join the connected world with mark loosmore at iress live 2016
TRANSCRIPT
iress.com
Join the connected worldMark Loosmore Executive General Manager Wealth (UK)
WisdomInformationData Knowledge
Client data
Difficulty of getting data(electronic format)
Volume of data
Client data
Regulators
DFM
Distributors
Professional Bodies
Employers
Clients
IT SYSTEMS
Providers
Professional Adviser
Connected world
Provider integrations
Standalone Contract Enquiry
Bulk feeds
Transactionaldata
Accountopening
Top ups Full service2 way
integration
E- revenue links
Pipeline tracking
Quotes Comparative quotations
Mortgage sourcing
Product literature
Fund Factsheets / Kidd docs
Electronic Apps
Electronic Underwriting
Newsfeeds
Other provider integrations:
Referrers
a. Pass leads b. Involve in workflow
c. Share appropriate info
e. Reward and recognition
d. Generate MI
iress.com 8
Connecting with clients
USERS ARE: 9,100
20% MALE
80% FEMALE
70MILLIONUSERS
HAPPENEVERY
SECOND
289MILLIONACTIVE USERS
1.5BILLIONACTIVE USERS
USERS SHARE
1MEVERY 20MINUTES
LINKS
300MILLIONACTIVE USERS
300MILLIONACTIVE USERS
380MILLIONACTIVE USERS
PICTURES COMSUMERS
RELATE TO
ALLOWS FOR BRANDS TO
BUILD CIRCLESHANGOUTS &
PHOTOS
DISCOVERY MICRO BLOGGING SOCIAL SOCIAL SHARING SOCIAL NETWORK BUSINESSFOCUSED
PINTEREST TWITTER FACEBOOK INSTAGRAM GOOGLE+ LINKEDIN
75%USERS ARE 35
OR OLDER15 SECOND VIDEOS
BRANDS USE HASTAGS
CORPORATEBRANDS
CONNECTING
Social media
Websites Private Portals Self Serve Robo Advice(some assistance)
24/7 availability Reach Convenience Brand
exposureReduce cost of servicing
Digital presence
Personal Data Management
Data protection
Verify Pensions dashboard
• Data drives financial services
• Timely flow of data is essential
• Technology is now enabling a connected world
• Link to the wider world – they expect and want you to
To conclude
Thank you
iress.com
Email: [email protected]: https://uk.linkedin.com/pub/mark-loosmore/5/56a/461Twitter: @mloosmore
Mark Loosmore
www.iress.co.uk/xplan
@iressUK