Date post: | 14-Aug-2015 |
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Technology |
Upload: | hearsay-social |
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Software is eating the world
—Marc Andreessen THE AGE OF THE TRUSTED ADVISOR C L A R A S H I H C E O A N D F O U N D E R
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THE WORLD HAS GONE DIGITAL
87% Millennials always have their
smartphones on them
6 hours average American spends per day on social, mobile, digital
#1 Social is top Internet
activity, surpassing email
7
BIG DATA AND MACHINE LEARNING ARE TRANSFORMING WHAT (AND WHO) CAN BE AUTOMATED
Surgeons Musicians Security Guards Jeopardy Champion
10
TODAY, THE CUSTOMER JOURNEY LOOKS LIKE THIS
Numerous, mostly digital channels, nonlinear engagement
OBSOLETE ADVISORS (n.):!
a) spend their time doing tasks that software algorithms can do better and faster !
!b) have not adapted to engage when and how
clients prefer!
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There’s an explosion of opportunities... where you need to know how to relate to other people, and that’s something that we can
cultivate and encourage to a greater extent, and where humans still have a huge edge
over machines.
—Erik Brynjolfsson, Author of The Second Machine Age
BUT HOPE IS NOT LOST
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THE AGE OF THE TRUSTED ADVISOR
• High-Touch at Scale
• Personalized and Personable
• Informed by Data, Built on Relationships
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YOU HAVE NEVER NEEDED YOUR ADVISORS MORE
In a world rich in digital information… the personal trust and relationship that still
comes by spending time with someone, has become even more valuable.
—Quentin Hardy, Deputy Tech Editor of The New York Times
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YOU’VE INSPIRED A NEW VISION FOR OUR COMPANY
Video Conference
Events
SMS
Social
Mobile
Website
F2F
Telephone
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6AM 7AM 9AM 10AM 3PM
Alert: An advisor’s acquaintance, Henry, shared on Facebook that his first child was born.
Henry views 529 Savings Plan content on advisor’s website
Advisor logs into unified view. Henry is the top lead.
With predictive content engine, the Advisor emails Henry relevant, helpful info.
The email resonates with Henry, he meets with the Advisor and becomes a customer.
HOW IT COULD BE
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6AM 7AM 9AM 10AM 3PM
Alert: An advisor’s acquaintance, Henry, shared on Facebook that his first child was born.
Henry views 529 Savings Plan content on advisor’s website
Advisor logs into unified view. Henry is the top lead.
With predictive content engine, the Advisor emails Henry relevant, helpful info.
The email resonates with Henry, he meets with the Advisor and becomes a customer.
HOW IT COULD BE MUST
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THANK YOU FOR BEING OUR PARTNER
15% higher client acquisition…#1
prospecting program
24X return on investment
22% sales uplift
– Large U.S. diversified financial services company – Leading multi-line insurance firm – Fortune 500 financial services company
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WE MUST TRANSFORM THE INDUSTRY FROM OBSOLETE TO PREDICTIVE INTELLIGENCE
Silos Corporated, Canned
Say-only
One-stop Shop Hyperlocal, Personalized Intelligent hear+say
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In the next twenty-four months, the planet will add more computer power than it did in all
previous history.
―Erik Brynjolfsson, The Second Machine Age
One machine can do the work of fifty ordinary men. No machine can do the work of one
extraordinary man.
—Elbert Hubbard