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Driving Success with Financial Services Companies
      Carlos Nascimbene | Sr. Solutions Consultant South Slam – Adobe Systems




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Changing the
                                                                   world
                                                               through digital
                                                                experiences



© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   2
Adobe Strategy

                                                                                              DIGITAL MARKETING
                                                                                                           Rock solid WCM +
                                                                                                   Digital Business Analytics
                                                                                                           and Optimization +
                                                                                                   Dynamic Assets Platform
                                                                              OMNITURE   CQ   S7




  DIGITAL MEDIA
     Best Creative Tools on the Cloud
     and the Desktop




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Agenda: Adobe Value Proposition


     §      Digital Trends Shaping the
            Financial Services Industry

     §      Adobe’s Impact on Digital
            Marketing in Financial Services
     §      Illustration

     §      Industry Leadership
     §      Client Successes




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   4
Trends that are shaping the financial
services industry




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   5
Trend #1: Personalized Engagement




                                                                              MICHAEL JONES




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.         6
Trend #2: Multichannel Execution

                                                                              Research                         Call Customer Service
                                                                                                                                                          Join Facebook
                                                                              savings products online                                                     community for
                                                                                                                                                          bank


                                                                                                                            Search online
                                                                                                                            for interest rates


                                                                                          Receive promo
                                                                                          for credit card
                                                                                                                                                 Deposit a check using
                                                                                                                                                 mobile
                                                                                                            See TV ad
                                                                                                            for product




                                                                                                                     View video for
                                                                                                                     Bank product


                                                                                                                                                          Withdraw cash at
                                                                                                                                                          the ATM




                                                                                                                                                            Open an account at
                                                                                                                                                            the branch
                                                                                                                 Open an account online,
                                                                                                                 pay bills




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Trend #3: Mobile Servicing




                                                                              • Mobile Banking users will increase to 87M In North
                                                                                America and 115M users in Europe in 2015

                                                                              • Mobile Banking Growth is highest in Asia-Pacific (700 M)
                                                                                                                    Asia-

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                    8
Trend #4: Social Media as an Amplifier




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   9
Trend #4: Social Media as an Amplifier


                  Social Media
                   Monitoring                                                                       Is what’s being said
                                                                                                    favorable or
                                                                                                    unfavorable?


                                                                         Track conversations
                                                                         taking place




                                                                                                             Track effectiveness of business
                                                                                                             efforts on social networks like
                                                                                                             Facebook Pages and YouTube
                                                                                                             Channels




                                                                   Social Media
                                                                   Measurement



© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                    10
These                     trends are making it complex for business




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   11
Revolutionizing Creative & Marketing




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   12
ADOBE DIGITAL
                                                                               MARKETING
                                                                                  SUITE

                                                                                 OPTIMIZATION


                      PERSONALIZED                                                                       MEDIA
                      ENGAGEMENT                                               MULTI-CHANNEL          MONETIZATION
                                                                                 CAMPAIGN
                                                                                EXECUTION


                                                                              ANALYTICS & REPORTING



                                                                                   PLATFORM

                                                                                    CONTENT


                                                                                     DATA


© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Analytics & Reporting – ‘Learn About Your Banking Customers’


     “How do I understand the performance of my business across digital channels?”



                                                                               Digital Channels

                                                                                      mysite.com




                                                                               What were the results?




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   14
Personalized Engagement -‘Deliver the Bank of Me’


“How do I deliver dynamic, personal experiences across digital channels?”




                                                                               Dynamic
                                                                               Delivery




                                                                                               .com




                                                                               Did it work?
                                                                                              $$$

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   15
Multi-Channel Campaign Execution - ‘Optimize Banking Experience’


“How do I spend and optimize experience and campaigns across channels?”



                                                                               Where/How do I spend lots of $?




                                                                               Dynamic
                                                                               Delivery




                                                                               What is my return
                                                                               on ad spend?




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   16
An Illustration of Adobe’s Digital Marketing Suite in Financial Services




Illustration

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   17
Adobe Is The Industry Leader In Digital Marketing Technology



                Forrester Wave TM Reports



Strong
                                                                                                 3 Wave Reports
                                                                                Adobe


                                                                                                 ü Online Testing
                                                                                                                    Only Leader across

                                                                                                 ü   Web Content
                                                                                                     Management
                                                                                                                    all digital marketing
                                                                                                                    components


                                                                                                 ü Web Analytics
Weak




               Weak                                                                     Strong




Source: Forrester Wave Web Analytics Q411; Web Content Management For Online Customer Experience, Q311; Online Testing, Q310.
  © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                           18
Our Differentiators


  §      The most complete integrated digital marketing suite

  §      Personalized measurable experiences on every device and every channel

  §      Dynamic delivery resulting in faster time to market and reduced campaign cycle
         time

  §      You own your data




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   19
Que es Adobe Digital Marketing Suite?




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Digital Marketing Suite




                    OMNITURE                                                         CQ               SCENE 7


                                                                              +                 +
    Digital Business Optimization                                                 Web Content       Dynamic Marketing
                                                                                  Management        Assets Management




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.          21
Adobe Digital Marketing Suite: CQ 5




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
POWER TO BUSSINES
                                        USERS!
                                                                              Managing multiple websites and content globally

                                              Supporting and managing social networks and community interaction

                                                                                    Managing multiple digital channels

                                                                           Creating, testing and optimizing and measuring
                                                                         the success of personalized campaigns and offers



                                               Current process to create and edit websites
                                                    is too rigid and time consuming !

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                          23
EASY AUTHORING:                                                                     JUST SURF AND
                                                                              EDIT !




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.        24
GO    MOBILE !




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   25
OMNITURE
                                                                              INTEGRATION
                                                                                 + CLIENT
                                                                                CONTEXT
                                                                                   AT YOUR FINGERTIPS



© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   26
Enhancing the Client Context




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Supporting Global Brand Leaders




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Digital Marketing Suite: OMNITURE




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Digital Marketing Optimization




                                        DIGITAL
                                       MARKETING
                                      OPTIMIZATION                                 Setting the standard for
                                                                                   how digital advertising
                                                                                   and marketing is
                                                                                   measured, executed and
                                                                                   optimized




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   31
Adobe Digital Marketing Suite

      SOLUTIONS                                                            Media &                    Financial                                   Travel &
                                Retail                                   Entertainment                                     B2B High
                                                                                                      Services                                   Hospitality
                                                                                                                             Tech




                                Audience                                                    Optimization Conversion
                                                                                     Advertising                                         Content
                               Optimization                                          Optimization        Optimization                   Optimization
                             Demdex
                                                                  SearchCenter +      Test&Target       Scene     Recommendations Search & Promote     Publis
                                                                                                          7                                              h

                                                                                                     Analytics
                                                         Online                                                                  Multichannel
                        SiteCatalyst                           Discover            SocialAnalytics                    Survey                 Insight


                                                                                                    Platform
                                        Online                                Data                  Content             Services             Enterprise
                                                                       Genesis                                    DigitalPuls      Insight      DataWarehouse
                                                                                                                       e



© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                             32
SiteCatalyst




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
SOCIAL COMMUNITIES
    Events, Forums, Blogs, Comments, Ratings, Wikis, Twitter, Facebook, etc..

        According to “The Social Media Benchmarking Composite Report,” a study conducted by the Center for
        Client Retention/ENTREVISTA (2010), 60% of consumers engage in social media sites. In addition,
        55% of consumers felt positively when companies responded to a social media posting, with only 5%
        reacting negatively and 40% remaining neutral.




                                                                                     CQ 5 SOCO it leverages
                                                                                     the user profile model from
                                                                                     the OpenSocial standard
                                                                                     adopted by Google and
   • Tweet directly to Twitter from                                                  other industry partners.
   CQ5
   • Manage a Facebook page
   directly
   in CQ5 with real-time updating
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   34
Adobe Social Analytics




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Social Analytics




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Enterprise Solutions by Industry

              CPG &                                             MEDIA &                 FINANCIAL            B2B HIGH          PUBLIC
              RETAIL                                         ENTERTAINMENT              SERVICES              TECH             SECTOR




User Experience                                              Return Visitor           New Account           Lead Gen       Agency Revenue
 Optimization                                                Optimization              Openings            Optimization      Optimization

     Digital                                                                                                                 Anti-Waste,
                                                                Content                Retention &       Internal Search
   Commerce                                                                                                                    Fraud,
                                                             Effectiveness            Share of Wallet      Optimization
   Optimization                                                                                                              and Abuse

     Geo-Based                                                  Video                Internal Search      Multi-Channel    Threat Analysis
      Targeting                                              Measurement               Optimization      Campaign Mgmt     & Identification


                                                                              Mobile Analytics and Optimization

                                                               Social Media Measurement and Campaign Optimization

                                                       Web Experience Management, Customer Communications ..

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.                  37
World’s Leading Companies Choose Adobe Enterprise Solutions

              CPG &                                             MEDIA &       FINANCIAL   B2B HIGH   PUBLIC
              RETAIL                                         ENTERTAINMENT    SERVICES     TECH      SECTOR




© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.      38
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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Nuevas Tecnologías para generación de Resúmenes de Cuenta interactivos y Administración de contenido web

  • 1. Driving Success with Financial Services Companies Carlos Nascimbene | Sr. Solutions Consultant South Slam – Adobe Systems © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 2. Changing the world through digital experiences © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2
  • 3. Adobe Strategy DIGITAL MARKETING Rock solid WCM + Digital Business Analytics and Optimization + Dynamic Assets Platform OMNITURE CQ S7 DIGITAL MEDIA Best Creative Tools on the Cloud and the Desktop © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 4. Agenda: Adobe Value Proposition § Digital Trends Shaping the Financial Services Industry § Adobe’s Impact on Digital Marketing in Financial Services § Illustration § Industry Leadership § Client Successes © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 4
  • 5. Trends that are shaping the financial services industry © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 5
  • 6. Trend #1: Personalized Engagement MICHAEL JONES © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 6
  • 7. Trend #2: Multichannel Execution Research Call Customer Service Join Facebook savings products online community for bank Search online for interest rates Receive promo for credit card Deposit a check using mobile See TV ad for product View video for Bank product Withdraw cash at the ATM Open an account at the branch Open an account online, pay bills © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 8. Trend #3: Mobile Servicing • Mobile Banking users will increase to 87M In North America and 115M users in Europe in 2015 • Mobile Banking Growth is highest in Asia-Pacific (700 M) Asia- © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 8
  • 9. Trend #4: Social Media as an Amplifier © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 9
  • 10. Trend #4: Social Media as an Amplifier Social Media Monitoring Is what’s being said favorable or unfavorable? Track conversations taking place Track effectiveness of business efforts on social networks like Facebook Pages and YouTube Channels Social Media Measurement © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10
  • 11. These trends are making it complex for business © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 11
  • 12. Revolutionizing Creative & Marketing © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12
  • 13. ADOBE DIGITAL MARKETING SUITE OPTIMIZATION PERSONALIZED MEDIA ENGAGEMENT MULTI-CHANNEL MONETIZATION CAMPAIGN EXECUTION ANALYTICS & REPORTING PLATFORM CONTENT DATA © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 14. Analytics & Reporting – ‘Learn About Your Banking Customers’ “How do I understand the performance of my business across digital channels?” Digital Channels mysite.com What were the results? © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14
  • 15. Personalized Engagement -‘Deliver the Bank of Me’ “How do I deliver dynamic, personal experiences across digital channels?” Dynamic Delivery .com Did it work? $$$ © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 15
  • 16. Multi-Channel Campaign Execution - ‘Optimize Banking Experience’ “How do I spend and optimize experience and campaigns across channels?” Where/How do I spend lots of $? Dynamic Delivery What is my return on ad spend? © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 16
  • 17. An Illustration of Adobe’s Digital Marketing Suite in Financial Services Illustration © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 17
  • 18. Adobe Is The Industry Leader In Digital Marketing Technology Forrester Wave TM Reports Strong 3 Wave Reports Adobe ü Online Testing Only Leader across ü Web Content Management all digital marketing components ü Web Analytics Weak Weak Strong Source: Forrester Wave Web Analytics Q411; Web Content Management For Online Customer Experience, Q311; Online Testing, Q310. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 18
  • 19. Our Differentiators § The most complete integrated digital marketing suite § Personalized measurable experiences on every device and every channel § Dynamic delivery resulting in faster time to market and reduced campaign cycle time § You own your data © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 19
  • 20. Que es Adobe Digital Marketing Suite? © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 21. Adobe Digital Marketing Suite OMNITURE CQ SCENE 7 + + Digital Business Optimization Web Content Dynamic Marketing Management Assets Management © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 21
  • 22. Adobe Digital Marketing Suite: CQ 5 © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 23. POWER TO BUSSINES USERS! Managing multiple websites and content globally Supporting and managing social networks and community interaction Managing multiple digital channels Creating, testing and optimizing and measuring the success of personalized campaigns and offers Current process to create and edit websites is too rigid and time consuming ! © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 23
  • 24. EASY AUTHORING: JUST SURF AND EDIT ! © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 24
  • 25. GO MOBILE ! © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 25
  • 26. OMNITURE INTEGRATION + CLIENT CONTEXT AT YOUR FINGERTIPS © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 26
  • 27. Enhancing the Client Context © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 28. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 29. Supporting Global Brand Leaders © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 30. Adobe Digital Marketing Suite: OMNITURE © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 31. Digital Marketing Optimization DIGITAL MARKETING OPTIMIZATION Setting the standard for how digital advertising and marketing is measured, executed and optimized © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 31
  • 32. Adobe Digital Marketing Suite SOLUTIONS Media & Financial Travel & Retail Entertainment B2B High Services Hospitality Tech Audience Optimization Conversion Advertising Content Optimization Optimization Optimization Optimization Demdex SearchCenter + Test&Target Scene Recommendations Search & Promote Publis 7 h Analytics Online Multichannel SiteCatalyst Discover SocialAnalytics Survey Insight Platform Online Data Content Services Enterprise Genesis DigitalPuls Insight DataWarehouse e © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 32
  • 33. SiteCatalyst © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 34. SOCIAL COMMUNITIES Events, Forums, Blogs, Comments, Ratings, Wikis, Twitter, Facebook, etc.. According to “The Social Media Benchmarking Composite Report,” a study conducted by the Center for Client Retention/ENTREVISTA (2010), 60% of consumers engage in social media sites. In addition, 55% of consumers felt positively when companies responded to a social media posting, with only 5% reacting negatively and 40% remaining neutral. CQ 5 SOCO it leverages the user profile model from the OpenSocial standard adopted by Google and • Tweet directly to Twitter from other industry partners. CQ5 • Manage a Facebook page directly in CQ5 with real-time updating © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 34
  • 35. Adobe Social Analytics © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 36. Adobe Social Analytics © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 37. Adobe Enterprise Solutions by Industry CPG & MEDIA & FINANCIAL B2B HIGH PUBLIC RETAIL ENTERTAINMENT SERVICES TECH SECTOR User Experience Return Visitor New Account Lead Gen Agency Revenue Optimization Optimization Openings Optimization Optimization Digital Anti-Waste, Content Retention & Internal Search Commerce Fraud, Effectiveness Share of Wallet Optimization Optimization and Abuse Geo-Based Video Internal Search Multi-Channel Threat Analysis Targeting Measurement Optimization Campaign Mgmt & Identification Mobile Analytics and Optimization Social Media Measurement and Campaign Optimization Web Experience Management, Customer Communications .. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 37
  • 38. World’s Leading Companies Choose Adobe Enterprise Solutions CPG & MEDIA & FINANCIAL B2B HIGH PUBLIC RETAIL ENTERTAINMENT SERVICES TECH SECTOR © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 38
  • 39. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 40. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.