for Financial Services & Insurance Industries

Nadine Taffard How to Bring True Customer Experience Management Into The Sales Process

A G E N D A About Cincom The Opportunity Positioning Why Partner with Cincom Commercial in Confidence

A B O U T C I N C O M

Microsoft Global ISV for Dynamics AX & CRM

Mission: Simplicity Vision: The Perfect Customer Experience Strategy: Deliver Value to our Clients

Our Founder/CEO

Thomas M. Nies, is the longest serving CEO in the software industry

Stats/Figures

Customers in 65 countries HQ Cincinnati Offices in 16 countries (Australia since 1974) 700+ employees Average staff tenure: 12 years

Established in 1968

as a DBMS company and a global leader in enterprise software for complex manufacturing Commercial in Confidence

P R O V E N T E C H N O L O G Y Commercial in Confidence

M A R K E T O P P O R T U N I T I E S & T R E N D S

Why the FSI sector?

• • • • Large sector of the Australian economy (over 10% of GDP) Wealth Management in the top 5 super growth industry sectors Industry players under competitive pressure Industry focus on: – CX/CEM/Customer Centricity – Loyalty/Advocacy – Omni-channel – Being easy to do business with – Agility — speed to market • • • • Pressure to provide more personalised products faster Leveraging BI and predictive Analytics Significant number of industry experts are fast approaching retirement age Gap in the market confirmed by analysts Commercial in Confidence

S O L V E S P R O B L E M S S U C H A S . . .

• Limited or Inflexible product personalisation and bundling • Low speed to market with new products • Discrepancies and inconsistencies across distribution channels in content and processes • Ensuring price consistency and profitability across all channels • Non-compliance due to human errors • Failure to meet consumers’ expectations • High turnover of customer-facing staff Commercial in Confidence

• D I F F E R E N T I A T O R S Agile Universal Rules Engine – –

Agile

as it has the flexibility to assemble a product, service or bundle in real time or near real-time

Universal

as it can integrate with several back-end and legacy systems to receive and send relevant data and output through different channels • • • • 360 degree access to maintain cross-channel consistency High levels of achievable real-time personalisation Non-linear product configuration (Declarative rules engine) Special Requests: to address unique scenario and return a successful proposal by managing approval and regulatory compliance fast • • Document generation: present personalised proposals/quotations in a professional document or pack Deployment options: Cloud, or on premise, with or

before

CRM Commercial in Confidence

R E L A T E D P R O J E C T S & A P P L I C A T I O N S • • • • • • • • • Interactive portals Customer Experience Management initiatives Customer Centricity e-Commerce / e-Business Digitalisation e-Service Online Quotation Broker portals Guided selling for Agents or Brokers • • • • • • • Customers needs analysis Product and service recommendations Configuration & pricing of unique product bundles Cross-selling across unrelated product line Offer approval process Self-service (web, Kiosk) Decision support in call centre Commercial in Confidence

V A L U E C H A I N © 2014 Cincom Systems, Inc.

Commercial in Confidence

T E C H N I C A L S P E C I F I C A T I O N S

Integrates

with Microsoft Dynamics ® CRM (natively), SFDC, SAP

Cloud Ready (SaaS)

Available on Azure ™ , RackSpace, & Amazon Web Services

On premise Cross Platform

Multi-device/multi-browser Commercial in Confidence

A G E N D A About Cincom The Opportunity Positioning Why Partner with Cincom Commercial in Confidence

T O P 5 R E A S O N S T O P A R T N E R W I T H C I N C O M

1. Tap into a Market in need with solutions

• Financial Services sector represents over 10% of Australia GDP • Significant market and competitive pressures on leading players

2. Win More Deals

• Compete & WIN against Oracle and SAP • Reduce the need of writing customisations • Leverage subject matter experts from Cincom to help you win the deal • Increases win rates by effectively addressing customers’ top issues Commercial in Confidence

T O P 5 R E A S O N S T O P A R T N E R W I T H C I N C O M

3. Generate More License and Services Revenue

• Cincom Partner discounts • Expanded services offerings allow you to increase the solution value • Introduce Dynamics product suite: CRM, AX as well as Business Intelligence, Analytics, Lync or even devices!

4. Easy Delivery

• Lower levels of staffing & effort required to deliver a solution

5. Become a Strategic Ally

• • With Cincom value-add, Partners can provide best practices based insight to optimise their Dynamics solution Cincom expertise and knowledge will add value beyond the software to help you become a trusted adviser Commercial in Confidence

C A L L T O A C T I O N 

Talk to me



One on One meeting



Demonstration of Insurance scenario



Several partner models and benefits



Let’s get the ball rolling

Commercial in Confidence

Contact us:

Nadine Taffard Business Development Manager - FSI [email protected]

02 8875 1400 Graeme King Channels Manager [email protected]

P A R T N E R I N G W I T H C I N C O M

Built to Support Partners

Maria Mourikis Microsoft Relationship & Marketing Manager [email protected]



Dedicated

Industry Lead  Sales Training 

Opportunity

qualification assistance 

Technical

consulting assistance 

Lead

generation  Marketing campaigns support  Competitive positioning guidance  Customer

value propositions

Commercial in Confidence

THANK YOU

© 2014 Cincom Systems, Inc. All Rights Reserved. Developed in the U.S.A.

CINCOM, the Quadrant Logo, and Simplification Through Innovation are registered trademarks of Cincom Systems, Inc.

All other trademarks belong to their respective companies .