Mobile in Financial Services - Mobile March 2015
-
Upload
myriadmobile -
Category
Mobile
-
view
90 -
download
5
Transcript of Mobile in Financial Services - Mobile March 2015
![Page 1: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/1.jpg)
Mobile inFinancial Services
More Than Online Banking and Insurance Cards
![Page 2: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/2.jpg)
Jake JoraanstadFounder & CEO@JakeFromFargo
![Page 3: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/3.jpg)
About Myriad Mobile
![Page 4: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/4.jpg)
![Page 5: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/5.jpg)
Yep, we have a flag
![Page 6: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/6.jpg)
Let’s talk Mobile in Financial
ServicesMore Than Online Banking and Insurance Cards
![Page 7: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/7.jpg)
What do financial services
consist of?
credit unions, banks, credit card companies, insurance companies, accountancy companies, stock brokerages, investment funds, real estate funds, and some government sponsored enterprises
![Page 8: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/8.jpg)
But now financial services to the consumer can look like
![Page 9: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/9.jpg)
Mint.com’s of today mean you don’t even have to have an app
for viewing your accounts.
![Page 10: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/10.jpg)
As a consumer, you don’t need a bank to have Bitcoin
![Page 11: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/11.jpg)
What do banks and insurance providers
have today?
![Page 12: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/12.jpg)
Easy access to transactional bankingi.e. Fiserv, Jack Henry etc.
Access to policy infoOnline payments
![Page 13: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/13.jpg)
Nodak Mutual
● View current policies● Make policy payments● Contact insurance agent● Assist with filing insurance
claims
![Page 14: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/14.jpg)
Customer Experience:
There is a clear march toward providing customers with intuitive, mobile-first, personalized financial offerings.
- Debby Hopkins
Citi's Chief Innovation Officer
CEO of Citi Ventures
![Page 15: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/15.jpg)
These are just the basics… financial services are still playing catch up
![Page 16: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/16.jpg)
What dofinancial services have CONTROL
over today?
![Page 17: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/17.jpg)
Brand
![Page 18: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/18.jpg)
What does it say to a customer when you don’t provide a mobile way to access your brand?
![Page 19: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/19.jpg)
RelationshipsRelationships
![Page 20: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/20.jpg)
What are they doing today to help build
relationships utilizing mobile technology?
![Page 21: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/21.jpg)
QBE NAU● Quote policies and save copies of quote● Sign and submit application via iPad● Report acreage, sign reports, and send
electronically● Monitor claims and contact insurance
adjuster with questions anytime● View detailed maps to make educated
decisions about high risk land
![Page 22: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/22.jpg)
Banks and credit unions are making it easier for their
employees to access information on the fly.
![Page 23: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/23.jpg)
What does the future hold?
![Page 24: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/24.jpg)
Making it easier to access a customer’s information doesn’t solve the issue.
Doing something with that information to make the relationship better does.
![Page 25: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/25.jpg)
How can we use all this data? How can we use context? How can we grow those
relationships?
![Page 26: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/26.jpg)
Personalization
![Page 27: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/27.jpg)
Messaging
![Page 28: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/28.jpg)
Video
![Page 29: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/29.jpg)
iBeacons
![Page 30: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/30.jpg)
The future of financial services isn’t about the features. Those are expected.
It’s about the relationships.
![Page 31: Mobile in Financial Services - Mobile March 2015](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a84dfa1a28ab48708b47b7/html5/thumbnails/31.jpg)
Mobile Empowers Relationships