Wired Synchronization Integrated Sync – No Middleware Onboard Database Encrypted Self-Contained Relational

MOBILITY OBJECTIVES Fix Underutilize CRM & Increase usage from 80% Collect accurate customer data for benefit of company Mobilize Enterprise Data to Point of Customer Contact Increase client facetime / Reduce office time Eliminate Time-consuming & costly paper-based processes Outcome: Recover Large CRM Investment Outcome: Enhanced Compliance & Better Business Intelligence & Reports Outcome: Sell Efficiently Outcome: Save Time, Money and React Faster to Market Conditions Outcome: Sell More As your Mobile Business Partner Mobitor can help you:

AREAS OF APPLICATION  P & C Insurance Field Agency Managers & Campaign Representatives.  Life Insurance Sales Professionals  Annuity & Mutual Fund Field Wholesalers  Insurance Field Claims Adjusters  Mortgage Wholesalers and Business Partner Managers  Mortgage Brokers  Commercial Banking Client Management  Stock Brokers and Investment Professionals

MBM.NET Services Server Aggregates, Organizes and Delivers Operational Data MBM Admin Enterprise Lotus Notes Exchange ERP Client Management LOB SFA/CAM ABC Adaptive Business Connector Process AutomationCollateral Assembly XForms Utilities Web Services Delivery Wireless Data Warehouse Wired X-TIER ARCHITECTURE

As your Mobile Technology Partner Mobitor will: Integrate, Manage and Administer the System Take Ownership of End-User Support & Training Maintain Devices With On-Air Installs and Upgrades Replace Most Laptops with a Solid-State Converged Device Outcome: No Added Burden on IT Resources Outcome: No Added Burden on IT and Operations Resources Outcome: No Added Burden On IT Resources Outcome: Laptop Maintenance Eliminated: Renegade Devices Eliminated IT MOBILITY OBJECTIVES

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