ngdata corp presentation public 04022015

16
Transforming Customer Experience in Financial Services and Communica9ons Experience the Difference with Lily Enterprise

Upload: ngdata

Post on 08-Aug-2015

23 views

Category:

Documents


0 download

TRANSCRIPT

Transforming  Customer  Experience  in  Financial  Services  and  Communica9ons  Experience  the  Difference  with  Lily  Enterprise  

2  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

§  Large  data  processing  

§ ArDficial  intelligence  

§ Complex  AnalyDcs  and  BI  

§ Decision  systems  

EXPERT

ISE  

About  NGDATA  

§  60+  employees  

§ Offices  in  the  US  and  Europe  

§  Flagship  Product  -­‐  Lily  Enterprise  COMPA

NY  

§  Technology  

§  SoXware  

§  System  IntegraDon  

§ ConsulDng  ECOSYSTEM

 Transforming  Customer  Experience  in  Financial  Services  and  Communica9ons  

§ Global  partnerships  with  pioneers  and  blue  chip  

companies    in  Financial  Services  

and  CommunicaDons  

PRESEN

CE  

3  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

What  We  Do  

Transforming  Customer  Experience  in  Financial  Services  

and  CommunicaDons  

4  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Vision  Data  available  is  a  huge  opportunity  to  lead  transforma6on  

•  Financial  Services  have    

many  digital  touch  points    with  their  customers  where  they  can  drive  communicaDon  

•  Financial  Services  don’t  want  to  put  communicaDon  in  the  hands  of  third  parDes,  such  as  technology  companies  that  could  become  compeDDon  

5  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Relevancy  –  What  Customer  Experience  is  All  About    ...  What  everybody  says,  but  nobody  can  deliver...  

OFFER THE RIGHT

PERSON THE RIGHT

TIME THE RIGHT

CHANNEL THE RIGHT

IMPROVED FREQUENCY

IMPROVED SEPARATION

6  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Customer Experience is about RELEVANCY

OFFER THE RIGHT

PERSON THE RIGHT

TIME THE RIGHT

CHANNEL THE RIGHT

IMPROVED FREQUENCY

IMPROVED SEPARATION

FAMILY THE RIGHT

7  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Data/Models

Lily:  Opera9onal  Customer  Analy9cs  Within  the  Current  Enterprise  Architecture  –  Improving  exis6ng  BI  landscape  

Opera9onal  Systems  

External  Data  

Contract/Product  Data  

Customer  OperaDonal  Data  

Reference  Data  

Repor9ng  /  Analy9cs  

Enterprise  BI  and  reporDng  

Enterprise  AnalyDcs  ApplicaDons  

MarkeDng  and  Social    Data  

Customer  InteracDon  Data  

Campaign  Data  

ERP/CRM  Data  

Data  Warehouse  Data  

Service  Desk  

Customer  CRM  and  IVR  Systems  

Web  and  Mobile  

Mobile  Apps  

Customer  Website  

Channel  /  Campaigns  Mail  

SMS  

Print  

Broadcast  

MarkeDn

g  Campaign  Mgt  

Sales  Office  

Agent  /  Advisor  

Structured

Unstructured

Online

Feed

back

External

Social Partner Apps

Partners  Apps  

Social  Media  

Structured

Unstructured

Inpu

t

8  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Lily  Enterprise  Connect  with  your  customer  through  a  relevant  offer  

Preferences  

AffiniDes  

Context  

Behavior  

Trends in Core Metrics and Preferences trigger relevant communications in all digital channels 3  

Lily captures first and third party Customer Behavioral data, immediately translated into Core Customer Metrics and Preferences in Real Time 1  

Core Metrics and Preferences actionable on individual customer level, continuously available for personalized customer communications 2  

9  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

GeMng  to  the  RIGHT  data  for  customer  iden9ty  and  ac9onable  profiles:  

Lily  Makes  the  Difference:  Intelligently  Handling  Big  Data  and  Building  Customer  DNA  in  Real-­‐Time  

•  Lily  uniquely  builds  Customer  DNA,  keeping  a  detailed  record  of  individual  customer  behavior  

•  Contains  factual  informaDon  and  interpreted  data    -­‐  translated  into  specific  KPI’s  kept  up  to  date  in  real  Dme  

• Numerical  and  normalized  for  immediate  use  in  learning  models,  business  process  and  analyDcs  

•  Consists  of  thousands  of  metrics,  key  markers,  monitory  CLV,…    

•  Keeping  track  of  all  metrics  over  Dme  allows  to  take  Dmely  acDons  on  signals,  trends,  excepDons,  values,...  

•   GeneraDng  a  complete  understanding  of  the  customer,  delivering  immediate  results

10  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Customer  DNA  is  based  on  Interac9on  data  Monitor  Customer  behaviour  translated  into  DNA  metrics  

11  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Put  into  Prac9ce  at  the  Customer    Increased  customer  value  and  reduced  helpdesk  calls    

Proactively predict who is going to call and what their issue will be... And take action before they call

HAPPY CUSTOMERS

FEWER CALLS

HUGE SAVINGS

A  personally  relevant  video  is  delivered  based  on:  •  Customer  data  

•  Specific  soluDon  

•  Preferred  products  

RESULTS  

12  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Why  the  Big  Difference?  Two  big  data  principles  impact  your  business:  Individual  &  Signals  

“  Simple  models  and  a  lot  of  data  trump  more  elaborate  models  based  on  less  data”            

Peter  Norvig,  

0.7

0.6

0.5

0.4

0.3

0.2

0.1

0 50 40 30 20 10 5 2 1

Mass Individual

Lily:  performance  plot  reaching  >  60%  

Current  soluDons    (e.g.  DW/BI)  

Aver

age

Targ

etin

g P

reci

sion

Data from a large banking organization using Lily

Segmentation

Opportunity Window

ACTION

Current BI based Attrition reporting

Customer portfolio size

Lily attrition score (continuous)

Trends  are  more  important  than  Values  

OFFER THE RIGHT

PERSON THE RIGHT

TIME THE RIGHT

CHANNEL THE RIGHT

Targeting Precision Increased x10 Spot the right moment for each individual customer

13  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

Customer  Experience:  Use  Cases    Enterprise  side  of  the  equa6on:  “CLTV”  

CUSTOMER  LIFETIME   ATTRITION  ACTIVATION  

MARG

IN  

PERSONAL  ADVISE  

CUSTOMER  SUPPORT  

UP  SELLING   PERSONAL  ADS   PARTNER  

PROGRAMS  RISK  

PROGRAMS  

CHURN  REDUCTION  

ACQUISITION  

360  view  for  advisor  Content  

recommendaDon  

Micro  campaigns  Anonymous  

Call  predicDons  Script  

recommendaDons  

Online  offers  121  Campaign  

Personalized  ads  Personalized  

Social  

Support  partners  apps  

Merchant  offers  

AlriDon  programs  IdenDfy  Fraud  

14  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

How  You  Measure  Success  

IMPACT

15  Copyright  2015  NGDATA®,  Inc.    ConfidenDal  –  DistribuDon  prohibited  without  permission    

NGDATA  Answers    The  “Impossible”  Ques6ons  

 ▪ Who is going call… and for what?

▪ Who is going to buy... what?

▪ Who is going to churn… and when?

▪ Who should I contact… and how?

▪ How do I add value… for whom, when and through what channel?

▪ Who will buy my product X… today?

▪ What does Customer A want… now?

NGDATA helps you to be RELEVANT for your customer

Thank  You