member profiling: a qmv innovation
TRANSCRIPT
A innovation
member profiling.Intelligence on member behaviour
HOW WELL DO YOU KNOW YOUR MEMBERS?
QMV’s Member Profiling software solution will take unaligned and complex member data from various sources and systems, and organise it into a current,
clear, and meaningful member intelligence view.
Profile your members through 3 distinct lenses
BASICS
• Demographics• Product & membership detail• Financial information
ENGAGEMENT
• Investment switching• Member contact• Claims history• Online activity
SENSITIVITY
• Member experience • Complaints • Historical errors & mistakes• Key influencers (trustees,
directors and board members)
WANT TO FIND OUT MORE ABOUT MEMBER PROFILING?
Call 03 9620 0707 or [email protected] to arrange an appointment
QMV Super Solutions Level 4, 10-16 Queen Street, Melbourne VIC 3000 | www.qmvsupersolutions.com
HERE’S WHAT YOU GET
HERE’S WHY YOU NEED IT
CONSULTANTS
Our Consultants are Superannuation and Wealth subject matter experts and will help you define your data sources and your Member profile lenses and filters.
PREDICTIVE ANALYTICS
A predictive view of your memberships’ behavioural analytics, enabling pro-active & targeted member engagements as well as strategic product development.
investigate.
INVESTIGATE – MEMBER PROFILE
Software that connects to all of your source data systems and allows you to define your required member segmentation and generate targeted campaign lists in real-time.
SEGMENTATION
An easy-to-use tick-the-box approach that enables users to dynamically analyse and segment the membership in preparation for engagement activities.
DASHBOARD
A Whole-of-Fund view of your memberships’ profile as defined by your chosen lenses and filters at a point in time.
EXPORT
A one click export of segmented member profiles into a variety of formats for upload into your campaign management system
MICRO
MACRO
Once each members profile is defined, the overall membership can be dynamically segmented by selecting those attributes of the member profile that define the segmentation.Enhance member experience with informed member engagement and strategic member segmentation.
TransformReal time operational data can be transformed into an asset across functional streams:
• financial planning & advice• member services• digital and online services• product and marketing• legal risk and compliance• executive and strategic
management
MicroMicro intelligence of individual member behaviour, enhancing interactions at every stage of the member life cycle
MacroGet the big picture with a macro view of member intelligence information to inform strategic planning and decision making