SERVICE2MEDIA NEW ERA FINANCE APPS OF ENGAGEMENT

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Nathan Kotek, VP Market & Analyst Relations

Peter Broekroelofs, CTO and Co-Founder

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•  THE  FINANCE  INDUSTRY  •  APPS  OF  ENGAGEMENT  DEFINED  •  DELIVERING  FINANCE  APP  PORTFOLIOS  •  THE  APP  LIFECYCLE  PLATFORM™      •  Q&A  

AGENDA:

TRUST THE # 1 CHALLENGE FINANCE INDUSTRY

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HOW MUCH DO CONSUMERS TRUST THESE INDUSTRIES - FINANCE AT BOTTOM

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Edelman TrustBarometer 2011

URGENT NEED FOR HIGH QUALITY AND TRANSPARENT PRODUCTS & SERVICES

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Edelman TrustBarometer 2011

REPETITION BUILTS TRUST & BELIEVABILITY

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Edelman TrustBarometer 2011

IN THE NEW ERA OF ENGAGEMENT? WHAT’S NEEDED

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The App Effect

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The Human Behavior The App Behavior

The App Economy

DISCOVERY   INITIATION   ENGAGEMENT   EVALUATION  

MOBILE FIRST FRAMEWORK APPS THE CORNERSTONE OF ENGAGEMENT

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APP  STORE  APP  

PORTFOLIOS  

WEB   BRANCH   FACE2FACE  ADVISORY  

CALL  CENTER   ATM/  KIOSK   WEB  

ENGAGEMENT  CYCLE  

APPS  THE  CONNECTIVE  

TISSUE  

TRADITIONAL  CHANNELS  

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THE APP AWAKENING

“An app is a nice

to have gadget”

“Let’s add an iPhone App as a new digital channel”

“Apps are the cornerstone of

the engagement strategy”

ORGANIZING FOR THE APP ECONOMY

SCATTERED  CORPORATE  MOBILE  

INITIATIVES    

FROM  STAND  ALONE  APPS  TO  APP  PORTFOLIOS  

FROM  SINGLE  TO  MULTIPLE  

OPERATING  SYSTEMS  &  FORM-­‐FACTORS  

FROM  TECH  DEBATES  TO  INFORMED  COORDINATED  

NATIVE,  HYBRID  AND  HTML5  CHOICES  

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FINANCE APPS OF ENGAGEMENT

“THE  FOCUSED  AND  INTUITIVE  MOBILE  APP  USER  EXPERIENCE  THAT  EMPOWERS  YOUR  CUSTOMERS,  EMPLOYEES  AND  PARTNERS  IN  THEIR  MOMENT  OF  DECISION"    

"PROVIDING  THE  THE  CORNERSTONE  OF  YOUR  ENGAGEMENT  STRATEGY  BRIDGING  ONLINE  AND  OFFLINE  EXPERIENCES"  

“DIFFERENT  FUNCTIONAL  END-­‐USER  NEEDS  REQUIRE  DISTINCTIVE  FOCUSED  APP  EXPERIENCES  FORMING  YOUR  COMPANY’S  COMPLEMENTARY  APP  PORTFOLIO”  

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FORRESTER - ENGAGEMENT GOALS ARE SUPPORTED BY MOBILE APPS

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APP ENGAGEMENT STRATEGY REQUIRES…

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Sample: App Roadmap

App Core Functionality

Personalization Location Interaction Push

Video Transaction Sensoring Augmentation

… A PROVEN PLATFORM FOR GROWTH & INNOVATION

Sample: Device Roadmap

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THE LIFECYCLE PLATFORM™ HELPS YOUR FINANCE APPS ENGAGEMENT STRATEGY

FINANCE APPS OF ENGAGEMENT THE BIG OPPORTUNITY

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MOBILE  APPS  

• B2C  • B2E  • B2B  

RETAIL  BANKING  APPS  

CLAIM  PROCESSING  

INSURANCE  APPS  PAYMENT  APPS  

INVESTMENT  APPS   ADVISORY  APPS  

MANAGEMENT  DASHBOARD  

APPS  

DIFFERENT MOBILE OS SILOS

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Different SDK’s Different languages Different API’s Different Build environments Different in-app payments Different push methods

OUR APP LIFECYCLE PLATFORM

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• Design Apps Once • Deploy Apps on Multiple Devices

• Evolve Apps Throughout their Lives

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SERVICE2MEDIA , CLIENT AND PARTNER APP CENTERS

• Technology Platform • Highly Trained People • Best-practice Process

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BEST PRACTICES WITH THE APP LIFECYCLE PLATFORM™

SIX PILLARS: 1. DEVELOPMENT 2. MANAGEABILITY

3. USER EXPERIENCE 4. SECURITY

5. INTEGRATION 6. GLOBAL

THE APP LIFECYCLE PLATFORM™ KEY FOR REGAINING TRUST AND ENGAGEMENT

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Q&A

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NEXT FINANCE WEBINAR: DATE : 3RD OF MAY TIME : 3 PM CET

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