D: SecurFinacial Two
The Goal
Learn and practice how to deliver a customer pitch (including a live demo) that shows how Adobe Real-Time Customer Data Platform solves business challenges in various industries.
Read before you start the lab
Here are some practice tips for preparing your use case before you start this exercise. Firstly you have limited time and it will flow very quickly, so our advice is to use your time wisely. We recommend you to not devote too much time to discussions. Instead spend enough time to decide on one to three scenarios that you can use for a Point of View (POV) document that are feasible to develop. Our mentors will help and guide you to build your demo. We would recommend you introduce your team first and learn about their strengths. Break your team into business and technical teams, with the business team working on the presentation while the tech team works on building the demo.
Workshop Context
To make a discovery with the client, you will meet with the client representatives (incl. CMO, Audience Programme Manager, Director of Privacy, Director of Operations).
Based on the given scenario, you will need to do the following:
Write discovery questions given the customer's current challenges.
Create/update the Point-of-View deck (information provided below) to create a presentation and pitch it to the customer representatives.
Use the Adobe demo assets provided, customise them and show the solution in action to the customer. (Demo details provided below)
The whole presentation shouldn't take longer than 15 minutes and will be followed by a short 5 mins Q&A.
Presentation Criteria
When building your presentation try to consider these aspects of a great customer pitch:
Solution Design
Demo
Applicability (Fly towards Amplify https://adobeamplify.com/)
Innovation/Creativity
Collaboration and Completeness
SecurFinancial Two (FSI)
Scenario
SecurFinancial Two wants to design a personalised customer journey for new customers who have just opened a savings account with SecurFinancial Two. The journey should span multiple touch points and engage the customer throughout their lifecycle, with the ultimate goal of increasing their engagement and cross-selling relevant financial products and services by leveraging Mobile Push notifications.
Their main Business goals are to grow revenue for engaged Customers through upsell/cross-sell, and deepen Customer relationships and loyalty.
Problem statement
Inefficient Customer Data Integration and Real-time insights: SecurFinancial Two has siloed technology systems that hinder the real-time knowledge of their customers. The lack of integrated customer data prevents them from gaining a comprehensive understanding of their customers' preferences, behaviour, and needs. This limitation inhibits the ability to design personalised customer journeys and deliver targeted cross-selling of relevant financial products and services.
🤔 Tip: How can SecurFinancial Two overcome the problem of inefficient customer data integration and real-time knowledge to create personalised customer journeys that drive engagement and revenue growth?
Limited AI/ML Automated Decisioning for Marketing Engagement: SecurFinancial Two is unable to leverage AI/ML automated decisioning to drive more effective marketing engagement. The current technology limitations prevent them from harnessing the power of artificial intelligence and machine learning to analyse customer data, make intelligent recommendations, and personalise marketing campaigns. This restricts their ability to deepen customer relationships, foster loyalty, and maximise cross-selling opportunities.
🤔 Tip: How can SecurFinancial Two enhance their AI/ML capabilities to enable automated decisioning and drive more effective marketing engagement for personalised customer journeys?
Inconsistent Mobile Push Notification Integration and Customer Engagement: SecurFinancial Two needs to improve the integration of mobile push notifications and enhance customer engagement across multiple touch points. The existing system lacks seamless coordination and synchronisation between mobile push notifications and other customer interactions, resulting in an inconsistent customer experience. This inconsistency hampers Secure Finance Two's ability to deliver personalised and timely notifications, such as pre-approval updates or acceptance of closing documents, impacting customer satisfaction and loyalty.
🤔 Tip: How can SecurFinancial Two optimise the integration of mobile push notifications and ensure consistent customer engagement throughout the customer lifecycle?
💡Some of the ideas that you may be interested to follow:
Customer is looking for a house on House Find website. This action puts her/him in the "Looking for a house" segment and SecurFinancial Two uses this information to personalise the home page for her making the Home Loan page accessible with one click.
Customer navigates to the SecurFinancial Two Home Loan page which contains a mortgage calculator. Here, she/he can easily calculate the monthly payment and decides to apply.
The form is already pre-populated with Customer's data which simplifies the process. She/he fills out the form uploading necessary documents and submits her/his application on receiving a confirmation email.
The Customer likes the property she/he found so much that she/he decides to make an offer. Using the SecurFinancial Two mobile app, Customer sends her/his pre-approval document to the realtor receiving an email confirmation.
Sometime later, Customer receives another message confirming that her/his closing documents were accepted.
Supported environment information
1. Customer Pitch Deck
For your final presentation, please use the following pitch deck which you can download it here.
2. Prepare your Customer Pitch using the POV template
Sales Play
We have crafted a repeatable approach to address our customers’ most pressing business issues. Through our Sales Play series, we anchor each conversation to the customers’ objective and offer a solution to facilitate purchase. All Sales Plays are grounded in proven sales motions and are foundational to progressing pipeline.
Click on the link to see all Sales Play
Below you will find set of collaterals for your customer pitch using the existing POV and additional valuable content that you may opt to use it for your presentation.
If you are not sure which template to use please connect with Adobe mentors and we will be happy to help you!
Retail Personalization Value Proposition
Sales Play (Recommended): Personalized Insights & Engagement
This play represents a platform approach to solving the all-too-common challenge of fragmented customer data leading to fragmented customer journeys. It highlights several key use cases that the potent combination of Real-time CDP, Journey Optimizer, and Customer Journey Analytics unlock for our customers.
🥧🥧🥧 We love PIE! ❤️ Who doesn't? It is highly recommended that you use template as your starting point.
You may also like to view the some of the specific application sales plays and use it's content to build your overall final pitch.
Digital Experience blueprints
Digital experience blueprints are repeatable implementations that let you address strategy and quickly solve established business problems. Each Blueprint provides a series of artefacts that explain the high-value business problem, architectures, implementation steps, technical considerations, and links to the relevant documentation.
Do not forget to check out the blueprint links which you may add to your presentation and get additional brownie points. Best of luck!
3. Build your demo using Demo Systems Next
SecurFinancial Two Workspace
Demo Systems Next offers all configurations through the DSN Workspace. With the DSN Workspace you will be able to:
See your project settings
Your demo website that is already linked to the Sandbox provided
Your demo mobile and its configuration
Your Customer Experience App that you can simulate call centre activities
See environment settings
Click here to go to your the DNS Workspace.
| Additional Content | |
|---|---|
Mobile App Open QR Code for your project: To run this project, simply:
Visit the Mobile instructional page to review instruction | |
Additional comprehensive set up details can be found here. |
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