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

2. ByAllAccountsThe Professionals 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)
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3. A shared vision drove organizational structure
Re-define sales rep role on closing business drive to a shared CMRR target
Marketing team

• Acquisition marketing team for lead creation and nurturing
• 4. Sales development reps for qualification and opportunity creation
• 5. Marketing interns for market research, analysis and operations