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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
INDUSTRY CHALLENGES
The financial industry is undergoing an unprecedented shiL. Customers are in control and demand access to their financial informaOon across all channels, anyOme. Meanwhile, non-‐tradiOonal players are gaining market share through innovaOon in payments, mobility and financial management. With customers on the move, and with easy access to compeOng banks and to new financial services providers, banks need to build trust and loyalty to win more business and retain customers. They must respond quickly to customers and build an agile business model to deliver products and services to market faster.
ORACLE SALES CLOUD
Oracle Sales Cloud for Financial Services enables financial insOtuOons to modernize branches and take the customer retail experience to the next level by offering modern tools that engage and delight customers. Banks can create the “branch of the future” through understanding customers’ needs, standardizing sales processes, opOmizing interacOons to increase cross-‐selling, and integraOng cross-‐channel execuOon.
Financial Services Industry
RETAIL BANKING
KNOW & CONNECT WITH CUSTOMER
Problem: Customer saOsfacOon levels and loyalty to financial insOtuOons are on the decline.– Capgemini: World Banking Report, 2014 Leverage Sales Intelligence: With an easy-‐to-‐view 360° view of customer informaOon and interacOons, bankers can build a personalized relaOonship with each customer and offer financial products and services that best suit a customer’s unique needs – presenOng the right products and services at the right Ome. Proof: “We evaluated a number of different opOons and were very impressed with the deep insights into sales planning and sales performance management provided by Oracle Sales Cloud.”− Expensify
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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"We are seeing 50% Improvement in our product penetraOon.” -‐ First Data
STREAMLINE THE EXPERIENCE
Problem: Most banks are running rigid, legacy systems that are unresponsive to today’s business needs. – DeloiAe: Banking Sector IT, 2013 Improve Efficiency: Oracle Sales Cloud enables a streamlined experience for bankers and customers. Tailored menus, screens, and dashboards for retail banking – all within a modern interface – enhances user adopOon. Rich, integrated sales processes and procedures such as real-‐Ome quotaOon flows and loan originaOons make it easy to ensure sales teams are equipped to move customers through the sales process easily and efficiently. Proof: “The streamlined user interface and usability focus make Oracle Sales Cloud easy to adopt and use with virtually no training.” − Nucleus Research
DRIVE PRODUCTIVITY ACROSS LINES OF BUSINESS
Problem: “We need to grow by expanding the number of products our current customers have with us.” – Large MulLnaLonal Bank, 2014 Improve Efficiency: Using integrated internal social networking, mobile apps, and networking sites, all divisions of the bank can collaborate together to deliver seamless customer experience and grow wallet share. Proof: “Oracle Social Network is Oghtly integrated with Oracle’s cloud applicaOons, including Oracle Sales, Human Capital Management, and ERP cloud services.” − Ovum Analyst
ALIGN SALES & MARKETING EXECUTION
Problem: By 2020, 95% of interacOons between customers and their banks will be done through a digitally assisted mechanism. – Bain: Building the Bank of the Future Improve Efficiency: Modern banks recognize the importance of improving the omnichannel experience and leveraging that data throughout the sales process. These modern banks not only empower sales teams to monitor and their own build pipeline through targeted campaigns, but they also provide data around a customer’s interacOons with those markeOng materials to leverage throughout the sales process. Proof: “I want my customers and prospects to come to me in the channel that they choose, and I want to be able to serve them.” – President, Global Payment Processing Company
ORACLE’S CLOUD LEADERSHIP
§ Complete Retail Banking soluOon for growth § CX plarorm that connects the apps, systems and data sources that you rely on § Insighrul, acOonable customer insights § The only markeOng cloud with data management to help you aggregate, enrich, and analyze customer data in one place
By empowering the modern, mobile sales force, Oracle Sales Cloud increases producOvity and drives sales results. Learn more at www.oracle.com/sales
61% of retail banking customers want to research on their own, and 42% buy on their own without help from representaOves or experts Deloihe Retail Banking Insights Looking Ahead 2014
55% of bank execuOves view nontradiOonal players as a threat to tradiOonal banking PWC Retail Banking 2020 EvoluOon or RevoluOon
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
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