1. Maximizer CRM 12 Winter 2012 Release Release To Production/Soft Launch: Dec 10, 2012 Marketing Launch:January 2013 Theme: Web Access/CRM Live User Experience  Performance of the application  User friendliness & smoothness of User Interface  Make the application easier for new users to learn Other Themes:  Enforcement of software updates for Maintenance customers only  Customization APIs for CRM Live (& Web Access)  Other features based on suggestions.maximizer.com and Key Customer requests

2. Only Maintenance customers gets New Software Updates  Our own License Enforcement requirement  Create infrastructure to consolidate customer maintenance status from different regions into one database on Azure  Every new Seasonal Update will require a separate software activation. Software activation for the new release can only happen if you are on Maintenance

4. Product Roadmap July RTC End of Oct RTC April RTC Oct RTC

5. Maximizer CRM 12 Winter 2012 Sneak Preview

6. 5 – 15 Users 15+ users < 5 users 15+ Users Summer ‘12Summer‘ 14 Public Cloud On- Premise Windows On- Premise Web On- Premise Windows Public Cloud On- Premise Web Customer Evolution

7. Vertical Focus Product Evolution CRM is the core “business” solution Performance & UI Improvements Response Rate User Interface Ease of Use Industry Specific Overlay Business Process API’s & Integration Native Tablet Access Customization Social Media Marketing Automation Integration

8. Build a “Template” to drive vertical focus Sales & Marketing Evolution Evolve the New & Existing Sales Model BDR Resource Inbound Marketing LinkedIn Video SEO Vertical Marketing Fin Svcs, Services, Manufacturing Consulting Services Biz Dev Resource Add Sales Reps Forums Automation Tools - Hubspot Opportunity & Prospect Nurturing Training Services

9. Verticals Vision : Template/Overlay intuitive to data capture and data flow Benefit : Segmentation in communication & marketing, specific location in CRM for industry specific information Market : A) Investment Advisors (Canada), B) Services, C) Distribution IA need: Customer centric view including Portfolio Info + Planning Info (account centric view today) Options: Horizontal CRM (Maximizer), Custom App, Vertical App (NexJ, MS, Redtail, etc), CRM feature of Planning or Portfolio application. Gap : A solution that is easy to use, easy to implement & does not blow out resources.

10. Verticals… contd Why IA : Need CRM to drive business, Need for compliance, Have deep pockets. Why Canada: Evolved transaction processing systems + Brand Awareness + Install Base Est Opp : 100,000+ IA’s, 17000 Financial Planners Next Steps: -Product – Define the solution (leveraging IPC, National Bank, Dundee, etc) -R&D – Build the template/overlay, Interface to Back office application. -Marketing – Start building out relevant content and awareness opportunities -Sales/BD – Find new opportunities and expand footprint at existing sites (Dir of BD position)