FINANCIAL& BUSINESS SERVICES3D CUSTOMER INTELLIGENCE

Three dimensional insights for insurance managers

GAIN HOLISTIC, ACTIONABLE CUSTOMER INSIGHTS, MAKE SMARTER DECI-SIONS AND IMPROVE YOUR CUSTOMER’S EXPERIENCEIf you embrace digital transformation, can you improve customer engagement, distill actionable customer insights to increase efficiencies, and strengthen customer trust?

“ With a customer engagement system…like EXALEAD OneCall*, we have a better client employee experience overall.”

— Frédéric Louis Chief Information Officer Eovi Mcd mutuelle

Increasingly digitally savvy customers with an appetite for personalized and sophisticated products are demanding greater simplicity and stronger client engagement. Regulators are demanding greater transparency and more discipline. Insurers have never faced a more competitive and challenging environment.

Only those institutions that can distill actionable customer insights from disparate sources of enterprise and social data can transform the challenges of the current environment into opportunities, regain customer trust, increase operational efficiencies, and gain a competitive advantage.

If you embrace digital transformation, can you you compete more effectively, differentiate, and win back customer trust whilst competitors are side-lined as they undergo passive transformation?

Dassault Systèmes 3D Customer Intelligence solution for insurance managers, empowers organizations to effectively address today’s challenges. By aggregating and unifying customer data across internal, external, structured and unstructured data, it provides an intelligent, holistic view of the customer. This allows you to make smarter decisions, meet personalized customer demands, and seamlessly collaborate with contextual information sharing across internal silos and stakeholders.

BENEFITS INCLUDE:• Unified information, less noise

• Holistic customer understanding

• Personalized insights

• Listen across all communication channels

• Smart, seamless real-time collaboration

REVEAL LISTEN SHARE ENRICH ENGAGE

RecommendedActions

ExtendedContent

DataDiscovery

InternalSharing

INSTANTCOLLABORATION

TIMELINE360ºVIEW

360ºPLUS

NEXTBEST ACTION

Multi-channelCustomer Behavior

BUSINESS PROBLEM

BUSINESS REQUIREMENTS

BUSINESS BENEFITS

• Incomplete view of the customer assets, transactions, interactions, and social public data • Unable to ‘listen’ to the customer in a unified way across the channels • Inefficient collaboration due to information silos and outdated methods • Customer churn, dissatisfaction and lack of relevant engagement • Time, cost, complexity to manage decentralized information, scattered knowledge and data silos

• Holistic presentation of all aspects of customer related information • A real-time, transversal, multi-channel ‘ear’ that connects the dots across different information sources • Real-time, interactive collaboration with strong customer content and data • Decision support, recommended options and prescriptive customer actions • Aggregated view of information and a single source of truth without revamping or rebuilding legacy systems

• Improved customer engagement, segmentation and improved, more targeted marketing • Improved understanding of the customer, better informed decision-making • Smart, real-time customer responsiveness • High customer loyalty and enhanced customer experience • Lower operational risk, cost effective, fast, more efficient customer data management—leveraging previous technology investments

3D CUSTOMER INTELLIGENCE’S THREE DIMENSIONAL INSIGHT

REVEAL LISTEN SHARE ENRICH ENGAGE

RecommendedActions

ExtendedContent

DataDiscovery

InternalSharing

INSTANTCOLLABORATION

TIMELINE360ºVIEW

360ºPLUS

NEXTBEST ACTION

Multi-channelCustomer Behavior

BUSINESS PROBLEM

BUSINESS REQUIREMENTS

BUSINESS BENEFITS

• Incomplete view of the customer assets, transactions, interactions, and social public data • Unable to ‘listen’ to the customer in a unified way across the channels • Inefficient collaboration due to information silos and outdated methods • Customer churn, dissatisfaction and lack of relevant engagement • Time, cost, complexity to manage decentralized information, scattered knowledge and data silos

• Holistic presentation of all aspects of customer related information • A real-time, transversal, multi-channel ‘ear’ that connects the dots across different information sources • Real-time, interactive collaboration with strong customer content and data • Decision support, recommended options and prescriptive customer actions • Aggregated view of information and a single source of truth without revamping or rebuilding legacy systems

• Improved customer engagement, segmentation and improved, more targeted marketing • Improved understanding of the customer, better informed decision-making • Smart, real-time customer responsiveness • High customer loyalty and enhanced customer experience • Lower operational risk, cost effective, fast, more efficient customer data management—leveraging previous technology investments

REVEAL: Unified information, less disorder Gain a complete picture of the customer and relevant information in an interactive dashboard that enables fast and better decision-making. Aggregate structured and unstructured data from across enterprise silos without the need for expensive data warehouses, and leverage 3D Customer Intelligence’s sophisticated, semantic analysis capabilities for insights and research, while reducing irrelevant data overload.

LISTEN: Visibility across all communication channels Get a comprehensive picture of your customer’s interactions across your entire enterprise by leveraging 3D Customer Intelligence’s non-intrusive data approach. It allows you to quickly connect to data silos, index information and present it in intuitive visuals. Respond to customer issues in real-time with consistent and up to date information gathered from across all engagement channels. This way, you can deliver a truly consistent multi-channel customer experience in seconds, both enhancing the customer experience and saving valuable time.

SHARE: Collaborate seamlessly real-time collaborationCollaborate with internal stakeholders without needing to send and resend customer information. 3D Customer Intelligence’s interactive collaboration capability lets you focus on the key issues, while seamlessly providing the customer’s contextual information to all stakeholders.

ENRICH: Holistic customer understanding with personalized insightsEnrich your internal data with relevant public information via the solution’s data service to gain better customer knowledge, whether used for effective customer service or for Know Your Customer (KYC) analysis. Glean deep, actionable insights based on a comprehensive understanding of your customer which leads to greater loyalty and higher brand equity.

OVERVIEW OF 3D CUSTOMER INTELLIGENCE’S CUSTOMER VIEW

Solution Benefits:• Single access to customer information with a 360° view

• Intuitive visualisation of customer history

• Improve internal collaboration with contextual information sharing

• Enrich data with public data, tagging and semantics

• Actionable recommended business actions

ENGAGE: Innovate the customer experience Having laid the foundational “360°” view of the customer, leverage the advanced analytics and big data capabilities of the solution for product and service innovation. Present tailored offerings to your customer based on the enriched customer understanding. Effectively cross sell/up sell, to increase customer value. Reduce customer churn by prescriptive “Next Best Actions”. Increase revenue and customer satisfaction by predictive business recommendations.

Our 3DEXPERIENCE® platform powers our brand applications, serving 12 industries, and provides a rich portfolio of industry solution experiences. Dassault Systèmes, the 3DEXPERIENCE® Company, provides business and people with virtual universes to imagine sustainable innovations. Its world-leading solutions transform the way products are designed, produced, and supported. Dassault Systèmes’ collaborative solutions foster social innovation, expanding possibilities for the virtual world to improve the real world. The group brings value to over 190,000 customers of all sizes in all industries in more than 140 countries. For more information, visit www.3ds.com.

Europe/Middle East/AfricaDassault Systèmes10, rue Marcel DassaultCS 4050178946 Vélizy-Villacoublay CedexFrance

AmericasDassault Systèmes175 Wyman StreetWaltham, Massachusetts02451-1223USA

Asia-PacificDassault Systèmes K.K.ThinkPark Tower2-1-1 Osaki, Shinagawa-ku,Tokyo 141-6020Japan

©20

14 D

assa

ult S

ystè

mes

. All

righ

ts re

serv

ed. 3

DEX

PER

IEN

CE®

, the

Com

pass

icon

and

the

3DS

logo

, CA

TIA

, SO

LID

WO

RKS

, EN

OVI

A, D

ELM

IA, S

IMU

LIA

, GEO

VIA

, EXA

LEA

D, 3

D V

IA, 3

DSW

YM, B

IOVI

A, N

ETVI

BES

, and

3D

EXCI

TE a

re c

omm

erci

al tr

adem

arks

or

regi

ster

ed tr

adem

arks

of D

assa

ult S

ystè

mes

or i

ts s

ubsi

diar

ies

in th

e U

.S. a

nd/o

r oth

er c

ount

ries

. All

othe

r tra

dem

arks

are

ow

ned

by th

eir r

espe

ctiv

e ow

ners

. Use

of a

ny D

assa

ult S

ystè

mes

or i

ts s

ubsi

diar

ies

trad

emar

ks is

sub

ject

to th

eir e

xpre

ss w

ritt

en a

ppro

val.

PROVEN INNOVATORSThe 3D Customer Intelligence solution is built on Dassault Systèmes’ 3DEXPERIENCE® Platform, which has been built for and deployed at some of the most innovative companies in the world, including insurance companies like EOVI and BNP Paribas. Leveraging our heritage of innovation, 3D Customer Intelligence addresses key insurance industry challenges including the provision of holistic customer insights, improved direct customer engagement with highly personalized and information and the real-time collaboration with contextual information tools.

BUSINESS DASHBOARD AND KPIs

Solution Benefits:• Make smarter and more effective decisions with intuitive

KPIs

• Gain insights into key customer behaviors and preferences

• Understand and align your product portfolio with customer needs

• Easily measure and compare sales against business metrics

THE PRINCIPAL BENEFITS INCLUDE:

• A unified view of all customer information, across the enterprise and multiple-channel

• A holistic customer understanding and insights derived from social and transactional data

• Improved direct customer engagement with highly personalized and contextual information

• Sophisticated semantic capabilities to easily extract information from social unstructured data

• The ability to collaborate internally in real-time with contextual customer data

• Reporting and monitoring capabilities without traditional business intelligence drawbacks

CORE SOLUTION CAPABILITIES

• Provide one view of the customer, aggregating structured and unstructured data from across the enterprise, by indexing data silos

• Extract information from social unstructured data via sophisticated semantic capabilities

• Collaborate by “Following” users and receiving “Notifications” on customers and business changes

• Enrich enterprise data with relevant public data for a holistic view

• Present actionable business recommendations and next best actions