Transcript: 0 8 ROADMAP 2 PRODUCT 1 GOALS FOR THE YEAR GOALS FOR THE YEAR Goal 1 Goal 1 Goal 2 Goal 2 Goal 3 Goal 3 Product Updates Product Updates Timeline Timeline Q1 Q2 Q3 Q4 Quarterly Focus ACO Module & Submission Holon Demo 2018 MIPS Understanding high cost patients Improving outcomes management Cost Module Everything else we forgot Integration Points Integration Points Client Interface Clinical Engagement Tool Key Partners Key Partners Technical Updates Technical Updates Project 1 Project 1 Project 2 Project 2 Item 1 Item 1 Item 3 Item 4 1 2 3 4 Project 3 Project 3 Next Steps Next Steps Goal 1 Goal 1 % 105 Goal 2 Goal 2 % 106 Goal 3 Goal 3 % 200
Transcript: Template Roadmap This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. Step 3 This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. Step 2 Sub-Substep 1 This a test to test if the test is tested. This a test to test if the test is tested. Sub-Substep 2 Substep 1 Step 1 This a test to test if the test is tested. This a test to test if the test is tested. Substep 1 Substep 2 Test This test tests the tests. This test tests the tests. This test tests the tests. This test tests the tests. Test This test tests the tests. This test tests the tests. This test tests the tests. This test tests the tests.
Transcript: Insert description here Insert text Version 1.2 2nd Generation Product Roadmap Plan development and release of new product versions and generations Version 1.1 Insert text 1st Generation Insert text Insert text Insert description here Short Term Product Development Insert text 4th Generation Long Term Product Development Version 1.0 Insert text Insert text Insert text 3rd Generation Version 1.3
Transcript: Product Roadmap Product Increase ACV (35K) entice customers to buy Our Objectives Reduce Churn Rate (30%) entice customers to stay Let's be on the same Banzai Features Banzai Reach Improvements Platform CDM UI/UX Deliverability Audience AI Email Channel Phone Channel Features Banzai Virtual Improvements Platform UI/UX How the products should communicate? CDM What common? Unified Profile User Database
Transcript: Team Innovation Martin Villeneuve Danny Breton Asim Baig Charles Gauvin Occupant Experience Philippe Raynaud Mathieu Houle Jim French Team Right Brain INNOVATION Ryan Sen Caroline Cadieux Pascal Gratton Guy Marquis Jérémy Delhomme Patrice Soucy
Transcript: INTELLIGENE FACTORY Use case: customer wants new leads Performance dashboard: Front-end Back-end Creating table Tableau PPT Pipeline: Performance pipeline based on T/C API: push performance table to portal DATA INPUT Turnover data Customer data Activity data (Defining) Contactperson data 1 DATA INPUT PORTAL SFTP API's PIPELINE Staging (raw data) Load Map Match Norm Golden record 2 PIPELINE PIPELINE TOOLS PIPELINE TOOLS Mapper With this application mappings between customer data and our datamodels can be created To do: Front-end (partailly done) Back-end Matching API Pipeline settings With this API data can be matched to the dutch COC To do: API With this application pipeline settings can be determined for every customer individually To do: Front-end Back-end PREDICTIVE MODELS Leadscoring model Leadvalue model Cross-sell model (whitespot) Recommender model Engagement model Attribution model CLTV model Churn model Next Best Action model RFM Entry product model Market basket model 3 PREDICTIVE MODELS TREATMENT/CONTROLE Low vs High leads Low vs High bin Top product vs model product Top product vs model product Low vs High engagment Random vs model output x Low vs High churn risk Random vs model output x Top product vs model product Top product vs model product All output is stored in profile/profile_ota INTEGRATIONS Exsasol Portal DB 4 Exsasol Portal DB Campaign table Offer table Audience table Campaign table Offer table Audience table INTEGRATIONS Customer 360 Whitespot output RFM output Performance LS output Results table Whitespot table RFM table Performance LS table PIPELINES PIPELINES Customer 360 Combines all model output, KPI, facts, scapers and customer information Customer analyse Gives insights in the customer data, e.g.: top 10 products overall top 10 products per segment revenue last year (per city, segment etc.) revenue last 2 years (per city, segment etc.) revenue per product Data assesement Gives insights about the data quality, e.g: number of loaded records number of loaded records with dutch addresses number of matches with the coc number of duplicates filled % per column PORTAL/TABLEAU FEATURES Funnel dashboard Audience selector Selecting an audience, filtering on the customer 360 Offer creation Creating offers based on products and discounts Campaign creation Creating campaigns (select offer + audience) 5 PORTAL/TABLEAU RETENTION RETENTION RFM dashboard What stage are my customers in? Next Best Offer dashboard (whitespot/cross-sell/recommender/market-baseket) Which products are relevant to your customers, cross-sell? Next Best Action dashboard How can you best convert your customer? Churn dashboard Which customers are more likely to end a relationship with a company in a given period of time? DEVELOPTMENT DEVELOPMENT RFM dashboard What stage are my customers in? Next Best Offer dashboard (whitespot/cross-sell/recommender/market-baseket) Which products are relevant to your customers, cross-sell? Next Best Action dashboard How can you best convert your customer? CLTV dashboard What is the potential value of your customer? AQCUSITION AQCUASITION Leadscoring/Leadvalue dashboard Which relevant prospect to approach? How much is a prospect worth? Entry product dashboard Which products to offer to the prospect? Engagement dashboard When to approach a prospect? Attribution dashboard How to approach a prospect? 6 REPORTING: PERFORMANCE PERFORMANCE/REPORTING Performance dashboard per model: Leadscoring/Leadvalue Engagement Next best offer Churn Next best action Entry product Performance dashboard per campaign Performance dashboard per audience For every model we need to create a pipeline based on T/C These table should return the results to the portal db The portal visualizes the results
Transcript: 14/03/2018 Product Roadmap Where We Are Where We Are 1 2 3 Current Products in the Market Being Resilient - Complete with over 200 active users. Manager Toolkits 1 & 2 - over 80% complete with active users. Manager Toolkit INFORM - Complete with 25 active users. Soon to have a potential 50-75 more through Falkirk Council. Recent Updates Recent Updates Manager Toolkits Release of INFORM to new client, The University of Edinburgh. Top 5 most popular & top recommended tools within main menu. New help section with tutorial videos. Being Resilient Re-structured pack order, with Resilience Check-In now the key pack. Change of buttons for finishing packs - now prompted to 'Continue' which will help users to finish packs. Planned Updates Planned Updates Manager Toolkit Manager Toolkit 2 release of packs 6, 7 & 8. This will conclude the original manager toolkits! Finalise INVOLVE & IMMERSE, ready for release. New Products New Products Being Resilient + Think-Eat-Move. A collaboration with Living Proof to create a new course linked with Being Resilient. New Evolve course for trainee doctors & medical staff. Bespoke toolkit for larger organisations. New LMS (Learning Management System) Bloom.
Transcript: Presented by Yogesh Bagle 5nance.com Product Strategy Trx Models Business trx models Distribution Advisory B2C Website Mobile App Offline Existing Offerings Standard Products 1) Mutual Funds (SIP and Lumpsum) 2) Loans 3) Insurance 4) Credit Cards 5) Equity Innovative Products 1) FIT-SIP (min 1K) 2) LoanGenie 3) Tax-Max 4) Goals Planning 5) Retirement Planning 6) First-Time Investment Advisory New Customer - Ideal Portfolio Existing Portfolio - Restructuring B2B2C Corp Sales - Offline Corp Sales - Tools Corp Sales - New products (Liquid etc) Channels Target Audience Channels - Corporates - Offline events - Partnerships Existing Audience Channels - Website, Mobile app - MPOnline Goals Goals to achieve 1) Max. Customer Acquisition 2) Max. Transactions per cust. 3) Max. Customer Retention 4) Max. Customer Satisfaction Problems Problems 1) Brand Awareness 2) Operational hurdles 3) No One-stop shop 4) Risk perception 5) Competition 6) No Value-Added Services 7) Corporate Penetration 8) No Tracking and exit advising Solutions Solutions 1) Brand Awareness - Marketing campaigns, Online visibility, Blogs, Press 2) Operational hurdles - Seamless eKYC, mobile accessibility of products, Sales advisory 3) No One-stop shop - Product width, Product suitability, Product visibility 4) Risk perception - Education, Scenario analysis, Downside risk info, Product comparison 5) Competition - Product innovation, User journey focus, Product bundling Solutions 6) No Value-Added Services - Live Portfolio tracking, Referral rewards, Goal achievement bonus points, Personal online financial advisor 7) Corporate Penetration - Value proposition, ROI analysis, Employee benefits plan tieups 8) No Tracking and exit advising - Periodical reports, Exit advisory, Best/Worst time to buy product 9) No Analytics or Research - News aggregation, One-stop shop for research, New Analytics features Strategy Product strategy Three-pronged strategy Target Volume Target Value Target Ticket Size Competitive Advantages Competitive Advantages User Experience at every touchpoint Quality of Advisory DIY Research & Analytics hub Customer Service Product roadmap Customer Acquisition Product roadmap Volume Value Ticket Size 1)Portfolio Analysis service 2) Online visibility-Content 3) CSA - Liquid switch product 4) Sales advisory training 1)Loans (revamp) 2) Mobile app (product access) 3) Value-added services (live portfolio tracking etc.) 1)LoanGenie 2) FIT-SIP 1K 3) FIT-SIP ELSS 4) Ideal Portfolio - SIP based Product roadmap Customer Transaction Product roadmap Volume Value Ticket Size 1)Insta-Redemption Funds 2) NPS 3) PMS 1)User Journey 2) New site plan 3) Fund Card 4) Rating rationale review 5) Product suitability 1)Financial Timeline Product roadmap Customer Retention Product roadmap Volume Value Ticket Size 1)Online financial advisor 2) CRM 1) Exit advisory 2) Monthly newsletter 1)Research - Loans, Insurance, CC 2) Analytics - Downside risk, Portfolio beta, Portfolio benchmarking Project Plan Product Innovation Product Innovation team 1) Product Advisory 2) Product Design 2) Product Research 4) Product Analytics 5) Product Delivery Chintan Product Head Chintan, Product Head - Product Advisory - Cross-Product Design - Product Delivery Yogesh Research Head Yogesh, Research Head - Product Research - Product Analytics - Industry Research - Product Innovation Tshering Research Analyst Tshering, Research Analyst - Product Research - Industry Research - Report writing
Description: Catch the eye and engage the imagination with this cool-looking Prezi proposal template. The bold, bright design and highly dynamic theme all but guarantee success for your next sales or marketing proposal. All Prezi presentation templates are easily customized.
Description: Add some color to your quarterly business review with this vibrant business presentation template. The bold visuals in this business template will make your next QBR a memorable one.
Description: The sky’s the limit. Boost your new sales initiative into orbit with an engaging and compelling SKO presentation. This template features a effective sales kickoff theme that makes it easy to be engaging. Like all Prezi SKO templates, it’s fully customizable with your own information.
Now you can make any subject more engaging and memorable