Speakers:- David Aponovich: Senior Director of Digital Experience, Acquia- Tony Severo: Chief Strategy Officer + Founder, Third & Grove- Mark Lavoritano: Strategy and Design Manager, Third & Grove- Justin Emond: CEO + Founder, Third & Grove

March 30, 2016

→ Introductions: Acquia and Third & Grove→ Digital has changed everything→ Customer experience demands are expanding→ Who’s getting ahead with digital experience?

▪ TPG Capital ▪ Intuit’s Mint.com

→ Q&A

Agenda

→→

Customers Are Setting High Expectations

Omni Channel Experiences are expectedAs digital expands, customers demand you to deliver content and experiences not just in person, but also across:

↳ Sites↳ Mobile experiences↳ Retail kiosks↳ Smart watches, etc.

Customers want always-on, always-personalized experiences that move them forward.

Real-time Experiences Are Essential

Customers stress immediacy in all business relationships because of digital engagement

↳ e.g. Current financial information delivered on the spot↳ Immediate transaction info and communications↳ Real-time transfers, payments and investments

Forrester Research says: “Real-time information will enable context-based digital offerings,” e.g. combining real-time data with predictive analytics to offer personalized investment opportunities or loan products.(Source: Forrester Research, Predictions 2016: Financial Services Execs Wake Up to Digital Transformation, Nov. 10 2015)

Human & Digital Touch Points CombineFor selling and ongoing relationship interaction:

→ Firms must blend physical and digital touchpoints seamlessly to deliver better customer experiences

→ Digital tech investment will occur in areas like mobile apps, guided selling tools, on boarding customers with human guidance with two-way video, and many more areas of innovation

→ It’s all part of a more tailored approach to customer experiences that will seem natural (and expected) to customers.

Personalization is a Requirement

→

→

San Francisco | Boston | Barcelona

saltbranding.com

TPG Capital (formerly Texas Pacific Group)

→ Biggest of the small firms, smallest of the big firms

→ Over $70B under management; 16 global offices

→ Investments in over 300 companies, including Box, J.Crew, Airbnb, Uber, Neiman Marcus

→ Supportive, modern investors who help build companies

→ Consider themselves INNOVATORS

→ Elite and need to quickly establish credibility at the C-Level (as more than private equity)

Their existing digital presence was...

→ Not authoritative

→ Not inspiring

→ Not flexible

→ Not fully responsive

→ Not representative of their brand

TPG needed to be able to tell their stories

Not just private equity...

TPG was re-platformed with Drupal 8, giving the team flexibility:Longevity of platform (strategic IT platform - extensible) and easy for editors over Drupal 7. It was the right choice for them. ( modern, extensible)

→ Fully responsive

→ Easy publishing

→ Content variety (case studies, videos, press)

→ In-line editing

TPG’s new site gives the brand:

→ Consistent, quality branding on any device

→ Unprecedented publishing flexibility

→ Room to grow

→ Best-in-class security and uptime

TPG’s new site gives users:

→ Lots to explore -- Custom site-search, videos, stories

→ Clear navigation

→ Easy access for press

→ Crisp experience on mobile devices

Like TPG, Mint is focused on the top of the funnel, giving users a consistent and engaging experience.

...but Mint’s business model meant that they had to take the funnel one step further, focusing on customer acquisition and conversion.

The success of the site, therefore, was easy to measure by one metric:

The conversion rate of new visitors to registered Mint app users.

Clearly defined KPIs

To drive conversions, the site needed:

→ A Robust CMS platform to empower team members

→ Mobile support: Target audience was Millennials + GenX

→ Content personalization for testing and optimization

→ New logo & site theme to refresh the brand

Unpacking the main KPI

Mint.com Before

→ WordPress platform not scalable→ Difficult content workflow→ Not responsive or mobile-friendly

→ New logo and modern design→ Enterprise Drupal CMS→ Responsive, Mobile-friendly→ Easy content personalization

Mint.com After

→ Over 100MM Mobile Pageviews per month → Speed is a major driver of engagement, and

therefore conversion→ Bi-directional content roadmap →

distributing from Drupal to the app

Mobile first and mobile fast

The Benefits

“Things we normally had to put in backlog or onto a build schedule, we can now do in minutes.”

Janin Kompor, Mint’s Sr. Mgr. of Marketing and Web Strategy

→ Big savings in ongoing developer resources

The Benefits

→ Big savings in ongoing developer resources

→ Mobile site drives engagement with millennials on their device of choice

The Benefits

→ Big savings in ongoing developer resources

→ Mobile site drives engagement with millennials on their device of choice

→ Data driven decisions on AB testing of CTAs; Higher conversion as content adapts to visitor profiles

The Benefits

“The site looks so amazing, and is performing at an amazing level. Way beyond even the highest expectations.”

Michael Daniels, Sr. Web Engineer for Mint

The Results

Thank You