SolPresent Solution Overview - Smarter Presentation Management and Use

1© 2014 Assentis Technologies | Confidential

SolPresent Presentation


Assentis Perfecting Customer Communication

Customer Communication Platform and Solution Portfolio


Assentis Technologies At A GlanceIncorporated:2002 / privatelyowned

Alliances:Core-, back office and front-end banking software vendors as well as providers of complementary technologies

Customers:More than 100 renowned clients globally

Headquarters:Rotkreuz, Switzerland

Subsidiaries:Germany, Austria, Luxembourg,Singapore and the US

Employees:+100


Assentis Portfolio

Product & SolutionsDocFamilyComFoundationSolPortfolioAssentis Technologies, a market leader in interactive communications has a portfolio of solutions focused on customer communication for the financial services. The software and solutions are developed in Switzerland.

Technical ServicesSupportTrainingTemplate-DevelopmentAssentis Technical Services team focuses on maximizing the value of solution investment. They work hard to make it easy for clients to use and maintain the solutions, through continued training and support. The overall focus is on customer satisfaction.

Professional ServicesSubject Matter ExpertiseSolution ImplementationProject ManagementAssentis Professional Services team comprises 75+ years of experience in both technology and financial services. They work closely with client teams at the business and IT departments, to deliver custom solutions that meet individual client requrements.


EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION

SolPresent for Insurance

An intelligent cloud-based presentation platform in which Marketing controls the essential elements of branding, messaging, compliance, versioning, and audit while offering Sales the flexibility to customize and personalize for complex sales situations with less effort, in less time, from anywhere, using any device .


WHY CHANGE CURRENT APPROACH?

Insurance marketing and sales professionals depend on a large variety of materials to identify new prospects, sell new products, and support existing policyholders.

As insurers seek to improve sales and marketing, one of the primary challenges is how to enable the producer to be more effective in selling more policies and that means providing producers with more automated tools and materials to support the sales process.


USE OF POWERPOINT PRESENTATIONS

Findings: PowerPoint Usage

PowerPoint presentations are a key component in Insurance Sales & Service for all lines of business. This is especially true during a complex sales presentation, where there is more than one decision maker.

Sales people do an average of 3-10 presentations a month Size of a presentation ranges from 10-15 slides to 30-40 slides Agents and brokers prefer own branding on presentations


We surveyed 100 Marketing & Sales Professionals Sales Presentations - What are your challenges and what is important to you?

Resea

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CHALLENGES WITH POWERPOINT PRESENTATIONS

Findings: Marketing Challenges

“I do not feel there is a good amount of control on information leaving the building” – Marketing Manager

“I am not confident that everyone is using the same branding and therefore fear they are not delivering the same message.” – Target Market Manager

“We don't have anything in place to regulate the communication that faces the customer. Pretty much everyone creates their own.” – Director of Marketing


CHALLENGES WITH POWERPOINT PRESENTATIONS

Findings: Sales Challenges"I wish there was an easier way to put together data into PowerPoint. The process is very painful and time consuming." – Director, Sales

“Management does not want sales to customize presentations at all because of compliance risks. So we use what is provided with no scope for customization” – Manager Sales Operations

“My key focus area would be to have the ability to create and manage slides through the use of iPad or tablet without the distortion of the content.” – Manager, Sales


Sales Enablement

CHALLENGES SOLPRESENT SOLUTION

Generic material does not address customer requirements

Customized material focused on customer needs enabling complex and custom sales

A lot of material categorized and hosted on intranet - but needs searching and collating

Intelligently built custom presentations with relevant, current, and complaint content - no brainer sophisticated presentation

Creating custom presentations takes time and skillset - always a last minute creation

Ease of defining sales opportunity to create custom presentations in less than 3 minutes

Sales don’t need training to use SolPresent. It happens almost intuiti vely.


Marketing Empowerment

CHALLENGES SOLPRESENT SOLUTION

Less than 20% of content created is used by sales

All content is referenced before relevant content is selected

In a world of multiple channels, controlling consistent messaging is a challenge, when presentations are edited and customized by sales

Sales does not find the need to create solo presentations when custom material is available in less than 3 minutes

Ensuring regulatory language and clauses are an integral part of each presentation as required by each of the 50 States

Disclaimers and legal clauses are never omitted and are an undeletable part of the presentation ensuring compliance

We do the hard work, to make it easy for Marketi ng to use.


EASE OF ACCESS & USE

CUSTOMISED PRESENTATIONS

iPAD/TABLET ENABLED

BRANDING CONSISTENCY

CONTENT CONTROL

COMPLIANT CONTENT

POWERPOINT PRESENTATIONS

Summation: Top Common RequirementsM

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BJEC

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SALE

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SOLPRESENT OVERVIEW


Unique Sales Opportunities Happen Everyday

Each sales opportunity and customer will be unique based on products, stage of life, needs, objectives, location and language, etc.


SOLPRESENT MOBILE SCREENSHOT “DEMO”


Welcome Screen


Presentation Template Selection

Click on presentation

template


Data Entry

User fills in data fields

(dropdownsand entry

Fields)

User can goback and

select anotherpresentation

template

Once finishedthe user canmove to thenext screen


Slide Reordering/Insertion/Removal

User can re-arrange the

slide order andinsert slides

from the pool.Slides can also

be removed

User can goback to

the data screen

Once finishedthe user moves to thepresentationscreen


Presentation 1

Tappingon a slide icon

navigates tothat it

User can goback to the

compositionscreen

Finalize storesthe presen-tation andremoves the«DRAFT» sign

Swiping movesfrom one slideto the next (or back)

Tapping on aslide removesenables / disables topand botton bars


Presentation 2 (No Top And Bottom Bars)