Imagine the perfect, personalized experience with your bank: they recognize when you enter, know your interests before you ask, offer the relevant products you need and reward you for engaging with them. Deloitte Digital is powering this connected experience using Marketing Cloud and the latest technology: in-store beacons, mobile push, and direct-to-sales integration. Explore the influence of this technology and opportunity for banking with Dounia Lievan, Deloitte director and banking sector lead and Alicia Saddock, marketing cloud lead. See the experience live in Journey Builder, and talk directly with their implementation experts.

1. Deloitte Digital 1
TheBankoftheFuture
Using Journey Builder to Power Omnichannel Digital Experiences
June 2015

2. Deloitte Digital 2
Principal– Digital Agency
@marksinger
Mark Singer
Manager - Marketing Cloud
@asaddock
Alicia Saddock
Manager - Engage Me Architect
@npcingham
Nick Ingham

3. Deloitte Digital 3
Web
Mobile
Sales Enablement
Knowledge
Management
Social
Cloud
Exponentials
Artificial Intelligence
Home Automation
Digital Cars / Money
Quantum Computing
3D Printing /
Manufacturing
IMAGINE,DELIVER&RUN
DigitalConsultingAgency
Deloitte Digital: © 2015. For information, contact Deloitte Digital. All content protected under nondisclosure and may not be used or reproduced without express permission of Deloitte Digital.

4. Deloitte Digital 4
Engage with the Marketing
Cloud architects for
implementation tips/tricks.
Explore digital trends in retail
banking applications for
Marketing Cloud.
1 2 3
Experience a live demo of the
retail banking experience in
Journey Builder.

5. Deloitte Digital 5
Increasedregulationandrisk
management
Pressuretoinnovatebusinessmodels
Increasinglysophisticated&demanding
customers
Changingcustomerdemographics
Technologyasasourceofcompetitive
advantage

6. Deloitte Digital 6
Howtogrowmarkets,createnewmarkets,more
effectively,moreefficiently,andmoreengaging?

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Frictionless experiences
Transparency
Demystifying complexity
Personalized, insight driven
services
Behavelikeretailers…
Buildrelationshipsoverproducts

8. Deloitte Digital 8
Deloitte Marketing
Cloud Accelerator
ENGAGEME Email Marketing
Marketing Reporting and Tracking
Bank App for Salesforce CRM
Mobile Marketing
Dynamic App Content

9. Deloitte Digital 9
LEARN MORE ONLINE: http://vimeo.com/deloittedigital/engageme

10. Deloitte Digital 10
Sally receives a welcome email from the bank,
triggered by her moving to a new address.
Since Sally is a current customer of the bank, she is
sent a new credit card application form.

11. Deloitte Digital 11
Sally clicks on the link embedded in the email,
directing her to an application form.
After 2 days, Sally is sent a reminder to fill out the
application. She completes it and submits it to the
bank.

12. Deloitte Digital 12
A task is created in Salesforce alerting the banker
the credit card application
has been submitted. The banker submits the
application for processing.
Sally decides to get started on some home
improvement projects and heads to the hardware
store. iBeacon technology detects when Sally
enters the store.

13. Deloitte Digital 13
Sally is sent a push notification
with a personalized offer. She
redeems it at checkout.
A few days after visiting the hardware
store, Sally receives
an email with an offer for a new line of
credit.
Sally contacts the bank and secures a
home equity
line of credit for her kitchen remodel.

14. Deloitte Digital 14
BuyDiscovery Engage Service Upsell/Cross-sell Loyalty AdvocateCold
Engagement
Welcome
Email
Card Application
Thank you
Branch Contact
App Download
In-store
Rewards
Recent purchases
email
New Line of Credit

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DEMO

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MOBILE BEACON JOURNEYBUILDER

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TIPSANDTRICKS
• Understand the experience and the ROI
• Start with highest priority journey
• Keep it simple
• Test, test, test
• Consider the engagement loop & the journey
• Connect online with offline

18. JoinUsForDreamforce2015September 15-18, 2015 | San Francisco, CA

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QUESTIONS

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THANKYOU

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