Join the Connected World with Mark Loosmore at IRESS Live 2016
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Transcript of Join the Connected World with Mark Loosmore at IRESS Live 2016
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iress.com
Join the connected worldMark Loosmore Executive General Manager Wealth (UK)
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WisdomInformationData Knowledge
Client data
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Difficulty of getting data(electronic format)
Volume of data
Client data
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Regulators
DFM
Distributors
Professional Bodies
Employers
Clients
IT SYSTEMS
Providers
Professional Adviser
Connected world
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Provider integrations
Standalone Contract Enquiry
Bulk feeds
Transactionaldata
Accountopening
Top ups Full service2 way
integration
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E- revenue links
Pipeline tracking
Quotes Comparative quotations
Mortgage sourcing
Product literature
Fund Factsheets / Kidd docs
Electronic Apps
Electronic Underwriting
Newsfeeds
Other provider integrations:
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Referrers
a. Pass leads b. Involve in workflow
c. Share appropriate info
e. Reward and recognition
d. Generate MI
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iress.com 8
Connecting with clients
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USERS ARE: 9,100
20% MALE
80% FEMALE
70MILLIONUSERS
HAPPENEVERY
SECOND
289MILLIONACTIVE USERS
1.5BILLIONACTIVE USERS
USERS SHARE
1MEVERY 20MINUTES
LINKS
300MILLIONACTIVE USERS
300MILLIONACTIVE USERS
380MILLIONACTIVE USERS
PICTURES COMSUMERS
RELATE TO
ALLOWS FOR BRANDS TO
BUILD CIRCLESHANGOUTS &
PHOTOS
DISCOVERY MICRO BLOGGING SOCIAL SOCIAL SHARING SOCIAL NETWORK BUSINESSFOCUSED
PINTEREST TWITTER FACEBOOK INSTAGRAM GOOGLE+ LINKEDIN
75%USERS ARE 35
OR OLDER15 SECOND VIDEOS
BRANDS USE HASTAGS
CORPORATEBRANDS
CONNECTING
Social media
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Websites Private Portals Self Serve Robo Advice(some assistance)
24/7 availability Reach Convenience Brand
exposureReduce cost of servicing
Digital presence
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Personal Data Management
Data protection
Verify Pensions dashboard
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• Data drives financial services
• Timely flow of data is essential
• Technology is now enabling a connected world
• Link to the wider world – they expect and want you to
To conclude
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Thank you
iress.com
Email: [email protected]: https://uk.linkedin.com/pub/mark-loosmore/5/56a/461Twitter: @mloosmore
Mark Loosmore
www.iress.co.uk/xplan
@iressUK