ROLL OUT PLAN - Cloud Object Storage | Store & … out in 2014 > Bring the roll out plan to life in...

ROLL OUT PLANAUGUST 25, 2014

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Data Capitalization is a framework that represents Bloomberg’s point of view on what financial enterprises need in order to be successful in today’s marketplace. Our goal is to shift the mindset of the industry — to think about data as a strategic asset rather than a liability. And Data Capitalization provides a window into the vision behind Bloomberg’s product roadmap.

We believe firms that use technology to extract value from the volume of data in their organizations have an advantage. They play better defense, meeting regulatory and reporting requirements efficiently. And firms that capitalize on their data play better offense, finding opportunities for innovation and growth.

INTRODUCTION

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TODAY

> Review high level plan for Data Capitalization roll out in 2014

> Bring the roll out plan to life in the context of a unique, new identity system

ROLL OUT PLAN

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The Data Capitalization narrative must be relevant at the individual, community and industry levels.

And it must be communicated by various stakeholders, sales, business managers and Bloomberg executives.

TARGET MESSENGER

ERM Clients Enterprise Relationship Managers

WHO | MARKETING & COMMUNICATIONS STRATEGY

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TARGET MESSENGER


High-Value Clients & Prospects for ES + TS

ES + TS Sales

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TARGET MESSENGER



ES + TS Sales

Community Business Leadership

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TARGET MESSENGER



ES + TS Sales

Community Business Leadership

Industry Dan and the Executive Team

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WHAT | THE DATA CAPITALIZATION STORY

CONTENT: THE DATA CAPITALIZATION STORY

EXTERNAL COMMS

ADVERTISING

SALES

SOCIALINTERNAL COMMS

EVENTS

BLOOMBERG WEBSITES

SYNDICATION

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TIME

INF

LUE

NC

E

2014

Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2015 2016

SIBOS

GOAL: INCREASE REACH AND INFLUENCE OVER TIME

Messaging Foundation

Content and Distribution

External Communications

Events

House Advertising

Sales Tools & Training

Internal Communications

HOW | FUTURE GOALS

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DESIGN SYSTEM OVERVIEW

Our goal is for customers and influencers to associate Bloomberg with the Data Capitalization idea, and to think of us as a destination for solutions. To support this strategy, we’ve created a unique identity that will unite all of our efforts across teams and businesses.

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The visual treatment represents the many facets of data — always moving, always changing — the millions of data points forming patterns that expand and contract to deliver information and tell a story.

The variable patterns and negative spaces help convey speed, efficiency and structure. They represent hard elements such as algorithms, geometry, code and technology and emotional sentiments such as chaos, order and control. Photographic imagery serves as a backdrop that portrays the hard, interconnected world of business — geometric, complex, vast.

DESIGN SYSTEM OVERVIEW

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BRINGING DATA CAPITALIZATION TO LIFE

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DATA CAPITALIZATION LAUNCHES AT SIBOS

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EVENT INVITE

Front Back

DATA:FROM RESOURCE TO REVENUE SOURCE.

Please join Bloomberg CEO, Dan Doctoroff, for breakfast and discussion of how data can be the bridge to a new frontier of ideas and innovation

Sibos 2014 bloomberg.com/datacapitalization

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DIGITAL | CONTENT HUB

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DIGITAL | ARTICLE

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SOCIAL | LINKEDIN

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Flashdrive contains: > Press release> Data Points special report> Bloomberg Now articles

PROMOTIONAL KIT FOR PRESS AND ANALYSTS

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MEDIA COVERAGE

Business

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Data Capitalization

Is there a data utopia?

The Economist August 23, 2014

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The Economist August 23, 2014 Business

What the Pando tree can teach us about data systems

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SIGNATURE RESEARCH

> Signature Analyst research tied to campaign theme.

> Research paper distributed to clients, prospects and event attendees and via the Bloomberg blog, ES LinkedIn page and email campaign.

DATA: FROM RESOURCE TO REVENUE SOURCE.As a valued Bloomberg customer, we are offeringcomplimentary access to a newly released researchreport entitled “Data Capitalization” from Greenwich Associates. Gain insight into how to leverage technology to transform your data into a strategic asset. Sincerely,The Bloomberg for Enterprise Team ACCESS REPORT >

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SPECIAL REPORT

HOW FINANCIAL SERVICES FIRMS USE TECHNOLOGY TO TURN DATA INTO ACTIONABLE INSIGHT

Data Capitalization and our future financial community

DATA POINTS

WHEN DATA MEETS WORKFLOWIT leaders in financial services and related highly regulated industries are facing a challenging new landscape that is precipitating a growing urgency address how their organizations create, store and manage data on an institutional and global scale. Think about how dramatically the world has changed in just the past five years. The financial crisis of 2008 ushered in an era of much regulatory.

oversight, embodied by legislation such as the Dodd-Frank Act in the U.S., which holds financial services organizations accountable to a much higher degree of transparency in their internal communications and in their dealings with customers, partners and regulators.

These transformative changes are forcing IT decision-makers to address some of the most important questions they have ever faced, questions that may define how they manage information for many years to come, including:

• How do I address new data formats such as social media and mobile, in terms of both supporting the massive data volumes they are generating and in setting up the right policies and procedures for information governance?

• How do I adapt and/or alter my infrastructure to address the speed, volume and response times required to enable the big data initiatives that are becoming critical to our business?

• Now that regulators have included voice as a lated

As I look to the vast potential of cloud solutions to address these challenges, how do I ensure that my global deployments will meet requirements worldwide?

How do I ensure that my data will be secure when moving to the cloud, and how do I ensure that I am working with a cloud partner that has the requisite expertise, experience and stability to trust with my most vital information assets?

WHAT MAKES DATA VALUABLE?In addition to changes in the regulatory environment, this transformation in data management is technology. The rise of social media and the rapid proliferation of powerful mobile devices such

as smartphones and tablet computers have opened up new channels of communications among

customers and employees, spurring new challenges such as the bring-your-own-device (BYOD) trend.

While these new channels can be extremely valuable in enhancing productivity and enabling business agility for financial services firms, they can also create nightmarish challenges for the IT departments that have to manage them and the compliance officers that. The rise of social media and the rapid proliferation of powerful mobile.

Frank Act in the U.S., which holds financial services organizations accountable to a much higher degree of transparency in their internal communications and in their dealings with customers, partners and regulators.

he growth of data volumes and new formats such as social media and voice, combined with major changes in the regulatory environment, are creating urgent data

management challenges for financial services firms and other enterprises in highly regulated industries. Unfortunately, most legacy IT infrastructures were not designed to meet the demands of this new environment and many companies are struggling to adapt, not just in terms of their systems, but also with their compliance policies and procedures.

T

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EXTRACT VALUE FROM VOLUME

Folder cover Brochure coverFolder interior

OVERVIEW BROCHURE | FOLDER

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EVENT STRATEGY

2014 Take advantage of Bloomberg presence at existing industry events to reinforce the Data Capitalization story

Gartner ITXPO, Orlando (October) FIMA Europe, London (November) SIFMA Annual Meeting, New York (November) Global Financial Leadership Conference, Naples (November)

2015/2016 Select strategic events for Data Capitalization reinforcement Consider proprietary event

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PRINT AD | PURSUITS

Too many financial firms are focused on managing data for risk and compliance. In other words, playing defense. As we see it, they’re missing a big opportunity to truly capitalize on their data – to go on the offense. Firms that monetize their data – turn it from a liability to a luxury – will be the ones to win. Welcome to Data Capitalization.

bloomberglp.com/datacap

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PRINT AD | BUSINESSWEEK

Too many financial firms are focused on managing data for risk and compliance. In other words, playing defense. As we see it, they’re missing a big opportunity to truly capitalize on their data – to go on the offense. Firms that monetize their data – go from chaos to control – will be the ones to win. Welcome to Data Capitalization.


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PRINT AD | MARKETS

Too many financial firms are focused on managing data for risk and compliance. In other words, playing defense. As we see it, they’re missing a big opportunity to truly capitalize on their data – to go on the offense. Firms that monetize their data – turn it from a resource to a revenue source – will be the ones to win. Welcome to Data Capitalization.


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LCY ANIMATION

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LCY ANIMATION

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LCY ANIMATION

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LCY ANIMATION

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LCY ANIMATION

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ANIMATED COPY OPTIONS:

IS THERE A DATA UTOPIA?

YOUR DATA HAS CHANGED

SEE YOUR DATA DIFFERENTLY

QUIET THE DATA NOISE

DEFRAG YOUR DATA LIFE

GIVE DATA CONTEXT

MAKE DATA SMARTER

PUT YOUR DATA TO WORK

WE’VE CREATED A DATA UTOPIA

WELCOME TO DATA CAPITALIZATION

LCY ANIMATION

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ERM | CLIENT JOURNEY

INTRODUCEEngage a new client at the enterprise level. Understand the client’s challenges and introduce them to the opportunity achieved through Bloomberg’s breadth and depth of capabilities

ENGAGEExtend the conversation or broaden an existing footprint by engaging the client in an extended journey towards a long-term partnership.

COMMITEstablish a long-term trusted partnership through on-going value delivery and proactive solutioning

EX

TEN

DE

DN

EW > 1st Meeting Agenda and

supporting materials> Large networking events hosted

by MRB or DD (i.e., MET Gala)> Hospitality (sporting or cultural

event tickets)

> LinkedIn Communities and communications

> Early access to news or Thought Leadership

> Special Invitation to proprietary and 3rd-party events

EX

ISTI

NG

> Advisory Council(s)> Innovation Workshops> Custom Single or Multi-

Client Briefings> Custom Journey Maps

> Event Extensions (i.e., SIBOS Event with special dinner)

> Special access and complimentary passes to “The Year Ahead” Event

> Participation in development of thought leadership

> Event “comes to you” kit

> Special pricing or deals? > R&D Access for custom requests,

special assigned advocate?

> Custom news feeds> Access to special media events

or interviews?

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ERM | INITIAL PITCH MEETING

BLOOMBERG AND ERM FIRM VALUE DELIVERY REVIEW

08.25.14

RECOMMENDED AGENDAFOR INITIAL MEETING

// Set the Context – 30 minutes (client 15, BBG 15)// Our partnership – 20 minutes// Mutual Success – 20 minutes// Charting the Course for the Future – 30 minutes (interactive)

CASE STUDYA RECENT SUCCESS WITH ERM FIRMAccording to IDC, “In exploratory stages, Executives seek vendors with strong track records, solid business knowledge, and peer relationships”

The biggest thing for us is evidence that the vendor understands out business, and has done business with similar organizations in terms of size, global reach, and number of people. Then it will fall into specifics - case studies and [implementation specifics].” - Head of IT Infrastructure, Broker Dealer

// Probably track record and experience. I think in today’s

environment, the stakes are so high that the risks involved around to going with a startup for somebody that seemingly has a great product but it’s not yet proven or tried and tested, those risks in this environment are probably too great for me to withstand right now.” – COO, Hedge Fund

EXAMPLE OF ERM FIRM’S WORKFLOW

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ERM | GUIDE BOOK

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INTERNAL COMMS | INTERACTIVE DATA INSTALLATION

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ADDITIONAL VIEWS:

FROM CHAOS TO CONTROL

FROM ASSET TO ACTION

FROM FACTS TO IDEAS

FROM VOLUME TO VALUE

FROM RESOURCE TO REVENUE


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VIDEO FOR REFERENCE: https://www.youtube.com/watch?v=7oSH-aZKyU8


https://www.youtube.com/watch?v=7oSH-aZKyU8

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INTERNAL COMMS | PROMOTION

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APPENDIX

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EXTERNAL COMMUNICATIONS (PR | AR)

External Communications Strategy (PR/AR)Our Goal is to promote a unique and consistent narrative that helps change the way the financial industry thinks about data and helps to educate media, influencers and ultimately, customers and potential customers, about Bloomberg’s value proposition for the enterprise. We will generate broad awareness for Bloomberg’s Enterprise and Trading Solutions prod-ucts and promote deeper level of understanding for Bloomberg’s perspective on industry issues by engaging influencers, such as analysts, that can help position Bloomberg as a true enterprise technology provider and solutions partner in the minds of our customers.

HOW?> Our external communications strategy calls for us to define and inculcate a consistent

Data Capitalization narrative that permeates through executive communications, business and product-level communications and making and sales materials.

> Identify news moments (i.e. Sibos), capitalize on messaging opportunities and leverage earned, owned and shared communications channels (local, regional and global) to dis-seminate this narrative

> Prioritize our communications around strategic businesses that illustrate the Data Capital-ization concept can give us a story that is timely and relevant to key audiences and cus-tomer profiles

> Build on a series of foundational stories and vary communications vehicles and channels over the course of 18-24 months so we can continually broaden our reach and deepen the understanding and appreciation for Bloomberg’s value proposition for the enterprise.

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Our external communications strategy kicks-off at Sibos where Dan Doctoroff giving a keynote speech introducing Data Capitalization.

We will identify and create news moment sand messaging opportunities (i.e. press re-leases, editorial pieces) that before, during and after the event for Dan, Brenton and Gerard, as well as other business managers who represent a handful of products and solutions that best illustrate the data capitalization concept.

After Sibos, and through the remainder of 2014, we will continue to drive momentum for the Data Capitalization story by sharing key ideas and concepts from Dan’s speech in industry bylined articles and publications, identifying press announcements and editorial opportunities for business leaders (Brenton, Gerard, etc.).

SEPT 1 SEPT 15 SEPT 22 SEPT 28 OCT 1/2 OCT 15 NOV 1 DEC 1 2015

STEP PR VAULT VIDEO AIM PR SIBOS BARTNER IXPO SYMP MS EMEA1 GARTNER MAGIC QUADRANT

LOGOS COMING....

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CONTENT STRATEGY

CONTENTBLOOMBERG SITES SOCIAL FACE-TO-FACE

PUBLISH BY*Data Cap

SiteBBG

ES SiteBBG

TS SiteBBG Now

Blog LinkedIn Twitter Sibos & Other Sales

Pre-Sibos

Data Points: Sibos Special Edition Data capitalization and the future financial community Sept 2

Data Into Dollars: Five Tips On Turning Data Into a Strategic Asset – For financial services executives (Bloomberg Enterprise)

Sept 9

CIOs Consider Putting a Price Tag on Data (CIO Magazine) Sept 11

Data Points: Sibos Special EditionData capitalization and five big benefits for financial firms

Sept 15

Tales From the Inside: How Global Companies Are Using Analytics To Grow the Bottom Line Sept 22

Ex-Merrill Lynch Banker Uses Big Data to Save U.K. Pubs (Bloomberg News) Sept 23

PR assets As needed

Post-Sibos

Data Points: Sibos Special Edition How technology can transform data from a liability into a strategic asset

Oct 3

Real firms (financial services and others) that treat data as an asset and how they turn that into value to drive business growth.

Oct 5

Compliance Needs Drive Integration Efforts (Markets Media) Oct 12

PR assets As needed

*Publish by dates listed above are not exact; they are listed for illustration purposes only.

ROLL OUT PLAN - Cloud Object Storage | Store & … out in 2014 > Bring the roll out plan to life in...

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