This document discusses partnerships between Ibermática and unblu to provide digital solutions for the banking and insurance sectors. It summarizes: - Ibermática and unblu will work together to help banks and insurance companies compete through customer experience differentiation as these sectors are highly regulated with reduced margins and increasingly digital customers. - unblu provides secure collaboration software that allows financial institutions to acquire, retain, and grow customers through personalized engagement across all customer touchpoints online. This includes features like co-browsing and video/audio chat to deliver an in-person customer experience digitally. - The document promotes a demonstration of unblu's digital branch solution to help financial organizations improve customer

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Ibermática y unblu apuestan
por el sector banca y seguros
Juan Liedo
Director de Marketing Digital
j.liedo@ibermatica.com
26 de Octubre 2017

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Quiénes somos
Alemania
MÉXICO
México DF
EE.UU.
Rochester-NY
PERÚ
Lima
CHILE
Santiago
ARGENTINA
Buenos Aires
PORTUGAL
Oeiras
Vila Nova de Gaia
ESPAÑA
Barcelona
Bilbao
Langreo-Asturias
Madrid
Mérida-Badajoz
Pamplona
San Sebastián
Valencia
Vitoria-Gasteiz
Zaragoza
Reino Unido
Ecuador
ANDORRA
Escaldes-Engordany
BRASIL
Sao Paulo
Oficinas
Presencia
Distribuidores
COLOMBIA
Bogotá
Polonia
Austria
Suiza
234M€
de ingresos
3.150
profesionales
9M€
de beneficio
#interfacescolaborativos

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Sector banca y seguros hoy
MUY REGULADO
MÁRGENES REDUCIDOS
CLIENTE DIGITAL
#interfacescolaborativos

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COMPETIR EN DIFERENCIACIÓN: CUSTOMER
EXPERIENCE
Competir en banca y seguros
#interfacescolaborativos

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Por qué Ibermática y unblu
#interfacescolaborativos
CX SERVICE
DESIGN
PRODUCTOS
DIGITALES
OMNICAN
ALIDAD
MARKETING
MURO
CLIENTE
BRAND
COMMUNITY
MARKETING
AUTOMATION
DATA
MANAGEMENT
CONTENT
MANAGEMENT
INTERFACES
COLABORATIVOS
CUSTOMER ENGAGEMENT

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Deliver an in-person
experience online
Patrik Hug
CSO at unblu
patrik.hug@unblu.com
26 de Octubre 2017

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Who we are
A worldwide company born in Switzerland
● 9 years in the market
● + 100 highly regulated institutions use unblu
● Highly recognized in the financial and insurance industries
● Customers and partners worldwide
#interfacescolaborativos

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What we do
Create software for helping FSI institutions to acquire,
keep and grow customers
CURRENT CUSTOMERS
Engage customers, increase
satisfaction and Lifetime Value
NEW CUSTOMERS
Gain credibility and get
new customers/assets online
Put in place tactics to increase
conversion rate, reduce cost per
acquisition, and improve marketing
KPIs.
Implement online strategies based
on experience and personalization:
improve customer touch points and
make the business grow in the
installed customer base.
Putting in place a Customer Centric Strategy involves many roles inside an organization (CEO, CMO, CDO, COO, CIO, etc.) It’s a
cultural change!
#interfacescolaborativos

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How we do it
Keeping the conversation live...
unblu CX in-person Collaboration Suite
Advisory
Personal Customer
Care
General Customer
Care
Support
Inbound/Outbound
sales
StrategicTacticalLess
Cost
More
Assets
Providing a
seamless
customer
experience across
all the customer
journey with an
unique CX in-
person solution.
#interfacescolaborativos

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How we do it
… providing a collaboration suite...
IT INFRASTRUCTURE SECURE/PUBLIC
Co-
browsing
Embedded co-browsing
Universal co-browsing
Document co-browsing
Live view chat
Video & audio
Agent desk
Are you going
mobile? So do we
SDK
Chat
#interfacescolaborativos

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How we do it
… with a lightweight implementation
Acquire Support Advice
Website
(public)
Online
banking/
Customer
Portal
(private)
Mobile App
(private)
Others
unblu Secure Collaboration Suite (Front Office)
Call Center
(public) Others
unblu Agent Desk (Back Office)
CMS (examples)
eBanking (examples)
#interfacescolaborativos

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So, what we provide is…
A solution to assist in the moment of
truth and engage live with customers
and prospects
Better Advice More SalesBetter Support+ =
Higher
Engagement
=

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Construye tu sucursal
digital. Demo Unblu
Luis Álvarez Andrés
Transformación Digital
l.alvarez@ibermatica.com
26 de Octubre 2017

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Visual Thinking
Eduardo Munilla
Fundador de la Banca Innova
VisualThinker
26 de Octubre 2017

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Sesión participativa Visual Thinking
#interfacescolaborativos

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Fecha
¡Muchas gracias por vuestra atención!