Marketing Performance Management Presentation for financial services industry. Drive new accounts by increasing your marketing effectiveness. Kneebone is a cross marketing performance software platform.

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
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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
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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
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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
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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.
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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…
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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
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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?
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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/
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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?
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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?
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16. © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.
Book a demo NOW
www.kneebone.com/demorequest
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© 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
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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/
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