solpresent solution overview - smarter presentation management and use
TRANSCRIPT
1© 2014 Assentis Technologies | Confidential
SolPresent Presentation
2© 2014 Assentis Technologies | Confidential
Assentis Perfecting Customer Communication
Customer Communication Platform and Solution Portfolio
3© 2014 Assentis Technologies | Confidential
Assentis Technologies At A GlanceIncorporated:2002 / privatelyowned
Alliances:Core-, back office and front-end banking software vendors as well as providers of complementary technologies
Customers:More than 100 renowned clients globally
Headquarters:Rotkreuz, Switzerland
Subsidiaries:Germany, Austria, Luxembourg,Singapore and the US
Employees:+100
4© 2014 Assentis Technologies | Confidential
Assentis Portfolio
Product & SolutionsDocFamilyComFoundationSolPortfolioAssentis Technologies, a market leader in interactive communications has a portfolio of solutions focused on customer communication for the financial services. The software and solutions are developed in Switzerland.
Technical ServicesSupportTrainingTemplate-DevelopmentAssentis Technical Services team focuses on maximizing the value of solution investment. They work hard to make it easy for clients to use and maintain the solutions, through continued training and support. The overall focus is on customer satisfaction.
Professional ServicesSubject Matter ExpertiseSolution ImplementationProject ManagementAssentis Professional Services team comprises 75+ years of experience in both technology and financial services. They work closely with client teams at the business and IT departments, to deliver custom solutions that meet individual client requrements.
5© 2014 Assentis Technologies | Confidential
EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION
SolPresent for Insurance
An intelligent cloud-based presentation platform in which Marketing controls the essential elements of branding, messaging, compliance, versioning, and audit while offering Sales the flexibility to customize and personalize for complex sales situations with less effort, in less time, from anywhere, using any device .
6© 2014 Assentis Technologies | Confidential
WHY CHANGE CURRENT APPROACH?
Insurance marketing and sales professionals depend on a large variety of materials to identify new prospects, sell new products, and support existing policyholders.
As insurers seek to improve sales and marketing, one of the primary challenges is how to enable the producer to be more effective in selling more policies and that means providing producers with more automated tools and materials to support the sales process.
7© 2014 Assentis Technologies | Confidential
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
8© 2014 Assentis Technologies | Confidential
We surveyed 100 Marketing & Sales Professionals Sales Presentations - What are your challenges and what is important to you?
Resea
rch
9© 2014 Assentis Technologies | Confidential
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
10© 2014 Assentis Technologies | Confidential
CHALLENGES WITH POWERPOINT PRESENTATIONS
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
11© 2014 Assentis Technologies | Confidential
Sales Enablement
CHALLENGES SOLPRESENT SOLUTION
Generic material does not address customer requirements
Customized material focused on customer needs enabling complex and custom sales
A lot of material categorized and hosted on intranet - but needs searching and collating
Intelligently built custom presentations with relevant, current, and complaint content - no brainer sophisticated presentation
Creating custom presentations takes time and skillset - always a last minute creation
Ease of defining sales opportunity to create custom presentations in less than 3 minutes
Sales don’t need training to use SolPresent. It happens almost intuiti vely.
12© 2014 Assentis Technologies | Confidential
Marketing Empowerment
CHALLENGES SOLPRESENT SOLUTION
Less than 20% of content created is used by sales
All content is referenced before relevant content is selected
In a world of multiple channels, controlling consistent messaging is a challenge, when presentations are edited and customized by sales
Sales does not find the need to create solo presentations when custom material is available in less than 3 minutes
Ensuring regulatory language and clauses are an integral part of each presentation as required by each of the 50 States
Disclaimers and legal clauses are never omitted and are an undeletable part of the presentation ensuring compliance
We do the hard work, to make it easy for Marketi ng to use.
13© 2014 Assentis Technologies | Confidential
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
14© 2014 Assentis Technologies | Confidential
SOLPRESENT OVERVIEW
15© 2014 Assentis Technologies | Confidential
Unique Sales Opportunities Happen Everyday
Each sales opportunity and customer will be unique based on products, stage of life, needs, objectives, location and language, etc.
16© 2014 Assentis Technologies | Confidential
SOLPRESENT MOBILE SCREENSHOT “DEMO”
17© 2014 Assentis Technologies | Confidential
Welcome Screen
18© 2014 Assentis Technologies | Confidential
Presentation Template Selection
Click on presentation
template
19© 2014 Assentis Technologies | Confidential
Data Entry
User fills in data fields
(dropdownsand entry
Fields)
User can goback and
select anotherpresentation
template
Once finishedthe user canmove to thenext screen
20© 2014 Assentis Technologies | Confidential
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
21© 2014 Assentis Technologies | Confidential
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
22© 2014 Assentis Technologies | Confidential
Presentation 2 (No Top And Bottom Bars)