SS&C's Value Proposition: Simplifying Operational Complexity

SS&C Focuses Maintain high customer satisfaction • • • High touch customer service Customer Monitoring Program Follow the sun operating model Keep 95-96% revenue retention rates Attract, Develop, and Retain Talent Develop new and innovative technology Improve organic growth across all businesses Enhance top talent • program Incentivize with stock-based compensation and bonus eligibility Management training • Mobility between business units • Investment towards our best ideas Cross business unit collaboration Incorporate the newest technology Build off client input/feedback Release next generation software solutions Motivate sales force appropriately Cross sale/upsell initiatives Keep customer services and customer satisfaction levels high 12

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