How Financial Services Can Thrive in the New Digital Economy
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You need to be easy to do business with. Both big players and startups are disrupting the traditional asset management, insurance, and benefit services spaces, putting pressure on companies that don’t embrace digital strategies. Learn how you can use an important digital strategy, a self-service portal, to attract top-tier advisors and arm them to sell your assets, insurance, or benefits packages downstream.
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How Financial Services Can Thrive in the New Digital Economy
- 1. © 2018 Apttus Corporation #AccelerateMO Cory Haynes Wim Haverhals Bruce Randall Sanjay Shamdasani How Financial Services Firms Can Thrive in the New Digital Economy
- 2. © 2018 Apttus Corporation Safe Harbor Statement
- 3. © 2018 Apttus Corporation CORY HAYNES APTTUS MODERATOR WIM HAVERALS APTTUS BRUCE RANDALL FORMER BBVA DIGITAL EXEC SANJAY SHAMDASANI FORMER BBVA DIGITAL EXEC
- 4. © 2018 Apttus Corporation HEAD OF GLOBAL INDUSTRIES, FINANCIAL SERVICES Cory Haynes The secret of change is to focus all your energy on not fighting the old, but on building the new -Socrates @corylhaynes • 17 years in Banking, Wealth and Asset Management • FINRA License: Series 7, 24, 33, 66 • Cal Bear • Avid Swimmer and Tough Mudder Competitor
- 5. © 2018 Apttus Corporation Disruption at Its Finest
- 6. © 2018 Apttus Corporation Who’s Next?
- 7. © 2018 Apttus Corporation Bruce Randall Sanjay Shamdasani
- 8. © 2018 Apttus Corporation
- 9. + • 25 - 200 Designers • 1,000 Design Thinking Ambassadors • Partner with Talent and Culture • 7 New Digital Businesses
- 10. A multi-pronged approach • Quick wins and long term efforts • Practical and Cultural change • Evangelism
- 11. 1 1 I wish I could start here… I don’t know how to pay my credit card! On the old site, I could select a link from a menu and make a payment from any page on the web site. View Transactions View Statement Make a Payment Get Advance Quick Wins
- 13. Practical Change
- 14. Cultural Change
- 16. Evangelism
- 17. “The best way to predict the future is to create it.” Peter Drucker
- 18. © 2018 Apttus Corporation SENIOR DIRECTOR, GLOBAL INDUSTRIES Wim Haverhals @wimhaverhals
- 19. © 2018 Apttus Corporation
- 20. © 2018 Apttus Corporation
- 21. © 2018 Apttus Corporation
- 22. © 2018 Apttus Corporation
- 23. © 2018 Apttus Corporation
- 24. © 2018 Apttus Corporation© 2018 Apttus Corporation Thank You WIM HAVERALS APTTUS BRUCE RANDALL BBVA SPRING STUDIO SANJAY SHAMDASANI BBVA SPRING STUDIO CORY HAYNES APTTUS