This presentation will discuss how automated online account opening solutions can be used to cost-effectively maximize customer acquisition and improve the user experience in the online and call center channels by facilitating instant identity verification, real-time external funding account verification and single session account funding initiation. The presentation will also highlight the benefits and opportunities of an integrated call center and online acquisition strategy.

This session is appropriate for senior financial executives with responsibility for customer acquisition, retail banking, online banking, risk management, call center management, marketing and product management.

Telephone Conference Presentation
On Tuesday, April 29, 2008
At 2:30 Eastern/11:30 Pacific

Presentation by
Jeremy Sokolic
Vice President Marketing CashEdge

jsokolic@cashedge.com

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About Jeremy Sokolic:
Jeremy Sokolic is responsible for product marketing, adoption analysis, new service/product definition, marketing communication, and corporate marketing. During his first seven years at CashEdge, he held the position of Vice President of Product Management.  In this role he built the company’s product management group from its inception.  Mr. Sokolic has more than 15 years of experience in the financial services industry.

Prior to joining CashEdge, Mr. Sokolic was an associate and business analyst at McKinsey & Company, where he served a range of clients in the areas of healthcare and financial services. Previously he was an associate with Atlantic Medical Partners, a private equity investor. Mr. Sokolic received an MBA from Columbia Business School and a BS in Economics from the Wharton School, University of Pennsylvania.

About CashEdge:
Recognized by Inc. magazine as one of the 500 fastest growing private companies in the United States, CashEdge® provides innovative, online financial applications for banks, credit unions and wealth management firms. CashEdge solutions include end-to-end online account opening and funding, funds transfer, and data consolidation. Flexible, scalable and supported by extensive risk management capabilities, these proven solutions empower financial institutions to create compelling online offerings that attract customers, generate revenues and reduce costs.

The company was founded by Sanjeev Dheer in 1999 and is funded by leading venture firms in the U.S. Today CashEdge employs more than 300 employees worldwide and has offices located in New York City, Silicon Valley, Chennai and Gurgaon.

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