Communications Guidelines for FinTech-ranked Companies

Communications Guidelines for FinTech-ranked Companies

FinTech 100 & FinTech 25

To receive your specific ranking prior to the supplement's release, please fill out the Non-Disclosure Agreement (NDA) on

pages 6-7 in this guide and fax to Scott Mills at 678.781.7239 or scan and e-mail to scott@ (preferred)

Prepared by:

? 2009 William Mills Agency

Table of Contents

Introduction/Overview 1. Promoting Your Ranking 2. Key Facts 3. Non-Disclosure Agreement (to receive your specific ranking) 4. Sample Releases

FinTech 100 Release FinTech 25 Release

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Congratulations! Your company will be recognized in a special report from American Banker, Bank Technology News (BTN) and IDC Financial Insights. Your firm has joined an elite group of vendors that stand out among the thousands of financial technology companies around the world for their volume of business/services conducted exclusively for the financial sector.

The annual FinTech special report includes rankings of top global technology, service and now, data providers. The rankings are based on calendar year-end revenues and the percentage of revenues attributed to financial services ? quantifiable, verifiable data.

As the most comprehensive vendor ranking within the financial services industry, the FinTech ranking presents you with an excellent opportunity to gain further recognition for your company. Atlanta-based William Mills Agency, the organization handling promotions and public relations for the FinTech 100, has prepared the following guide to assist you in promoting this accomplishment. In Europe, this ranking is supported by HotwirePR (contact Scott McLean at [44] 76084643 or at scott.mclean@). In Asia-Pacific, the rankings are supported by Infinity Communications (contact Kenny McGilvary at +61 (0)2 9212 3848 or kenny@.au).

1. Promoting Your Ranking

Initial Announcement In order to maximize your exposure, we encourage you to develop and issue a news release or other memo about your inclusion on the FinTech rankings. Included on the last page of this document is a news release template for your consideration.

The release should be timed to coincide with the American Banker FinTech Special Report, which will be distributed on October 29, 2009. Your company's press release can be issued on or after this day. Please do not release the news prior to the official announcement.

IDC Financial Insights will provide an analyst quote for companies that are subscription clients or are Gold- or Platinum-level sponsors of FinTech. IDC Financial Insights and William Mills Agency are available to review releases as a courtesy, but it is not required.

Key Constituents We recommend that you share the news of your company's ranking, not only with the media, but with any group that is influential to your organization. It shows that your organization is among the "who's who" of the world's financial technology providers. Consider sending the release or a personal letter from the president to:

Employees Customers Investors Business Partners Resellers Potential Business Partners Potential Customers

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Other Places to Promote the Accomplishment Often, many companies choose other places and events to leverage their FinTech ranking with these groups. They include:

Company Intranet and Web sites Company or individual blogs Social media (FaceBook, LinkedIn, Twitter) Recruiting Materials Company Meetings Customer/User Group Meetings Company Advertising Tradeshows Company Boilerplate (About YOUR COMPANY section of press release)

o For example, "ABC Technologies is recognized by American Banker, Bank Technology News and the research firm IDC Financial Insights in the FinTech 100, an international annual listing of the top technology providers for financial institutions."

Company Press Kit Sales Presentations BAI's Retail Delivery Conference in Boston

o Ranked companies that exhibit receive free signage for their booths and an invitation to an exclusive breakfast event

Consider promoting your accomplishment through:

Advertising in American Banker's FinTech Special Report on October 29, 2009 or the November issue of BTN Sponsorships of FinTech (multiple levels) FinTech logo on your materials Supplement reprints highlighting your company Customized third-party content (materials)

o White papers o Go-to-market materials o Webcasts

For more information regarding these opportunities, please contact David Cleworth, publisher at SourceMedia at (813) 929-6907 or david.cleworth@.

For more information regarding IDC Financial Insights, please contact Josh Boyle, director of sales, at (508) 988-7539 or jboyle@.

2. Key Facts

1. Each fall, American Banker, BTN and IDC Financial Insights publish a comprehensive Fortune 500-style ranking of the hardware, software and service providers to the financial services industry. A Special Report will be distributed with

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the October 29th edition of American Banker and featured in the November FinTech 100 issue of BTN. Bonus distribution of both will be provided at the BAI Retail Delivery Conference in Boston.

2. FinTech 100 ? Ranking of the top 100 global application/service providers in the financial services market. All application categories specific to banking functions are included in this list such as core processing, branch, teller, ATM, credit card, mortgage origination, online banking, collections, cash management, trade finance, treasury services and funds transfer. The FinTech 100 represents companies, which derive at least 33 percent of their revenue from the financial services industry.

3. The ranking of the top vendors is categorized and evaluated based on calendar year-end revenues and the percentage of revenues exclusively attributed to financial services.

4. Data is gathered from surveys completed by vendors, as well as original research and market analysis conducted by IDC Financial Insights. Two sets of rankings emerge from this process: FinTech 100 and FinTech 25.

5. FinTech 25 are enterprise/horizontal technology firms that provide products and services across multiple industries, and have significant reported revenue in the financial services industry (but less than 33 percent of revenue from financial services).

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