The CRM Roadshow

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The CRM Roadshow

Trust is the new FSI Currency

29 March 2017


EMPOWERING

BANKING &

CAPITAL MARKETS

Derek Kudsee

Small and Midmarket Solutions and Partner

Group Lead


Traditional

banking…


… are being

surrounded

by FinTech

startups


How can you transform AND

perform, while satisfying clients

and shareholders alike?

Drive

growth

Change

culture

Simplify

processes

Reduce

cost


Digital is driving massive demand for

transformation in financial services

~70%

IT Budgets

are currently required

to keep the lights on

(Source: Celent)

$280B

> 15%

customers

> 50%

of Gen Y

LIKELY TO LEAVE THEIR

BANK IN THE NEXT

SIX MONTHS

Top reasons….

Ease of Use and Service

(Source: Capgemini)

DELIVERING INNOVATIVE

CUSTOMER AND EMPLOYEE

EXPERIENCES WITH SPEED

AND AGILITY

Paid in bank fines since 2009

(Source: Morgan Stanley)

MANAGING THE REALITIES OF

RISK, REGULATION, LEGACY

SYSTEMS AND COST PRESSURES

FINANCIAL

COMPANIES

ACCOUNTING FOR

U.S. CORPORATE PROFITS

30%

17%

Before

2009 By 2015

(Source: The New Yorker,

May 16, 2016)

79% will use a digital channel

for insurance interactions

(Source: Bain & Company)

Traditional banking customers

seek more personal or

tailored solutions … and

are happy to consider alternatives

to traditional banks.

(Source: Gartner)

8


Digital transformation is essential to sustaining

a competitive advantage

ENGAGE YOUR

CUSTOMERS

EMPOWER YOUR

EMPLOYEES

OPTIMIZE YOUR

OPERATIONS

TRANSFORM

YOUR PRODUCTS

with connected

experiences

to respond faster

to subscriber needs

and rapidly deliver

new services

to unlock new

revenue opportunities

10


USE

data as a competitive

advantage

ENGAGE YOUR

CUSTOMERS

with compelling experiences

across all channels

ENABLE

clients to seamlessly

engage with you

PROVIDE

innovative

experiences across

touch points

UNDERSTAND

clients better


ENABLE

teamwork, anywhere

on any device

EMPOWER YOUR

EMPLOYEES

to drive customer intimacy

and fuel sales growth

OPTIMIZE

productivity and

collaboration

DISCOVER

market insights in

real-time


GAIN

insight into risk,

customers and

operations

OPTIMIZE YOUR

OPERATIONS

to manage risk and meet

regulatory requirements

MITIGATE

risk with proactive

cybersecurity

management

DRIVE

organizational

efficiencies

ENSURE

security, privacy and

regulatory compliance


TRANSFORM

YOUR PRODUCTS

with open and connected

systems and processes

EMBRACE

an open API

economy

MANAGE

complexity and scale

for growth


Summary | Empowering banking

Managing the realities

of risk, regulation, legacy

systems and cost pressures

Delivering innovative customer

and employee experiences

with speed and agility

ENGAGE

YOUR

CUSTOMERS

EMPOWER

YOUR

EMPLOYEES

OPTIMIZE

YOUR

OPERATIONS

TRANSFORM

YOUR

PRODUCTS


Countries with cloud projects underway

Canada

United States

Norway

Netherlands

United Kingdom

Ireland

Belgium

France

Portugal

Spain

Sweden

Finland

Denmark

Austria

Romania

Italy

Switzerland

Hungary

Japan

Mexico

Costa Rica

Ecuador

Puerto Rico

Panama

Columbia

Sri Lanka

Thailand

India

Malaysia

Singapore

Hong Kong

Philipines

Vietnam

Indonesia

Peru

Brazil

Chile

Uruguay

Argentina

South Africa

Australia

New Zealand

MORE THAN 45 FINANCIAL

SERVICES REGULATORS

ENGAGED IN LAST 12 MONTHS

16


FLEXIBLE

INTEGRATED

TRUSTWORTHY


OUR COMMITMENT TO TRUST

TRANSPARENCY

PRIVACY

& CONTROL

COMPLIANCE

SECURITY

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