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Contextual Customer Engagement Next-Generation 1 to 1 Marketing Company Confidential - For Internal Use Only Copyright © 2015, SAS Institute Inc. All rights reserved.

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Contextual Customer EngagementNext-Generation 1 to 1 Marketing

Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. Al l r ights reserved.

Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.2

Agenda

What core capabilities

are required?

What does it look and feel

like?Why bother?

What are we talking about?

Why is it important?

Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.3

What are we talking about?

Itsounds

simple…

the right thing for the right customer

at the right time in the right place

Doing exactly

Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.4

Source: Microsoft Attention Span, Spring 2015

9the average attention span of a goldfisch 12 the average human

attention span in 20008

the average human attention span in 2013

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What‘s the consequence?

As consumers are exposed to more messaging across devices, they’re starting to look for ways to simplify, “switch off”, and identify what’s most important.

Messaging needs to be tailored and relevant to cut through the clutter

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Establishing a customers context helps us to understand what ‘relevant’ and ‘convenient’ means for them

So, how should you respond?

Relevance Convenience Acceptance+ =

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What makes up context?

Customer RelationshipContext

Real-Time Context - Situation

Personal ContextRelevance

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The Big Picture

To customer-initiated actions and events indicating need

Listen01Their full profile and history, apply contextual analytics to identify the best action

Understand02Engage in a timely, convenient and consistent way. Real-time or right-time

Act03

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Practical Example - Bank Customer

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Practical Example - Bank Customer

11 Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.

what does it look like?

12 Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.

CORE CAPABILITIES

CONTEXTUAL CUSTOMER ENGAGEMENT

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Context: Defined by Customer Profile

Their loyalty

Their value

Who they are

Who they know

Where they are now

What they

feel & say

How they

interact

What they buy

Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.

SAS Customer Decision Hub

CUSTOMER DECISION HUB

Branch /Agent

MobileCall-Center

Direct Mail

Website

Email

Social-Media

Advertisement(Print, TV)

360º Customer View Event Detection Advanced Analytics

Strategic Priorities Constraints Contact Rules

Marketing-Campaigns Event-Based Activities Customer Journey

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Putting it all together

CUSTOMER DECISION HUB

Marketing CampaignsService AnalyticsSales ProgramsAd-hoc Actions

Regular CommunicationsContact strategies

PrioritiesStrategic Decisions

Contact RulesContracts

Channel restrictionsBudget Limits

Contact Permissions

Transactional dataAnalytical models

EventsContextScores

RiskPotentials

History

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Rules

ActionsInsight

Decision Logic1

Real-Time Analytics2

Request

Reply Next-Best Action3

Customer Decision Hub

Specific Refinement+Campaign

Orchestration

Putting it all together

18 Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.

Start with the easiest scenarios

Check and integrate

available data

Integrate analytics and channels incrementally

Deliver incremental value

and build the expansion case

Modular, Roadmap-driven Evolution

19 Company Confidential - For Internal Use OnlyCopyright © 2015, SAS Institute Inc. All r ights reserved.

THANK YOU!

CONTEXTUAL CUSTOMER ENGAGEMENT