7 ways to optimize_mill all
TRANSCRIPT
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Seven Ways to Op.mize Your Omni-‐Channel Experience in a
Cross-‐Channel World
Bre> Fritz Sco> Graflund
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Yes, these are big overused….
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What is Omni-‐Channel? Omnichannel is a mul.channel approach to sales that seeks to provide the customer with a seamless shopping experience whether the customer is shopping online from a desktop or mobile device, by telephone or in a bricks and mortar store.
h>p://searchcio.techtarget.com/defini.on/omnichannel
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What is Cross-‐Channel?
The use of one marke.ng channel (such as direct mail or internet)
to support or promote another channel (such as retailing).
h"p://www.businessdic0onary.com/defini0on/cross-‐channel-‐marke0ng.html
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“…omni-‐channel today is:
‘cross-‐channel being done well’.”
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Make It Simple… Omni-‐Channel: Providing common content and applica.ons to all delivery types.
Cross-‐Channel: Providing all products and lines of business to the client / end customer (i.e. cross-‐selling).
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The World of Financial Services
ABC Bank Deposit Products
Wealth Mgt.
Mortgage Loans
Small Business Mgt.
Insurance Products
IT / Apps
Digital
Phone
Branches
Mobile / Social
Wearable Tech
Omni-‐Channel
Cross-‐Channel
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The World of Financial Services
ABC Bank Deposit Products
Wealth Mgt.
Mortgage Loans
Small Business Mgt.
Insurance Products
IT / Apps
Digital
Phone
Branches
Mobile / Social
Wearable Tech
Omni-‐Channel
Cross-‐Channel
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The World of Financial Services
ABC Bank Deposit Products
Wealth Mgt.
Mortgage Loans
Small Business Mgt.
Insurance Products
IT / Apps
Digital
Phone
Branches
Mobile / Social
Wearable Tech
Omni-‐Channel
Cross-‐Channel
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The World of Financial Services
ABC Bank Deposit Products
Wealth Mgt.
Mortgage Loans
Small Business Mgt.
Insurance Products
IT / Apps
Digital
Phone
Branches
Mobile / Social
Wearable Tech
Omni-‐Channel
Cross-‐Channel
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Make Sure your Data Model is Correct and Sharable
h>p://blog.infoadvisors.com/index.php/tag/data-‐modeling/
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Find The Common Brand Denominators
SPEECHES
MOBILE ENVIRONMENTS
VIDEO EMPLOYEES
PRODUCTS
SERVICES
VEHICLES BILLBOARDS
LETTERHEADS BUSINESS CARDS
LOGOS EMAILS
TAG LINES
APPS DIRECT MAIL
PUBLIC RELATIONS
ADVERTIZING
SIGNAGE
FORMS
WEBSITES
NEWSLETTERS
WORD OF MOUTH
YOUR BRAND
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Align your Marke.ng and IT goals
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Implement Systems that Sync Data Across the Brand (horizontal & ver.cal)
Bank Branch
Website Pages
Online/Offline Publishers
Custom Apps
Social Media
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Collect Data, then Collect More Data
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Focus on the Customer Experience for Conversions
h>p://www.dmnews.com/direct-‐line-‐blog/off-‐the-‐beaten-‐path-‐to-‐purchase/ar.cle/303091/
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Be Ready for Mobile and Beyond (aka wearable devices)
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Don’t Forget Run Spell Check
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Wrap up / Business case examples
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Seven Ways to Op.mize Your Omni-‐Channel Experience in a
Cross-‐Channel World
Bre> Fritz Sco> Graflund