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CONNECTED SCREENSWhite Paper :

usages, performance and adoption

Over the last few years, digital signage and connected objects have grownexponentially to become part of everyone's life.

Recognizing this trend, 4 years ago, T&G created a new patented generation ofscreens compiling both of these technologies to allow any NFC devices to talk topixels. The result was the birth of what we call: connected screens.

Connected screens engage consumers, in a split second, anywhere.

Our first deployment phase started 2 years ago, mainly in France and Asia:finding the right usages, the right places, the right partners was challenging butwe managed to deploy over 300 screens globally and have reached our+300 000 transaction milestone this year!

Ingenico, the global leader in seamless payment, significantly helped us tointroduce payment on screens, opening up exciting new usages. We startseeing connected screens everywhere: in retail (in-store retail,supermarkets/hypermarkets…), including malls (one of the most popularmarkets for connected screens!), in transport, in real estate/corporate, inbank/finance, in betting/gaming, in hospitality, or in telcos - where most ofthe usages include payment or non-payment, such as drive-to-store, click-to-brick, retailtainment, consumer engagement…

Our customers include Carrefour, Leclerc, Intermarché, Casino, Highco,Mediaperformance, Orange, Telecom Italia, Telkomsel, LaPoste, SNCF, FDJ,IGT, Visa, Mastercard, BNP Paribas, Société Générale, Hammerson, Unibail,Rodamco, Redevco, JCDecaux…

The announcement in June 2017 from Mediatransports - French leadingcommunication group in public transportation - of their decision/intention todeploy connected screens in French train stations shows that connectedscreens are indeed becoming today’s reality. Screens will deliver services!

We now feel that 2017 is the right time to step back and build a firstassessment of connected screens usages, performances and adoption byhighlighting key figures collected across different projects.

We hope you will enjoy this short dive into the world of connected screensand screen commerce!

Vincent BergeFounder &CEOThinkandGo NFC

2017 is year 1 of Connected Screens

NFC &

NFC PaymentIoT

Impulse Marketing

Screens are everywhere

We position Think&Go at the heart of 4 growing driving forces

Key figures showing interesting momentum & ROI

1. NFC Payment Trends in France

2. Connected Objects Trends

3. Connected Screens Trends

4. Case Study: ‘Wall of Surprises’

5. Testimonials

NFCPayment Trends in France

Sources: GIE Bank Cards, April 2017 + Ingenico Group

#1

65% of total payment cards

42.6MNFC payment cards in April 17

Consumer adoption

+15% vs April 16 1 in 2

people paidusing NFC in April 17

38% of merchants

544Kmerchants equiped with NFC terminals

Retailer adoption

+37% vs April 16

6 in 10 merchants used NFC payment in April 17

85.8MNFC payments in April17

NFC transactions

€10

+114% vs April 16

average payment

A growing adoption of NFC around the world

Source: Ingenico

increase in contactless

payment in the UK

in 2016

of new cards are

contactless in China

of retailers accept

contactless

payments in Canada

of Australian people

have made a

contactless payment

of adult population owns

a payment card in Brazil

ConnectedObjectTrends

Sources: objetsonnecte.net, lexpansion.lexpress.fr

#2

The exponential growthof connected objects in the world

6.38bn8.38bn

12bn

2016 2017 2018

Connected objects driven by the consumer market

3.9bn5.2bn

2016 2018 2020

7.3bn

2017

12.8bn

Source: l’Express

52% of people use more

than 1 connected object

Connected object usage rate in France

ConnectedScreenTrends

#3

Consumers’ expectations using connected screens

59%would like to grab content

(press, books, music)

53%love this new shopping

experience

45%look for

promotions

25%ready to buy on

screen

Consumer insights from a survey by Attentive Ads (Oct 2016)

+50Kusers

+300K transactions

+300screensaround

the world

+15K payment

transactions

2017 is year 1 of Connected Screens

Top 5: connected objects most used on our screens

#1 #2 #3 #4 #5

TRANSPORTCARDS

PRIVATE /LOYALTYCARDS

PAYMENTCARDS

SMARTPHONES

CONNECTED WATCHES

Most-used marketing offers

OurTop 5

MarketSegments

MALLS

RETAIL

PUBLICPLACES

BANK

TELCOS

Customer Stories

‘Wall of Surprises’

We have run pilot projects in different French malls, where we have deployed our wall of surprises, displaying offers.The following slides present some KPIs.

#4

0

50

100

150

200

250

sept-16 oct-16 nov-16 déc-16 janv-17 févr-17 mars-17 avr-17

Retailers Offers

67 retailers

234 offers

1 mall in Paris: constant growth in retailer adoption

Sept 16 Oct 16 Nov 16 Dec 16 Jan 17 Feb 17 Mar 17 Apr 17

0

2000

4000

6000

8000

10000

12000

sept-16 oct-16 nov-16 déc-16 janv-17 févr-17 mars-17 avr-17 users transactions on screen

… along with constant growth in consumer adoption

24,400 users

59,800transactions

Sept 16 Oct 16 Nov 16 Dec 16 Jan 17 Feb 17 Mar 17 Apr 17

100%REACH

Global reach becauseit works with any NFC device

Easy-to-use, from 7 to 77 years old

Reach, attractivity & conversion

Payment card

Transport card

Smart-phone

Connectedobjects

20%SALES

CONVERSIONRATE*

Reach, attractivity & conversion

1 in 5 couponsgrabbed on the wall

becomes

a sale in-store

*100 times higher than web or mobile couponing

21%ATTRACTIVITY

RATE

Reach, attractivity & conversion

1 in 5 peopleinteract with the screen

when walking by

+3000CONSUMERS

ENROLLEDPER MONTH

Consumer Data Acquisition

Consumer enrolmentfacilitated by our screens

CRM data in less than 1 second

Most common usages

80% of transactions are

GIFTS or

COUPONS

Retailer ROI

Between Sept 16 and May 17

over

7,800interactions converted into

sales

Retailer ROI

€1.7

Retailers measure an average

Client Acquisition Costof

Breakdown by performance

0

500

1000

1500

2000

2500

3000

3500

Attractivity

Conversion Rate

Up to 94% conversion rate35% on average

13%

25%

14%

35%

Gift/Free experience

Coupons Games Votes

“Generates traffic and up-sales,

Sales Conversion rate = 40%Client Acquisition Cost = €1.5”

“Modern, dynamic, generates traffic …

Sales Conversion rate = 35%Client Acquisition Cost = €1.8”

Retailers talk about ROI

Consumer/ RetailerTestimonials

#5

Overall retailer satisfaction

80% satisfaction

rate

8 in 10 retailers are

satisfied or very satisfied with the performance

From the retailers’ perspective

It brings me an additional shopper stream.They come for the promotion and buy other products as well.It was additional revenue for this month.

Watch all testimonials at https://vimeo.com/131785184

Store mgr, Yves Rocher

Interactive

SimpleGREAT

Like

a game

EVEN A CHILD CAN USE IT

Very interesting

From the consumers’ perspective

Shoppers come initially out of curiosity, and then come back again& again!

The wall incites people to discovernew brands and offers that theywouldn’t be aware of otherwise.

From the retail consultant’s perspective

• Connected objects and NFC are growing rapidly: cards, transport cards, payment cards, hotel keys, company badges, … and phones! (Apple announced NFC, June 2017)

• Screens are growing, and need to engage.

• Connected screens engage 100% of consumers, allowing amazing performances and ROI: retailers measure an average client acquisition cost of €1.7!

• Connected screen momentum is growing in the following markets: malls, retail, transport, corporates, gaming/betting, telcos, and digital signage - distributing more and more services to consumers.

Key Summary Points

WE WOULD LOVE TO HEAR FROM YOU contact@thinkandgonfc.com