Financial Services. Chalk Pushcast Software Solutions for

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1 Chalk Pushcast Software Solutions for Financial Services Achieving a Competitive Advantage & Operational Effectiveness by Enhancing the BlackBerry Solution with Media-rich, Secure & Tracked Content The financial sector is a fast-paced, competitive marketplace. Whether banking, insurance or investment, organizations need ways to differentiate themselves; namely through tools that drive information flow while sustaining maximum security and integrity of data. BlackBerry smartphones are prevalently used within the financial sector to provide financial professionals with access to critical information and business applications - wherever they may be. Aside from keeping in constant contact with clients and colleagues, BlackBerry business solutions enable easy access to market and corporate data effectively augmenting productivity, increasing customer satisfaction and cutting costs. Chalk Pushcast Software utilizes the BlackBerry smartphone in order to deliver multimedia rich, interactive content to the mobile user in order to help drive organizational efficiencies, and increase employee efficiency.

2 About Chalk Pushcast Software Chalk s messaging platform, Chalk Pushcast Software, builds on the productivity and profitability benefits of BlackBerry smartphones by enabling the rapid creation and secure, tracked deployment of media-rich content, for training and priority communications. Chalk Pushcast Software facilitates targeted content delivery to a dedicated channel and can include large media assets (like video or audio files). With the Chalk Pushcast Plug-in for Microsoft PowerPoint for content authoring and full reporting, the solution is user-friendly and sophisticated. Content can be created for business critical updates, productivity-enhancing information, mobile compliance, and even targeted marketing. In addition to packaging and securely pushing media-rich content, Chalk Pushcast Software: Enables the delivery of tests, surveys and receipt acknowledgements Sends device-appropriate content Provides tracking capabilities, with flexible and customizable reporting Facilitates anywhere, anytime availability to offline-content Optionally integrates with other business systems (LMS, HRIS) to consolidate user information

3 Chalk Pushcast Software Applications within Financial Services Detailed below are the most commonly-utilized applications for the Financial Services sector. Internal Applications: Media-rich & Interactive Mobile Management Updates Maintaining effective corporate communication in the face of increasingly mobile and geographically dispersed workforces is difficult at best. The multimedia capabilities of Chalk Pushcast Software allow you to distribute rich, engaging business content such as executive video updates directly to the hands of your employees using BlackBerry smartphones. Alongside multimedia content, extra information can be packaged within your mobile content. For example, restating the main points from a video presentation or providing and web links. By sending regular management communiqués - wirelessly - not only will your team be focused towards the same goals, but they will also be able to refer back to the updates and watch them again. Incorporating Chalk Pushcast Software s wireless survey functionality is also a simple and effective way to garner employee feedback. Morning Calls Anywhere, Anytime Attending morning call meetings in person, or even calling in at the precise start time, can be inconvenient and often not possible. Utilizing Chalk Pushcast Software, you can wirelessly distribute your audio-recorded morning call to Blackberry smartphone users packaged with key text-based points and corresponding links and graphics. Creating and delivering this content is quick and easy, allowing you to push morning calls out to your colleagues BlackBerry smartphones mere minutes after the call has ended. Chalk Pushcast Software s tracking capability provides the added assurance that your messages have been received and you ve kept your workforce adequately informed. Security is maintained through integration with the BlackBerry Enterprise Server, and the direct-toplayer delivery method ensures that your audio recordings will not be forwarded on. Wireless Compliance Updates Within the financial sector, compliance-based operational risks are significant. The ability to track compliance with wireless terms of use and corresponding agree / disagree confirmations, or test comprehension of regulations with questions, is a simple but powerful application of Chalk Pushcast Software. Chalk Pushcast Software allows you to send wireless compliance updates and eliminate the need for paper or computer-based confirmations. Your employees mobile acknowledgements can either be stored in Chalk Pushcast Software, or the data can be integrated with one of your existing platforms - so that all of your compliance-related information is in one place.

4 Always Available Business Continuity Resources If your mission critical systems shut down in the event of an emergency, accessing resources to maintain business continuity can be near impossible. Unlike s, mobile content that has been pushed to your employees BlackBerry smartphones through Chalk Pushcast Software remains available when the device is offline. Even if your systems are offline for an extended period, your workforce will have the information it needs to maintain services. As a precautionary measure you could push out risk management procedures, such as instructions on how to connect to files and data offsite. This content would be stored on your employees Chalk Pushcast Player so that business can continue to flow. External Extended Enterprise Applications: Pre-Scheduled & Tracked Voice Blasts Voice blasts, sent by analysts to their broker contact-base to keep them abreast on the latest market information, are typically pushed out to voic boxes before markets open. There is always the risk that someone will not receive them and there is no way to confirm if they have been listened to. With Chalk Pushcast Software, analysts can package their audio recording with the affiliated stock symbol, the buy/sell rating and their contact information, and push it out to their contacts BlackBerry smartphones using Chalk Pushcast Software. In addition to being an excellent differentiator from the competition (as content will be attractively delivered right to the brokers handhelds), using Chalk Pushcast Software s tracking feature also provides your organization with valuable reporting on who is listening to the voice blasts, and when. Additionally, the scheduling feature lets analysts prepare mobile voice blasts in advance but sit on them in case the information they were planning to send is halted by their compliance officer. Wireless Conference Invitations with RSVP Tracking Conferences are typically promoted by mail-out teasers and s. Receiving timely feedback and RSVPs is always difficult. Using Chalk s messaging platform, you can send your target audience media-rich details around your conference, including video highlights from last year or a message from the keynote, key text-based points, click for more information links and a wireless RSVP function. Not only is the experience accommodating and unique for your prospective guests, it is also inexpensive in comparison to mail-outs or the design and development of HTML-based s.

5 Additional Chalk Pushcast Software Financial Services Applications Include, But Are Not Limited To: Field Updates Tips and Refreshers Policies and Procedures IT Training Regulatory Training

6 Benefits of the Chalk Pushcast Software Solution in the Financial Services Sector: When Sending Content Internally: Improve your communications to BlackBerry smartphone users with multimedia and enhanced security Ensure your often on-the-go team is reading and understanding business critical updates Effectively reach and receive feedback from your mobile audience When Sending Content to Extended Enterprise : Differentiate your organization with a unique multi-media communication channel Confirm that communications are being received and read Incorporate 1-click to talk into mobile content Chalk Media Corp About Chalk Chalk is a leading provider of enterprise solutions that help organizations communicate more effectively with their employees, business partners and consumers. Chalk s patent-pending messaging platform, Chalk content Software, facilitates the creation, deployment, tracking and management of pushcasts to BlackBerry smartphone users, for priority training and communications. Chalk was founded in 1997, and became a Subsidiary of Research In Motion in January of The homepage for Chalk is Chalk Media Service Corp. All rights reserved. Chalk, Chalk logo, Pushcast and related trademarks, names and logos are the property of Chalk Media Service Corp. Microsoft and PowerPoint are the property of Microsoft Corporation. BlackBerry, RIM, Research In Motion, SureType, SurePress and related trademarks, names and logos are the property of Research In Motion Limited and are registered and/or used in the U.S. and countries around the world. Used under license.