a digital vision
Post on 27-Dec-2021
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A digital vision
Systems of engagement
Systems of record
Systems of intelligence
Systems of differentiation
Systems of innovation
The Business NeedLegacy
SystemsIntegration Hub
Digital Enablement
The Business Outcomes
The end-user experience
Reusable business services / capabilities
Products
Products
Products
Third-party
APIs
INTELLIGENT EDGE
Blockchain
Automated
workflows
Mixedreality
Bots
IoT devices
Naturalvoice
Mobile apps
ATM/kiosks
INTELLIGENT
CLOUD
Risk
management
Security
Customer Company
Real time Real time
The most comprehensive set of technologies
Microsoft Azure
Regulatory frameworks don’t have to stop innovation
AzureAzure
Increase employee productivity
Create efficient processes
Improve CX
Trade reconstruction
Compliance
Identify wrongdoing
Empower employees
82%
36%
35%
31%
27%
27%
27%
New Business Models
Subscriptions
Renewals
Solution Selling
Everything-as-a-Service
New Engagement Models
Digital Commerce
Social
Mobile
Multi-Channel
Conversational
Augmented Reality
New Insights Models
Artificial Intelligence
Internet of Things
Predictive Analytics
True Personalization
New Engagement Models New Insights ModelsNew Business Models
Opportunity
SELF DIRECTED
AUGMENTED REALITY
CRM
EXTERNAL SALES
INTERNAL SALES
Develop Propose
Next interaction Create Offer
Last interaction
Opportunity
Configure-Price-Quote(Offer & Price Development)
Proposal
Structured Deal
Service 2
INTELLIGENTRECOMMENDATIONSBased on your criteria, the optimal configuration is…Pricing Management
Product Management
Relationship Pricing Model
1
3
2
$$
$$
$
20%
10%
No Commission
✓
Works
!Does Not Work
Recommended
Price Comissions Assessment
Product 1
Contract & Approve
Legal
Customer Approver
Sales Mgmt
CONTRACT
TERMS & CONDITIONS
DURATION
BETWEEN
DEFINITIONS
DESIGN REQUIREMENTS
AND
$$
V1
V2
V3
CONTRACT
$
Order, Bill, Fulfill, Disburse Commissions, Renew, Subscribe
ORDERSent to ERP.
INVOICE
$$
APTTUS covers the flow from MSFT Dynamics to Legacy / ERP
QUOTE CONTRACT REVENUEMicrosoft Dynamics 365 ERP
Regulation
Brexit
MIFID II
Ring-Fencing
IFRS 15 / ASC 606
GDPR
Key Segments
Asset Management
Wealth Management
Investment Management
Commercial Banking
Insurance Providers
Insurance Brokerage Services
Solutions
Manage Contract Lifecycle
Product Governance
Collaborative Proposals
Approvals and Workflows
Control Pricing Rules
Clear Audit Trail
Tracking Obligations
Blockchain Integration
APTTUS in Financial Services
23Average Percentage Improvements Reported by Apttus CustomersSource: Apttus Quote-to-Cash (QTC) Impact Study conducted June 2017 by an independent third-party, Satmetrix on 200+ Apttus customer contacts randomly
selected. Performance metrics are intended as a guideline based upon historical results from a sample set of customers. Results are dependent upon many different factors that are
customer-specific. Therefore, actual results will vary. Response size per question varies.
Compliance Sales Effectiveness Customer Satisfaction
Sales
+7-25%Faster DealApproval
+44%
DealFlow Visibility
+51%
Faster AuditReports
+47%ContractCompliance
+43%
ReducedRogueDiscounting
+32%
FasterContractProcessing
+42%
ContractProcessingVolume
+42%FasterQTCCycle
+35%
Faster Deal Closure
+34%
Win Rate
+30%
FasterTime toQuote
+38%QuoteVolume
+27%Deal Size
+22%
ContractAccuracy
+45%
Quote Quality
+51%ReducedAmendmentsAfterSignature
+23%
ContractsAuto-Renewed
+17%
Assist
Guide
Coach
Learn more about
Apttus and Max
Apttus.com/max
Proliferation of Communications Channels
Causes a High TCO from Isolated Channels & Repetitive Policy DeploymentsWeb Gateway
URL Filtering Only
Data Loss Prevention
Inbound, Outbound-Only
Employee Supervision
Email-Only
eDiscovery
Reactive, Manual Feeds
Email Archive
On-Prem, Poor Performance
Financial Services Requires a Central Point of Control
Along with Growing Security and Compliance Requirements
OMB A-123
Context-aware object store for any content
Robust APIs to talk to other applications
Durable, compliance-ready content storage
Fast, cloud-powered search performance
Customer Insights
for Financial Services
v2 - 27-October-2017
With 360-degree customer insights you can…
• Oversee all channels for
better visibility into
utilization and preferences
• View history of channel
interactions with details of
each interaction
Modernize customer interactions by driving channel optimization
• Drive more informed conversations with real-time consolidated customer data
• Connect employees quickly to the information they need with role-based views
Increase compliance with regulatory requirements for enhanced data quality
• Improve conversion rates with targeted, event-based offers
• Review existing customer products for more precise recommendations
Improve customer interactions with timely, in-context offers
• Enable sales teams with eligible products information for better cross-sell/up-sell rates
• Ease collaboration across the organization with a single, consistent interface
Identify the right customers to increase profitability
0100110110
0100110110
0100110110
0100110110
Product | Channel | Segment | Customer Profile
! !
MortgageSavings Acct.Life Ins. Auto LoanHELOC
001
0
00
0
11
10
0
0110
100
001
101
0
11
10
0
001
100
0
11
10
0
0
11
1
0
0
001
100
0
01
10
0
1011
100
001
100
0
11
11
0
1010
100
0
11
01
1
0100110110
0100110110
CALL CENTERATM
0100110110
MOBILE
0100110110
BRANCH
Do you want me
to assist you in
setting up
mobile banking?
Thanks for your time
today. While we have
you, could you
confirm your email
address?
Product | Channel | Segment | Customer Profile
!
Product | Channel | Segment | Customer Profile
!
!
!
!
!
!
!
Alert 1
Alert 2
Alert 3
Alert 4
Alert 5
Alert 6
Alert 7
Missing Customer Data
!
Product | Channel | Segment | Customer Profile
By the way, we
have a great
HELOC rate
right now, and
it takes
just a few
minutes
to get started.
Here are the
customers
that might be
appropriate
for this type
of program.
Campaign targeting Low Med High
Product | Channel | Segment | Customer Profile
Customer Namecustomer@email.com
0.4 0.45 0.5 0.55 0.6 0.65
Assets under mgmt. (Last 6m)
0.4 0.45 0.5 0.55 0.6 0.65
Revenue (Last 6m)
Timeline (Last 6m) Klout Score Assets Under Mgmt. (AUM) Risks Under Mgmt. (RUM)
$658.0K $350.0K
Channel Usage (Last 6m)
Segment
Channel
Product
Customer Profile
Profitability
10K 20K 30K 40K
Assets
Modernize customer interactions
by driving channel migration
Increase data quality by flagging
compliance issues
Improve customer interactions with
timely, in-context offers
Identify the right customers to
increase profitability
• Metadata-driven data model
• Profiles
• Interactions
• Links
• Relationships
• Model Ontology and
Implementation
• Custom Type Structure
• KPIs
Domain Modeling
• External data sources via
connectors
• Internally generated data via
Link definitions or enriching
KPIs
• Direct data injection using the
Hub Data APIs
• Data Sources
• Dynamics 365 Online
• Azure Storage
• Exchange Online (New)
• Social Engagement (New)
Data Sources and Ingestion
• Automate the modeling,
configuration of the system.
• Consume the data
• Push new data
• Create custom Solutions
• REST APIs
• Management APIs
• Data APIs
Web Services
75
Thank You
www.veripark.com
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