a digital vision

A digital vision

Systems of engagement

Systems of record

Systems of intelligence

Systems of differentiation

Systems of innovation

The Business NeedLegacy

SystemsIntegration Hub

Digital Enablement

The Business Outcomes

The end-user experience

Reusable business services / capabilities

Products

Products

Products

Third-party

APIs

INTELLIGENT EDGE

Blockchain

Automated

workflows

Mixedreality

Bots

IoT devices

Naturalvoice

Mobile apps

ATM/kiosks

INTELLIGENT

CLOUD

Risk

management

Security

Customer Company

Real time Real time

The most comprehensive set of technologies

Microsoft Azure

Regulatory frameworks don’t have to stop innovation

AzureAzure

Increase employee productivity

Create efficient processes

Improve CX

Trade reconstruction

Compliance

Identify wrongdoing

Empower employees

82%

36%

35%

31%

27%

27%

27%

New Business Models

Subscriptions

Renewals

Solution Selling

Everything-as-a-Service

New Engagement Models

Digital Commerce

Social

Mobile

Multi-Channel

Conversational

Augmented Reality

New Insights Models

Artificial Intelligence

Internet of Things

Predictive Analytics

True Personalization

New Engagement Models New Insights ModelsNew Business Models

Opportunity

SELF DIRECTED

AUGMENTED REALITY

CRM

EXTERNAL SALES

INTERNAL SALES

Develop Propose

Next interaction Create Offer

Last interaction

Opportunity

Configure-Price-Quote(Offer & Price Development)

Proposal

Structured Deal

Service 2

INTELLIGENTRECOMMENDATIONSBased on your criteria, the optimal configuration is…Pricing Management

Product Management

Relationship Pricing Model

1

3

2

$$

$$

$

20%

10%

No Commission

✓

Works

!Does Not Work

Recommended

Price Comissions Assessment

Product 1

Contract & Approve

Legal

Customer Approver

Sales Mgmt

CONTRACT

TERMS & CONDITIONS

DURATION

BETWEEN

DEFINITIONS

DESIGN REQUIREMENTS

AND

$$

V1

V2

V3

CONTRACT

$

Order, Bill, Fulfill, Disburse Commissions, Renew, Subscribe

ORDERSent to ERP.

INVOICE

$$

APTTUS covers the flow from MSFT Dynamics to Legacy / ERP

QUOTE CONTRACT REVENUEMicrosoft Dynamics 365 ERP

Regulation

Brexit

MIFID II

Ring-Fencing

IFRS 15 / ASC 606

GDPR

Key Segments

Asset Management

Wealth Management

Investment Management

Commercial Banking

Insurance Providers

Insurance Brokerage Services

Solutions

Manage Contract Lifecycle

Product Governance

Collaborative Proposals

Approvals and Workflows

Control Pricing Rules

Clear Audit Trail

Tracking Obligations

Blockchain Integration

APTTUS in Financial Services

23Average Percentage Improvements Reported by Apttus CustomersSource: Apttus Quote-to-Cash (QTC) Impact Study conducted June 2017 by an independent third-party, Satmetrix on 200+ Apttus customer contacts randomly

selected. Performance metrics are intended as a guideline based upon historical results from a sample set of customers. Results are dependent upon many different factors that are

customer-specific. Therefore, actual results will vary. Response size per question varies.

Compliance Sales Effectiveness Customer Satisfaction

Sales

+7-25%Faster DealApproval

+44%

DealFlow Visibility

+51%

Faster AuditReports

+47%ContractCompliance

+43%

ReducedRogueDiscounting

+32%

FasterContractProcessing

+42%

ContractProcessingVolume

+42%FasterQTCCycle

+35%

Faster Deal Closure

+34%

Win Rate

+30%

FasterTime toQuote

+38%QuoteVolume

+27%Deal Size

+22%

ContractAccuracy

+45%

Quote Quality

+51%ReducedAmendmentsAfterSignature

+23%

ContractsAuto-Renewed

+17%

Assist

Guide

Coach

Learn more about

Apttus and Max

Apttus.com/max

Proliferation of Communications Channels

Causes a High TCO from Isolated Channels & Repetitive Policy DeploymentsWeb Gateway

URL Filtering Only

Data Loss Prevention

Inbound, Outbound-Only

Employee Supervision

Email-Only

eDiscovery

Reactive, Manual Feeds

Email Archive

On-Prem, Poor Performance

Financial Services Requires a Central Point of Control

Along with Growing Security and Compliance Requirements

OMB A-123

Context-aware object store for any content

Robust APIs to talk to other applications

Durable, compliance-ready content storage

Fast, cloud-powered search performance

Customer Insights

for Financial Services

v2 - 27-October-2017

With 360-degree customer insights you can…

• Oversee all channels for

better visibility into

utilization and preferences

• View history of channel

interactions with details of

each interaction

Modernize customer interactions by driving channel optimization

• Drive more informed conversations with real-time consolidated customer data

• Connect employees quickly to the information they need with role-based views

Increase compliance with regulatory requirements for enhanced data quality

• Improve conversion rates with targeted, event-based offers

• Review existing customer products for more precise recommendations

Improve customer interactions with timely, in-context offers

• Enable sales teams with eligible products information for better cross-sell/up-sell rates

• Ease collaboration across the organization with a single, consistent interface

Identify the right customers to increase profitability

0100110110

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Product | Channel | Segment | Customer Profile

! !

MortgageSavings Acct.Life Ins. Auto LoanHELOC

001

0

00

0

11

10

0

0110

100

001

101

0

11

10

0

001

100

0

11

10

0

0

11

1

0

0

001

100

0

01

10

0

1011

100

001

100

0

11

11

0

1010

100

0

11

01

1

0100110110

0100110110

CALL CENTERATM

0100110110

MOBILE

0100110110

BRANCH

Do you want me

to assist you in

setting up

mobile banking?

Thanks for your time

today. While we have

you, could you

confirm your email

address?


!


!

!

!

!

!

!

!

Alert 1

Alert 2

Alert 3

Alert 4

Alert 5

Alert 6

Alert 7

Missing Customer Data

!


By the way, we

have a great

HELOC rate

right now, and

it takes

just a few

minutes

to get started.

Here are the

customers

that might be

appropriate

for this type

of program.

Campaign targeting Low Med High


Customer [email protected]

0.4 0.45 0.5 0.55 0.6 0.65

Assets under mgmt. (Last 6m)

0.4 0.45 0.5 0.55 0.6 0.65

Revenue (Last 6m)

Timeline (Last 6m) Klout Score Assets Under Mgmt. (AUM) Risks Under Mgmt. (RUM)

$658.0K $350.0K

Channel Usage (Last 6m)

Segment

Channel

Product

Customer Profile

Profitability

10K 20K 30K 40K

Assets

Modernize customer interactions

by driving channel migration

Increase data quality by flagging

compliance issues

Improve customer interactions with

timely, in-context offers

Identify the right customers to

increase profitability

• Metadata-driven data model

• Profiles

• Interactions

• Links

• Relationships

• Model Ontology and

Implementation

• Custom Type Structure

• KPIs

Domain Modeling

• External data sources via

connectors

• Internally generated data via

Link definitions or enriching

KPIs

• Direct data injection using the

Hub Data APIs

• Data Sources

• Dynamics 365 Online

• Azure Storage

• Exchange Online (New)

• Social Engagement (New)

Data Sources and Ingestion

• Automate the modeling,

configuration of the system.

• Consume the data

• Push new data

• Create custom Solutions

• REST APIs

• Management APIs

• Data APIs

Web Services

75

Thank You

www.veripark.com

a digital vision

Documents