6/3/2011 Cynthia Stevens and Joe Murphy from ByAllAccounts presented at MassTLC's Sales Enablement Summit; Increasing Volume, Velocity & Value through Sales Enablement and Alignment

1. ByAllAccounts: Effective Sales and Marketing Collaboration Cynthia A Stephens, VP Marketing Joseph A Murphy, EVP Sales

2. ByAllAccountsThe Professional’s Choice for Financial Account Aggregation 640+ customers (firms) direct 200+thru channels Transaction increase – closing 75-100 deals per quarter up from 38 per quarter in Q1 2010 Revenue increased 87% over the past two years and 35% in 2009 SaaS Model Starting at $4,000 annually Hundreds of Billions of Dollars Flow Through Our Aggregation Engine Daily(Billions of dollars in assets under aggregation) 2

4. Sales development reps for qualification and opportunity creation

6. Understand our buyer’s journey and tie sales tools to messages

7. Built a closed-loop, data-driven marketing system

9. Sales enablement aligned with sales structure

10. Marketing & Sales Process integrated Marketing team Sales team

12. Measurable results for needed adjustments

13. Integrated systems Implemented systems (Marketo/SFDC/Time Trade / Visible Gains etc )

15. Sales – NB Transactions and MRR

16. Relation Managers – Lift on MRR plus RetentionRemain as team with strong cross functions to drive all goals

17. Bumps in the road Changing old systems and habits Getting proof points while implementing system Buy in from rest of the Executive team on systems chose Balancing headcount with results ..be ahead of power curve Aligning Compensation Plans correctly

18. The business challenge we solve Financial firms require account data from a vast variety of sources for analysis, allocation and reporting Access to this data is a “must have”, not a “nice to have” Traditional solutions are costly, requiring people and infrastructure - data is not accessible, standardized, or in the format required A new paradigm delivers standardized account data from thousands of sources, eliminating the need for more people and infrastructure Business Driver Business Challenge ByAllAccounts’ Solution 7

19. Questions?

20. Contact Information Cynthia Stephens VP Marketing 781-376-0801 x 130 cstephens@byallaccounts.com Joseph A Murphy EVP 781-376-0801 x 145 jmurphy@byallaccounts.com www.byallaccounts.com