Date post: | 15-Feb-2017 |
Category: |
Business |
Upload: | salesforce |
View: | 191 times |
Download: | 0 times |
Welcome to the Dubai Financial Services SummitAndy Werner, Marketing Manager, Cloud Concept
9:00 - 9:45 Registration and Networking
9:45 - 10:15 Keynote: Precision is the Future of Financial Services - Richard McGuinness
10:15 - 10:45 Salesforce for Financial Services Demo - Darragh Madden
10:45 - 11:00 Coffee and Networking
11:00 - 11:30 Salesforce Sales Cloud - Russell Daley
11:30 - 12:00 Customer Success - ADS Securities
Todays Agenda
Richard McGuinnessVice President – Salesforce EMEA
Re-imagine Customer & Employee Engagement
Precision is the Future of Financial Services
Safe Harbor
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 we operate, 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 these forward-looking statements.
Hikmet ErsekCEO & President
Cloud computing pioneer and evangelistOur Mission
Mainframe
New Technology
Model (Cloud)
New Business
Model (Customers)
New Philanthropic Model (1:1:1)
Client/Server
Cloud
TODAY1980s1960s
New Technology Model
Innovation. Not Infrastructure.Multitenant cloud computing
Protected CustomizationsScalable metadata platform
Continuous ImprovementSecurity | Availability | Performance
New Business ModelFocused directly on our customer’s success
Subscription pricing model
Global Customer Success team
Broad ISV and SI ecosystem
+CustomersK300
New Philanthropic Model
1M+Service Hours
$100M+
Grants
25K+Nonprofit Organizations
1% Time 1% Equity 1% Product
Sharethemodel.org
Connect with your customers in a whole new wayBecome a Customer Company
SalesService
Marketing
CommunityApps
Analytics
SalesService
Marketing
CommunityApps
Analytics
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
16 yrs of Customer Success Across Financial Services
Our Financial Services Strategy
Multitenant CloudWorld’s most trusted
Customer Success PlatformWorld’s #1 CRM
Four-pillar Strategy
Deep & broad investments in financial services
Financial Services: A loyalty Crisis
51%
Wealth Management
of investors are dissatisfied with advisor’s ability to meet their needs
Banking
72%of customers would rather bank with Google, etc.
Insurance
30%of Insurance clients are having positive experiences
Less than
Disruptors Now Leading the Way
With Number26 Bank, you can open an account in 8 minutes vs traditional 2-3 days
Orange has 1,000 stores, 27 million customers
CEOs in Leading Banks are Now ReactingFinancial Times: "Adapt or Die"
“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
“Our customers are changing. Digital transformation is no longer an option – it is a must”
- Henri de Castries, 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
How do we radically improve the customer experience?
How do we do this at scale and super cost effectively?How do we radically improve the customer experience?
Steve WestonCEO of Mortgages
Engagement Needs To Be Personalized
Know Me Guide Me Make My Journey Effortless
Bring the Whole Team to Help Me
We Need to Reinvent Financial Services Experiences
Generic Precision
1-to-Many Personalized
Transaction-based
Reactive
Goal-based
Proactive
When & how the bank wants it How I want it
Holy Grail: Effortless Customer & Employee Experience
Customer Effort
Employee Effort
Quarterly wealth review
Insurance claim
Phone call
center
Applying for a
mortgage
Effortless Customer Experiences at Scale
Demographics
Web activity
Spending
Transactions
Lifetime Value
Household
1 to 1
Capture real-time personal events
SmartPredict the most
appropriate response
EverywhereDeliver the next best action how & when the customer needs it
Holdings & goals Life Events
Market insights
Investments
Life events
Client interactions
Analytics Accounts
Book of business Goals
Capture & unify all client data
SmartProactive intelligence makes every
advisor more productive
EverywhereCollaborate with clients when & how they want
Effortless Advisor Experiences at Scale
1:1
Wealth Management Needs to Change
New Expectations for Relationships
UHNW
$$$$
HNW
$$$
Mass Affluent
$$
Mass Market
$
Self DirectedDo It For Me
Private Banks & Trusts
Life Insurers
Online Directs
Collaborative Advice
Traditional Full Services Firms
Virtual FAs
Robo FAs
Investor Communities55
of investors want to collaborate with their
financial advisor*
%
*Salesforce Connected Investor Report, 2015
1-to-1 client relationships
Smarter actions
Engage with clients everywhere
2016Introducing
Connecting advisors with clients in a whole new way
Mike Capelle
Chief Strategy Officer
Advisor Today
Supercharging the Advisor experience
Wealth specific dashboards
Contextual market news
Productivity Object Cards
The Assistant – a dynamic to-do list
Client Segmentation
Drill into Client data & take action
Easy-to-use cross-object filtering
Configurable based on Salesforce report API
Launch mass actions
Wealth Client Profile
The panoramic Wealth Client view
Highlight View for instant client context
Surface financial accounts & goals
Map households & extend relationships
New B2C Individual Object / Data Model
Amazing Proactive Journeys at Scale
1/2 a Day Back to the Advisor
Engagement Like Never Before
BetterDecisions
thank y u