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1© 2013 by Assentis Technologies | Confidential
AXA Equitable Life Insurance & Financial Services
SolPresent for InsuranceThe S imple So luti on for Complex Sales Presentations
July 15, 2015
2© 2013 by Assentis Technologies | Confidential
Agenda
ABOUT ASSENTIS RESEARCH FINDINGS - USE & CHALLENGES OF POWERPOINT
PRESENTATIONS IN INSURANCE SALES & SERVICE AXA PRESENTATION PLATFORM: NEEDS AND VISION SOLPRESENT OVERVIEW SOLPESENT PACKAGING & PRICING SOLPRESENT DEMO
3© 2013 by Assentis Technologies | Confidential
ASSENTIS TECHNOLOGIES
Perfecting Customer CommunicationMISSION: To support our customers communicate with their customers.
Assentis Technologies is a Swiss-based software developer dedicated to servicing communications needs of financial services companies.
Incorporated in 2002 with offices in Switzerland, Germany, Austria, United States, and Singapore.
More than a 100 installations at insurance, banking and asset management companies worldwide.
4© 2013 by Assentis Technologies | Confidential
TECHNOLOGY FOCUS
Customer Communication Solutions
Software and solutions to compose, format, personalize, and distribute content to support physical and electronic customer communications and improve customer experience.*
*Forrester’s definition of Document Output for Customer Communications Management (DOCCM).
5© 2013 by Assentis Technologies | Confidential
EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION
SolPresent for Insurance
A cloud-based presentation platform in whichMarketing controls the essential elements of branding, messaging, compliance, versioning, and audit while still offering Sales flexibility to customize and personalize for complex sales situations.
6© 2013 by Assentis Technologies | Confidential
USE OF POWERPOINT PRESENTATIONS
Findings: PowerPoint Usage
PowerPoint presentations are a key component in Insurance Sales & Service for all lines of business. This is especially true during a complex sales presentation, where there is more than one decision maker.
Sales people do an average of 3-10 presentations a month Size of a presentation ranges from 10-15 slides to 30-40 slides Agents and brokers prefer own branding on presentations
7© 2013 by Assentis Technologies | Confidential
CHALLENGES WITH POWERPOINT PRESENTATIONS
Findings: Marketing Challenges
“I do not feel there is a good amount of control on information leaving the building” – Marketing Manager
“I am not confident that everyone is using the same branding and therefore fear they are not delivering the same message.” – Target Market Manager
“We don't have anything in place to regulate the communication that faces the customer. Pretty much everyone creates their own.” – Director of Marketing
8© 2013 by Assentis Technologies | Confidential
CHALLENGES WITH POWERPOINT PRESENTATIONS
Findings: Sales Challenges"I wish there was an easier way to put together data into PowerPoint. The process is very painful and time consuming." – Director, Sales
“Management does not want sales to customize presentations at all because of compliance risks. So we use what is provided with no scope for customization” – Manager Sales Operations
“My key focus area would be to have the ability to create and manage slides through the use of iPad or tablet without the distortion of the content.” – Manager, Sales
9© 2013 by Assentis Technologies | Confidential
CHALLENGES WITH POWERPOINT PRESENTATIONS
Findings: AXA challenges “Content accuracy is very important. It is time consuming to to go through
approval process for any variance from the standard content. Beyond this, we would like the ability to have more dynamic presentations. We are only scratching the surface when presenting our solutions today.”
“My challenge is that salesperson in a hotel room or a plane working on a presentation at the last minute. It’s my worst nightmare. It happens every day. It is probably happening right now.”
10© 2013 by Assentis Technologies | Confidential
EASE OF ACCESS & USE
CUSTOMISED PRESENTATIONS
iPAD/TABLET ENABLED
BRANDING CONSISTENCY
CONTENT CONTROL
COMPLIANT CONTENT
POWERPOINT PRESENTATIONS
Summation: Top Common RequirementsM
ARKE
TIN
G O
BJEC
TIVE
S
SALE
S O
BJEC
TIVE
S
11© 2013 by Assentis Technologies | Confidential
SOLPRESENT OVERVIEW
12© 2013 by Assentis Technologies | Confidential
Presentation Management Today
13© 2013 by Assentis Technologies | Confidential
POWERPOINT MANAGEMENT TODAY
Issue ISTORING LOCAL COPIES OF SLIDES AND PRESENTATIONS
Multiplication of the same slide Issues when updating the CI/CD Issues when applying regulatory changes Version control and Audit is a challenge
SOLPRESENT FOR INSURANCE SolutionSLIDES AND PRESENTATIONS ARE STORED CENTRALLY
Maintenance is done New slides and presentations are
immediately available to everybody Users always access the central
repository to use slides or a presentation
Easy to manage versions and maintain usage audits
14© 2013 by Assentis Technologies | Confidential
DIFFERENT COMBINATIONS OF SLIDES ARE STORED AS SEPARATE PRESENTATIONS
Proliferation of slides Lack of clear view
SOLPRESENT FOR INSURANCE SolutionPRESENTATION TEMPLATES REPLACE PRESENTATION DECKS
A single presentation template can cover many presentations based on the defined conditions.
Updates to the presentation template can be done in one place instead of touching many presentations.
POWERPOINT MANAGEMENT TODAY
Issue II
15© 2013 by Assentis Technologies | Confidential
SLIDES CONTAINING DATA AND CHARTS ARE USUALLY NOT CURRENT
Old data Manual update prone to errors
SOLPRESENT FOR INSURANCE SolutionSLIDE TEMPLATES MAPPED TO DATA SOURCE FOR REALTIME DATA
Instead of storing slides with data and charts, slide templates are stored.
Instead of updating a slide, it is sufficient to update the data source or even just access an integrated central data source.
Presentations based on slide templates are always accurate and up-to-date.
POWERPOINT MANAGEMENT TODAY
Issue III
16© 2013 by Assentis Technologies | Confidential
PRESENTATIONS RESTRICTED TO ‘TRADITIONAL’ CHANNELS
Old fashioned presentation Static presentations
SOLPRESENT FOR INSURANCE SolutionMOBILE PRESENTATIONS
Customer data can be entered through a dialog on the tablet.
Inclusion and exclusion of optional slides is done on the tablet.
The presentation is presented using the tablet.
A copy is stored on the server and archived in the central repository.
POWERPOINT MANAGEMENT TODAY
Issue IV
17© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SolPresent CLOUDSolPresent is a cloud-based offering removing all complexity of hardware/infrastructure investments, software licensing and installation, project management and deployment, and on-going maintenance, while being globally accessible, and affordable.
A single-tenant model with a dedicated platform for each customer, SolPresent CLOUD is built with redundancy, scalability and security in mind.
With low up-front costs SolPresent CLOUD offers an annual subscription model based on the number of users.
18© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SIMPLE 3-step ImplementationDiscover: SolPresent Services Team works closely with marketing to analyze existing library of presentations, identify variable and reusable content, and define business & branding rules.
Design: SolPresent Services Team designs templates and maps content based on defined business and branding rules to enable intelligent build of slides and presentations with relevant content and graphics for sales.
Deliver: SolPresent Services Team uploads templates and content to SolPresent CLOUD for Sales to access and generate customized mobile-ready presentations with approved content, to match individual sales requirements.
19© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SolPresent CLOUD: Business BenefitsA full-featured SolPresent CLOUD implementation scalable to unlimited users, slides and presentations.Easy for business to …
… evaluate without high investment or risk … buy without high up-front costs … implement without much IT dependence … use without extensive change or training … expand across business lines without complexity … maintain and scale without much effort
20© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SolPresent Investment Discovery……………………………………………….$2.5k per day/resource Slide Transformation:
Simple slides (text & graphics)………………@ $250 per slide Complex slides………………………………………Costing estimated during Discovery (such as tables, graphs, live data etc.)
Maintenance/ slide changes………………….@ $1.5k per day (Offered through 10-day-service blocks)
Setup, Training & Support……………………..No charge Annual Subscription* for Usage…………….$5k p.m. for first 50 users
*Per User usage fee scales down as number of Users increases.
21© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SolPresent Evaluation: PilotA full-featured SolPresent CLOUD implementation limited only by the number of slides and users offering a 60-day evaluation period.
Identify 20-25 power sales users. Define two Sales Use Cases and select 50 slides to create a variety of
customized presentations. Engage in a 2-day Discovery session to analyze slides and define business &
branding rules. Named Users have access to SolPresent CLOUD for 60 days to use and
evaluate.
22© 2013 by Assentis Technologies | Confidential
SOLPRESENT FOR INSURANCE
SolPresent Pilot Investment
2-day Discovery……………………………$5k Slide Transformation……………………No Charge Maintenance……………………………….No Charge Setup, Training & Support……………$2.5k Usage………………………………………….No Charge * If Pilot includes more than 50 slide (max. 100 slides): $2,500 per additional Discovery Day
23© 2013 by Assentis Technologies | Confidential
SOLPRESENT DEMO
24© 2013 by Assentis Technologies | Confidential
Complexity Of Sales PresentationBroker
Sales
Client industry
Line of business
Language (EN, ES, FR?)
State
25© 2013 by Assentis Technologies | Confidential
SOLPRESENT MOBILE SCREENSHOT “DEMO”
26© 2013 by Assentis Technologies | Confidential
Welcome Screen
27© 2013 by Assentis Technologies | Confidential
Presentation Template Selection
Click on presentation
template
28© 2013 by Assentis Technologies | Confidential
Data Entry
User fills in data fields
(dropdownsand entry
Fields)
User can goback and
select anotherpresentation
template
Once finishedthe user canmove to thenext screen
29© 2013 by Assentis Technologies | Confidential
Slide Reordering/Insertion/Removal
User can re-arrange the
slide order andinsert slides
from the pool.Slides can also
be removed
User can goback to
the data screen
Once finishedthe user moves to thepresentationscreen
30© 2013 by Assentis Technologies | Confidential
Presentation 1
Tappingon a slide icon
navigates tothat it
User can goback to the
compositionscreen
Finalize storesthe presen-tation andremoves the«DRAFT» sign
Swiping movesfrom one slideto the next (or back)
Tapping on aslide removesenables / disables topand botton bars
31© 2013 by Assentis Technologies | Confidential
Presentation 2 (No Top And Bottom Bars)
32© 2013 by Assentis Technologies | Confidential
Thank You