1 © 2013 by assentis technologies | confidential axa equitable life insurance & financial...

1© 2013 by Assentis Technologies | Confidential

AXA Equitable Life Insurance & Financial Services

SolPresent for InsuranceThe S imple So luti on for Complex Sales Presentations

July 15, 2015


Agenda

ABOUT ASSENTIS RESEARCH FINDINGS - USE & CHALLENGES OF POWERPOINT

PRESENTATIONS IN INSURANCE SALES & SERVICE AXA PRESENTATION PLATFORM: NEEDS AND VISION SOLPRESENT OVERVIEW SOLPESENT PACKAGING & PRICING SOLPRESENT DEMO


ASSENTIS TECHNOLOGIES

Perfecting Customer CommunicationMISSION: To support our customers communicate with their customers.

Assentis Technologies is a Swiss-based software developer dedicated to servicing communications needs of financial services companies.

Incorporated in 2002 with offices in Switzerland, Germany, Austria, United States, and Singapore.

More than a 100 installations at insurance, banking and asset management companies worldwide.


TECHNOLOGY FOCUS

Customer Communication Solutions

Software and solutions to compose, format, personalize, and distribute content to support physical and electronic customer communications and improve customer experience.*

*Forrester’s definition of Document Output for Customer Communications Management (DOCCM).


EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION

SolPresent for Insurance

A cloud-based presentation platform in whichMarketing controls the essential elements of branding, messaging, compliance, versioning, and audit while still offering Sales flexibility to customize and personalize for complex sales situations.


USE OF POWERPOINT PRESENTATIONS

Findings: PowerPoint Usage

PowerPoint presentations are a key component in Insurance Sales & Service for all lines of business. This is especially true during a complex sales presentation, where there is more than one decision maker.

Sales people do an average of 3-10 presentations a month Size of a presentation ranges from 10-15 slides to 30-40 slides Agents and brokers prefer own branding on presentations


CHALLENGES WITH POWERPOINT PRESENTATIONS

Findings: Marketing Challenges

“I do not feel there is a good amount of control on information leaving the building” – Marketing Manager

“I am not confident that everyone is using the same branding and therefore fear they are not delivering the same message.” – Target Market Manager

“We don't have anything in place to regulate the communication that faces the customer. Pretty much everyone creates their own.” – Director of Marketing



Findings: Sales Challenges"I wish there was an easier way to put together data into PowerPoint. The process is very painful and time consuming." – Director, Sales

“Management does not want sales to customize presentations at all because of compliance risks. So we use what is provided with no scope for customization” – Manager Sales Operations

“My key focus area would be to have the ability to create and manage slides through the use of iPad or tablet without the distortion of the content.” – Manager, Sales



Findings: AXA challenges “Content accuracy is very important. It is time consuming to to go through

approval process for any variance from the standard content. Beyond this, we would like the ability to have more dynamic presentations. We are only scratching the surface when presenting our solutions today.”

“My challenge is that salesperson in a hotel room or a plane working on a presentation at the last minute. It’s my worst nightmare. It happens every day. It is probably happening right now.”


EASE OF ACCESS & USE

CUSTOMISED PRESENTATIONS

iPAD/TABLET ENABLED

BRANDING CONSISTENCY

CONTENT CONTROL

COMPLIANT CONTENT

POWERPOINT PRESENTATIONS

Summation: Top Common RequirementsM

ARKE

TIN

G O

BJEC

TIVE

S

SALE

S O

BJEC

TIVE

S


SOLPRESENT OVERVIEW


Presentation Management Today


POWERPOINT MANAGEMENT TODAY

Issue ISTORING LOCAL COPIES OF SLIDES AND PRESENTATIONS

Multiplication of the same slide Issues when updating the CI/CD Issues when applying regulatory changes Version control and Audit is a challenge

SOLPRESENT FOR INSURANCE SolutionSLIDES AND PRESENTATIONS ARE STORED CENTRALLY

Maintenance is done New slides and presentations are

immediately available to everybody Users always access the central

repository to use slides or a presentation

Easy to manage versions and maintain usage audits


DIFFERENT COMBINATIONS OF SLIDES ARE STORED AS SEPARATE PRESENTATIONS

Proliferation of slides Lack of clear view

SOLPRESENT FOR INSURANCE SolutionPRESENTATION TEMPLATES REPLACE PRESENTATION DECKS

A single presentation template can cover many presentations based on the defined conditions.

Updates to the presentation template can be done in one place instead of touching many presentations.


Issue II


SLIDES CONTAINING DATA AND CHARTS ARE USUALLY NOT CURRENT

Old data Manual update prone to errors

SOLPRESENT FOR INSURANCE SolutionSLIDE TEMPLATES MAPPED TO DATA SOURCE FOR REALTIME DATA

Instead of storing slides with data and charts, slide templates are stored.

Instead of updating a slide, it is sufficient to update the data source or even just access an integrated central data source.

Presentations based on slide templates are always accurate and up-to-date.


Issue III


PRESENTATIONS RESTRICTED TO ‘TRADITIONAL’ CHANNELS

Old fashioned presentation Static presentations

SOLPRESENT FOR INSURANCE SolutionMOBILE PRESENTATIONS

Customer data can be entered through a dialog on the tablet.

Inclusion and exclusion of optional slides is done on the tablet.

The presentation is presented using the tablet.

A copy is stored on the server and archived in the central repository.


Issue IV


SOLPRESENT FOR INSURANCE

SolPresent CLOUDSolPresent is a cloud-based offering removing all complexity of hardware/infrastructure investments, software licensing and installation, project management and deployment, and on-going maintenance, while being globally accessible, and affordable.

A single-tenant model with a dedicated platform for each customer, SolPresent CLOUD is built with redundancy, scalability and security in mind.

With low up-front costs SolPresent CLOUD offers an annual subscription model based on the number of users.



SIMPLE 3-step ImplementationDiscover: SolPresent Services Team works closely with marketing to analyze existing library of presentations, identify variable and reusable content, and define business & branding rules.

Design: SolPresent Services Team designs templates and maps content based on defined business and branding rules to enable intelligent build of slides and presentations with relevant content and graphics for sales.

Deliver: SolPresent Services Team uploads templates and content to SolPresent CLOUD for Sales to access and generate customized mobile-ready presentations with approved content, to match individual sales requirements.



SolPresent CLOUD: Business BenefitsA full-featured SolPresent CLOUD implementation scalable to unlimited users, slides and presentations.Easy for business to …

… evaluate without high investment or risk … buy without high up-front costs … implement without much IT dependence … use without extensive change or training … expand across business lines without complexity … maintain and scale without much effort



SolPresent Investment Discovery……………………………………………….$2.5k per day/resource Slide Transformation:

Simple slides (text & graphics)………………@ $250 per slide Complex slides………………………………………Costing estimated during Discovery (such as tables, graphs, live data etc.)

Maintenance/ slide changes………………….@ $1.5k per day (Offered through 10-day-service blocks)

Setup, Training & Support……………………..No charge Annual Subscription* for Usage…………….$5k p.m. for first 50 users

*Per User usage fee scales down as number of Users increases.



SolPresent Evaluation: PilotA full-featured SolPresent CLOUD implementation limited only by the number of slides and users offering a 60-day evaluation period.

Identify 20-25 power sales users. Define two Sales Use Cases and select 50 slides to create a variety of

customized presentations. Engage in a 2-day Discovery session to analyze slides and define business &

branding rules. Named Users have access to SolPresent CLOUD for 60 days to use and

evaluate.



SolPresent Pilot Investment

2-day Discovery……………………………$5k Slide Transformation……………………No Charge Maintenance……………………………….No Charge Setup, Training & Support……………$2.5k Usage………………………………………….No Charge * If Pilot includes more than 50 slide (max. 100 slides): $2,500 per additional Discovery Day


SOLPRESENT DEMO


Complexity Of Sales PresentationBroker

Sales

Client industry

Line of business

Language (EN, ES, FR?)

State


SOLPRESENT MOBILE SCREENSHOT “DEMO”


Welcome Screen


Presentation Template Selection

Click on presentation

template


Data Entry

User fills in data fields

(dropdownsand entry

Fields)

User can goback and

select anotherpresentation

template

Once finishedthe user canmove to thenext screen


Slide Reordering/Insertion/Removal

User can re-arrange the

slide order andinsert slides

from the pool.Slides can also

be removed

User can goback to

the data screen

Once finishedthe user moves to thepresentationscreen


Presentation 1

Tappingon a slide icon

navigates tothat it

User can goback to the

compositionscreen

Finalize storesthe presen-tation andremoves the«DRAFT» sign

Swiping movesfrom one slideto the next (or back)

Tapping on aslide removesenables / disables topand botton bars


Presentation 2 (No Top And Bottom Bars)


Thank You

1 © 2013 by assentis technologies | confidential axa equitable life insurance & financial...

Documents

sales challenges

complex sales presentations

sales management

sales flexibility

sales people

complex sales situations

director of marketing

marketing challenges