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Building Agile Apps for
Financial Services on
Salesforce1
How financial services companies are becoming more agile by
inno...
The fastest path from idea to app
Make Every
App Mobile
Engage your Users
with Custom Apps
Leverage Speed
of the Cloud
James Anderson
Accountable Executive
for the Intact Program
Financial Conduct
Authority
Leverage Speed of the Cloud
How the FCA has become more agile by innovating
on SF1
INTACT
FCA
OBJECTIVES
CONSUMER
CREDIT
Forecast
volumes
Current
systems
Impact
assessment
Our challenge – support taking on...
How we solved it
•  TECHNOLOGY
•  Service cloud for contact
centre and event
management
•  Salesforce communities
portal f...
Benefits enabled by Salesforce
-  Go-live on time, budget and quality
-  Efficiencies in call handling, event handling and...
Top tips…
•  Usability expertise
•  Know your data
•  Work your governance (data)
•  Careful partner selection (fit and ca...
The fastest path from idea to app
Make Every
App Mobile
Engage your Users
with Custom Apps
Leverage Speed
of the Cloud
Alison Morris
IT Manager
Allianz
Engage Your Users With
Custom Apps
Salesforce1
May 22nd 2014
Allianz & Salesforce1
Platform Development
Alison Morris
IT Manager – Salesforce
alison.morris@a...
13
Salesforce1 Tour/ Alison Morris
Allianz & Salesforce – in use since 2005
© Copyright Allianz
Commercial
&Engineering
Re...
14
Salesforce1 Tour/ Alison Morris
Allianz & Salesforce
- also developed bespoke applications on Force.com
© Copyright All...
15
Salesforce1 Tour/ Alison Morris
Allianz & Salesforce
- Challenges
© Copyright Allianz SE 29-May-14
•  Call reason loggi...
16
Salesforce1 Tour/ Alison Morris
Allianz & Salesforce
- Benefits
© Copyright Allianz SE 29-May-14
•  Robust & secure pla...
17
Salesforce1 Tour/ Alison Morris
Allianz & Salesforce
- Lessons Learnt
© Copyright Allianz SE 29-May-14
•  Still need a ...
The fastest path from idea to app
Make Every
App Mobile
Engage your Users
with Custom Apps
Leverage Speed
of the Cloud
Jonathan Wood
Head of Systems
Bank of Cyprus UK
Make Every App Mobile
Jonathan Wood
Head of Systems
Bank of Cyprus UK Ltd
•  We are a UK-incorporated bank, offering banking services to
predominantly UK-based customers
•  We offer a range of dep...
To drive exceptional customer service through an
efficient, transparent loan application and
sanctioning process
The chall...
The solution…
Why did we
choose
Salesforce1?
How did we
deliver our
solution?
Who created
our solution?
…and the results o...
Credit Application
Processing System (CAPS)
•  Captures lending process from introduction to sanction and
disbursement
•  ...
•  Internally designed UI delivered
through VisualForce
•  Complexity is hidden from user
•  Introduction of process contr...
Suddenly, we’re mobile!
•  Exactly the same application
•  All Salesforce features available
•  No further development was...
•  Business steering group
•  Three-person development team
•  Three months development and testing time
•  One month pilo...
…for us…
•  Further value derived from existing investment
•  360 degree view of our customer
•  Structure and form applie...
•  Be realistic – this was not our first application
•  Ensure your resources are skilled and in sufficient quantity
•  En...
The fastest path from idea to app
Make Every
App Mobile
Engage your Users
with Custom Apps
Leverage Speed of
the Cloud
Salesforce1 World Tour London: Building agile apps for Financial Services
Salesforce1 World Tour London: Building agile apps for Financial Services
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Salesforce1 World Tour London: Building agile apps for Financial Services

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How financial services companies are becoming more agile by innovating on the Salesforce1 platform

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Transcript of "Salesforce1 World Tour London: Building agile apps for Financial Services"

  1. 1. Building Agile Apps for Financial Services on Salesforce1 How financial services companies are becoming more agile by innovating on the Salesforce1 platform.
  2. 2. The fastest path from idea to app Make Every App Mobile Engage your Users with Custom Apps Leverage Speed of the Cloud
  3. 3. James Anderson Accountable Executive for the Intact Program Financial Conduct Authority Leverage Speed of the Cloud
  4. 4. How the FCA has become more agile by innovating on SF1
  5. 5. INTACT FCA OBJECTIVES CONSUMER CREDIT Forecast volumes Current systems Impact assessment Our challenge – support taking on consumer credit in 12 months… Better quality Regulatory decisions Consumer insight Reputation & VFM Interacting with Firms & consumers Further exploitation
  6. 6. How we solved it •  TECHNOLOGY •  Service cloud for contact centre and event management •  Salesforce communities portal for application submission •  Leverage the salesforce ecosystem (telephony integration, payments etc.) •  APPROACH •  Iterative (unified process) for requirements and development •  Clear internal ownership of risks, decisions and outcomes (T&M) •  Specialist partners •  •  GOVERNANCE •  Outcome focussed •  Clear balance of cost, risk, time, and operational impact at the outset •  Responsibilities devolved where possible – clarity of escalation. •  Strong engagement and ownership
  7. 7. Benefits enabled by Salesforce -  Go-live on time, budget and quality -  Efficiencies in call handling, event handling and reporting -  Scale -  Reduced volume of low-value calls -  Increased risk visibility across the FCA from consumers, firms, regulatory returns etc. -  Risk prioritisation and speed to respond -  Flexibility -  Reliability and availability Reputation (with firms and consumers) Legal compliance Better quality regulatory decisions Value for money
  8. 8. Top tips… •  Usability expertise •  Know your data •  Work your governance (data) •  Careful partner selection (fit and capability) •  Business ownership but strong adhesion to outcomes (scope management)
  9. 9. The fastest path from idea to app Make Every App Mobile Engage your Users with Custom Apps Leverage Speed of the Cloud
  10. 10. Alison Morris IT Manager Allianz Engage Your Users With Custom Apps
  11. 11. Salesforce1 May 22nd 2014 Allianz & Salesforce1 Platform Development Alison Morris IT Manager – Salesforce alison.morris@allianz.co.uk
  12. 12. 13 Salesforce1 Tour/ Alison Morris Allianz & Salesforce – in use since 2005 © Copyright Allianz Commercial &Engineering RetailBroker LegalProtection Speciality HomeandLegacy
  13. 13. 14 Salesforce1 Tour/ Alison Morris Allianz & Salesforce - also developed bespoke applications on Force.com © Copyright Allianz SE 29-May-14 •  Call reason logging – call centres •  Telematics – track mileage •  Capture Operational statistics - transaction timings •  Capture business ‘won’ statistics – incentives for call centre staff Call reason logging dashboard
  14. 14. 15 Salesforce1 Tour/ Alison Morris Allianz & Salesforce - Challenges © Copyright Allianz SE 29-May-14 •  Call reason logging – investigation & use of ‘One App’ licences for first time •  Telematics – •  how to receive the data from supplier •  transfer the data to the Policy Administration •  system testing on large programmes •  Capture Operational statistics - launching to a wider user base •  Capture business ‘won’ statistics (staff incentives) Screen shot of operational statistics
  15. 15. 16 Salesforce1 Tour/ Alison Morris Allianz & Salesforce - Benefits © Copyright Allianz SE 29-May-14 •  Robust & secure platform, version control •  Speed of deployment •  Low cost of development & testing •  Avoids the IT ‘prioritisation’ funnel •  Security – named user access & not a spreadsheet ! •  Increased user base allowing further adoption •  Multiple ORG’s - innovate & allows diversity
  16. 16. 17 Salesforce1 Tour/ Alison Morris Allianz & Salesforce - Lessons Learnt © Copyright Allianz SE 29-May-14 •  Still need a robust ‘Change control’ process •  Still need Requirements documented •  Solution Architect to agree proposed solution •  Ensure End-to-end testing carried out where systems integration in place •  Still need to manage the ‘Business Change‘ – communicate, train & check that the system is being used as intended •  Solid design & how user access control will be incorporated in the design is key to having a system that allows for ease of maintenance
  17. 17. The fastest path from idea to app Make Every App Mobile Engage your Users with Custom Apps Leverage Speed of the Cloud
  18. 18. Jonathan Wood Head of Systems Bank of Cyprus UK Make Every App Mobile
  19. 19. Jonathan Wood Head of Systems Bank of Cyprus UK Ltd
  20. 20. •  We are a UK-incorporated bank, offering banking services to predominantly UK-based customers •  We offer a range of deposit and lending products •  We lend mainly to Owner-managed businesses and SMEs •  We are a small fish in a big pond •  Salesforce customer since 2008 Who we are…
  21. 21. To drive exceptional customer service through an efficient, transparent loan application and sanctioning process The challenge…
  22. 22. The solution… Why did we choose Salesforce1? How did we deliver our solution? Who created our solution? …and the results of this…? •  Already invested •  Leveraging our knowledge •  It is our eco-system •  It grows and flexes with us •  A ‘package’ approach had not succeeded •  Business steering group •  In-house development team •  Salesforce1 (Force.com) •  VisualForce •  Standard and Custom objects •  Workflows
  23. 23. Credit Application Processing System (CAPS) •  Captures lending process from introduction to sanction and disbursement •  Enforces control and checkpoints throughout the process to ensure complete information capture •  Presents visual monitoring of application progress internally through the use of dashboards •  Will inform the customer of application progress through alerts, notifications and a portal •  From legacy system to the business sharp-end using APIs and system integration
  24. 24. •  Internally designed UI delivered through VisualForce •  Complexity is hidden from user •  Introduction of process control •  Intuitive process
  25. 25. Suddenly, we’re mobile! •  Exactly the same application •  All Salesforce features available •  No further development was necessary
  26. 26. •  Business steering group •  Three-person development team •  Three months development and testing time •  One month pilot programme …how much effort…?
  27. 27. …for us… •  Further value derived from existing investment •  360 degree view of our customer •  Structure and form applied to what was an opaque process •  No development divergence between desktop and mobile …but most importantly, for our customers… •  Speeds up the loan sanctioning process •  Keeps the customer ‘in the loop’ and therefore engaged in the process •  Delivers high quality and value to our customer …and the benefits…?
  28. 28. •  Be realistic – this was not our first application •  Ensure your resources are skilled and in sufficient quantity •  Ensure you have senior management commitment (to building the application, not just to Salesforce) •  Beware scope creep… Lessons learned
  29. 29. The fastest path from idea to app Make Every App Mobile Engage your Users with Custom Apps Leverage Speed of the Cloud
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