Client-Driven     Innovative     Industry-Leading<br />
Agenda<br /><ul><li>Pension Analytix
Products and Features
Industry - Wants and Needs
Industry - Pension Analytix Solution
Q&A</li></ul>2<br />
Pension AnalytixVision<br />3<br />
Pension AnalytixPeople<br />Pension Analytix, Inc. provides a web based <br />sales analytics engine for full service firm...
Convert them into record keeping clients</li></ul>Our unique methods combine the power of our <br />proprietary databases ...
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Pension Analytix


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Pension Plan Data Base with Plan Sponsor information

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Pension Analytix

  1. 1. Client-Driven Innovative Industry-Leading<br />
  2. 2. Agenda<br /><ul><li>Pension Analytix
  3. 3. Vision
  4. 4. People
  5. 5. Products and Features
  6. 6. Technology
  7. 7. CRM
  8. 8. Methodology
  9. 9. Industry - Wants and Needs
  10. 10. Industry - Pension Analytix Solution
  11. 11. Demo
  12. 12. Q&A</li></ul>2<br />
  13. 13. Pension AnalytixVision<br />3<br />
  14. 14. Pension AnalytixPeople<br />Pension Analytix, Inc. provides a web based <br />sales analytics engine for full service firms, <br />record keepers, financial advisors, TPAs, and <br />RIAs<br />We provide the databases, marketing expertise, <br />and analytics required for your sales teams to <br /><ul><li>Find prospects that best fit your universe
  15. 15. Convert them into record keeping clients</li></ul>Our unique methods combine the power of our <br />proprietary databases delivering customized <br />solutions to meet your specific goals <br />Our staff and consultants are experienced <br />professionals in H&W, DC, DB, IT and Marketing.<br />HQ in Cincinnati, OH <br />Development/Delivery Center in <br />Edison, NJ and Mumbai, India<br />Colin Fernandes<br />President and Founder<br />Rohini Nellore<br />Client Operations & CRM Strategist<br />Victor Chin CFA<br />Strategic Advisor<br />Larry Renner<br />Strategic Advisor<br />Ram Babu<br />IT Operations & Infrastructure<br />4<br />
  16. 16. Pension AnalytixProducts<br />Providing custom analysis for all DC & DB products at the sponsor and participant levels<br />Improving portfolio profitability by retaining, attracting and focusing on a custom set of sponsors<br />Significantly improvelead quality and enhance sales growth through targeted marketing verified data, and marketing insights <br />Improved rigor in capturing and analyzing internal plan data and benchmarking against the industry <br />5<br />
  17. 17. Pension AnalytixFeatures<br />6<br />
  18. 18. Pension AnalytixTechnology<br />7<br />
  19. 19. Pension AnalytixPlan Sponsor business intelligence suite<br />8<br />
  20. 20. Pension AnalytixCRM In Action<br />Manage Sales cycle<br />In<br />Export Plan Sponsor data to Salesforce with one click<br />Marketing<br />Managers<br />Sales<br />Sales<br />Support<br />Sales<br />9<br />
  21. 21. Methodology<br />
  22. 22. Industry - Wants and Needs<br />“I cannot meet my sales managers<br />needs efficiently – the tasks are <br />manual and cumbersome to handle”<br />“I need easy to read and simple<br />to follow reports that get to <br />understanding plan design and <br />key metric trends”<br />Sales Support<br />“I need a method that helps me create marketing <br />campaigns for vulnerable competitors and complex <br />multi-faceted marketing material”<br />Marketing<br />Managers<br />“Give me a tool that allows me to be <br />consultative with the Plan Sponsor and <br />demonstrates my desire to marry my <br />product with the sponsors needs”<br />Internal and External Sales <br />
  23. 23. Industry Needs – Pension Analytix solution <br />Relief Points<br />Pain Points<br />No Feature to export easy to use <br />Plan Sponsor Stats<br />Excel exports, Print Previews, PDF exports<br />Difficult to transport results to a CRM solution<br />Deployed a one click solution to effortlessly <br />port actionable data into©<br />For Sales <br />Support<br />Manual processes currently in place to <br />send results in a timely manner<br />Elegant filters designed by business experts <br />that gets to the heart of the questions<br />Lengthy drawn out process to create custom <br />campaigns for Plan Sponsors<br />Elegant filters provided solve for multi-<br />dimensional views in to the Sponsor<br />For Marketing <br />Managers<br />Unable to get a holistic view of <br />record keeper, trustee, accountant,<br />actuary or the broker<br />Analysis filters and a reporting package<br />allows for a quick scan of key relationships <br />to the sponsor<br />12<br />
  24. 24. Client Testimonials <br />“Pension Analytix has created a comprehensive view of a plan sponsor consolidating all data into one easy to read report that is accurate, up to date and provides valuable insights into the plan health. This is an innovative company with an intuitive web based business intelligence portal that is so easy to navigate”<br /> - CTO at a mid-sized record keeping company<br />“We are using a Pension Analytix provided solution for campaign management and sales effectiveness measurement. This technology is outstanding – they custom built it for us. We are managing all aspects of our complex multi channel campaigns using this solution. Our leads have improved and we are getting to sales opportunities quicker”<br />- CRM Manager at an Asset Management firm using Pension Analytix, Inc. and© technology<br />“Pension Analytix provides us the analytical tool to dialogue with plan sponsors through their web based sales console. The charts, key trends and financial metrics allows us to be consultative right out of the gate. We present this data when consulting with plan sponsors and whenever we have a chance to get in front of the sponsor.”<br /> -Regional Sales Manager at a Consulting firm <br />“The flexibility of creating manageable groups of marketing campaigns that meet our company metrics and targets is what we like most about this product. The technology and advanced marketing analytics Pension Analytics offers is unique and outstanding. We have saved marketing dollars and helped our internal wholesalers be more productive to meeting the needs of Sales Managers they support.”<br /> - VP Sales Support at an Insurance firm <br />17<br />
  25. 25. In the Press<br />Innovative and Creative Marketing Analytics and Pension Data Service launched in 2008<br />Innovative and Creative Marketing Analytics and Pension Data Service launched in 2008<br />Cincinnati, Jan 20, 2009: is a Plan Sponsor sales prospecting tool for TPA firms, advisors, and service providers. We provide the databases, marketing expertise and analytics required to help your sales teams find prospects that best fit your target profile.<br />Pension Analytix, Inc. is a marketing and analytical insights firm targeting companies that provide retirement services launched in 2008. Founded by Colin Fernandes, who worked in key strategic roles at Fidelity Retirement Services and JP Morgan Retirement Plan Services, the firm launched an innovative and revolutionary “Acquisition Engine” that leverages market research, and uses a proprietary analytical and technology based solution and multiple data sources to score each one of the 650,000 plan sponsors in the retirement industry.<br />Using a unique and innovative method, Pension Analytix, Inc. can highlight key plan sponsors wants and needs using a market driven data based solution. This coupled with trended financial metrics and an industry leading plan sponsor benchmark solution is their response to increasing sales and boosting revenues in an industry where fee scrutiny has created an environment for cost controlling.<br />The Acquisition Engine solution improves targeting results primarily through a set of technology based algorithms that work directly from DOL supplied data, by-passing some of the more inflexible data base architectures imposed by the list vendors. Of more importance however, is the intelligence employed by the technology – it is this combination that we believe makes this product potentially unique and very powerful.<br />Additionally, Pension Analytix is developing automated interfaces to popular CRM tools, like©. Merging the intelligence gained through the use of the Acquisition Engine with CRM systems will allow clients to measure and analyze the efforts of their sales teams, a feature that adds a revolutionary new layer of analytical rigor to sales success.<br />Pension Analytix’s unique value proposition lies in working with clients to lower the cost of acquisition, by measuring sales effectiveness and improving efficiencies within marketing and sales organizations of retirement providers. They offer a full integration of multi vendor pension data bases that can be customized into a fully integrated CRM solution. You can visit them on their web site at or contact them at or reach them by phone at 513-328-3931.<br />### <br />Pension Analytix Inc. <br />1012 Westchester Way <br />Cincinnati, OH 45244 <br /><br />18<br />
  26. 26. In the Press Contd…<br />Pension Analytix Inc., Announces the integration of its proprietary Plan Sponsor Database with <br />Cincinnati – February 24, 2009: Pension Analytix, Inc., a leading provider of marketing analytics for defined contribution and defined benefit plans, today announced their latest offering - the integration of their proprietary technology based analytics with This feature provides sales and marketing professionals the ability to export customized and high quality leads from into their own account without compromising data integrity. It also embeds the powerful synergy between Pension Analytix&apos; acquisition engine and analytical capabilities into CRM solution. This allows for sales effectiveness measurement, creating a multi-touch experience and improving overall lead generation. <br />&quot;This integration is another example of how Pension Analytix, Inc. continues to offer exciting innovative applications that leverage technologies and enhance the sales process&quot; said Rohini Nellore, Chief Strategist of CRM Solutions within Pension Analytix Inc. She added that the firms product set is a way of offering event-triggered marketing solutions and campaign marketing tools which revolutionize the industry by providing trended financial charts which offer performance hindsight, marketing insights and sales benchmarking statistics. <br />About<br />Pension Analytix is a company catering to consultants, Recordkeepers, Financial Advisors, Third Party Advisors, and Registered Investment Advisors. They provide the databases, marketing expertise, and analytics required to help sales teams find prospects that best fit a custom universe. Their unique methods combine the power of multiple proprietary databases with individual client needs and objectives to deliver superior and customized solutions. <br />About<br /> is the worldwide leader in on-demand customer relationship management (CRM) services. More companies trust their vital customer and sales data to than any other CRM company in the world. Currently more than 400,000 subscribers at more than 20,000 companies use also offers AppForce/AppExchange, a hosted platform for 3rd party applications.<br />### <br />Pension Analytix Inc. <br />1012 Westchester Way <br />Cincinnati, OH 45244 <br /><br />19<br />