2. WELCOME Meetup #19 Kathryn Lagden Meetup Facilitator Cathleen
MacDonald Panel Moderator 3. Thank You 4. Meetup #19: Women in
Technology Welcome Women in Tech Panel Discussion Speaker Q&A
Break Demo Me: Dalia Asterbadi, Founder and CEO of realSociable
Inc. Brenda Potter Phelan, Founder of LegacyTracker Closing Remarks
& Networking Agenda 5. Janet Bannister General Partner Real
Ventures Gail Mercer MacKay President Mercer-MacKay Solutions
Jennifer Evans Cofounder SqueezeCMM Marianne Hoffmann President
PABAsoft Inc. Panelists 6. Q&A 7. Break 8. Demo Me 9. Dalia
Asterbadi Founder and CEO realSociable Inc 10. September 2014
Improving Marketing Automation ROI & Pipeline Conversion Social
Prospecting & Engagement Confidential All rights reserved. 2014
11. Who we are 12. Our Mission Create innovative and disruptive
solutions that empower sales and marketing teams drive engagement
and revenuewhile making it look ridiculously easy. Our Goal is to
influence our customers to create an unfair competitive advantage.
12 13. PARTNERS WHO WE ARE Recognition Relationships Canadas Top 10
Young Entrepreneurs Award SOCIAL INTELLIGENCE equals Authentic
Conversation s 14. THOUGHT LEADERSHIP WHO WE ARE Our team
experience has came from over 10 startups, 4 IPOs, 3 Acquisitions,
25 Intellectual Patents, 2 Published Books, 1 Open Sources
framework Phenomenon, 16 Product launches, 1 Merger, and hit-record
of 67k miles in one year 2010 Early-Mover IP Patented Engagement
& Contact Mngt Technology & IP 15. INNOVATIONTo Drive &
Manage ENGAGEMENT WHO WE ARE Social Intelligence App to provide
deeper segmentation for Marketing automation ROI and client insight
for Sales Compliance Management to provide visibility into the CASL
governance wrt Sales and Marketing efforts at an Enterprise 16.
Market Trends 17. Relevant Trends Social, Predictive & CRM
landscape The sales cycle is evolving: Personal Selling Mobile
& Impulsive Access: Behavior Social Media Universe is
Expanding: Priority & Preparedness Marketing Automation is
Reactive & Scheduled: Intention Informed customers CHANGING
BUYER DYNAMICS MARKETING TECHNOLOGY DATA TECHNOLOGY ADOPTION
MULTI-CHANNEL ENGAGEMENT 18. The Market Adoption & Readiness
(simplified) Complexity of Customer Needs over 20 years Demand Gen
-Advertising -Mktg Automation Social Integration -Publishing
-Content -Integrated Campaigns Social Prospecting Conversation
CentricAdoption & Market Maturity Opportunity $6.4 Billion
Market *According to Gartner report in March 2013 Over 10 year
Maturity Cycle Reactive Yielding No ROI Adoption All this was about
the top of the funnel. Next-gen is about the conversion flow! 19.
Social Prospecting realSociable brings together exitin process,
channels of engagement, B in Breed technology together with a of
Clever market & innately prove data logic applications to
deliver engagement and insight when it mat that increase mind share
and foste conversion. Dramatically influencing an organizations
mission to increase lifelong loyalty & velocity. Intent,
Priority, Preparedness & authentic conversations. 20. Our
Platform & Technology Break through silos and make it easy to
expose risk and highlight opportunity in the brief window of
opportunity. Unlock services and data to create new value through
an integrated API. Data management & Digital Footprint Empower
retailers to manage their core information. Integrated Logic Drive
customer engagement, loyalty and revenue that makes sense for the
organization. 100% Configurable Tailored solution meeting each
organizations specific needs. Or they can integrate the standard
crm point solutions. Timely Conversion | Qualify/Disqualify
Triggers & Engagement Sales| Velocity of pipeline 21. Smart
Listening & ROI Due Diligence & Validation. Access to
Insight Reference & Plan Workboard 22. Workboard | Advisor
Competitive Disadvantage The Challenge Miranda gets chances from
new clients as a jr advisor growing her book. She is given $50k and
6 months and typically cannot convince client to grow. Smart
Advisor & ROI Competitive Takeout>Engagement on Portfolio
Interests. How Miranda Can Win! Miranda with realSociable, can tap
into interests and encourage further collaboration such as
interests, market coverage and get client to provide statements for
planning lifecycle. Right Touch points 23. Workboard | Product
& Sales Landscape The Challenge Sean wants to grow its
wholesale numbers with better incentives for its products across
different organizations and advisors. He cannot get a pulse on
growth plans. How Sean Can Win! Sean develops a targeted incentive
approach and looks at trends and probability that the right advisor
leverages selling code to growth. Carrier Support & ROI
Leveraging best deals with Codes>front office data for
priorities Right Interactions 24. Quick View| realSociable ACTION
for Salesforce.com What to Expect: 1. New Data Sources 2. Deeper
Configuration 3. Visual 4. Account & Person Activation 5.
Improved Identity Collapse Release in two Phases:
realSociable.com/take-a-walk- through 25. Over 79% of salespersons
who focus on listening to social triggers and engage in a timely
manner, produce on average 21% more conversions. Quick Factoid 26.
THE FUTURE OF MARKETING HOW WE DO IT Community Engagement Target
List/Conta cts Context Building Authentic Conversations &
Engagement to Increase Earned Value Social Intelligence to provide
deeper segmentation for Marketing and client insight for Sales 27.
Opportunities are usually disguised as hard work, so most people
dont recognize them. Ann Landers 28. Numbers Game Todays Sales
Sphere Whats next? Building an Enterprise focused company
bootstrapped? Whats next? Growing share in key verticals, regions,
problems sets? 29. Your Business How it can count Wealth Management
You manage 100s of thousands of households & Your marketing
effort may be limited based on knowledge of your customer Advisors
have no window to access intelligence realSociable can: Notify each
broker when a client changes jobs or buys a new home There is a
Window of Opportunity to upsell but also connect and keep the
relationship strong. realSociable can: Let you know when there is a
specific event one of your big clients is attending who may be a
flight risk. realSociable can: Allow you to preview twitter
conversations your customer is having with another firm. Business
is social. Thank you. Contact us at 1.800.821.1365 or email me
[email protected] *You have our express consent to reach us ;)
30. Backup Slides 31. Intelligence Automation Impact Core
Operations Support Infrastructure Increased Engagement &
Conversion Greater Retention with Authentic Conversations &
process flow Increased Rate of Customer Acquisitions Thought
Partnership Customer Relationship Managements Elite Customer
Service Higher Engagement Rates Marketing Automation Deeper
Connections Brand Consistency Deep Loyalty Segmentation Accuracy
Predictive Management Value Adding Services - Ease of use -
Convenience - Operations Production Quality Greater Throughput
Service Agility Employee Capacity & Loyalty Analytics
Transparency Drilldown Vantages Targeted Campaigns Enterprise Asset
Management Consolidation Single View Robust Records Financial
Management Finance Reconciliation Risk Mitigation Information
Technology Scalability Infrastructure Cost Security Agility Uptime
Business Rules Management Security Adoption Flexibility 32. Proof
Points Found a 5% uplift in engagement with accounts even up to 3
years with no contact Source: Bounce Back List Discovery of new
opportunities through change in profile 10% conversion from dead
leads Access to social Accounts new channels to share content &
advanceEliminated over 10 hours per week in search Identified
change management & before renewal period. Eliminate champion
abandonment Source: key Influencers/champion change jobs or company
Discovery of company developments to align with portfolio strategy
through company events or competitive activity 15% increase of new
opps in existing base Access to Competitive Signals new
conversations and/or social outreach from competitors5 accounts in
2 quarters saved Identify current tactic of company through event
attendance or content developed & relate. Tap into behaviour of
company/lead tactics Source: Events, blog posts, travel or new
connections made. Company expansion or layoff creates immediate and
prompt action 5% uptake in communication response Marketing ROI
Cross Sel. Stage Validation. SQL vs MQL Qualify/Disqualify Priority
on time w/ Opp Velocity of pipeline 33. Engagement is the only way
to keep lapse accounts on track. Today, our sales team cannot rely
on net new leads. We find new ways to predict with our contacts
other tactics such as emails, gifts, contests always seem to miss.
Found a 5% uplift in engagement with accounts even up to 3 years
with no contact Top-Line Revenue Increase by 15% with 81% accuracy
with opportunities prioritized on predictability score. Discovery
of new opportunities through change in profile Access to social
Activity new channels to positively highlight opportunities and
expose risk Competitive advantage with deeper context &
conversations Early Adopters 34. DEMAND INTEREST PROPOSAL
VALIDATION CONTRACT Impact to Funnel $$$$$$$$$$ track all
opportunities & rich customer interaction touchpoints Integrate
Social Discovery & Insight to influence win patterns Measure
effectiveness of engagement with Sales Activity Scores Over 20+
leading social media data sources tracked. 360 Degree Proactive
Visibility & Social Triggers 35. Triggers, Interactions, and
Planning Ranked Activity Social Overview 36. Assump: Intelligence
automation Not a social feed No firehose, no PAB Implementation
Configurable the admin includes triggers, rank, data NLP,
associations and connections Relevent Triggers, influence scoring
and qualification process What is out of box, what is configurable
by User, what we can What kind of metrics can you collect? What
areas can these data points can influence? Scoring, segment/lists
etc reference 37. Benefits of Feature Set Maturity and scale is key
Configuring and applying data insight in an automated. Aggregate is
saving time Triggers determine priority intelligence Trends support
workflow and other integrated workflows 38. Q&A 39. Brenda
Potter Phelan Founder LegacyTracker 40. 40 B2B For Providers:
LegacyTracker is a branded online financial & estate organizing
solution for clients, account holders or members that enables more
valued, loyal & profitable relationships. Client Advocacy
builds Attraction, Engagement & Loyalty B2C For Consumers
(Users) LegacyTracker helps individuals & families bring all of
their important information & documents together in an simple
,organized way in a central, accessible & secure location.
Simplify, Safeguard, Share, Succeed 41. 41 B2C and B2B For
Consumers (Users) LegacyTracker is just like your filing cabinet
except Its super organized with all of your important info &
documents Its accessible from anywhere yet secure It allows you to
share some or all of your important info with loved ones or
advisors It enables you to track your net worth & reminds you
of outdated or missing info Simplify, Safeguard, Share, Succeed For
Organizations (Providers) For Financial or Member based
Organizations or Financial/Legal Service Providers LegacyTracker is
a brand differentiating financial & estate organizing solution
that enables clients, account holders or members to simplify,
safeguard, share & succeed allowing for more valued, loyal
& profitable relationships. Client Advocacy builds Attraction,
Engagement & Loyalty 42. 42 In 2 minutes Explainer Video Helped
along with a funding award from Haltech 43. 43 B2C Problems 44. 44
B2B Problems 45. 45 B2B Problems 46. 46 Solution Underlying magic A
simple, secure & meaningful financial organizing solution for
clients (& their families) that will benefit the organizations
& the trusted providers that they deal with. Key Features: Bank
like security encryption Simple, intuitive dashboard Built
in/flexible templates Attach important documents Net worth tracker
to monitor progress Flexible online sharing with loved ones or
advisors Flexible printing/save features Built in alerts to
minimize missing or outdated info A 360 degree view for clients of
their financial life Simple but comprehensive 47. 47 The
LegacyTracker business model Fin Inst/Fin or Estate Services/
Member Org/Govt/EAP seek to expand customer relationships &
build value Users seek one simple place to organize, secure &
share info & documents that will better help them plan, manage
to dos, clarify progress ( net worth) & safeguard their legacy.
Legacy Tracker helps financial organizations Differentiate brand in
a competitive market Enhance/Extend/Show value in client
relationships Become a better partner for consumers (advocacy) by
providing tools to enhance planning & safeguard assets for
family Maximize funds for banking/investment by helping reduce risk
of lost assets for clients Build a bridge to 2nd generation/reduce
risk of inter-generational transfers Be more relevant to younger
generations Provide better marketing tools to advisors working w
clients Gain deeper insight into client needs Increase
opportunities to regularly connect with clients & do more
Legacy Trackers helps users: Simplify busy lives/Gain empowerment
& put some order to important info & documents & be
more open to fin/estate planning Clarify tasks/track progress
towards goals Open up family discussions about final wishes &
planning/info Reduce risk of unclaimed funds Minimize gaps in
fin/estate plans Increase likelihood of reaching their financial,
retirement and estate goals Be better prepared for emergencies
which are all on the rise (death, incapacity, identity theft,
physical disaster, or natural disaster) . 48. 48 49. Brenda Potter
Phelan Alrux-Ruxandra & Alex Bucataru Outsourced Development,
UI/Branding Passion for elegant programming, user experience &
visual design Also founders of Enthuzr-a customer success platform
for SAAS businesses 49 We are: CEO/Founder 20+ years as an
Accountant, Certified Financial Planner & Advocate of many
causes (many) Worrier about the alarming increase in unclaimed
financial assets & a general lack of engagement in financial
planning Moved from worrying about clients leaving too much tax on
the table to the world leaving too many financial assets behind
Advocate for Unclaimed Property legislation that all Canadians
could benefit from ($4-$6B problem in Canada/$58B in the US) 50. 50
A Short story in screen shots 51. 51 A Short story in screen shots
52. 52 A Short story in screen shots 53. 53 We see: Opportunities
in Multiple Segments Legacy tracker Multiple segment opportuniities
Wealth Management and Asset Management firms Financial Institutions
(Banks, Credit Unions, Trust Companies) Estate Professionals
(Lawyers, Accountants, Funeral providers) Government (FCAC/Canada
Post etc.) Employee Assistance Programs AND Financial Educators
Member based organizations (CARP/AARP, CPA, CAA etc) 54. 54 Later
LegacyTracker 2.0 + (next) Aggregation of data Mobile Financial
Planning/Goal setting Online Community of Fin/Estate Experts Global
opportunities Unclaimed Property Registry 55. 55 Legacy Tracker is
nearing beta release & seeking customer validation (input!) to
ensure we have the right product/market fit to make a difference
with the many challenges facing both consumers & providers.
Connect with us: Website (a work in progress):
http://legacytracker.com Where are we? 1.5 minute explainer video
for Legacy Tracker http://bit.ly/1pMGVKI Social media: Twitter:
legacytracker Facebook: www.facebook.com/LegacyTracker LinkedIn:
ca.linkedin.com/in/brendapotterphelan 56. Q&A 57. Next Meetups
Silicon Peel Meetup #20 Date: October 23, 2014 Time: 7:00pm-9:30pm
Location: RBC Address: 6880 Financial Drive, Mississauga ON Topic:
Tech Trends that will Change Business in 3 Years Registration via
Eventbrite.com or Meetup.com Silicon Halton Meetup #60 Date:
October 14, 2014 Time: 7:00pm Location: OFinns Irish Temper
Address: 136 Church St, Oakville ON Topic: Sell Smarter, Sell
Faster with CPQ Registration via Eventbrite
