Success Metrics Presents at Morgan Stanley's 8th Annual CTO Summit

Business Wire, June 17, 2008

Success Metrics Presents its Next-Generation Analytics Solution and Applications for Wealth Management

SAN FRANCISCO -- Success Metrics, a leader in on-demand analytics for financial services, announced today that it had presented at Morgan Stanley's 8th Annual CTO Summit, held on June 10 - 11, 2008 in Millbrae, California.

"We are honored that Morgan Stanley selected us for this event," said Brad Peters, Success Metrics CEO. "Firms like Morgan Stanley are at the forefront of technology innovation in financial services, so it was a pleasure to demonstrate the value of on-demand business intelligence and how it has driven significant revenues for our customers. You cannot ask for a more informed audience."

The Morgan Stanley CTO Summit brings together executives from leading technology companies, venture capitalists, and Morgan Stanley technology experts to benchmark best practices and review promising new technologies. Selection for presentation is competitive. Success Metrics founder and CEO, Brad Peters, and Vice President of Operations, Paul Staelin, provided an overview of Success Metrics' advanced analytics solution and the Advisor Application for Wealth Management firms, a unique solution that has been proven to drive millions in incremental assets at Top 10 financial services firms.

The Success Metrics Advisor Application is an on-demand analytics and productivity solution that is used by financial services firms to better focus advisor activity on promising opportunities and drive new revenues. It is based on the next-generation Success Metrics business intelligence platform, which allows implementations to be completed in as quickly as 90 days. As an on-demand solution, it is significantly more affordable than traditional on-premise business intelligence offerings.

About Success Metrics, Inc.

Success Metrics is the leading provider of analytics and productivity applications to financial services companies. Its unique solutions enable sales organizations to leverage past experience to improve future performance. By empowering the sales force with insight into the drivers of success and specific actions they can take to exploit them, Success Metrics helps firms drive revenue, wallet share, and sales effectiveness.