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Mobile in Financial Services More Than Online Banking and Insurance Cards
| Date post: | 17-Jul-2015 |
| Category: |
Mobile |
| Upload: | myriadmobile |
| View: | 90 times |
| Download: | 5 times |
Mobile inFinancial Services
More Than Online Banking and Insurance Cards
Jake JoraanstadFounder & CEO@JakeFromFargo
About Myriad Mobile
Yep, we have a flag
Let’s talk Mobile in Financial
ServicesMore Than Online Banking and Insurance Cards
What do financial services
consist of?
credit unions, banks, credit card companies, insurance companies, accountancy companies, stock brokerages, investment funds, real estate funds, and some government sponsored enterprises
But now financial services to the consumer can look like
Mint.com’s of today mean you don’t even have to have an app
for viewing your accounts.
As a consumer, you don’t need a bank to have Bitcoin
What do banks and insurance providers
have today?
Easy access to transactional bankingi.e. Fiserv, Jack Henry etc.
Access to policy infoOnline payments
Nodak Mutual
● View current policies● Make policy payments● Contact insurance agent● Assist with filing insurance
claims
Customer Experience:
There is a clear march toward providing customers with intuitive, mobile-first, personalized financial offerings.
- Debby Hopkins
Citi's Chief Innovation Officer
CEO of Citi Ventures
These are just the basics… financial services are still playing catch up
What dofinancial services have CONTROL
over today?
Brand
What does it say to a customer when you don’t provide a mobile way to access your brand?
RelationshipsRelationships
What are they doing today to help build
relationships utilizing mobile technology?
QBE NAU● Quote policies and save copies of quote● Sign and submit application via iPad● Report acreage, sign reports, and send
electronically● Monitor claims and contact insurance
adjuster with questions anytime● View detailed maps to make educated
decisions about high risk land
Banks and credit unions are making it easier for their
employees to access information on the fly.
What does the future hold?
Making it easier to access a customer’s information doesn’t solve the issue.
Doing something with that information to make the relationship better does.
How can we use all this data? How can we use context? How can we grow those
relationships?
Personalization
Messaging
Video
iBeacons
The future of financial services isn’t about the features. Those are expected.
It’s about the relationships.
Mobile Empowers Relationships
