ORM - Financial Services Creds

Senior Business Development Manager at ORM
Sep. 28, 2015

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ORM - Financial Services Creds

  1. Leading financial services brands and their customers through digital change
  2. Locations ORM is… An award-winning digital agency composed of thinkers, creators and innovators.  We lead brands through digital change to confidently face the future. Using data and insight to inform our thinking, we architect strategies, platforms and applications across owned media. We enable our clients to take advantage of tomorrow, while generating meaningful value for them today. • Part of Howard Hunt Group • Group revenue £75m+ • Group employees 450+ • Established and profitable Our services Our group Some facts Clients • Strategy and insight • Experience design • Content strategy and delivery • Technology and development • Client Services ORM • Head Office: London Bridge, London • Project Office: Kings Cross, London • Development Team: Wroclaw, Poland GROUP • Head Office: Dartford, Kent • US Office: Boston, USA • Europe Office: Madrid, Spain • Based in London with 70 staff • Adobe and Sitecore partner • RAR Mobile Agency of the Year 2014 • Top 25 UK Agency - Drum Financial Report 2015 • Best FTSE 100 Website award in 2014 for • ISO9001 and ISO27001 accredited Some facts Clients Locations
  3. Strategy & Insight • Business planning and digital roadmap development • Financial modelling and business case definition • Stakeholder and audience needs analysis • Competitor landscaping • Digitally-driven product/service innovation • Market trends, future gazing, sizing and modelling • Data analysis, measurement and performance • Conversion Rate Optimisation • Workshop facilitation • Strategic digital consultancy Experience design • Audience research • Information architecture • User experience design • Interaction design • Visual design • Service design • Prototyping • Usability testing • Digital guidelines Our Services… Technology & Development • Technical architecture scoping and design • CMS selection and implementation • Web platforms and API integration • Mobile application design and build • Quality assurance and testing • Cloud and dedicated hosting • Ongoing website maintenance and support Client services • Strategic account planning • Account management • Project management and resourcing • Campaign coordination • Brand and content QA • Stakeholder management Content • Concepting and creative • Tone of voice definition • Content calendars • Content optimisation and SEO • Personalisation strategy • Editorial styling, guides and training • CMS training • Copywriting
  4. Powerful partnerships Content Management Analytics Hosting Service layers Video Mobile
  5. Financial Services Expertise
  6. Digital business transformation
  7. Aviva Investors • Site relaunch, digital strategy and development roadmap, content strategy, training, two full-time project teams • UX redesign of the AI website across 15 global territories 
 to improve brand engagement and content journeys • User-research conducted across 9 group workshops and 
 25 interviews, engaging 75 individuals from 3 audiences • UX optimisation of the fund centre via prototyping, live 
 click-stream analysis and interviews • Introduced outcome-oriented product display and 
 optimised fund data visualisation • 24 month digital roadmap for serving individuals, intermediaries and institutions, tracked back to 
 business growth objectives, supported by ongoing 
 KPI analysis
  8. “I wanted to express my sincere thanks for all the brilliant work and commitment to date and for your 
 help in making our brand launch such 
 a success this week. I'm delighted with progress 
 so far and that we have chosen such an excellent 
 partner in ORM. Please pass on my 
 thanks to the wider team.” - Isla MacKenzie, Global Head of Marketing, Aviva Investors
  9. “The new website is fabulous - what an improvement!” - Euan Munro, CEO, Aviva Investors
  10. Lead digital agency
  11. Retained as the strategic digital agency responsible for UX design and technology and the current and future state of Projects include: • 25 person audience research for group website • Website re-design of • 40 person audience research for Corporate 
 International Markets site RBS: Homepage redesign 80% increase in 
 tablet traffic 58% improvement 
 in bounce rate 263% increase in 
 mobile dwell time 171% increase in 
 mobile traffic
  12. RBS: Homepage UX 
 optimisation After the site redesign, to further improve engagement and goal completion across key journeys from the homepage by optimising the UX and content in-line with data and behavioural analysis. Results, 2014-15 homepage optimisation +48% Goals completed +25% Goal completion rate +19% Pageviews +18% Sessions
  13. “Few agencies place the user at the 
 heart of everything they produce, as ORM do. Their mobile responsive redesign of saw a 171% increase in mobile visitors in its first month: one reason why we’ve retained them to support us strategically.” - Gregory Thorpe, Head of Brand, RBS
  14. Digital strategy agency
  15. • Defining a new adviser experience • Global homepage redesign • Content overhaul • UX, design and front-end development • Stakeholder interviews • Research and consultancy Global strategy and design
  16. Wider digital expertise
  17. Digital business transformation
  18. First Great Western Digital business transformation: from transactions to long term valuable customer relationships • 5 year digital strategy with a 141:1 ROI, £30million+ turnover uplift • Digital retail strategy, business strategy and consultancy • Website and mobile design and build across all touch points • Audience research, 70+ users, 30+ business stakeholders • Customer Experience mapping • BAU and ongoing website support, ATL campaign to digital campaign execution • Technical consultancy and solution design • Digital innovation: smartwatches, wearable tech 
 and more
  19. Industry leading disruption information solution PIDD is the first travel hub for passengers’ mobiles which combines industry feeds to give passengers unprecedented access to real-time train schedules and running data, live departure boards and re-routing information. “All the hard work has paid off big time. These are extreme results. Far better than what I was expecting. It is simply Amazing. Can't thank you guys enough for making this such a success.” — Jason Ali, Head of Digital, First Great Western Results • 355% increase in users compared 
 to the old ‘travel-advice’ section • 242% increase in travel operational 
 page views • 64% are viewing travel-updates from 
 mobile devices • 58% are coming from external sites • 50% of users open a ‘carousel’ to reveal 
 more details on their journey
  20. ORM designed a new booking-flow which was tested via a prototype and against the live site. Completion rates of each stage of ticket-booking improved by an average of 20% against the live version. Service design
  21. “I can honestly say that ORM are the best agency I’ve ever worked with. They take time to understand my goals and requirements and go ahead and deliver on time, every time.” - Jason Ali, Head of Digital, First Great Western
  22. Lead digital agency
  23. Design strategy Mobile app, desktop website and mobile website user experience & design
  24. Retail Strategy A vision for our future August 2014 Apple Watch App ORM designed and built National Rail Enquiries’ Apple Watch application, the first wearable in the rail industry.
  25. 10:09 London Waterloo to Egham London Bridge to Gatwick Putney to Richmond London Liverpool St to Rhoose Cardiff Int… Staines to Epsom My Journeys My Journeys 10:09 London Cannon St 0.3 miles London Bridge 0.2 miles London Fenchurch St 0.3 miles London Blackfriars 0.3 miles London Waterloo 0.3 miles Nearest Nearest stations Home screen Interstitial App background 08:01 08:56 Plat. 1 Dep: Arr: 08:21 09:26 Plat. 1 16m late Dep: Arr: 08:41 09:41 Plat. 1 Dep: Arr: From: Ldn Waterloo To: Egham Close 16:21 Ldn Waterloo Last updated at 15:58 17:44 Plat. 6 10:09 London Bridge 18:20 Plat. 6 East Croydon 19:20 Plat. 3 Crawley 19:25 Plat. 3 Gatwick Journey details 08:01 08:56 Plat. 1 Dep: Arr: 08:21 09:26 Plat. 1 16m late Dep: Arr: 08:41 09:41 Plat. 1 Dep: Arr: From: Ldn Waterloo To: Egham Close 16:21 Ldn Waterloo Cancelled due to earlier signalling failures Cancelled 10:09 London Bridge Cancelled E Croydon Cancelled Crawley Cancelled Gatwick Details (disruption) Short Look Train Delayed NATIONAL RAIL ENQUIRIES Long Look 10:09 NATIONAL RAIL ENQUIRIES Disruption has been reported on your route between London Paddington and Swindon 10:09 My Journeys Nearest Stations Main menu 10:09 From: London Waterloo To: Egham Delays: View on iPhone My Journeys Bristol Temple Meads Dep: 08:37 Plat. 4 16m delayed Rhoose Cardiff Int… Dep: 08:37 Plat. 6 Cancelled Westbury Dep: 08:31 Plat. 2 On time Bath Spa Dep: 08:01 Plat. 1 On time Departures 10:09 From: London Waterl… To: Egham Delays: View on iPhone Nearest London Cannon St Dep: 10:20 Plat. 3 5m delayed London Cannon St Dep: 10:25 Plat. 1 Cancelled Brighton (E Sussex) Dep: 10:13 Plat. 10 On time London Charing Cross Dep: 10:08 Plat. 2 On time Departures Common screens My Journeys Notifications Nearest Stations 08:01 08:56 Plat. 1 Dep: Arr: 08:21 09:26 Plat. 1 16m late Dep: Arr: 08:41 09:41 Plat. 1 Dep: Arr: From: Ldn Waterloo To: Egham Close 16:21 London Waterl… to E Sussex Last updated at 17:00 Plat. 10 Departed on time 10:09 London Bridge Plat. 6 Departed on time East Croydon Plat. 3 Departed on time Crawley Gatwick Journey details View on iPhone Dismiss
  26. Lead mobile agency
  27. Spirit have over 800 pub and restaurants within their 7 pub brand. Having recently re-platformed with a new ePoS system and marketing automation software they needed to consider the impact of UX and what it means to their business. The UX strategy was used to educate the board and key stakeholders about audience needs and market trends, while benchmarking their brands 
 against competitors. Group wide UX strategy with recommendations and roadmap of tactical deliveries for 
 branded applications. Spirit Pub Group
  28. • Fayre and Square saw an 36% increase in meals sold in the pubs which received the personalised offers against 
 control test pubs • Fayre and Square saw 31% increase in spend per transaction • There are over 10,000,000 different variants in marketing campaign content due to personalised offers • Guest Data, CRM, Loyalty and Digital Presence are now a 
 key feature of the overall business objectives and 
 board discussions • Total ROI increase of Spirit’s investment to truly omni- channel, data-driven marketing strategy equalled 211% 
 in the first year • Spirit have identified the Fayre and Square guest ‘Lifetime Value’ scores improve 607% per individual when the guest is engaged via multiple channels and touch-points (i.e. the guest is an active mobile app user, who opens emails, books online and redeems offers) The Results
  29. "We’re extremely proud of our Reward App, because it takes the technology one step further than traditional loyalty apps, by using the data collected when guests are dining with us and applying it to provide personalised promotions.” – Kenny Skelton, Digital, Insight and Brand Director for Spirit
  30. Thank you Michael Walker, Senior Business Development Manager, ORM