Kneebone financial services presentation

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.Cross-Marketing performance technology – BI Built for Marketers Technology for the ideas you haven’t thought of yet. © Kneebone Inc. Confidential. Do Not Copy.

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Inc. history• 7 years, Toronto based• Marketing, Technology and Performance Partnership – Wendy Robertson, CEO (Marketing Strategy) – John Wylie, PhD, CTO (Marketing Software) – Adrian Borys (Product Management)• US Patent granted in 2011• www.kneebone.com/about 2

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.Kneebone understands change. What new business outcomes Where are we are possible. seeing cross- Is my marketing marketing performance driving channel Is my performance acquisition and retention working 3

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. What is Kneebone?• Software-as-a-Service Cross-Marketing Performance Technology 1. Unified view of Marketing Investments and Performance data • Marketing Activities: advertising, social Media, direct, digital, communications, PR • Performance Data: transactions, branch, sales, web hits, units sold, and other KPIs 2. Analyze Cost and Performance • Marketing Event Level OR product, branch, channel levels • Perform test and learns faster (Champion/Challenger) 3. Plan Performance • Understand the past to plan scenarios for future marketing spend 4

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Technology1. Proprietary Marketing Data Model – All Data sources, ETL, normalized timelines, drill anywhere, event level2. Patented Performance Algorithm – Historical average at the marketing event level allowing the marketer to easily visualize performance3. Advance Visualization Technology for Marketers – Dashboards, reports, Blocking charts, time series 5

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone for Marketers…• ……see cross-marketing performance with risk and spend• …that want to put in more rigor into managing marketing spend• …lower costs of marketing performance analysis• …that do want to better understand, through data, the Cause, Effect, and Result of Marketing.• …are overwhelmed with data, access to data, and timeliness data. 6

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone includes Risk Management Data• Condition data set – Show me total household debt trend – Interest Rates – Bankruptcies• Segment data – Drill down by Risk Segment, treatment,• Performance (KPI) data – Portfolio risk KPIs like charge offs, defaults, interest income, etc… 7

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Customer View of Campaigns Targeted Acquisition Population Population Segment Segment Credit Band Credit Band Region A Region B 450 700Balance Credit Credit Loyalty 3.9% Offer Increase 2.9% OfferTransfer Increase Rewards DM Online Branch Kiosk Online Direct Agent

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Organizing your Data Client Data Budget and Media Events and Sales and Leads Risk Management CRM Campaign Cost Loyalty Programs Social MediaClient ETLProcess Kneebone will provide ETL spec, all individual client data removed Business Rules that define your business: Kneebone Platform 1. Calendar 2. Lines of Business 3. Geographies 4. Types of Marketing used 5. Measures – Responses/Applications/Approvals/ Profitability Applications Subscriber

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Event view of Campaigns Flatten all initiatives and trackers – Tag them with Business Rules and track all performance in a time series Segment Credit Band Balance Transfer DM Date/Distribution/Cost 450 Segment Credit Band Credit Increase TM Date/Distribution/Cost 450 Segment Credit Band Credit Increase DM Date/Distribution/Cost 700 Acquisition Region A 2.9 % Interest Kiosk Date/Distribution/Cost Acquisition Region A 3.9 % Interest Online Date/Distribution/Cost Acquisition Region B Loyalty Points Kiosk Date/Distribution/Cost Brand Campaign Region Brand OOH/Airport Date/Distribution/Cost BNodes become Tagged Events that have a cost, distribution and time associated with them 10

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone answers new questions• Show me all my marketing investments and total apps or total new accounts for Germany• Show me total new accounts by channel for Mortgage with associated total marketing spend• Show me total apps by kiosk for low interest rate offer in North East USA• Show me total spend on CLI offer at branch and total new accounts derived for X week• Show my the least effective campaign spend during Q1• Where would I cut costs for Q4? 11

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone Marketing Performance Value Proposition1. Uncover 15% of non-performing marketing spend2. Increase your key performance indicator by up to 15% by allocating spend to performing activities3. Reduce costly FTE reporting cycles by 80%Download the Kneebone ROI Calculator now at http://www.kneebone.com/ROI/ 12

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Financial Services Marketing Opportunities• New Opportunities – Branch Display – Mobile advertising / Mobile Apps – Social advertising and engagement• Challenge: – How does this affect my Marketing budget and spend allocation? – How is traditional Marketing impacted? 13

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy.Financial Services: Planning for performancePlatform has over $300MM in marketing investments across all lines of business • Manage 15 + data feeds from internal and external sources, online and offline • Key benefit – ability to manage and host all marketing investments and performance metrics and easy to use reporting tools for analysis • Use Case – Showed that a 25% decrease in Marketing investments and a change in marketing mix can drive an additional 10% in performance © 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. 14

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Challenges• Being asked to try “new things”• How can I drive down the cost of Marketing?• How are my initiatives impacting sales?• What market conditions are affecting sales?• How is my competition affecting sales?• Is my offer working?• What is my ROI?• Where should I spend next?• What is working and what is not? 15

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Kneebone licensing modelOPTIONS Kneebone Kneebone Kneebone workgroup Professional EnterpriseSet up Fee (Up front) $30,000-$150,000 per instancePlatform Maintenance Data Sources 1-5 Data Sources 5-10 Data Sources 10-20 Data Sources Data Storage Up to 5G Up to 10G Up to 50GLicenses 5 Users 10 Users 20 UsersTotal Subscription $8,000/mth $15,000/mth $25,000/mth Pricing subject to change at anytime 18

© 2011 Kneebone Inc. All rights reserved. Confidential. Do not copy. Data Privacy• Kneebone provides Customers with ETL process for aggregated import files• Kneebone does NOT require unique customer data• Customer controls the data process• Data can be hosted in local Countries• http://www.kneebone.com/company/privacy/• http://www.kneebone.com/security/ 19

Kneebone financial services presentation

by Kneebone Inc. on Oct 28, 2011

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Kneebone financial services presentation — Presentation Transcript