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Synchronizing Investors & Opportunities Bradley Smith, Account Executive January 2, 2007
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Meeting Agenda Overview of IR Goals Overview of Shareholder.com Service Solutions Questions/Open Discussion
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Shareholder.com: Our single focus is Investor Relations
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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
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Highest systems performance and security
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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 2008 First to synchronize surveillance with IR website and Intelligence solution
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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
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WebCenter/360 Transparency Give investors an unparalleled level of information to guide their investment decision
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WebCenter/360 Tools Help shareholders easily find the information they need Full IR website search Shareholder briefcase Print/email friendly pages RSS
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WebCenter/360 Tracking Page-by-page and person-by person tracking on an identified investor’s interests
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Pinpoint Intelligence Investor Intelligence & Targeting Synchronizing your shareholder communications with traditional “street” data creates a complete picture of a specific investor
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Pinpoint Intelligence Peer Intelligence & Benchmarking Keep close watch on your peers and easily create board quality reports
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Pinpoint Intelligence Reuters Knowledge Real-time estimates Broker and independent research Global fundamentals Additional intelligence from Factiva, FactSet and Dow Jones
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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
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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
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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
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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
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Fully Synchronized Communications Dynamic Annual Report Synchronized tracking of attendees Created directly from PDFs - no proof reading! Keyword search
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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
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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.”
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Leading companies rely on us
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Thank you for your time today. I look forward to working with you! Bradley Smith, Account Executive 978/461-3153
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