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BDUG 2005 Annual Meeting

BDUG 2005 Annual Meeting. Overview of Products & Services October 25, 2005 Presented by John Kehoe Senior Sales Executive. About Xcitek. Founded in 1986 Leading Global Provider of: Market Data Corporate Actions Software: XSP™ Staffing Services 160+ employees at 3 global locations.

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BDUG 2005 Annual Meeting

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  1. BDUG 2005 Annual Meeting Overview of Products & Services October 25, 2005 Presented by John Kehoe Senior Sales Executive

  2. About Xcitek • Founded in 1986 • Leading Global Provider of: • Market Data • Corporate Actions Software: XSP™ • Staffing Services • 160+ employees at 3 global locations

  3. Xcitek Market Data Solutions • Premier Data Source for: • Corporate Actions • Cost Basis • Securities Class Actions • Over 2,000 Data Clients Worldwide • Strategic Partnerships with Leading Market Data Providers for Value-Added Benefits MARKET DATA

  4. Xcitek • Voted #1 • for the 10th consecutive year • by • The Summit Group & • Securities Operations Forum • for most corporate actions categories including: Bulk Data for North American Fixed-Income & Equity Securities Online Data for North American Fixed-Income & Equity Securities MARKET DATA

  5. Xcitek Market Data • ‘One Stop Shopping’ – Multiple Global Corporate Actions and Dividend Providers Available via One Interface • Convenient Delivery Platforms • File Transfer Protocol (FTP) • Inquiry & Portfolio Access via www.xcitek.com MARKET DATA

  6. Xcitek Online Data Services • Web-based Product Features • Five-Day Calendar • Income Audit • Intra-Day Alerts • ‘Pay As You Go’ Query Functionality • Portfolio Tracking Service • Security Master Service • Bond Manager MARKET DATA

  7. Xcitek Cost Basis • Cost allocation factors and tax opinions on all impacted events • One of Xcitek’s fastest growing data products • Cost Basis Calculator • Web-based, user-friendly solution MARKET DATA

  8. Xcitek Class Actions • Identify, track and collect from positions held in securities class actions • Key features • Customized Watch Lists • Email Alerts • Portfolio Monitoring • User-friendly, Web-based tool: http://xca.xcitek.com MARKET DATA

  9. Xcitek Class Actions MARKET DATA

  10. XSP Key Features & Functions • Complete Corporate Actions Data Management and Dividend Processing Functionality • Automated Production of ‘Golden Copy’ from Multiple Data Vendors & Custodians • Flexible Workflow Configuration & Diary Management • Comprehensive Rules-based Processing • Entitlement Calculation • Event Notification & Election Management • Audit Trail and Security SOFTWARE

  11. XSP Additional Modules • 30+ Vendor & Custodian Interfaces Including ISO 15022 • Automated Notifications & Election Responses • Reconciliation of Cash & Security Entitlements • eTRAN™ Web-based Client Notification & Election Capture Tool • Withholding Tax Processing • Management Reporting • Archive Viewer • Coming Soon…Securities Class Actions SOFTWARE

  12. XSP Key Benefits • Immediate Return on Investment (ROI) • Financial and Resource • Volume Insensitive • Reduce Operational Risk • Increase Quality & Control • Improve Client Service • Reduced Infrastructure Maintenance • Flexibility of a Modular Approach SOFTWARE

  13. eTRAN Features & Functionality • Web-based Notification & Tracking Tool • Automated Election Response Capture Tool • Multiple Selection and Sort Criteria – i.e., Date, Account, Corporate Action Type • Standardized Display and Election Process • Supports Partial Elections • Real-time Update of Election Responses in XSP • Potential for White Labeling • Simple Deployment to Decision Makers SOFTWARE

  14. XSP Client Base • 50+ XSP Global Clients Located in the US, Europe, Hong Kong, Singapore, Australia and Canada • Active Independent XSP User Group SOFTWARE

  15. Xcitek Staffing Services • Temporary and Full-time Placement • Operations, Outsourcing Support, Project Management, System Conversion Expertise • Extensive Experience in All Areas of Financial Services • Banks • Brokerage Firms • Investment Management Firms STAFFING

  16. Thank you! For more information, contact: John Kehoe Senior Sales Executive (205) 439-5759 jkehoe@xsp.com

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