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®




IBM Customer Experience Suite:
la soluzione per deliverare work&web
experiences in FFSS & Retail 2.0




Web Multicanale, Social commerce, Real time analytics,
Business rules e CRM integrato
®



    IBM Industry Frameworks




2
®




  Internet trends 2010                                    2 Click
                                                         Morgan Stanley


  Morgan Stanley
                                                          internet 2010




    Web vs. Mobile               Mail vs. Social posts

Morgan Stanley Research - 2010
®




  Esempio dinamiche italiane
  Crescite social network 2009-2010

                                                     2.600.000
                                       638.540

                                                     3.000.000
                                     1.620.460


                                                     2.000.000
                                     1.278.040




Source: ManyEyes – IBM / Vincos elaboration - 2010
®




Le aziende funzionano fondendo
l’esterno con l’interno (anche sul web)
®




Gli analisti chiamano queste soluzioni:
Persuasive content architecture
®




IBM la chiama: Northstar Vision
La nuova filososifia: web e multicanale operativo, integrato, efficiente,
per la gestione di esperienze multicanale eccezionali.
IT, sales e marketing possono lavorare insieme.



Un’ unica piattaforma:
IBM Customer Experience Suite
Per progettare soluzioni integrate
rapide e flessibili, che garantiscono
piu’ efficienza, governo e
automazione in real-time
dei processi customer centred
multicanale.
®




IBM la chiama: Better Marketing
Perche’ (3)
                                      - Investments in physical channels and additional
                                      staff are increasingly
1 - Customers MUST make their         difficult and expensive.
                                      - The Web is their face to their customers and the
Web work smarter to stay              world, e.g. 77% of US
                                      adults use the Web.

competitive.
                                      - Compelling Web interactions keep customers and
                                      partners coming back
2 - Customer and partner              to their site.
                                      - Exceptional Web experiences attract, satisfy, and

satisfaction is critical to keep      retain customers and
                                      partners.
                                      Agility is required to keep Web content fresh,
market share.                         engaging, and relevant.



3 - They MUST be vigilant to          - High-performing organizations need to analyze
                                      Web site usage and user
                                      interactions so they can iteratively tune their Web
sustain their differentiation.        sites to improve the
                                      customer experience.
Customer satisfaction and retention   - Exceptional Web experience requires several
                                      technologies interacting, to
                                      analyze, improve, and further differentiate
is often driven by ongoing service    themselves to their customers
                                      and partners.
quality.                              - The results are worth the efforts. A better online
                                      experience drives
                                      improved loyalty and additional revenue.
®




IBM la chiama: Crisp Benefits
Forrester Research, Inc has shown that exceptional Web
experiences can result in:


Streamlined and measured marketing flows for digital world
Leverage of technology to drive better results in classic marketing
scenarios
- 400% higher visit-to-lead conversions
- 200% higher visit-to-order conversions
- 41% lower page abandonments
- 16.6% more recommendations by customers for products and services
- 15.8% fewer customers lost to competitors
- 14.1% increase in repeat purchases by customers
®




   IBM Customer Experience Suite - Archiettura

                 Social Connectors
                                                                            Real time 1to1
                 1 click registration & SSO infrastructure                  Web Analytics
                 (Facebook, Open ID...)                                     Coremetrics, Unica

                     Social registration
                     profiling / permission
                     / dynamic
                                                 Assemble &                        Collaborate &       Cloud
                Enterprise                       Deliver in/out                    Socialize in/out    services
                 2.0 Layer
                Portal, Content,
                  Commerce
                Social, Mobile,
             Touchpoint Integration
               User management

 Real time
 Analytics
  Infusion                                        Portal, Content &                 Social and         Cloud Collaboration
 COBRA, Unica,                                                                                         Social Networks
  SPSS, Cognos,                                   Commerce 2.0                      Real time          Social Tools
                                                  Virtual Portals
ILOG ... 3rd parts
                                                  Web Content, Commerce
                                                                                    Collaboration      Files
                                                                                                       Surveys
                                                  Mobile                            Social Networks
                                                                                                       Webconf
                                                  Role/Rule based                   Social Tools
                                                                                                       etc.
                                                  Dynamic Personalization           Teamwork
              Enterprise                          Campaign, Targeting               Real Time
              Master Data                         Composite Mashups                 Chat/Call/Web me   Cloud Portal
                                                  Rich Client                       Awareness          on Amazon EC2
                (extended user                                                      Webconf            / IBM Cloud
                                                  Mashups
             Business & Social data)              Process, Forms, Surveys


                                                                  Multiplattform
®




IBM Customer Experience Suite
Componenti presenti
®




IBM Customer Experience Suite
Portal components – a Business oriented infrastructure
                  Infrastructure topics
                    Federate directories and Assemble Backend, external and
                    Cloud services to build composite experiences
                    Virtual portals to build and manage branded initiatives
                    Virtual infrastructure for multiple development and hot
                  extended deployment (private/public cloud)
                    Component acive monitoring
                    Centralized SLA’s with granular delegation (to business
                  users) for flexible nusoiness models
                    Milions users connected – unlimited scalability

                  UX / Business points
                    Provide personalization rules to deliver “my
                  experience”
                    Adaptive content (reccomendation, affinity etc)
                    Campaign management
                    Extended master data schema for social (merge
                    business & social data to deliver personalized
                    Mashups, Ratings, Tagging, etc.
                    Web 2.0 accellerators
                    Mobile
®




Cosa puoi fare:
Exceptional work/development experiences
1 – Role based Workplace (PortalNOW!): intranet ed extranet intelligenti,
teller apps, web & rich client, per avere la cosa giusta al momento giusto

2 – Social collaboration: per ottimizzazione processi, integrazione
contestuale delle competenze e delle conoscenze, riduzione costi.

3 – Unified Communication & Collaboration: UCC, Real time, Voip,
Client e Web
®




Customer Care and Insights top trends for banking 2.0 - Italia
1 – Role based Workspace: intranet ed extranet intelligenti,
teller apps, web & rich client, per avere la cosa giusta al
momento giusto

• Un Asset: Dieci anni di progetti
  intranet/extranet in un asset
  Pronto per recepire le vostre
  personalizzazioni.
• Per intranet ed extranet, migliaia di
  utenti registrati (nella versione base)

• Con strumenti di gestione documentale,
  contenuti web, collaborazione,
  profilazione, ricerca, conoscenza e
  integrazione applicativa avanzata
  SOA e Web 2.0

• Pronto per aggregare
  le informazioni e i processi dell’utente:
  Gestione e controllo, Marketing, HR,
  Conoscenza

• Servizi formativi inclusi per autori e
  amministratori (e facile da usare)

• Estensioni (Rich Client Eclipse-
  based)
®




Customer Care and Insights top trends for banking 2.0 - Italia
2 – Social collaboration: per ottimizzazione processi,
integrazione contestuale delle competenze e delle conoscenze,
riduzione costi.



                                               Full social & expertise networks capabilities
                                               Globalizzazione / Localizzazione / Multilingua
                                               Capacità native di profiling dei diritti di accesso alle
                                               risorse della People Directory
                                               Directory integration
                                               Data integration
                                               Data synchronization (partecipazione nel popolamento
                                               dati e gestione aggiornamenti)
                                               Federazione entità esterne (partner, fornitori)
                                               Social tagging
Connections offre nativamente tutte le         Social networking
funzionalità richieste per la costruzione di   Integrazione con oltre 200 data sources
un’ Enterprise Global Directory,
nativamente completate dalle capacità di       Integrazione nativa con MOSS, Office, Windows
interazione ricca tra gli individui offerte    Accesso Mobile (Blackberry, iPhone)
dalle tecnologie Enterprise 2.0:
®




Customer Care and Insights top trends for banking 2.0 - Italia
2 – Social collaboration: per ottimizzazione processi,
integrazione contestuale delle competenze e delle conoscenze,
riduzione costi.



Connections consente l’importazione
e la sincronizzazione simultanea
(anche bidirezionale) con una serie
molto diversificata di fonti. Cio
consente di unificare persone e
processi anche quando le infrastrutture
non lo consentono (social intranets)
®




Customer Care and Insights top trends for banking 2.0 - Italia
3 – Unified Communication & Collaboration:
UCC, Real time, Voip, Client e Web




Chat                    Conferenze
                        web




UCC - VOIP              Estensioni e
                        integrazioni
®



Cosa puoi fare:
Exceptional customer experiences
1 – Intuitive front-end / nuova generazione di interfacce web
ed esperienze utenti – transazioni 2.0 / interazioni real time
con CRM&Analytics
2 – Mobile framework: client, hybrid e web application development
multidevice & multilingua
3 – Customer Onboarding / universal registration process, social
bridging
4 – Mkt 121: web & sentiment analytics + Integrated marketing
management
5 – Collaboration Agenda: Real time / Social / Mobile collaboration per
ottimizzazione processi, integrazione contestuale delle competenze e
delle conoscenze, riduzione costi.
6 – Social Commerce services for banking marketplaces
7 - Banking Mashups for self services customers
®




Customer Care and Insights top trends for banking 2.0 - Italia
1 – Intuitive front-end / nuova generazione di interfacce web
ed esperienze utenti – transazioni 2.0 / interazioni real time
CRM&Analytics
®




Customer Care and Insights top trends for banking 2.0 - Italia
2 – Mobile Framework: client, hybrid e web application
development multidevice




                                                                 Industry standard
®




Customer Care and Insights top trends for banking 2.0 - Italia
2 – Mobile Framework: client, hybrid e web application
development multidevice


Single Framework: Develop & change once, deploy everywhere
Within Portal:                 Within Portal:             Add-on: Mobile           Advanced
Mobile Themes:                 Experience                 Portal                   Assets
Web apps,                      Factory for                Accelerator
                                                                                   Store Management
MSites (Eclipse                mobile and                 (MPA) for all
Based, ultimate                Hybrid Apps                devices types            Managed
smartphones: iPhone,
                               (Eclipse Plugin,
                                                                                   deployment
iPad, Android Smphones,                                   >7500
                               ultimate smartphones,                               Micro VPN
Blackberry)                                               (Eclipse Plugin, >7500
                               phonegap)
                                                          all device types)
                                                                                   On device data
                                                                                   encryption
                                                                                   Other




     Single development layer
®




Customer Care and Insights top trends for banking 2.0 - Italia
3 – Customer Onboarding / universal registration process,
social bridging
ES. Da una widget “scegli la tua carta” di IBM commerce (1) deployata su Facebook (2), un utente invita propri amici a
regalare con 1 click (3), autorizzando gestions (4) info di profilo FB. Il processo di registrazione universale (5) profila e
monitora il completamento dati (6). Il servizio supporta tutti i touchpoint di registrazione / autenticaizone.

                                    2
                                                                                                               Social registration
     1                                                                                                         profiling / permission
                                                                                                               / dynamic



                                         3




                                                4




                     Dynamic
            5        unique
                     registration             LDAP                        6       IBM Business Partner Factor-y XSSO Suite
                     proces with                                                  covering: Aol, Yahoo!, Facebook, Twitter, LinkedIn,
                                        Social User Master
                     permission                                                   Google, MySpace, Windows Live, Hyves, Verisign,
                                          Data Schema
                     marketing                                                    MyOpenID, OpenID, Flickr, Blogger, Livejournal,
                     rules              CRM Synchronization
                                                                                  Wordpress, Netlog.
®




Customer Care and Insights top trends for banking 2.0 - Italia
3 – Customer Onboarding / universal registration process,
social bridging
ES. Da una widget “scegli la tua carta” di IBM commerce (1) deployata su Facebook (2), un utente invita propri amici a
regalare con 1 click (3), autorizzando gestions (4) info di profilo FB. Il processo di registrazione universale (5) profila e
monitora il completamento dati (6). Il servizio supporta tutti i touchpoint di registrazione / autenticaizone.


                                                                                                                   Social registration
                                                                                                                   profiling / permission
                                                                                                                   / dynamic




                                                       Dynamic
                                                       unique
                                                       registration                                         6
       121 Portal Registration Process                 proces with
                                                       permission                                                        LDAP
                                                       marketing
                                                                                                                   Social User Master
                                                       rules
                                                                                                                     Data Schema
                                                                                                                  CRM Synchronization
®




Customer Care and Insights top trends for banking 2.0 - Italia
4 – Mkt 121: web & sentiment analytics + Integrated marketing
management
Unica and Coremetrics analytics – Realtime and 121 Lifetime individual tracking
Using data to deliver cross-channel real time marketing.

                                                                           Social registration
                                                                           profiling / permission
                                                                           / dynamic




                                                                                  LDAP
                                                                           Social User Master
                                                                             Data Schema
                                                                          CRM Synchronization
®




 Customer Care and Insights top trends for banking 2.0 - Italia
 5 – Collaboration Agenda: Real time / Social / Mobile
 collaboration per ottimizzazione processi, integrazione
 contestuale competene/conoscenze, riduzione costi.
Collaboration accelerator (on premise)




  Interazioni real
time per segmenti
Wealth/ Affluent/
Direct (es. Corporate
Employee banking
services)

  Non necessaria la
distribuzione SW
esterna, 100% web


 VEDI DEMO LIVE
®




Customer Experience Suite for banking 2.0 - Italia
6 – Social Commerce services for banking marketplaces




  Seamless engagement process experience
  Social network integration, remote widgets, social bridging, 1 click SSO
®




 Customer Experience Suite for banking 2.0 - Italia
 6 – Social Commerce services for banking marketplaces

     Cross Channel Precision Marketing                Mobile Commerce
     Automated, one-to-one marketing based on         Support for mobile shopping,
     preference and behavior across sales channels    marketing messages, order
                                                      status & list



                                                      Social Commerce
                                                      Supports easy integration via
     Management Center for Business Users             sMash for Ratings & Reviews,
     Business user tools for Dialog Builder,          Blogs, Photos, and Profiles
     Segmentation & Marketing Spots
     Business       Dialog Builder          Shopper   Master Data
      User
                                                      Extend prospect and customer
                                                      social data schema to manage
                                                      targeted marketing plans

     Improved Foundation                              B2B Starter Store
     Underlying software stack of WAS and DB2
                                                      Web 2.0 based store model for
     updated to leverage latest versions
                                                      rich & streamlined experience

27
®




Customer Care and Insights top trends for banking 2.0 - Italia
7 - Banking Mashups for self services customers
®




Descrizione della soluzione IBM Banking 2.0
Casi: HSBC
Altri casi
®




IBM Customer Experience Suite / Financial Services
HSBC-One: running ONE global brand on
Customer Experience Suite
®




IBM Customer Experience Suite / Financial Services
HSBC-One: Global Customer Service - serving 50 million
customers


                                 Over 50 million customers
                                 Personalized content based on account
                                 level and usage
                                 Regionalized content delivered to over 40
                                 countries/languages
                                 Scalability to meet increased demand
                                      > 50K concurrent user capacity at
                                      one site alone
                                 Portal supports lines of business:
                                      Personal Financial Services
                                      Corporate Banking
                                      Payments
                                      Insurance
                                      Premier
http://www.hsbc.com                   Stock Trading
®




IBM Customer Experience Suite / Financial Services
HSBC-One: Crafting an Exceptional User Experience
Dynamic targeting rules for mkt segmentation/campaigns
®




IBM Customer Experience Suite / Financial Services
HSBC-One: Direct Marketing - Same targeted offer –
different content or scripting / dynamic adverstising

      Which picture had the best click thru rate on the Home Page?

A                                         B


        1.75%                                                              2.30%
                               35% Difference
                            Between Best & Worst



C                                         D


         1.71%                                               1.88%
                                    23% uplift just
                                  from changing a     The optimized content can be anything
                                  door color! Who
                                     would have
                                                      – image, text, links or tools
                                      guessed?
                                                                                          33
®




So what’s in for You?
Call Max for a fast chat on it: linkedin.com/in/maxardigo

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MIP Lecture - IBM customer experience suite for retail and banking 2.0

  • 1. ® IBM Customer Experience Suite: la soluzione per deliverare work&web experiences in FFSS & Retail 2.0 Web Multicanale, Social commerce, Real time analytics, Business rules e CRM integrato
  • 2. ® IBM Industry Frameworks 2
  • 3. ® Internet trends 2010 2 Click Morgan Stanley Morgan Stanley internet 2010 Web vs. Mobile Mail vs. Social posts Morgan Stanley Research - 2010
  • 4. ® Esempio dinamiche italiane Crescite social network 2009-2010 2.600.000 638.540 3.000.000 1.620.460 2.000.000 1.278.040 Source: ManyEyes – IBM / Vincos elaboration - 2010
  • 5. ® Le aziende funzionano fondendo l’esterno con l’interno (anche sul web)
  • 6. ® Gli analisti chiamano queste soluzioni: Persuasive content architecture
  • 7. ® IBM la chiama: Northstar Vision La nuova filososifia: web e multicanale operativo, integrato, efficiente, per la gestione di esperienze multicanale eccezionali. IT, sales e marketing possono lavorare insieme. Un’ unica piattaforma: IBM Customer Experience Suite Per progettare soluzioni integrate rapide e flessibili, che garantiscono piu’ efficienza, governo e automazione in real-time dei processi customer centred multicanale.
  • 8. ® IBM la chiama: Better Marketing Perche’ (3) - Investments in physical channels and additional staff are increasingly 1 - Customers MUST make their difficult and expensive. - The Web is their face to their customers and the Web work smarter to stay world, e.g. 77% of US adults use the Web. competitive. - Compelling Web interactions keep customers and partners coming back 2 - Customer and partner to their site. - Exceptional Web experiences attract, satisfy, and satisfaction is critical to keep retain customers and partners. Agility is required to keep Web content fresh, market share. engaging, and relevant. 3 - They MUST be vigilant to - High-performing organizations need to analyze Web site usage and user interactions so they can iteratively tune their Web sustain their differentiation. sites to improve the customer experience. Customer satisfaction and retention - Exceptional Web experience requires several technologies interacting, to analyze, improve, and further differentiate is often driven by ongoing service themselves to their customers and partners. quality. - The results are worth the efforts. A better online experience drives improved loyalty and additional revenue.
  • 9. ® IBM la chiama: Crisp Benefits Forrester Research, Inc has shown that exceptional Web experiences can result in: Streamlined and measured marketing flows for digital world Leverage of technology to drive better results in classic marketing scenarios - 400% higher visit-to-lead conversions - 200% higher visit-to-order conversions - 41% lower page abandonments - 16.6% more recommendations by customers for products and services - 15.8% fewer customers lost to competitors - 14.1% increase in repeat purchases by customers
  • 10. ® IBM Customer Experience Suite - Archiettura Social Connectors Real time 1to1 1 click registration & SSO infrastructure Web Analytics (Facebook, Open ID...) Coremetrics, Unica Social registration profiling / permission / dynamic Assemble & Collaborate & Cloud Enterprise Deliver in/out Socialize in/out services 2.0 Layer Portal, Content, Commerce Social, Mobile, Touchpoint Integration User management Real time Analytics Infusion Portal, Content & Social and Cloud Collaboration COBRA, Unica, Social Networks SPSS, Cognos, Commerce 2.0 Real time Social Tools Virtual Portals ILOG ... 3rd parts Web Content, Commerce Collaboration Files Surveys Mobile Social Networks Webconf Role/Rule based Social Tools etc. Dynamic Personalization Teamwork Enterprise Campaign, Targeting Real Time Master Data Composite Mashups Chat/Call/Web me Cloud Portal Rich Client Awareness on Amazon EC2 (extended user Webconf / IBM Cloud Mashups Business & Social data) Process, Forms, Surveys Multiplattform
  • 11. ® IBM Customer Experience Suite Componenti presenti
  • 12. ® IBM Customer Experience Suite Portal components – a Business oriented infrastructure Infrastructure topics Federate directories and Assemble Backend, external and Cloud services to build composite experiences Virtual portals to build and manage branded initiatives Virtual infrastructure for multiple development and hot extended deployment (private/public cloud) Component acive monitoring Centralized SLA’s with granular delegation (to business users) for flexible nusoiness models Milions users connected – unlimited scalability UX / Business points Provide personalization rules to deliver “my experience” Adaptive content (reccomendation, affinity etc) Campaign management Extended master data schema for social (merge business & social data to deliver personalized Mashups, Ratings, Tagging, etc. Web 2.0 accellerators Mobile
  • 13. ® Cosa puoi fare: Exceptional work/development experiences 1 – Role based Workplace (PortalNOW!): intranet ed extranet intelligenti, teller apps, web & rich client, per avere la cosa giusta al momento giusto 2 – Social collaboration: per ottimizzazione processi, integrazione contestuale delle competenze e delle conoscenze, riduzione costi. 3 – Unified Communication & Collaboration: UCC, Real time, Voip, Client e Web
  • 14. ® Customer Care and Insights top trends for banking 2.0 - Italia 1 – Role based Workspace: intranet ed extranet intelligenti, teller apps, web & rich client, per avere la cosa giusta al momento giusto • Un Asset: Dieci anni di progetti intranet/extranet in un asset Pronto per recepire le vostre personalizzazioni. • Per intranet ed extranet, migliaia di utenti registrati (nella versione base) • Con strumenti di gestione documentale, contenuti web, collaborazione, profilazione, ricerca, conoscenza e integrazione applicativa avanzata SOA e Web 2.0 • Pronto per aggregare le informazioni e i processi dell’utente: Gestione e controllo, Marketing, HR, Conoscenza • Servizi formativi inclusi per autori e amministratori (e facile da usare) • Estensioni (Rich Client Eclipse- based)
  • 15. ® Customer Care and Insights top trends for banking 2.0 - Italia 2 – Social collaboration: per ottimizzazione processi, integrazione contestuale delle competenze e delle conoscenze, riduzione costi. Full social & expertise networks capabilities Globalizzazione / Localizzazione / Multilingua Capacità native di profiling dei diritti di accesso alle risorse della People Directory Directory integration Data integration Data synchronization (partecipazione nel popolamento dati e gestione aggiornamenti) Federazione entità esterne (partner, fornitori) Social tagging Connections offre nativamente tutte le Social networking funzionalità richieste per la costruzione di Integrazione con oltre 200 data sources un’ Enterprise Global Directory, nativamente completate dalle capacità di Integrazione nativa con MOSS, Office, Windows interazione ricca tra gli individui offerte Accesso Mobile (Blackberry, iPhone) dalle tecnologie Enterprise 2.0:
  • 16. ® Customer Care and Insights top trends for banking 2.0 - Italia 2 – Social collaboration: per ottimizzazione processi, integrazione contestuale delle competenze e delle conoscenze, riduzione costi. Connections consente l’importazione e la sincronizzazione simultanea (anche bidirezionale) con una serie molto diversificata di fonti. Cio consente di unificare persone e processi anche quando le infrastrutture non lo consentono (social intranets)
  • 17. ® Customer Care and Insights top trends for banking 2.0 - Italia 3 – Unified Communication & Collaboration: UCC, Real time, Voip, Client e Web Chat Conferenze web UCC - VOIP Estensioni e integrazioni
  • 18. ® Cosa puoi fare: Exceptional customer experiences 1 – Intuitive front-end / nuova generazione di interfacce web ed esperienze utenti – transazioni 2.0 / interazioni real time con CRM&Analytics 2 – Mobile framework: client, hybrid e web application development multidevice & multilingua 3 – Customer Onboarding / universal registration process, social bridging 4 – Mkt 121: web & sentiment analytics + Integrated marketing management 5 – Collaboration Agenda: Real time / Social / Mobile collaboration per ottimizzazione processi, integrazione contestuale delle competenze e delle conoscenze, riduzione costi. 6 – Social Commerce services for banking marketplaces 7 - Banking Mashups for self services customers
  • 19. ® Customer Care and Insights top trends for banking 2.0 - Italia 1 – Intuitive front-end / nuova generazione di interfacce web ed esperienze utenti – transazioni 2.0 / interazioni real time CRM&Analytics
  • 20. ® Customer Care and Insights top trends for banking 2.0 - Italia 2 – Mobile Framework: client, hybrid e web application development multidevice Industry standard
  • 21. ® Customer Care and Insights top trends for banking 2.0 - Italia 2 – Mobile Framework: client, hybrid e web application development multidevice Single Framework: Develop & change once, deploy everywhere Within Portal: Within Portal: Add-on: Mobile Advanced Mobile Themes: Experience Portal Assets Web apps, Factory for Accelerator Store Management MSites (Eclipse mobile and (MPA) for all Based, ultimate Hybrid Apps devices types Managed smartphones: iPhone, (Eclipse Plugin, deployment iPad, Android Smphones, >7500 ultimate smartphones, Micro VPN Blackberry) (Eclipse Plugin, >7500 phonegap) all device types) On device data encryption Other Single development layer
  • 22. ® Customer Care and Insights top trends for banking 2.0 - Italia 3 – Customer Onboarding / universal registration process, social bridging ES. Da una widget “scegli la tua carta” di IBM commerce (1) deployata su Facebook (2), un utente invita propri amici a regalare con 1 click (3), autorizzando gestions (4) info di profilo FB. Il processo di registrazione universale (5) profila e monitora il completamento dati (6). Il servizio supporta tutti i touchpoint di registrazione / autenticaizone. 2 Social registration 1 profiling / permission / dynamic 3 4 Dynamic 5 unique registration LDAP 6 IBM Business Partner Factor-y XSSO Suite proces with covering: Aol, Yahoo!, Facebook, Twitter, LinkedIn, Social User Master permission Google, MySpace, Windows Live, Hyves, Verisign, Data Schema marketing MyOpenID, OpenID, Flickr, Blogger, Livejournal, rules CRM Synchronization Wordpress, Netlog.
  • 23. ® Customer Care and Insights top trends for banking 2.0 - Italia 3 – Customer Onboarding / universal registration process, social bridging ES. Da una widget “scegli la tua carta” di IBM commerce (1) deployata su Facebook (2), un utente invita propri amici a regalare con 1 click (3), autorizzando gestions (4) info di profilo FB. Il processo di registrazione universale (5) profila e monitora il completamento dati (6). Il servizio supporta tutti i touchpoint di registrazione / autenticaizone. Social registration profiling / permission / dynamic Dynamic unique registration 6 121 Portal Registration Process proces with permission LDAP marketing Social User Master rules Data Schema CRM Synchronization
  • 24. ® Customer Care and Insights top trends for banking 2.0 - Italia 4 – Mkt 121: web & sentiment analytics + Integrated marketing management Unica and Coremetrics analytics – Realtime and 121 Lifetime individual tracking Using data to deliver cross-channel real time marketing. Social registration profiling / permission / dynamic LDAP Social User Master Data Schema CRM Synchronization
  • 25. ® Customer Care and Insights top trends for banking 2.0 - Italia 5 – Collaboration Agenda: Real time / Social / Mobile collaboration per ottimizzazione processi, integrazione contestuale competene/conoscenze, riduzione costi. Collaboration accelerator (on premise) Interazioni real time per segmenti Wealth/ Affluent/ Direct (es. Corporate Employee banking services) Non necessaria la distribuzione SW esterna, 100% web VEDI DEMO LIVE
  • 26. ® Customer Experience Suite for banking 2.0 - Italia 6 – Social Commerce services for banking marketplaces Seamless engagement process experience Social network integration, remote widgets, social bridging, 1 click SSO
  • 27. ® Customer Experience Suite for banking 2.0 - Italia 6 – Social Commerce services for banking marketplaces Cross Channel Precision Marketing Mobile Commerce Automated, one-to-one marketing based on Support for mobile shopping, preference and behavior across sales channels marketing messages, order status & list Social Commerce Supports easy integration via Management Center for Business Users sMash for Ratings & Reviews, Business user tools for Dialog Builder, Blogs, Photos, and Profiles Segmentation & Marketing Spots Business Dialog Builder Shopper Master Data User Extend prospect and customer social data schema to manage targeted marketing plans Improved Foundation B2B Starter Store Underlying software stack of WAS and DB2 Web 2.0 based store model for updated to leverage latest versions rich & streamlined experience 27
  • 28. ® Customer Care and Insights top trends for banking 2.0 - Italia 7 - Banking Mashups for self services customers
  • 29. ® Descrizione della soluzione IBM Banking 2.0 Casi: HSBC Altri casi
  • 30. ® IBM Customer Experience Suite / Financial Services HSBC-One: running ONE global brand on Customer Experience Suite
  • 31. ® IBM Customer Experience Suite / Financial Services HSBC-One: Global Customer Service - serving 50 million customers Over 50 million customers Personalized content based on account level and usage Regionalized content delivered to over 40 countries/languages Scalability to meet increased demand > 50K concurrent user capacity at one site alone Portal supports lines of business: Personal Financial Services Corporate Banking Payments Insurance Premier http://www.hsbc.com Stock Trading
  • 32. ® IBM Customer Experience Suite / Financial Services HSBC-One: Crafting an Exceptional User Experience Dynamic targeting rules for mkt segmentation/campaigns
  • 33. ® IBM Customer Experience Suite / Financial Services HSBC-One: Direct Marketing - Same targeted offer – different content or scripting / dynamic adverstising Which picture had the best click thru rate on the Home Page? A B 1.75% 2.30% 35% Difference Between Best & Worst C D 1.71% 1.88% 23% uplift just from changing a The optimized content can be anything door color! Who would have – image, text, links or tools guessed? 33
  • 34. ® So what’s in for You? Call Max for a fast chat on it: linkedin.com/in/maxardigo