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Mobile Finance Manager ™ - MFM Chris Doner & Mark Barish Access Softek, Inc.

Mobile Finance Manager ™ - MFM Chris Doner & Mark Barish Access Softek, Inc. Company Background. In business since 1986 Based in Berkeley CA ~ 30 Symitar CU customers SoCalCU, SSSCU, WSECU,Tinker, Schools, MSUFCU, Melrose, Selco, DATCU and more 10 products for financial institutions

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Mobile Finance Manager ™ - MFM Chris Doner & Mark Barish Access Softek, Inc.

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  1. Mobile Finance Manager™ - MFMChris Doner & Mark BarishAccess Softek, Inc.

  2. Company Background • In business since 1986 • Based in Berkeley CA • ~ 30 Symitar CU customers • SoCalCU, SSSCU, WSECU,Tinker, Schools, MSUFCU, Melrose, Selco, DATCU and more • 10 products for financial institutions • Mobile banking, • online account opening, • OFX Direct Connect, • AppWatcher • and more

  3. Company Background • A History of Innovation • Third company to release a windows application in 1986 • First company to dynamically integrate windows applications • First windows document management application • Worked on Windows NT, CE, Outlook • Worked oniPod • Worked on PS3 • First Windows Mobile fingerprint recognition application • First Web based PFM • First application based mobile banking • First App, WAP & SMS mobile banking

  4. Access Softek Financial Products Clients Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  5. Access Softek Financial Products Clients Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  6. Access Softek Partners Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  7. Financial Industry Trends – Anywhere Anytime ATM’s Telebanking/IVR Desktop online banking Mobile Banking Financial Industry Trends Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  8. Company Background • Trends • The phone in your pocket is roughly the computer on your desk 6 years ago. • Camera, watch, calculator, PDA, music player, TV, games, GPS email, internet and phone. • iPhone great browser – 1 billion downloads • The average phone is replaced after about 16 months. • BofA 2 million mobile users 2x in the last 6 months. 29 Million use online banking

  9. Mobile Finance Manager ™ 9 Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606 6/3/2014

  10. Mobile Finance Manager ™ 10 Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606 6/3/2014

  11. Connecting to the core Screen scraping vs. middleware Screen scraping Fragile – breaks if online banking changes Limited to online banking features Vendor dependant Security Quick for a new core Middleware (e.g. OFX) Stable Proven Secure Industry standard Mobile Finance Manager ™ 11 Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606 6/3/2014

  12. The Solutions Web Server Screen Scraping Software Online Banking Phone Core System Core Gateway Middleware Core Adapter Phone Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  13. Mobile Finance Manager ™ Mobile Finance Manager™ Services… • View account balances • View account histories • Transfer funds • Pay bills online • Create graphical reports • Receive secure and trusted e-mails directly from your financial institution • Find branch and ATM locations • Advertise & communicate Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  14. Mobile Finance Manager™ Technologies… Mobile banking App – Downloadable application WAP – Browser based SMS – Text messaging Multi-Factor Authentication Mobile Locator Mobile Redirector OFX (Open Financial eXchange) middleware Administration and reporting Mobile Finance Manager ™ 14 Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606 6/3/2014

  15. Mobile Finance Manager™ Technologies… Demo Mobile Finance Manager ™ 15 Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606 6/3/2014

  16. Access Softek Thank you. Questions? cdoner@accesssoftek.com mbarish@accesssoftek.com Access Softek, Inc. Company Confidential 727 Allston Way, Berkeley, CA 94710 (510) 848-0606

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