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According to Wikipedia it’s “communicating the value of a product, service or

brand to customers for the purpose of promoting or selling that product, service

or brand”.

According to a contributed article from SAP on Forbes’ Brand Voice it’s

“what you say and how you say it when you want to explain how awesome your

product is and why people should buy it”.

Marketing Defined

2!

Traditional vs Today

3!

Controlled by the BRAND:

TV/Radio

Print Ads

Direct Mail

Cold Calling

Networking

Driven by the CUSTOMER:

Internet Content

PPC/PPI

Email Marketing

Warm Lead Follow-up

Social Networking

76% of consumers believe ads

are EXAGGERATED1

92% of consumers believe

recommendations from friends & family

over all forms of advertising2

4!

Word of Mouth

5!

It’s All About Relationships!

Relationships Depend on Sales

6!

Relationships Depend on Sales

7!

Industry # of Sales Execs

Retail 76,600 Wholesale 73,100 Manufacturing 45,280 Scientific and Technical Services 30,720 Finance and Insurance 30,150 Information 21,170 Waste Management and Remediation 13,440 Transportation and Warehousing 7,990 Accommodation and Food Services 7,980 Real Estate and Rental, Leasing 5,940

Finance and Insurance! 30,150!

The Old School Challenge for Financial

8!

Building NEW is Easier Than Renovating

9!

Everything is Automated…Even Marketing

10!

Teams are Slow to Embrace Technology

11!

Marketing Channels Keep Changing

12!

Security and Data Risks

13!

The Challenge for Financial Services

14!

1.  Building New is Easier than Renovating1

2.  Automation in Marketing Doesn’t Easily Translate to Advisors & Producers

3.  Sales Force That is Slow to Embrace New Technology

4.  Ever-changing Channel Landscape

5.  Security & Data Risks

Is It Possible?

15!

16!

Identify Systems and Stakeholders

17!

Create Simple Campaigns

18!

Focus on your Users

19!

Audit Your Channels & Engagement

20!

Measure Time Required for Approval

Steps to Possible...

21!

1.  IDENTIFY Systems and Stakeholders

2.  CREATE Simple Campaigns

3.  FOCUS on Your Users

4.  AUDIT Your Channels & Engagement

5.  MEASURE Time Required for Approval

Your Pando Marketing Hub