NMA infographic | Digital Transformation Journey for Finance companies. How companies are looking to differentiate the customer experience and deliver value to their customers.

1. DigitalTransforma on
Journey
Topsocialobjec vesinfinancecompaniestoday:
1.INCREASEENGAGEMENT
2.CREATEDIGITALFOOTPRINT
EXTERNALCHALLENGES
INGETTINGTHERE
1.
2.
3.
4.
5.
6.
7.7.
TechnologyDissintermedia on
(ArficialIntelligencebasedTechnology)
ToughFINRAregula ons
Riskconcerns
Givingtoomuchawaytocompe o on
Exposuretonega vecomments
CloudCloudBusinessModels
NetworkEffects
INTERNALCHALLENGES
INGETTINGTHERE
1.
2.
3.
4.
5.
Limitedinternalunderstanding
ofbenefits
Riskaverseculture
Lackofofficesupport
Personalisa on
Internalregula ons/Compliance
Youareinanequallevelplayingfield
opportunitytoreachfurthercapture
milleniumgenerations.
Rebranding
Youarenotjustalocalcompanyanymore.
Becauseyourclientsarenotlocalanymore.
Youneedtothinkofyourservicesintermsoflocalpresence.
Buildingamoredeversifiedonlineprofile.
Controlandengagefirst.
Ac onstotakestep1
Mobile
Yourwebsite’s#1objectiveistoSELL.Period.
It’sasalestooltoprospectnewclientsinnewdemographics.
Ifyouhavenotupdatedyourwebsite,youradvertisingtothe
worldthatyou’renotinterestedindoingbusiness.
Clientsuseamultitudeofdevices.Yoursitetobeflexibleonall.
Ac onstotakestep2
GREAT!
NOW WHAT?
SearchRanking
Wherethedisruptionbegins.
54%ofbusinesstobusinessbeginswithinformalreasearch
aroundbusinesschallenges.
Areyoubeingfound?
Ac onstotakestep3
ServerOptimization
Properhostingisessential.Thespeedinwhichyoursireis
deliveredtodesktopandmobilefactorinitsrankingposition.
Itisimportanttoconstantlykeepcodewelloptimizedand
securitylayerscurrent.
SocialContentMarketing
WeknowthepeopleincreasinglycompareandshareService
experiances,givingthemgame-changingpoweroveryourbrand
reputation.Turnthisgrowingthreatintoagreatopportunityby
usingyourbestasset-youremployees.
Ac onstotakestep4
Analytics
BeingabletoclearlymanagetheeffectsofSEOSMOPPC
arevitaltothesuccessofthebusiness.
NMChascreatedtoolstodrivethese3segments
arecentralizedandmonitored.
ApplicationDevelopment
Wehavemorecomputepowerinourphones,whyareyoustill
loadingordersfromspreadsheets,doingtradesonchatchannels
andgeneratingmarketcommentsondifferentchannelsusingcut
andpasteoutofWord.
Ac onstotakestep5
THEOUTBOUNDAPPROACH
1.
2.
3.
4.
5.
6.
Print
Directmail/leadpurchase
Coldcalling
Luncheons
Tradeshows
RFPs
TTRYINGTOSELLAPRODUCT
THEINBOUNDAPPROACH
1.
2.
3.
4.
Blogging
SEO+SMOMedia
HighValueEduca oncontent
Permissionbasedemailpla orm
82%LESSEXPENSIVE
THANREGULAROUTBOUND
Investorislookingforalargeryields.
Lookingforamoredynamicrepresentative
whoismoreintunewithtoday’s
investmentvehicles.
Investorisreasearchingvariousinvestment
topicshe/shelikes.Encountersyourblog
postonsocialmedia.Subscribes.
WORKSBECAUSE:
HelpfulandRelevant
BlogleadsInvestortoyournewmobile
friendlywebsite.Youronlinepresenceistop
notch.Clientseesyourcompanycares
aboutbeingrelevantintoday’smarket.
Investorbookmarksthesite.
WORKSBECAUSE:
It’sbasedoninterceptingyourprospect
Investorsubscribestoyourblog(becomes
aprospect).Sharesyoursitewithfriends.
Investorbeginsreceivingaseriesof
educationinteractivemarketguidesemails.
ViewsseveralinterestingSocialMedia
postsonLinkedInandYouTubeyouhave
produced.Seesyourhaveadynamicappeal.
Engagementleadstotrustandturnsleads
tosales.
WORKSBECAUSE:
Creatingalastingdigitalasset
withwideraccess
Investorisconvincedyourcompanyknows
what’sbestforhismoney.Heconnectswith
yourrep.
ROI:
Thesizeofyourmarketplaceandits
exponen onalgrowthiffaster
andwiderthanever.
Coldcallingandprospectsonecall
atthetime.
Spendsweeksgettingthrough
thegatekeeper.
FAILSBECAUSE:
Imtrusiveandinpersonal
Finallyoverthephonetheinvestorisluke
warm.Doesn;thaveaclientpictureofwho
youareandwhatyoustandfor.Youronline
presenceisancientsomustbeyour
investmentknow-how.
FAILSBECAUSE:
Interruptivebecomesstale
andannoying
Afterweeksofconstantbackandforth,
weekends,holidaysandpersonalissuesthe
clientlooseshis/hersimmediateinterest.
Rephastorepeatthecostlyprocessseveral
timesovertogeroneprobablelead.
FAILSBECAUSE:
Budgetrunsout.
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