Financial Services Cloud The World’s #1 CRM, Reinvented for Financial Advisors

 Salesforce Financial Services, South Africa  Clive Kent,

Introducing

Forward-Looking Statements

 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.

2013 • 2014 2015 • 2016 2008 • 2009 • 2010

2011 • 2012 • 2013 2014 • 2015 • 2016

2011 • 2012 2013 • 2014

2015

Most innovative

companies in the world

20K FY16 Employees

Salesforce: 4th Largest Enterprise Software Company in the World This Year

4th largest software company based on analyst consensus revenue for FY2017. Salesforce fiscal 2017 guidance provided November 18, 2015: "revenue for the company's full fiscal year 2017 is projected to be approximately $8.0B to $8.1B.”

$ 6.67B FY16 revenue

17 Years of Customer Success in Wealth Management

Creating Next-Generation Wealth Management

Industry-specific products

Build the ecosystem

Customer Feedback

Research Build

Partner Customer

Industry trends

Invested in Financial Services Four pillar strategy

Customer Success Platform World’s #1 CRM

Multitenant Cloud World’s most trusted cloud

**PWC Wealth Report

*Accenture “Great Wealth Transfer”

$2trillion of investable client assets that will be transferred in the next five years*

50% of investors are dissatisfied with advisor’s ability to meet their needs**

More than…

We Are in the Client Economy

New Expectations for Relationships

UHNW $$$$

HNW $$$

Mass Affluent

$$

Mass Market

$

Self Directed Do It For Me

Private Banks & Trusts

Life Insurers Online

Directs

Collaborative Advice

Traditional Full Services Firms

Virtual FAs

Robo FAs

Investor Communities

63 of clients want to

collaborate with their financial advisor*

%

*Salesforce Connected Investor Report, 2016

Clients Expect Collaborative Relationships with Advisors

Regulations

Improving advisor productivity is the #1 growth strategy for wealth mgmt. firms in 2016*

50% of investors are dissatisfied with advisor’s ability to meet their needs

44% of Gen Xers (35-54 yrs) recently switched advisors as they didn’t agree with their advice***

79% of wealth managers say systems and applications need improvement

Productivity

**Salesforce Connected Investor Report *PWC Wealth Management Infrastructure Survey 2015

Advisors Under Pressure from Everywhere

Client Expectations

68% of firms expect an increase in their compliance budget this year**

**Thomas Reuters, Cost of Compliance, 2015

U.S. Dept. of Labor may require advisors to prove "best interest" of their clients

 How do we supercharge advisor productivity at scale? How do we form client relationships that last generations?

1-to-1 client relationships Rich Client Profiles, Relationships & Goals

Smarter actions Advisor Home & Dashboards

Always-on client engagement Salesforce1 & Collaboration

The world’s #1 CRM, reinvented for Financial Advisors

Financial Services Cloud

Mike Capelle Head of Platform

Now Generally Available

1 to 1 Client Relationships

 Rich, contextual Client Profiles

 Uncover rich insight with Client Households

 Build deeper relationships with Client Life Goals

Smarter Actions

 Segmentation and quick actions that supercharge productivity

 Access to real-time Analytics

 Integrated partner applications

Always on Client Engagement

 Access the right content from everywhere with Salesforce1

 Collaborate easily across the team

 Acquire new clients faster with Opportunities and Leads

Leading an Industry Transformation System Integrators ISVs

Portfolio Management

Document Management

Security & Compliance

Data Integration

Enablers

Account Aggregation

Portfolio Rebalancing

United Capital Helps Clients Live Life Without Regret with Salesforce  Wall-to-wall advisor engagement platform built on Salesforce

 Client-facing Heroku apps “Your Money Mind” and “Honest Conversations” use Heroku Connect to pull data into Service Cloud and give advisors a panoramic view of the client and their relationships in Salesforce

Industry: Financial Services Segment: GB

“We partnered with Salesforce to give advisors who want to stay competitive a pathway to dynamically engage with their clients." Joe Duran, CEO United Capital

Northern Trust Provides a Single Pane of Glass with Salesforce  Salesforce has helped the company integrate their back-office systems and transform their advisor workstation into an integrated partner workstation

 Advisors now have a holistic view of their client’s household, and more time to help their clients and prospects achieve their financial goals

Industry: Financial Services Segment: GB

“Salesforce is helping us to further leverage our greatest strengths – our exceptional client relationships and our employees” Marianne Doan, EVP & Head of Enterprise Partner Services, Northern Trust

Nepsis Builds Trust With Clients Every Day With Salesforce  Salesforce frees up more time for Nepsis advisors to spend in direct communication with clients, but as importantly, it gives them flexible access to incredibly rich data.

 In the 18 months after adopting Salesforce, Nepsis grew its Assets Under Management (AUM) by 150% without adding any administrative support staff.

Industry: Financial Services Segment: GB

““I chose Salesforce because I trusted that it could take us wherever we wanted to go.”

Mark Pearson, President, Nepsis Capital Management

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