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© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




Cross-Marketing performance technology
                 – BI Built for Marketers




 Technology for the ideas you haven’t thought of yet.




                              © Kneebone Inc. Confidential. Do Not Copy.
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




       Kneebone Inc. history
• 7 years, Toronto based
• Marketing, Technology and Performance
  Partnership
  – Wendy Robertson, CEO (Marketing Strategy)
  – John Wylie, PhD, CTO (Marketing Software)
  – Adrian Borys (Product Management)
• US Patent granted in 2011
• www.kneebone.com/about
                                                                                  2
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




Kneebone understands change.




                                                                            What new
                                                                            business outcomes
                                                      Where are we          are possible.
                                                      seeing cross-
                          Is my                       marketing
                          marketing                   performance
                          driving
                          channel
   Is my                  performance
  acquisition and
  retention
  working


                                                                                        3
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                What is Kneebone?
• Software-as-a-Service Cross-Marketing Performance
  Technology
  1.    Unified view of Marketing Investments and Performance data
        •      Marketing Activities: advertising, social Media, direct, digital,
               communications, PR
        •      Performance Data: transactions, branch, sales, web hits, units sold,
               and other KPIs
   2.       Analyze Cost and Performance
        •      Marketing Event Level OR product, branch, channel levels
        •      Perform test and learns faster (Champion/Challenger)
   3.       Plan Performance
        •      Understand the past to plan scenarios for future marketing spend

                                                                                           4
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




         Kneebone Technology
1. Proprietary Marketing Data Model
   – All Data sources, ETL, normalized timelines, drill anywhere,
     event level
2. Patented Performance Algorithm
   – Historical average at the marketing event level allowing the
     marketer to easily visualize performance
3. Advance Visualization Technology for Marketers
   – Dashboards, reports, Blocking charts, time series




                                                                                     5
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




     Kneebone for Marketers…
• ……see cross-marketing performance with risk and
  spend
• …that want to put in more rigor into managing
  marketing spend
• …lower costs of marketing performance analysis
• …that do want to better understand, through data,
  the Cause, Effect, and Result of Marketing.
• …are overwhelmed with data, access to data, and
  timeliness data.

                                                                                   6
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.



        Kneebone includes Risk
          Management Data
• Condition data set
  – Show me total household debt trend
  – Interest Rates
  – Bankruptcies
• Segment data
  – Drill down by Risk Segment, treatment,
• Performance (KPI) data
  – Portfolio risk KPIs like charge offs, defaults,
    interest income, etc…

                                                                                    7
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




             Customer View of Campaigns
                          Targeted                                                                             Acquisition
                         Population                                                                            Population


            Segment                          Segment
           Credit Band                      Credit Band                                  Region A                             Region B
              450                              700



Balance                   Credit                Credit                                                      Loyalty          3.9% Offer
                                               Increase                   2.9% Offer
Transfer                 Increase                                                                          Rewards


  DM                       Online             Branch                         Kiosk                         Online            Direct Agent
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.


                                         Organizing your Data
  Client Data




                                             Budget and                                                   Media Events and
                       Sales and Leads                                 Risk Management                                       CRM Campaign
                                                Cost                                                      Loyalty Programs
                                                                                                          Social Media
Client ETL
Process




                                     Kneebone will provide ETL spec, all individual client data removed


                                               Business Rules that define your business:
   Kneebone Platform




                       1.   Calendar
                       2.   Lines of Business
                       3.   Geographies
                       4.   Types of Marketing used
                       5.   Measures – Responses/Applications/Approvals/ Profitability
 Applications
 Subscriber
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                   Event view of Campaigns
  Flatten all initiatives and trackers – Tag them with Business Rules and track all performance in a time series


      Segment Credit Band
                                         Balance Transfer                                      DM      Date/Distribution/Cost
             450

      Segment Credit Band
                                          Credit Increase                                      TM      Date/Distribution/Cost
             450

      Segment Credit Band
                                          Credit Increase                                      DM      Date/Distribution/Cost
             700

     Acquisition Region A                 2.9 % Interest                                     Kiosk     Date/Distribution/Cost


     Acquisition Region A                 3.9 % Interest                                    Online     Date/Distribution/Cost


     Acquisition Region B                 Loyalty Points                                     Kiosk     Date/Distribution/Cost

     Brand Campaign Region
                                                Brand                                    OOH/Airport   Date/Distribution/Cost
              B


Nodes become Tagged Events that have a cost, distribution and time associated with them
                                                                                                                           10
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




  Kneebone answers new questions

• Show me all my marketing investments and total apps
  or total new accounts for Germany
• Show me total new accounts by channel for Mortgage
  with associated total marketing spend
• Show me total apps by kiosk for low interest rate offer
  in North East USA
• Show me total spend on CLI offer at branch and total
  new accounts derived for X week
• Show my the least effective campaign spend during Q1
• Where would I cut costs for Q4?

                                                                                     11
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.



 Kneebone Marketing Performance
        Value Proposition
1. Uncover 15% of non-performing marketing
   spend
2. Increase your key performance indicator by
   up to 15% by allocating spend to performing
   activities
3. Reduce costly FTE reporting cycles by 80%

Download the Kneebone ROI Calculator now at
  http://www.kneebone.com/ROI/
                                                                                  12
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.



    Financial Services Marketing
           Opportunities
• New Opportunities
  – Branch Display
  – Mobile advertising / Mobile Apps
  – Social advertising and engagement

• Challenge:
  – How does this affect my Marketing budget and
    spend allocation?
  – How is traditional Marketing impacted?

                                                                                  13
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




Financial Services: Planning for performance

Platform has over $300MM in marketing investments
  across all lines of business
     • Manage 15 + data feeds from internal and external sources, online
       and offline
     • Key benefit – ability to manage and host all marketing investments
       and performance metrics and easy to use reporting tools for
       analysis
     • Use Case – Showed that a 25% decrease in Marketing investments
       and a change in marketing mix can drive an additional 10% in
       performance




                   © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.   14
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                        Challenges
•   Being asked to try “new things”
•   How can I drive down the cost of Marketing?
•   How are my initiatives impacting sales?
•   What market conditions are affecting sales?
•   How is my competition affecting sales?
•   Is my offer working?
•   What is my ROI?
•   Where should I spend next?
•   What is working and what is not?

                                                                                    15
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




      Book a demo NOW
www.kneebone.com/demorequest




                                                                           16
                          © Kneebone Inc. Confidential. Do Not Copy.
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                    Contact Us
www.kneebone.com/contact-us/




                          © Kneebone Inc. Confidential. Do Not Copy.
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                Kneebone licensing model
OPTIONS                           Kneebone                           Kneebone                               Kneebone
                                  workgroup                          Professional                           Enterprise
Set up Fee (Up front)             $30,000-$150,000 per instance


Platform Maintenance


        Data Sources              1-5 Data Sources                   5-10 Data Sources                      10-20 Data Sources


        Data Storage              Up to 5G                           Up to 10G                              Up to 50G

Licenses                          5 Users                            10 Users                               20 Users

Total Subscription                $8,000/mth                         $15,000/mth                            $25,000/mth



    Pricing subject to change at anytime




                                                                                                                                 18
© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.




                      Data Privacy
• Kneebone provides Customers with ETL process for
  aggregated import files
• Kneebone does NOT require unique customer data
• Customer controls the data process
• Data can be hosted in local Countries



• http://www.kneebone.com/company/privacy/
• http://www.kneebone.com/security/

                                                                                      19

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Kneebone financial services presentation

  • 1. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Cross-Marketing performance technology – BI Built for Marketers Technology for the ideas you haven’t thought of yet. © Kneebone Inc. Confidential. Do Not Copy.
  • 2. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Inc. history • 7 years, Toronto based • Marketing, Technology and Performance Partnership – Wendy Robertson, CEO (Marketing Strategy) – John Wylie, PhD, CTO (Marketing Software) – Adrian Borys (Product Management) • US Patent granted in 2011 • www.kneebone.com/about 2
  • 3. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone understands change. What new business outcomes Where are we are possible. seeing cross- Is my marketing marketing performance driving channel Is my performance acquisition and retention working 3
  • 4. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. What is Kneebone? • Software-as-a-Service Cross-Marketing Performance Technology 1. Unified view of Marketing Investments and Performance data • Marketing Activities: advertising, social Media, direct, digital, communications, PR • Performance Data: transactions, branch, sales, web hits, units sold, and other KPIs 2. Analyze Cost and Performance • Marketing Event Level OR product, branch, channel levels • Perform test and learns faster (Champion/Challenger) 3. Plan Performance • Understand the past to plan scenarios for future marketing spend 4
  • 5. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Technology 1. Proprietary Marketing Data Model – All Data sources, ETL, normalized timelines, drill anywhere, event level 2. Patented Performance Algorithm – Historical average at the marketing event level allowing the marketer to easily visualize performance 3. Advance Visualization Technology for Marketers – Dashboards, reports, Blocking charts, time series 5
  • 6. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone for Marketers… • ……see cross-marketing performance with risk and spend • …that want to put in more rigor into managing marketing spend • …lower costs of marketing performance analysis • …that do want to better understand, through data, the Cause, Effect, and Result of Marketing. • …are overwhelmed with data, access to data, and timeliness data. 6
  • 7. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone includes Risk Management Data • Condition data set – Show me total household debt trend – Interest Rates – Bankruptcies • Segment data – Drill down by Risk Segment, treatment, • Performance (KPI) data – Portfolio risk KPIs like charge offs, defaults, interest income, etc… 7
  • 8. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Customer View of Campaigns Targeted Acquisition Population Population Segment Segment Credit Band Credit Band Region A Region B 450 700 Balance Credit Credit Loyalty 3.9% Offer Increase 2.9% Offer Transfer Increase Rewards DM Online Branch Kiosk Online Direct Agent
  • 9. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Organizing your Data Client Data Budget and Media Events and Sales and Leads Risk Management CRM Campaign Cost Loyalty Programs Social Media Client ETL Process Kneebone will provide ETL spec, all individual client data removed Business Rules that define your business: Kneebone Platform 1. Calendar 2. Lines of Business 3. Geographies 4. Types of Marketing used 5. Measures – Responses/Applications/Approvals/ Profitability Applications Subscriber
  • 10. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Event view of Campaigns Flatten all initiatives and trackers – Tag them with Business Rules and track all performance in a time series Segment Credit Band Balance Transfer DM Date/Distribution/Cost 450 Segment Credit Band Credit Increase TM Date/Distribution/Cost 450 Segment Credit Band Credit Increase DM Date/Distribution/Cost 700 Acquisition Region A 2.9 % Interest Kiosk Date/Distribution/Cost Acquisition Region A 3.9 % Interest Online Date/Distribution/Cost Acquisition Region B Loyalty Points Kiosk Date/Distribution/Cost Brand Campaign Region Brand OOH/Airport Date/Distribution/Cost B Nodes become Tagged Events that have a cost, distribution and time associated with them 10
  • 11. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone answers new questions • Show me all my marketing investments and total apps or total new accounts for Germany • Show me total new accounts by channel for Mortgage with associated total marketing spend • Show me total apps by kiosk for low interest rate offer in North East USA • Show me total spend on CLI offer at branch and total new accounts derived for X week • Show my the least effective campaign spend during Q1 • Where would I cut costs for Q4? 11
  • 12. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Marketing Performance Value Proposition 1. Uncover 15% of non-performing marketing spend 2. Increase your key performance indicator by up to 15% by allocating spend to performing activities 3. Reduce costly FTE reporting cycles by 80% Download the Kneebone ROI Calculator now at http://www.kneebone.com/ROI/ 12
  • 13. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Financial Services Marketing Opportunities • New Opportunities – Branch Display – Mobile advertising / Mobile Apps – Social advertising and engagement • Challenge: – How does this affect my Marketing budget and spend allocation? – How is traditional Marketing impacted? 13
  • 14. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Financial Services: Planning for performance Platform has over $300MM in marketing investments across all lines of business • Manage 15 + data feeds from internal and external sources, online and offline • Key benefit – ability to manage and host all marketing investments and performance metrics and easy to use reporting tools for analysis • Use Case – Showed that a 25% decrease in Marketing investments and a change in marketing mix can drive an additional 10% in performance © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. 14
  • 15. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Challenges • Being asked to try “new things” • How can I drive down the cost of Marketing? • How are my initiatives impacting sales? • What market conditions are affecting sales? • How is my competition affecting sales? • Is my offer working? • What is my ROI? • Where should I spend next? • What is working and what is not? 15
  • 16. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Book a demo NOW www.kneebone.com/demorequest 16 © Kneebone Inc. Confidential. Do Not Copy.
  • 17. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Contact Us www.kneebone.com/contact-us/ © Kneebone Inc. Confidential. Do Not Copy.
  • 18. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone licensing model OPTIONS Kneebone Kneebone Kneebone workgroup Professional Enterprise Set up Fee (Up front) $30,000-$150,000 per instance Platform Maintenance Data Sources 1-5 Data Sources 5-10 Data Sources 10-20 Data Sources Data Storage Up to 5G Up to 10G Up to 50G Licenses 5 Users 10 Users 20 Users Total Subscription $8,000/mth $15,000/mth $25,000/mth Pricing subject to change at anytime 18
  • 19. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Data Privacy • Kneebone provides Customers with ETL process for aggregated import files • Kneebone does NOT require unique customer data • Customer controls the data process • Data can be hosted in local Countries • http://www.kneebone.com/company/privacy/ • http://www.kneebone.com/security/ 19