Financial Engines deployed Appdynamics Analytics 4.2 solution to drive business outcomes leveraging the actionable insights they got by correlating between performance and business metrics. In this session, Ameya Joshi from Financial Engines will share its experience with AppDynamics' out-of-the-box analytics and reporting capabilities. See how to slice and dice parameters based on customer-specific features and debug into issues where errors are captured. See a demonstration of how to pass in custom user data to build reports and dashboards. Key takeaways: o How to capture custom user data via analytics in a multi-client application o How to capture custom error data via analytics o How to analyze, debug, and drill down into an issue o How to build reports and charts out of the analytics For more information, go to: www.appdynamics.com

1. How Financial Engines drives business
outcomes using AppDynamics Business iQ
Ameya Joshi | Sr. Software Engineer | Financial Engines, Inc

2. Financial Engines
2
“We provide Investment Advice to an
employee on their 401K account”

3. Financial Engines
3
“More than 100 Billion in AUM”
“We provide Retirement Help to more than
140 Fortune 500 companies”
“More than 1.2 Million people
rely on us”

4. Financial Engines
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Platform Background
• Available as a benefit via Employer
• Provides targeted and personalized content
• Builds Awareness about Products and Services

5. Financial Engines
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Platform Background
• Unconventional way of approaching customers
• Contributes towards 50% of Company’s Revenue

6. Financial Engines
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Scenario I – X Investments
Real Estate on the
“X Investments”
Website with
Average Size –
300x300px
Links are other
sources of Traffic

7. Financial Engines
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Scenario II – Y Financial
Real Estate on the “Y Financial” Website with Average Size – 310x240px

8. Financial Engines
8
Comparison
vs

9. Financial Engines
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Business Problems
• Short Attention Span of Customer
• No Baseline data for Measuring
Performance
• Understanding Platform Behavior

10. Financial Engines
10
AppDynamics Business iQ
• 100% User Experience Snapshots Data
• Ability to capture Custom Data
• Drilldown capabilities
• Reporting and Dashboards

11. Financial Engines
11
Relationship Hierarchy
Partner
Customer 1 Customer 2 Customer 3
Employer

12. Financial Engines
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Sample Flow
401(k)
ACME, Inc –
Benefits Page
FE
X Investments
Retirement Plan Page
1 2 3
Customer

13. Financial Engines
13
Use Case I – Slicing and Dicing
Business data
• Capture relevant segments - Partner, Employer, etc.
• Understand User Behavior – Clicks & Conversion
• Build Reports and Dashboards - Latency and Traffic
Metrics

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Capture Custom Data

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15
Response Time by Partners
X Investments Y Financial

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16
Use Case II – Deliver Better Customer
Experience
• Isolate Errors
• Categorize Error information - Employer, Partner,
Type, User, etc.
• Monitor Errors and get Notified

17. Financial Engines
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Error Trends
Employer Error Trend
Acme Group
Vs
ABC Corp.
Partner Error Trend
X Investments
Vs
Y Financial

18. Financial Engines
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Browser Metrics
Internet Explorer Vs Chrome Vs Firefox Errors

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Plot Error Metrics

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Issue Example
Detection of Blocked
URL’s
iOS Application issue

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Business Decisions
• Decide features for Employers
• Productize successful features
• Browser Support
• Faster Mean Time to Resolution (MTTR)

22. Financial Engines
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Summary / Conclusion
• AppDynamics Business iQ is a great addition to the
pack
• Enables better business decisions with ability to slice
and dice custom metric data
• Drill into your application relevant segments and
monitor them to improve customer experience

23. Financial Engines
23
Next Steps
• Enhancing Custom Metrics - Specific characteristics
of an A/B Test, User Behavior parameters
• User Behavior by Segments (< $50,000, > $100,000)
• User Journeys on the above parameters

24. Financial Engines
24
We’re Hiring!
Ameya Joshi / ajoshi@financialengines.com / @anetfreak

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