The Connected Enterprise - The Mobile Future of Financial Services is Here Now!
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Transcript of The Connected Enterprise - The Mobile Future of Financial Services is Here Now!
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The Connected Enterprise - The Mobile Future of Financial Services is Here Now!
Presented by:
Audie Hofmann
EVP Sales & BD
Mobitor
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There’s more wasted unproductive time in the field than in any other job function across the enterprise.
The market suffers from a common business problem:
Mobile employees have no Point-of contact access to essential customer and product information while in the field.
THE MARKET
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X-TIER MOBILE CLIENT
Integrated PIMWireless email, Contacts, Calendar
Cell PhoneIntegrated Phone Functionality
Bluetooth & Speakerphone
Process Management Engine Easy- to-Use Business Process
Automation, Forecasting, Call Reports
Customer DataAcct. Profiles, Production,
Loan Status, Quotes, Service Requests
ConnectivityCDMA, GSM, GPRS, WiFi, Wired
SynchronizationIntegrated Sync – No Middleware
Onboard DatabaseEncrypted Self-Contained Relational
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MOBILITY OBJECTIVES
Fix Underutilize CRM & Increase usage from <15% to >80%
Collect accurate customer data for benefit of company
Mobilize Enterprise Data to Point of Customer Contact
Increase client facetime / Reduce office time
Eliminate Time-consuming & costly paper-based processes
Outcome: Recover Large CRM Investment
Outcome: Enhanced Compliance & Better Business Intelligence & Reports
Outcome: Sell Efficiently
Outcome: Save Time, Money and React Faster to Market Conditions
Outcome: Sell More
As your Mobile Business Partner Mobitor can help you:
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AREAS OF APPLICATION
P & C Insurance Field Agency Managers & Campaign Representatives.
Life Insurance Sales Professionals
Annuity & Mutual Fund Field Wholesalers
Insurance Field Claims Adjusters
Mortgage Wholesalers and Business Partner Managers
Mortgage Brokers
Commercial Banking Client Management
Stock Brokers and Investment Professionals
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MBM .NET Services ServerAggregates, Organizes and Delivers Operational Data
MBM Admin
Enterprise
Lotus NotesExchange
ERPClient
Management
LOB
SFA/CAM
ABCAdaptiveBusiness
Connector
Process Automation Collateral Assembly
XForms
Utilities
Web Services
Delivery
Wireless
Data Warehouse
Wired
X-TIER ARCHITECTURE
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As your Mobile Technology Partner Mobitor will:
Integrate, Manage and Administer the System
Take Ownership of End-User Support & Training
Maintain Devices With On-Air Installs and Upgrades
Replace Most Laptops with a Solid-State Converged Device
Outcome: No Added Burden on IT Resources
Outcome: No Added Burden on IT and Operations Resources
Outcome: No Added Burden On IT Resources
Outcome: Laptop Maintenance Eliminated: Renegade Devices Eliminated
IT MOBILITY OBJECTIVES
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