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. THE MARKET. The market suffers from a common business problem: - PowerPoint PPT PresentationTRANSCRIPT
The Connected Enterprise - The Mobile Future of Financial Services is Here Now!
Presented by:
Audie Hofmann
EVP Sales & BD
Mobitor
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
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
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:
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
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
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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