Welcome to the Dubai Financial Services SummitAndy Werner, Marketing Manager, Cloud Concept

9:00 - 9:45 Registration and Networking

9:45 - 10:15 Keynote: Precision is the Future of Financial Services - Richard McGuinness

10:15 - 10:45 Salesforce for Financial Services Demo - Darragh Madden

10:45 - 11:00 Coffee and Networking

11:00 - 11:30 Salesforce Sales Cloud - Russell Daley

11:30 - 12:00 Customer Success - ADS Securities

Todays Agenda

Richard McGuinnessVice President – Salesforce EMEA

Re-imagine Customer & Employee Engagement

Precision is the Future of Financial Services

Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Hikmet ErsekCEO & President

Cloud computing pioneer and evangelistOur Mission

Mainframe

New Technology

Model (Cloud)

New Business

Model (Customers)

New Philanthropic Model (1:1:1)

Client/Server

Cloud

TODAY1980s1960s

New Technology Model

Innovation. Not Infrastructure.Multitenant cloud computing

Protected CustomizationsScalable metadata platform

Continuous ImprovementSecurity | Availability | Performance

New Business ModelFocused directly on our customer’s success

Subscription pricing model

Global Customer Success team

Broad ISV and SI ecosystem

+CustomersK300

New Philanthropic Model

1M+Service Hours

$100M+

Grants

25K+Nonprofit Organizations

1% Time 1% Equity 1% Product

Sharethemodel.org

Connect with your customers in a whole new wayBecome a Customer Company

SalesService

Marketing

CommunityApps

Analytics

SalesService

Marketing

CommunityApps

Analytics

4th Largest Software Company in the World in 2016

$ 6.62BFY16 revenue guidance

20KEmployees

2013 • 2014 • 20152008 • 2009 • 2010  

2011 • 2012 • 2013  

2014 • 2015

2011 • 2012  

2013 • 2014

2015

Most

innovative

companies

in the world

16 yrs of Customer Success Across Financial Services

Our Financial Services Strategy

Multitenant  CloudWorld’s most trusted

Customer Success PlatformWorld’s #1 CRM

Four-pillar Strategy  

Deep & broad investments in financial services

Financial Services: A loyalty Crisis

51%

Wealth Management

of investors are dissatisfied with advisor’s ability to meet their needs

Banking

72%of customers would rather bank with Google, etc.

Insurance

30%of Insurance clients are having positive experiences

Less than

Disruptors Now Leading the Way

With Number26 Bank, you can open an account in 8 minutes vs traditional 2-3 days

Orange has 1,000 stores, 27 million customers

CEOs in Leading Banks are Now ReactingFinancial Times: "Adapt or Die"

“Silicon Valley is coming. There are 100s of startups with a lot of brains and money working on various alternatives to traditional banking.”                                                  

- Jamie Dimon, CEO

“Our customers are changing. Digital transformation is no longer an option – it is a must”

- Henri de Castries, CEO

“We need to be more decisive and with much more pace — so that we are leaner and more agile and more energetic”

 - John MacFarlane, Chairman

How do we radically improve the customer experience?

How do we do this at scale and super cost effectively?How do we radically improve the customer experience?

Steve WestonCEO of Mortgages

Engagement Needs To Be Personalized

Know Me Guide Me Make My Journey Effortless

Bring the Whole Team to Help Me

We Need to Reinvent Financial Services Experiences

Generic Precision

1-to-Many Personalized

Transaction-based

Reactive

Goal-based

Proactive

When & how the bank wants it How I want it

Holy Grail: Effortless Customer & Employee Experience

Customer Effort

Employee Effort

Quarterly wealth review

Insurance claim

Phone call

center

Applying for a

mortgage

Effortless Customer Experiences at Scale

Demographics

Web activity

Spending

Transactions

Lifetime Value

Household

1 to 1

Capture real-time personal events

SmartPredict the most

appropriate response

EverywhereDeliver the next best action how & when the customer needs it

Holdings & goals Life Events

Market insights

Investments

Life events

Client interactions

Analytics Accounts

Book of business Goals

Capture & unify all client data

SmartProactive intelligence makes every

advisor more productive

EverywhereCollaborate with clients when & how they want

Effortless Advisor Experiences at Scale

1:1

Wealth Management Needs to Change

New Expectations for Relationships

UHNW  

$$$$

HNW  

$$$

Mass Affluent  

$$

Mass Market  

$

Self DirectedDo It For Me

Private Banks  & Trusts

Life Insurers

Online  Directs

Collaborative Advice

Traditional Full  Services Firms

Virtual  FAs

Robo  FAs

Investor  Communities55

of investors want to collaborate with their

financial advisor*

%

*Salesforce Connected Investor Report, 2015

1-to-1 client relationships

Smarter actions

Engage with clients everywhere

2016Introducing

Connecting advisors with clients in a whole new way

Mike Capelle

Chief Strategy Officer

Advisor Today

Supercharging the Advisor experience

Wealth specific dashboards

Contextual market news

Productivity Object Cards

The Assistant – a dynamic to-do list

Client Segmentation

Drill into Client data & take action

Easy-to-use cross-object filtering

Configurable based on Salesforce report API

Launch mass actions

Wealth Client Profile

The panoramic Wealth Client view

Highlight View for instant client context

Surface financial accounts & goals

Map households & extend relationships

New B2C Individual Object / Data Model

Amazing Proactive Journeys at Scale

1/2 a Day Back to the Advisor

Engagement Like Never Before

BetterDecisions

thank y u