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Welcome to the
Customer Success Platform
for Financial Services
Simon Mulcahy
General Manager
Financial Services & Insuran...
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-lo...
We’re a global leader in financial services
Strong success in EMEA
Customer & employee expectations are being reset
Know me Guide me Make me productiveConnect me
Customer Employee
Disruptors in your industry are already figuring this out
Banks need to help people
within the context of their lives
We c...
Pressure to re-imagine engagement is immense
The Banking sector has not yet
felt the full disruptive force of
technology. ...
Systems of
Record
Systems of
Engagement MobileCloud Social Data
Science
Firms need a system of engagement
Deliver meaningf...
Market: Sense and respond to every opportunity
Customer Engagement Employee Engagement
Reimagine critical moments of engag...
Connect with customers & employees in a
whole new way
Become a Customer-centric firm
Sales
Service
Marketing
CommunityApps...
Complete
CRM
AnalyticsCommunityMarketingServiceSales AppsCloud
Mobile
Social
Data Science
HIE
EMR
Billing
ERP
Connected
IT...
Stephen Crosbie
Customer Innovation Director
Michael Remyn
Director, Data & Strategic Analysis
Margaret Lynch
Salesforce &...
Demonstration
Thank you, London!
1
2
3
Stop at registration, leave feedback for this session, and receive a free gift.
Visit the Campgro...
Thank youThank you
And how to engage with us
Q&A
Interact with our solution
demonstrations
Engage with
our partners
Network with
your peers
R...
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Welcome to the customer success platform for financial services

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Welcome to the customer success platform for financial services

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Welcome to the customer success platform for financial services

  1. 1. Welcome to the Customer Success Platform for Financial Services Simon Mulcahy General Manager Financial Services & Insurance smulcahy@salesforce.com
  2. 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  3. 3. We’re a global leader in financial services
  4. 4. Strong success in EMEA
  5. 5. Customer & employee expectations are being reset Know me Guide me Make me productiveConnect me Customer Employee
  6. 6. Disruptors in your industry are already figuring this out Banks need to help people within the context of their lives We can reinvent this entire finance thing! We will reimagine the bank from the ground up Marc Andreesen, Co-founder, Andreesen Horowitz Brett King CEO, Moven Bank Max Levchin, Founder, PayPal, Yelp, Affirm
  7. 7. Pressure to re-imagine engagement is immense The Banking sector has not yet felt the full disruptive force of technology. But it will. Everybody is going back to their core customer. And they’re saying, “We’re going to simplify.” Our industry will go through the same rapid evolution as other industries have. Antony Jenkins, CEO Anshu Jain, CEODoug Flint, Chairman
  8. 8. Systems of Record Systems of Engagement MobileCloud Social Data Science Firms need a system of engagement Deliver meaningful, contextual & relevant insights * Products Transactions Accounts Trade execution Financial planningPortfolio management Performance reporting
  9. 9. Market: Sense and respond to every opportunity Customer Engagement Employee Engagement Reimagine critical moments of engagement Sell: Convert every opportunity in real time Onboard: Create 360 profile & capture needs, goals Service: Redefine 1:1 effortless service Collaborate & Share: Engage the customer as a team Build Apps: Empower anyone to build apps faster Analyze: Create insight through customer data
  10. 10. Connect with customers & employees in a whole new way Become a Customer-centric firm Sales Service Marketing CommunityApps Analytics
  11. 11. Complete CRM AnalyticsCommunityMarketingServiceSales AppsCloud Mobile Social Data Science HIE EMR Billing ERP Connected IT Systems Trusted Multitenant Cloud Scalable Metadata Platform The Customer Success Platform for Financial Services Commercial Banking InsuranceRetail Banking Wealth Mgmt Industry Solutions Open Ecosystem eSignature Onboarding / KYC Claims Processing Credit Decision Engine Loan Originations Compliance Auditing Relationship Managers Operations + Compliance Customers Product Specialists Core Banking Policy Admin Front Office Tools Sponsors, Custodians, Trading Brokers
  12. 12. Stephen Crosbie Customer Innovation Director Michael Remyn Director, Data & Strategic Analysis Margaret Lynch Salesforce & Eloqua – Product Delivery Manager
  13. 13. Demonstration
  14. 14. Thank you, London! 1 2 3 Stop at registration, leave feedback for this session, and receive a free gift. Visit the Campground to meet our industry experts and see products and solutions in action. Meet us at Connections (New York, June 16-18) & Dreamforce (San Francisco, Sep 15-18). Learn more at www.salesforce.com/industries.
  15. 15. Thank youThank you
  16. 16. And how to engage with us Q&A Interact with our solution demonstrations Engage with our partners Network with your peers Register for Future events! www.salesforce.com/events Dreamforce San Francisco, CA Sept 15-18 Connections New York, NY June 16-18 Thank you, London!

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