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Digital Client Journey Management
Enabling Client growth
DISCLAIMER: Please note that these slides & the content only reflect the views of the author/speaker.
https://www.linkedin.com/in/frankroessig/
Agenda
Follow the clients
Digital Strategy
Digitalization Roadmap
Solution Implementation
Learnings
Benefits
Outlook
Follow the Customer .. to where they live
Follow the Customer – High Expectations
4
- Intuitive
- Seamless
- Immediate gratification
- Relevant
- Convivial
- Trusted
Digital Strategy Drivers – Customer Engagement
“ The .. majority [of customers}, or 73%,
used multiple channels during their
shopping journey”
SOURCES: HBR, Business2Community, cordena, jacada, invesp.
Digital Strategy Drivers - Financials
5Y CAGR
Revenue
+10%
EBITDA
+25%
SOURCE: EY
Customer-centric companies are
60% more profitable t
Brands with
superior customer experience
bring in 5.7 times more revenue
84% of companies that
improve their CX
report an increase in revenue.
SOURCE: Forbes / Forrester
SOURCE: Watermark Consulting
Digital Strategy Drivers – TelCo ambition
Roadmap – ROI
SOURCE: iStock/Melpomenem
RoadMap – CX
SOURCE: iStock
Roadmap – Team & Partners
Roadmap – Governance
Implementation – Design, Build & Iterate
SOURCE:
Proximus
Luxembourg
Implementation – Technology Modules
COUNTERPARTY INTERFACES
• Omni-device: Responsive
Web & Mobile Interfaces
• Swift & easy journey
• Interactive: Chat, Audio,
Video …
Dashboard & Workflow Logic:
• Data Collection, Due Diligence.
• Risk Scoring, Categorization.
• Tasks, Notifications, Signatures.
• Case & Document Management
• Transaction Logs
COMPLIANCE PORTAL
KYC MODULES
APIs
• Best-in-class KYC
modules.
• Select Your Module
combination.
• Activate Module
only when required
based on RBA
• Tailor to business
model.
SOURCE:
Proximus
Luxembourg
Implementation – Key Features
Implementation – Focus point IDV
SOURCE:
Proximus
Luxembourg
IMPROVE EDGE
DANGER IMPROVE
Implementation – Focus on Competitive Edge
Convenience
Cost
Client Onboarding
Market Average
Gaining Clients
Losing Clients
+
+
-
-
Swift Conversion leads
to stronger
Engagement
SOURCE:
Proximus
Luxembourg
Client-Oriented Solution
SOURCE: indianwire
Learnings
Benefits - Strengthening the competitive position!
• Omni-channel experience attracts high
client flow.
• Enhanced client satisfaction drives
revenue through retention and strong
client relationships.
• Digital process enhances productivity
with cost saving up to 90%1, thereby
increasing margins.
• Positive image as digital company.
• Strong security features ensure
compliance and fraud detection in the
most invisible manner.
• Foundation for the up-selling of mobile
based services.
The Future looks - Personalized
The Future looks - Voice
The Future looks – Augmented
The Future looks – Bionic
Questions?
SOURCE: skydiveparys

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Digital Client Journey Increasing Conversions & Engagement

  • 1. Digital Client Journey Management Enabling Client growth DISCLAIMER: Please note that these slides & the content only reflect the views of the author/speaker. https://www.linkedin.com/in/frankroessig/
  • 2. Agenda Follow the clients Digital Strategy Digitalization Roadmap Solution Implementation Learnings Benefits Outlook
  • 3. Follow the Customer .. to where they live
  • 4. Follow the Customer – High Expectations 4 - Intuitive - Seamless - Immediate gratification - Relevant - Convivial - Trusted
  • 5. Digital Strategy Drivers – Customer Engagement “ The .. majority [of customers}, or 73%, used multiple channels during their shopping journey” SOURCES: HBR, Business2Community, cordena, jacada, invesp.
  • 6. Digital Strategy Drivers - Financials 5Y CAGR Revenue +10% EBITDA +25% SOURCE: EY Customer-centric companies are 60% more profitable t Brands with superior customer experience bring in 5.7 times more revenue 84% of companies that improve their CX report an increase in revenue. SOURCE: Forbes / Forrester SOURCE: Watermark Consulting
  • 7. Digital Strategy Drivers – TelCo ambition
  • 8. Roadmap – ROI SOURCE: iStock/Melpomenem
  • 10. Roadmap – Team & Partners
  • 12. Implementation – Design, Build & Iterate SOURCE: Proximus Luxembourg
  • 13. Implementation – Technology Modules COUNTERPARTY INTERFACES • Omni-device: Responsive Web & Mobile Interfaces • Swift & easy journey • Interactive: Chat, Audio, Video … Dashboard & Workflow Logic: • Data Collection, Due Diligence. • Risk Scoring, Categorization. • Tasks, Notifications, Signatures. • Case & Document Management • Transaction Logs COMPLIANCE PORTAL KYC MODULES APIs • Best-in-class KYC modules. • Select Your Module combination. • Activate Module only when required based on RBA • Tailor to business model. SOURCE: Proximus Luxembourg
  • 15. Implementation – Focus point IDV SOURCE: Proximus Luxembourg
  • 16. IMPROVE EDGE DANGER IMPROVE Implementation – Focus on Competitive Edge Convenience Cost Client Onboarding Market Average Gaining Clients Losing Clients + + - - Swift Conversion leads to stronger Engagement SOURCE: Proximus Luxembourg
  • 18. Benefits - Strengthening the competitive position! • Omni-channel experience attracts high client flow. • Enhanced client satisfaction drives revenue through retention and strong client relationships. • Digital process enhances productivity with cost saving up to 90%1, thereby increasing margins. • Positive image as digital company. • Strong security features ensure compliance and fraud detection in the most invisible manner. • Foundation for the up-selling of mobile based services.
  • 19. The Future looks - Personalized
  • 20. The Future looks - Voice
  • 21. The Future looks – Augmented
  • 22. The Future looks – Bionic