Precision Is The Future Of Financial Services

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Precision is the Future of Financial Services A New Era of Customer and Employee Engagement Simon Mulcahy GM Financial Services @simonmulcahy

Transcript of Precision Is The Future Of Financial Services

Page 1: Precision Is The Future Of Financial Services

Precision is the Future of Financial ServicesA New Era of Customer and Employee Engagement

Simon Mulcahy

GM Financial Services

@simonmulcahy

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Forward Looking Statements

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which weoperate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update theseforward-looking statements.

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4th Largest Software Company in the World in 2016

$ 6.62BFY16 revenue guidance

20KEmployees

2013 • 2014 • 20152008 • 2009 • 2010

2011 • 2012 • 2013

2014 • 2015

2011 • 2012

2013 • 2014

2015

Most

innovative

companies

in the world

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>10 years of UK and European Financial Services Customer Success

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Our Financial Services Strategy

Multitenant Cloud

World’s most trusted

Customer Success Platform

World’s #1 CRM

Four-pillar Strategy

Deep & broad investments in financial services

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Financial Services: A Loyalty Crisis

51%

Wealth Management

of investors are dissatisfied with advisor’s ability to meet their needs

Banking

72% of clients would rather bank with Google, etc.

Insurance

30% of Insurance clients are having positive experiences

Less than

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Disruptors Now Leading the Way

Aspiration Summit Account “Best Bank Account in America” Time Magazine, 2015

Orange has 1,000 stores, 27 million customers

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CEOs in Leading Banks Are Now ReactingFinancial Times: “Beyond Banking: Under Attack on All Sides”

“Our customers are changing.

Digital transformation is no

longer an option – it is a must”

- Henri de Castries, CEO

“Silicon Valley is coming. There

are 100s of startups with a lot

of brains and money working

on various alternatives to

traditional banking.”

- Jamie Dimon, CEO

“We need to be more decisive

and with much more pace — so

that we are leaner and more

agile and more energetic”

- John MacFarlane, Chairman

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How do we radically improve the customer experience?

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How do we do this at scale and super cost effectively?

How do we radically improve the customer experience?

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We Need to Reinvent Financial ServicesGeneric Precision

\1-to-Many

Reactive

Transaction-based

When & how the bank wants

Personalized

Proactive

Goal-based

How they want it

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Holy Grail: Effortless Customer & Employee Experience

Customer Effort

Employee Effort

Quarterly wealth review

Insurance claim

Phone call center

Applying for a

mortgage

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Deliver the Precision Banking Experience

Analyze and Find the Perfect Response

Capture Real-Time & Life Events

Deliver the Precise Action Proactively and in Context

Location

Digital Activity

Spending

Life Events

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Supercharge Advisor Productivity

Deepen Book of Business

Deliver Personal & Proactive Service

Acquire Clients

Trivial Tasks

+17% +24%

Importance of Tasks

Baseline

-50%

IoT

DataScience

Social

Mobile

Cloud

+11%

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1-to-1 client relationships

Smarter actions

Engage with clients everywhere

Lightning user experience

2016Introducing

Connecting advisors with clients in a whole new way

Mike CapelleChief Strategy Officer

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You are on a Journey Towards Precision

UnifiedUnified view of the customer

Contextual

Proactive

Enriched profiles

Insights for everyone

Increased employee productivity

Apps built as fast as disruptorsCloud Profile Mobile

Engagement Flow Communities Big Data

Journeys Real-timeContext

Analytics

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Unified Unified view of the customer

Contextual

Proactive

Enriched profiles

Insights for everyone

Increased employee productivity

Apps built as fast as disruptorsCloud Profile Mobile

Engagement Flow Communities Big Data

Journeys Real-timeContext

Analytics

Predictive Machine learning at scale

Historic Data

…a Supercharged Journey Towards Precision

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thank y u