At this years Net Finance Conference r2i's VP of Technology, Nick Christy, spoke about how financial institutions are driven by a core set of business goals and how compliance and regulatory laws can stand in the way of achieving the goals.
Join the conversation
There are no simple answers in law—but that doesn't mean clients won't ask what they think are simple yes-or-no questions.
Legal answers are inherently complex. Yet, when your responses amount to immense legal briefings, clients often feel intimidated and confused—which can be fertile ground for costly miscommunications. In fact, 36 percent of legal malpractice claims have been attributed to miscommunications and delays with clients.
The question is: How can you find ways to bridge the communication gap with clients?
Join Alli Gerkman, Director of Educating Tomorrow’s Lawyers at the Institute for the Advancement of the American Legal System, and Joshua Lenon, Clio’s own lawyer in residence, as they look at how lawyers can lead clearer, more respectful client conversations.
In this one-hour, CLE-accredited1 session, you’ll learn:
How to better demonstrate integrity and trustworthiness
How to express genuine courtesy and respect
How to build rapport with more attention and respect
The benefit of responding promptly to inquiries and requests
Did you know that firms using online payment solutions saw up to 6% year-over-year revenue growth in 2020 and collected nearly 40% more revenue per lawyer, according to the 2021 Legal Trends Report?
Offering the option to pay online makes it easy for your clients to pay—and that enables your firm to collect more revenue each month with less effort.
The best part is, securely automating billing and collections at your law firm is much simpler than you think—it’s all about choosing the right tools and having a proper system in place.
Join Joshua Lenon, Lawyer in Residence at Clio, to find out how you can leverage legal technology to maintain cash flow and improve revenue at your firm.
In this free webinar, you’ll learn:
- The benefits of offering online payment options and more ways to pay at your law firm
- How to comply with your ethical obligations and IOLTA trust accounting requirements
- Steps for creating an automated billing and payment process at your firm
Practices are built on meaningful relationships—not spreadsheets
In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Michael Chasin, the General Manager of Clio Grow, as they discuss the most common client intake issues law firms face, and how implementing the right client intake and legal CRM software can transform the way you grow your firm.
In this free, 1-hour webinar you will learn how to:
Identify any pitfalls in your current client intake process
Transform your client intake process
Better manage clients at every touchpoint
Integrate Clio Grow with Clio Manage to create an end-to-end solution
Join the conversation
There are no simple answers in law—but that doesn't mean clients won't ask what they think are simple yes-or-no questions.
Legal answers are inherently complex. Yet, when your responses amount to immense legal briefings, clients often feel intimidated and confused—which can be fertile ground for costly miscommunications. In fact, 36 percent of legal malpractice claims have been attributed to miscommunications and delays with clients.
The question is: How can you find ways to bridge the communication gap with clients?
Join Alli Gerkman, Director of Educating Tomorrow’s Lawyers at the Institute for the Advancement of the American Legal System, and Joshua Lenon, Clio’s own lawyer in residence, as they look at how lawyers can lead clearer, more respectful client conversations.
In this one-hour, CLE-accredited1 session, you’ll learn:
How to better demonstrate integrity and trustworthiness
How to express genuine courtesy and respect
How to build rapport with more attention and respect
The benefit of responding promptly to inquiries and requests
Did you know that firms using online payment solutions saw up to 6% year-over-year revenue growth in 2020 and collected nearly 40% more revenue per lawyer, according to the 2021 Legal Trends Report?
Offering the option to pay online makes it easy for your clients to pay—and that enables your firm to collect more revenue each month with less effort.
The best part is, securely automating billing and collections at your law firm is much simpler than you think—it’s all about choosing the right tools and having a proper system in place.
Join Joshua Lenon, Lawyer in Residence at Clio, to find out how you can leverage legal technology to maintain cash flow and improve revenue at your firm.
In this free webinar, you’ll learn:
- The benefits of offering online payment options and more ways to pay at your law firm
- How to comply with your ethical obligations and IOLTA trust accounting requirements
- Steps for creating an automated billing and payment process at your firm
Practices are built on meaningful relationships—not spreadsheets
In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Michael Chasin, the General Manager of Clio Grow, as they discuss the most common client intake issues law firms face, and how implementing the right client intake and legal CRM software can transform the way you grow your firm.
In this free, 1-hour webinar you will learn how to:
Identify any pitfalls in your current client intake process
Transform your client intake process
Better manage clients at every touchpoint
Integrate Clio Grow with Clio Manage to create an end-to-end solution
Presentation by Laurie Champion, Managing Director for Aon Risk Solutions, for The Risk Institute 2015 Annual Conference, "DISRUPTION: Implications for Risk Management" at The Ohio State University Fisher College of Business.
The Postdigital Enterprise: Harnessing Change, Managing DisruptionCorey O'Neal
As mobility, social business, cloud computing and analytics evolve, each may represent a significant opportunity to enable or transform enterprises, markets and industries. But collectively, could these capabilities create significant disruption in the postdigital enterprise? We'll discuss:
Characteristics of the postdigital era, including transparency, consumerization and a renewed focus on the individual.
Business value, risks, and considerations for the intersection of mobile, social, analytics, and cloud.
Examples of postdigital innovation and disruption of operating and business models.
Learn about the benefits of harnessing mobility, social business, cloud computing and analytics, and explore how the intersection of these capabilities can transform your organization into a postdigital enterprise.
For more: http://www.deloitte.com/view/en_US/us/Insights/Browse-by-Content-Type/dbriefs-webcasts/283129725a782310VgnVCM2000001b56f00aRCRD.htm
AvePoint - Managing the SharePoint Disruptiongarthluke
Managing the SharePoint Disruption. Ensuring your business gain exceeds your business pain.
In many organisations, SharePoint is a disruptive technology: it’s no longer business-as-usual for managers, for users, or for IT. SharePoint shines a spotlight on everything that’s good and bad about your company’s business processes, project management, change management, information management policies and IT service delivery.
This presentation will explore the lessons learned and common themes from thousands of organisations, large and small - from IT professionals, managers, developers, end users and CIOs around the globe. This comprehensive discussion will highlight the business, cultural and technical impact of SharePoint on an organisation - the business values and the “gotchas”. You’ll learn the steps you can take to plan for and implement SharePoint as a platform that will support a dynamic enterprise.
You will take away a framework within which to understand and communicate the role of SharePoint in your organisation, a punch list of issues to consider in your planning and deployment and an understanding of the business, technical, cultural and procedural components of a successful SharePoint implementation.
Carbon matters print: global tipping pointsAlan Laubsch
The root cause of our escalating climate crisis is unpriced carbon emissions. A global price for carbon is the most sensible policy response, and is inevitable. Carbon pricing will speed up the shift to renewables, especially solar power, which is doubling consistently every 2 years and will be the dominant source of energy by 2026.
Board Governance and Emerging Risks in the C21FERMA
On 10 July 2015 FERMA, ecoDa and AIG organised jointly a event in Brussels that brought together directors, risk managers and insurers from across Europe to share perspectives on the quality of the Risk conversation at Board level and to generate ideas for improving it.
Risk Management in the Age of DisruptionAlan Laubsch
We have entered a great age of disruption, where complexity drives exponential change and systemic risk. This calls for a new risk management paradigm, from "predict & control" to "sense & respond." The application of network science allows us to filter signal from noise, and focus on critical pressure points. Financial Cartography raises environmental awareness to help us navigate challenging terrain. Ultimately, such maps can serve as mass collaboration platforms to spark social risk intelligence.
Innovation In Professional Services - Sectors Facing Digital DisruptionMatthew Ho
The presentation discusses how professional services is facing digital disruption. Professional services such as accountants, lawyers, and consultants are facing massive change. In accounting, It has been reported that 66% of SME’s would replace services their accountant provides with cloud software. Many of the services they provide are being now being automated and outsourced. In addition, online marketplaces are disrupting the market by connecting buyers and sellers of services. Service providers need to figure out how to provide a higher value add in their offering to survive.
The talk will discuss how to implement innovation in a business. It includes models of corporate innovation and the latest thinking in innovation. There will also be case studies presented of how businesses implemented innovation. The speaker, Matthew Ho will combine his experience in professional services, technology startups and online marketing to provide a unique perspective for this presentation.
This presentation was presented for Online Marketing Sydney meetup on 24 June 2015 at Tyro FinTechHub. For event details go here: http://www.meetup.com/Online-Marketing-Sydney/events/222444980/
Check out my blog for more discussion on digital disruption: http://inspiredworlds.com
An Introduction to Data Gravity by John Tkaczewski of FileCatalystETCenter
You're probably familiar with the concept of data gravity, even if you’ve never heard the term before. The emerging term and its concept are becoming increasingly popular as file sizes continue to grow at exponential rates, and cloud storage popularity becomes mainstream. This session will introduce the concept of data gravity, the factors at play, and how file transfer will play a role in the future.
EU/US boards’ approach to cyber risk governance - webinar presentationFERMA
The 4th webinar is being hosted by the European Confederation of Directors' Associations (ecoDa), AIG, and the Federation of European Risk Managers' Associations (FERMA) and in close cooperation with the Internet Security Alliance (ISA).
it includes a Risk Manager’s’ perspective about the necessity to provide organisations with decision-support tools for mitigation and recommendations for risk transfer.
Neel Banerjee of Urban Airship and Gene Ehrbar of ISITE Design discuss strategy and tips for making digital disruption a part of business large and small.
When you hear “digital” most people start to think about Google, Facebook or other technology companies. But now transforming into a digital company is the strategic objective for many companies across multiple sectors. We see digitisation as the driving strategy for many global business; GE’s strategy is to become the first digital industrial company and is moving its headquarters to Boston to be closer to MIT (Massachusetts Institute of Technology). Deutsche Bank wants to transform into a digital bank, and Sephora is digitising the world of beauty. The transformation is not just how these companies manage clients and deliver services through the web and smart phone apps, but back office processes, enhancing organisational agility, speeding up supply chains and recreating whole service offerings to make life easier or better for clients.
Innovation and digital disruption in professional servicesTapmint
This is a presentation for http://tapmint.com which I gave internally at one of the world's largest professional services firms. It discusses digital disruption in financial services, professional services and accounting services.
Various models of corporate innovation are also highlighted. Case studies of 3 companies are provided - Suncorp Group, Sensis and Carsales. Finally, I provide some thoughts on implementation.
Disruption and digital disruption 2016Dirk Laverge
disruption in our economy, and the impact of digital transformation
1) trends
2) drivers for change
3) business models
4) how to respond to the disruption?
What industries have been digitally disrupted? What are being disrupted? What types of digital disruption are there? Where should you focus your digital disruption/transformation efforts?
Learn about how to do a qualitative and quantitative analysis to determine the gap in your market for micro and small business financing. Friedman Associates has developed a unique methodology in this area.
Presentation by Laurie Champion, Managing Director for Aon Risk Solutions, for The Risk Institute 2015 Annual Conference, "DISRUPTION: Implications for Risk Management" at The Ohio State University Fisher College of Business.
The Postdigital Enterprise: Harnessing Change, Managing DisruptionCorey O'Neal
As mobility, social business, cloud computing and analytics evolve, each may represent a significant opportunity to enable or transform enterprises, markets and industries. But collectively, could these capabilities create significant disruption in the postdigital enterprise? We'll discuss:
Characteristics of the postdigital era, including transparency, consumerization and a renewed focus on the individual.
Business value, risks, and considerations for the intersection of mobile, social, analytics, and cloud.
Examples of postdigital innovation and disruption of operating and business models.
Learn about the benefits of harnessing mobility, social business, cloud computing and analytics, and explore how the intersection of these capabilities can transform your organization into a postdigital enterprise.
For more: http://www.deloitte.com/view/en_US/us/Insights/Browse-by-Content-Type/dbriefs-webcasts/283129725a782310VgnVCM2000001b56f00aRCRD.htm
AvePoint - Managing the SharePoint Disruptiongarthluke
Managing the SharePoint Disruption. Ensuring your business gain exceeds your business pain.
In many organisations, SharePoint is a disruptive technology: it’s no longer business-as-usual for managers, for users, or for IT. SharePoint shines a spotlight on everything that’s good and bad about your company’s business processes, project management, change management, information management policies and IT service delivery.
This presentation will explore the lessons learned and common themes from thousands of organisations, large and small - from IT professionals, managers, developers, end users and CIOs around the globe. This comprehensive discussion will highlight the business, cultural and technical impact of SharePoint on an organisation - the business values and the “gotchas”. You’ll learn the steps you can take to plan for and implement SharePoint as a platform that will support a dynamic enterprise.
You will take away a framework within which to understand and communicate the role of SharePoint in your organisation, a punch list of issues to consider in your planning and deployment and an understanding of the business, technical, cultural and procedural components of a successful SharePoint implementation.
Carbon matters print: global tipping pointsAlan Laubsch
The root cause of our escalating climate crisis is unpriced carbon emissions. A global price for carbon is the most sensible policy response, and is inevitable. Carbon pricing will speed up the shift to renewables, especially solar power, which is doubling consistently every 2 years and will be the dominant source of energy by 2026.
Board Governance and Emerging Risks in the C21FERMA
On 10 July 2015 FERMA, ecoDa and AIG organised jointly a event in Brussels that brought together directors, risk managers and insurers from across Europe to share perspectives on the quality of the Risk conversation at Board level and to generate ideas for improving it.
Risk Management in the Age of DisruptionAlan Laubsch
We have entered a great age of disruption, where complexity drives exponential change and systemic risk. This calls for a new risk management paradigm, from "predict & control" to "sense & respond." The application of network science allows us to filter signal from noise, and focus on critical pressure points. Financial Cartography raises environmental awareness to help us navigate challenging terrain. Ultimately, such maps can serve as mass collaboration platforms to spark social risk intelligence.
Innovation In Professional Services - Sectors Facing Digital DisruptionMatthew Ho
The presentation discusses how professional services is facing digital disruption. Professional services such as accountants, lawyers, and consultants are facing massive change. In accounting, It has been reported that 66% of SME’s would replace services their accountant provides with cloud software. Many of the services they provide are being now being automated and outsourced. In addition, online marketplaces are disrupting the market by connecting buyers and sellers of services. Service providers need to figure out how to provide a higher value add in their offering to survive.
The talk will discuss how to implement innovation in a business. It includes models of corporate innovation and the latest thinking in innovation. There will also be case studies presented of how businesses implemented innovation. The speaker, Matthew Ho will combine his experience in professional services, technology startups and online marketing to provide a unique perspective for this presentation.
This presentation was presented for Online Marketing Sydney meetup on 24 June 2015 at Tyro FinTechHub. For event details go here: http://www.meetup.com/Online-Marketing-Sydney/events/222444980/
Check out my blog for more discussion on digital disruption: http://inspiredworlds.com
An Introduction to Data Gravity by John Tkaczewski of FileCatalystETCenter
You're probably familiar with the concept of data gravity, even if you’ve never heard the term before. The emerging term and its concept are becoming increasingly popular as file sizes continue to grow at exponential rates, and cloud storage popularity becomes mainstream. This session will introduce the concept of data gravity, the factors at play, and how file transfer will play a role in the future.
EU/US boards’ approach to cyber risk governance - webinar presentationFERMA
The 4th webinar is being hosted by the European Confederation of Directors' Associations (ecoDa), AIG, and the Federation of European Risk Managers' Associations (FERMA) and in close cooperation with the Internet Security Alliance (ISA).
it includes a Risk Manager’s’ perspective about the necessity to provide organisations with decision-support tools for mitigation and recommendations for risk transfer.
Neel Banerjee of Urban Airship and Gene Ehrbar of ISITE Design discuss strategy and tips for making digital disruption a part of business large and small.
When you hear “digital” most people start to think about Google, Facebook or other technology companies. But now transforming into a digital company is the strategic objective for many companies across multiple sectors. We see digitisation as the driving strategy for many global business; GE’s strategy is to become the first digital industrial company and is moving its headquarters to Boston to be closer to MIT (Massachusetts Institute of Technology). Deutsche Bank wants to transform into a digital bank, and Sephora is digitising the world of beauty. The transformation is not just how these companies manage clients and deliver services through the web and smart phone apps, but back office processes, enhancing organisational agility, speeding up supply chains and recreating whole service offerings to make life easier or better for clients.
Innovation and digital disruption in professional servicesTapmint
This is a presentation for http://tapmint.com which I gave internally at one of the world's largest professional services firms. It discusses digital disruption in financial services, professional services and accounting services.
Various models of corporate innovation are also highlighted. Case studies of 3 companies are provided - Suncorp Group, Sensis and Carsales. Finally, I provide some thoughts on implementation.
Disruption and digital disruption 2016Dirk Laverge
disruption in our economy, and the impact of digital transformation
1) trends
2) drivers for change
3) business models
4) how to respond to the disruption?
What industries have been digitally disrupted? What are being disrupted? What types of digital disruption are there? Where should you focus your digital disruption/transformation efforts?
Learn about how to do a qualitative and quantitative analysis to determine the gap in your market for micro and small business financing. Friedman Associates has developed a unique methodology in this area.
Eversheds SHINE Webinars - Multi jurisdictional compliance 23rd October 2014Eversheds Sutherland
New regulation is produced faster than most in house teams can keep up with it, businesses are expanding into new markets exposing them to novel and often extensive compliance obligations. How do you identify compliance obligations, then manage and monitor compliance effectively? What tools and systems can you deploy to avoid time consuming and reputation damaging breaches. This session will share case studies and examples of systems, approaches, policies, communication methods and tools used in practice to ensure cost effective risk management.
Content Marketing for Lawyers and law firms. A brief overview for lawyers and law firms to kick start their content marketing. Digital marketing strategy tips that are quick and easy to setup and run.
Why work with William Doom of loanDepotWilliam Doom
Benefits of working with loanDepot to secure your home financing. Learn how we are helping real estate professionals grow their business and consumers secure their dream of homeownership.
Property Investment Finance Hints, Tips and StrategieMark Joncheff
Presented by one of Australia's leading financial experts and founder of Connective, Murray Lees will show you how you can potentially save thousands of dollars in interest repayments, minimise risk and ultimately build a successful and sustainable portfolio.
Credit Repair Program: Partner Overview. In Searching For Credit Repair Companies To Promote, Take The Time To Understand How To Select A Credit Repair Firm That Can Help You Achieve Your Goals.
Carolyn Elefant, solo practitioner and founder of MyShingle.com, will lead a discussion with Joshua Lenon, Lawyer in Residence at Clio, and Daniel Gershburg, owner of Gershburg Law, on what lawyers need when starting a law firm. Topics will include:
Startup costs;
Real property alternatives for workspaces;
Marketing for no money;
Tech tools; and
Examples of special tools by practice areas.
In this fast-paced session, we cover 20 ways—in 20 minutes—to supercharge your customer acquisition program. Tips will cover how to plan, execute, optimize, and measure your way to lead generation and optimization success.
Credit is a powerful tool. It can either make or break your business, depending on how you use it. This presentation will give you actionable recommendations so you can utilize credit to grow your business to new heights.
Financial inclusion is the main means for financial inclusion. I am working for that exostively. It is important for readers. Please make it online. It is useful for the university teacher and students and other practitioners. For bank professionals also highly useful.
Digital Lending Journy and Main Concerns .pptxetebarkhmichale
CRM 101: What is CRM?
This is a simple definition of CRM.
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions.
A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Who is CRM for?
A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.
With visibility and easy access to data, it's easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. CRM can help companies of all sizes drive business growth, and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.
Here’s why CRM matters to your business.
CRM is the largest and fastest-growing enterprise application software category, and worldwide spending on CRM is expected to reach USD $114.4 billion by the year 2027. If your business is going to last, you need a strategy for the future that’s centered around your customers, and enabled by the right technology. You have targets for sales, business objectives, and profitability. But getting up-to-date, reliable information on your progress can be tricky. How do you translate the many streams of data coming in from sales, customer service, marketing, and social media monitoring into useful business information?
A CRM system can give you a clear overview of your customers. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more. You can even choose to include information
Similar to Solving Compliance Challenges Across Digital Channels (20)
R2i works with clients to help them architect, optimize, integrate and Marketo with CRMs and other marketing technology to execute and manage integrated demand generation, personalization and lead nurturing campaigns.
The presentation slides correspond with the Social Media Monthly November Webinar on Responsive Design, which focused on the web design approach from a marketer's point of view. The presentation serves as a quick but thorough introduction to responsive design and includes informative graphics that help illustrate the concept in an attempt to answer the 5 W's: Who, What, When, Where, Why as well as the How.
For more information, please visit http://www.r2integrated.com
R2integrated - From Pointing Fingers to PartnershipR2integrated
R2integrated and Loyola University Maryland's presentation at the 2014 AMA Symposium for the Marketing of Higher Education, "From Pointing Fingers to Partnership: An Integrated Approach to Drive Enrollments Goals and Departmental Affection", which highlights how r2i was able to increase enrollment at Loyola by 138% while strengthening the brand and building departmental affection in just 9 short months.
Paid Social Advertising: Now, Next and What Works BestR2integrated
This year r2i was proud to co-host a presentation with Adobe at the Seattle Interactive Conference (SIC). R2i's Page Sands and Monica Lay, Senior Product Marketing Manager at Adobe, led a discussion on paid social advertising.
Presentation: Paid Social Advertising: Now, Next and What Works Best
With the drop-off in organic social engagement between brands and customers, the value of paid advertising has come full circle and is a critical component of a scalable social marketing strategy to reach targeted audiences and make an impact. This session reviews the current landscape of paid social media on the leading social channels, why brands need paid media to reach a target audience and how they can use specific targeting, budgeting and forecasting tools to optimize social media campaigns.
- How to leverage the right mix of paid social channels based on audience and objectives
- How to navigate the various targeting options on the leading social platforms
- How to engage audiences using different content-types
- How to use the right metrics to know if your campaigns are working
- How to optimize campaign performance to get real business results
There has been an important shift within the marketing department of organizations because of the use of technology. R2i's Director of Marketing, Natalie Staines, explains why it's something we've been watching for and how the role of the CMO is changing and what they will need to be successful within this new landscape in this years CMO Summit Webinar.
Digital Video: Powerful Today, Explosive TomorrowR2integrated
At the 2013 fall Mid Atlantic Marketing Summit r2i's Senior Digital Marketing Strategist, Lindsay Moore, discussed digital video consumption trends, video marketing & advertising trends and 5 key strategies for success.
Measuring the Success of Your Organizations WebsiteR2integrated
R2i's Director of Search Marketing, Kara Alcamo, explains how to measure the success of your website through awareness, lead numbers, site conversions, site engagement and more at this years C3 conference.
Executive Director of Strategic Partnership and Alliances, Chris Chodnicki, talked about how data has changed over the decades, what big and small data is and which one is better for marketers as well as how to use it to their advantage.
The Future of Search Marketing Starts with ContentR2integrated
The "Future of Search Marketing Starts with Content" focuses on how to create a holistic approach to search and content marketing using organic and paid search, content (including social) and analytics for the most optimal campaign performance.
Measuring the Success of Your Website R2integrated
At the Capitol Communicator Convergence in Communications Conference (3C), r2i's Director of Search, Kara Alcamo discussed how to measure the success of a website and the process by which marketers and communications professionals can define success, map that to measurable KPIs, slice through big data, and lay everything out in a meaningful report that provides actionable information.
Digital Marketing Dashboard: Which Metrics are Lame & Which are AwesomeR2integrated
In a presentation for the AMA Symposium for the Marketing of Higher Education, r2i VP of Digital Marketing Eric Jones presented with AVP Marketing & Communications Sharon Higgins from Loyola University of Maryland to talk about lessons learned in creating an omnichannel dashboard and the value of combining offline and online marketing metrics. When faced with big data, marketers have to know how to create the small data sets that will provide meaningful information about marketing campaigns. From evaluating landing page performance to creating campaigns to drive more qualified lead conversions, Loyola captured all activity in multiple marketing dashboards with a focus on what was working and what was not. An optimized dashboard leads to optimized marketing.
Softening the Social Blow with Crisis ManagementR2integrated
Not all messaging is a flashy slogan or catchy tagline and not all customer communications are special offers and promotions. Sometimes brands have to deliver bad news, product recalls or information that could challenge their customer loyalty. A common practice is to plan out the softest and least offensive communication and hope that no one will notice. But, what if you took a proactive approach to anticipating negative reactions and had a crisis management plan in place before the bad news is even released? This presentation by r2i Senior Social Marketing Strategist, Lynn Morton, and Emilie Bridon, Senior Digital Marketing Manager at Microsoft shares how a proactive approach using social media along with an online listening and engagement plan mitigated customer dissatisfaction and maintained positive brand sentiment.
Microsoft Compete: 2013 PSAMA Pulse Award Winning CampaignR2integrated
R2i's "Why Microsoft" campaign developed for Microsoft Compete won at the 2013 Puget Sound AMA Pulse Awards for its integrated strategy, tactical execution and measurable outcomes all of which leveraged Microsoft Compete social channels to position the product against competitors in the market. R2i was responsible for the social strategy, content development, campaign optimization and reporting.
Everything r2i does for our clients includes a layer of data and analytics that we use to inform the digital strategy and optimize individual tactics. We do this by boiling big data down into manageable small data sets that tell a story. The real value of big data comes to life when you can create intersections and identify meaningful small data sets tied to KPIs, targets and goals.
At the Inbound Marketing Summit in Boston in 2013, r2i Co-founder Chris Chodnicki and VP of Digital Strategy, Eric Jones, discussed the power of small data during a fireside chat. They discussed why relying on small data alone is shortsighted for marketers, the definition of small data, the valuable insights that marketers can get out of small data and how small data can help marketers get down to the last millisecond of activity with a customer.
This deck breaks down a few key facts about big and small data and what marketers can do to efficiently and effectively leverage small data for marketing activities.
If you are a marketer, designer or developer, Windows 8 should be in your overarching digital assets as a platform to deliver your brand experience to the huge number of consumers that use Windows devices and Windows 8 technology. Windows 8 technology has a user-friendly interface, clean design elements and intuitive features and functions that can be scaled across desktops, tablets and Windows phones. R2i has designed and developed numerous W8 solutions for clients in a variety of industries in part so they can leverage the unique capabilities of Windows 8 and in part so they can provide a holistic platform offering across all devices to their customers. Find out why Windows 8 should be part of your digital strategy.
Social's Real Impact on Buying Behavior - Digital Marketing Exchange - r2iR2integrated
Most marketers think of social media as a tool and while it is indeed a tool that helps to publish content and engage with target audiences there are certain aspects of social media that marketers need to understand as it relates to their customer's buying behaviors. Rather than focus on how many likes, fans or retweets social can generate, marketers should focus on the un-owned properties and communities of interest that their audience turns to for advice seeking and giving. Since more than 75% of consumers have completed all their research before making a buying decision, it is imperative that brands understand where their customer is getting their information so they can contribute in a relevant way to their customer's decision-making journey.
Digital Video: Powerful Today, Explosive TomorrowR2integrated
Lindsay Moore, Senior Digital Marketing Strategist at r2i, a digital marketing and technology agency, presented on the current landscape and future of digital video and the role it plays in social media marketing. This presentation is from the Baltimore 2013 Mid-Atlantic Marketing Summit.
Digital Summit 2013: Using Social Media to Drive ActionR2integrated
How do you measure your social media campaigns to determine whether or not they are providing value? Do you evaluate what messages and images are generating action and response?
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
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4. GOALS
Financial institutions are driven by a core set of business goals. Compliance
and regulatory laws can stand in the way of achieving those goals.
Compliance and Regulations
• SOX
• RESPA
• “Do not call”
• “Can Spam”
• GLB Act
• PCI-DSS
• Equal Credit Opportunity
• Home Mortgage Disclosure
Business Goals
• Acquire new clients
• Upsell existing clients
• Keep existing clients
• Nurture relationships
• Expand product offerings
• Reach new markets
• Increase operational
efficiencies
Situation Overview
5. GOALS
Homeowners need mortgages and originators are paid on commission to provide mortgages,
yet regulations and compliance present several challenges:
Challenges home buyers face:
• Compliance impacts to getting a mortgage
Challenges lenders face:
• Mortgage fines
• Settlements
• RESPA violations
Situation Overview
6. In early December 2013, 6 of
the leading financial institutions agreed
to pay $23.3 billion in mortgage
settlements.
Source: Forbes, December 11, 2013
7. Wall Street banks and foreign rivals paid
out more than $100 billion in U.S. legal
settlements since the financial crisis.
Source: Financial Times, March 25, 2014
8. GOALS
Compliance regulations are here to stay and will become more restrictive.
How do we address the opportunities created by these guidelines?
• How other industries handle managing customers, content, marketing and technology
• How financial institutions handle it
Why Can’t This Be Easy?
11. GOALS
No single source of data
• Increased operational costs
• Missed opportunities to connect with potential clients
• Heavy overhead for new business initiatives
• No attributions or digital profile connected
to opportunities
Why Can’t This Be Easy?
13. EXAMPLE SCENARIO
Scotts Company:
• Mortgage provider
• Has 3,000 national branches
• Has a website to provide reach
outside of his brick and mortar
branches
• Has a fully staffed call center
for potential customer inquiries
• Needs to reduce operational cost
• Wants to employ a national
marketing campaign to increase
revenues
Opportunities:
• Drive online applications –
cheaper and more efficient
then local branches
• Reduce calls into call
center by providing online
touch points
• Reach new markets by taking
advantage of social
campaigns to provide “word
of mouth” referrals to his bank
• Provide a personalized online
experience for various
customer segments
SCOTT, CEO
Compliance and Regulations have traditionally slowed these opportunities
Get Better, Faster, Stronger…
14. COMPLIANCE ISSUES
More online applications result in:
• Less operational costs than traditional phone/mail applications
• More revenue from greater reach
Compliance issues:
• Regulations vary from state to state—identify geographic limitations
• Challenged to verify applicant identity without identification
• Responsibility for fraud
• Managing rule and regulation updates and quickly updating traffic drivers
Driving Online Applications
15. COMPLIANCE ISSUES
Streamline the process:
• Create a single master profile for
each applicant
• Attach regulations to a master record
• E-identify applicants / users
• Push regulation changes to all
channels from a single repository
Driving Online Applications
16. COMPLIANCE ISSUES
Streamline the process:
• Add more self-service options reduces operational costs
• Digital communications reduces risk
Compliance issues:
• Accurately automating a process with hundreds of variables
• Adjusting to change with a documentation trail
• Managing rule and regulation updates and quickly updating traffic drivers
Don’t eliminate call centers:
• Reduce operational costs through personalization
• Access the master profile for every touch point
• Create online touch points to eliminate call center traffic
• Allow call center to serve as point of reassurance
Reduction in Call Center Costs
17. 47% of financial institutions state that
their call centers help increase market
penetration; 72% state they expected it
to do so
Source: Call Centers in Financial Services: Strategies, Technologies, and Operations, NYU / University of California - Berkeley
18. COMPLIANCE ISSUES
• Financial transactions are trust-based
• More word of mouth referrals drives more leads and in turn more revenue
Compliance issues:
• Breach of personal information
• Need content to spread socially but need control over content
• Fear of interpretation
Embrace technology
• Social networks, email, display advertising, thought leadership content
• Compliance can integrate with technology and content so long as risk is not introduced
• Leverage content repository with an editorial calendar to broaden outreach in
approved process
Reduction New Markets
19. COMPLIANCE ISSUES
• Personalizing products online reduces need for branch visits
• Better personalization improves conversion rates and drives revenue
Compliance issues:
• Delivering personalization within privacy law policies
• Creating customer segmentation borders on unfair lending practice laws
• Managing inappropriate segmentation
Embrace technology and analytics:
• Use analytics tied to customer profile
• Create online segmentation based on analytics
• Use single content repository to reach customer segments
Personalization
20. COMPLIANCE ISSUES
• Reacting quickly to constant changes in rules and regulations
• Identifying the audience without breaching privacy or unfair lending laws
• Recognizing that documentation means accountability
• Maintaining a personalized level of customer service without a direct personal interaction
Stop it. Your industry is behind. Be aware of concerns—
don’t let them hold you back.
What Are My Main Concerns?
Digital = Complicated
Compliance = Complicated
Digital + Compliance = High Individual Risk
22. • Create a single repository for content
• Streamline delivery of content to all channels
• Update content with single action and cross-channel distribution
THE BIG IDEA
The Big Idea: Digital Asset Management
23. All of your customer’s data is publically available to you—use it.
THE BIG IDEA
The Big Idea: Master Customer Profile
24. Use a marketing program that can tie your customer data together to create
a personalized online experience.
THE BIG IDEA
The Big Idea: Master Customer Profile
26. Delivering a truly custom experience requires in-depth knowledge of each potential
borrower’s online and offline behaviors. What does that mean?
What we know:
• Rachel is a first time visitor to the site
• Rachel spent 2.5 minutes on the site
and visited 3 pages
• Rachel is interested in purchasing her
first home
• Rachel was referred to the site via a
Google search
What we don’t know:
• Why did Rachel leave the site?
• Is Rachel ready to buy or just researching her options?
• What are her purchasing habits?
• What are Rachel’s interests?
• How much does Rachel know about the home buying process?
• Is Rachel financially qualified for home ownership?
• What other mortgage sites has Rachel visited?
• Is Rachel active on social media?
• Has she contacted any mortgage providers by phone?
• What types of mortgage related information is she researching?
• Is Rachel primarily a mobile or desktop user?
• What 3rd party resources does she engage with?
MANAGING CUSTOMER EXPERIENCES
Optimization: Creating Customized
Experiences for Borrowers
RACHEL JONES
27. Identify each potential borrower’s digital footprint and use data to create an
optimal experience across all channels.
This won’t break privacy laws
What we know:
• Rachel is a first time visitor to the site
• Rachel spent 2.5 minutes on the site and
visited 3 pages
• Rachel is interested in purchasing her first
home
• Rachel was referred to the site via a
Google search
• Rachel is an active user of Facebook and
YouTube
• Rachel has researched loan options with
Wells Fargo, Quicken Loans and Bank of
America
• Rachel is married to Adam and the couple
is expecting their first child
• Rachel is interested in purchasing a single
family home in Baltimore County within the
next six months
• Rachel primarily uses her mobile phone to
conduct online searches
• Rachel and Adam identify as having a
“good” credit rating
This might break privacy laws
What we don’t’ know:
• Has Rachel completed a mortgage
application with Wells Fargo, Quicken
Loans and Bank of America?
• Rachel’s household income?
MANAGING CUSTOMER EXPERIENCES
Optimization: Creating Customized
Experiences for Borrowers
RACHEL JONES
28. Buying your
first home?
Pre-qualify in
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Purchasing your first home? Learn
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Download your first-time homebuyers toolkit
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Value of pre-qualification for
first-time home buyers
Dear Rachel,
Congratulations on beginning your journey to first
time home ownership! We specialize in providing
loans. We’ve been in the industry a long time and
we’re here to help guide you through the process.
We have a variety of tools and resources
available to help you determine how much you
can afford, compare loan options and rates and
calculate your monthly payment.
Calculator Pre-qualify
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Toolkit
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Rate table.
MANAGING CUSTOMER EXPERIENCES
Optimization: Creating Customized
Experiences for Customers
Take what we can and use and personalize for Rachel.
Rate & Loan Calculator
30. COMPLIANCE ISSUES
• Reacting quickly to constant changes in rules
and regulations
• Identifying the audience without breaching
privacy or unfair lending laws
• Recognizing that documentation means
accountability
• Maintaining a personalized level of customer
service without a direct personal interaction
• Digital + Compliance = High Individual Risk
• Deploy a Digital Asset Management System
• Use open and available data
• Use offline analytics in an online program
• Develop a master customer profile
• Digital + Compliance = High Individual Reward
What Are My Main Concerns And
How Do I Solve For Them?