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The Connected Enterprise - The Mobile Future of Financial Services is Here Now!

The Connected Enterprise - The Mobile Future of Financial Services is Here Now!. Presented by: Audie Hofmann EVP Sales & BD Mobitor. THE MARKET. The market suffers from a common business problem:

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The Connected Enterprise - The Mobile Future of Financial Services is Here Now!

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  1. The Connected Enterprise - The Mobile Future of Financial Services is Here Now! Presented by: Audie Hofmann EVP Sales & BD Mobitor

  2. THE MARKET The market suffers from a common business problem: Mobile employees have no Point-of contact access to essential customer and product information while in the field. There’s more wasted unproductive time in the field than in any other job function across the enterprise.

  3. X-TIER MOBILE CLIENT Integrated PIM Wireless email, Contacts, Calendar Cell Phone Integrated Phone Functionality Bluetooth & Speakerphone Process Management Engine Easy- to-Use Business Process Automation, Forecasting, Call Reports Customer Data Acct. Profiles, Production, Loan Status, Quotes, Service Requests Connectivity CDMA, GSM, GPRS, WiFi, Wired Synchronization Integrated Sync – No Middleware Onboard Database Encrypted Self-Contained Relational

  4. MOBILITY OBJECTIVES As your Mobile Business Partner Mobitor can help you: • Fix Underutilize CRM & Increase usage from <15% to >80% Outcome: Recover Large CRM Investment • Collect accurate customer data for benefit of company Outcome: Enhanced Compliance & Better Business Intelligence & Reports • Mobilize Enterprise Data to Point of Customer Contact Outcome: Sell Efficiently • Eliminate Time-consuming & costly paper-based processes Outcome: Save Time, Money and React Faster to Market Conditions • Increase client facetime / Reduce office time Outcome: Sell More

  5. P & C Insurance Field Agency Managers & Campaign Representatives. Life Insurance Sales Professionals Annuity & Mutual Fund Field Wholesalers Insurance Field Claims Adjusters Mortgage Wholesalers and Business Partner Managers Mortgage Brokers Commercial Banking Client Management Stock Brokers and Investment Professionals AREAS OF APPLICATION

  6. ProcessAutomation CollateralAssembly XForms WebServices Utilities Delivery X-TIER ARCHITECTURE MBM Admin Enterprise Lotus Notes Exchange ERP Client Management Wireless LOB ABC Adaptive Business Connector Wired SFA/CAM Data Warehouse MBM .NET Services Server Aggregates, Organizes and Delivers Operational Data

  7. IT MOBILITY OBJECTIVES As your Mobile Technology Partner Mobitor will: • Integrate, Manage and Administer the System Outcome: No Added Burden on IT Resources • Take Ownership of End-User Support & Training Outcome: No Added Burden on IT and Operations Resources • Maintain Devices With On-Air Installs and Upgrades Outcome: No Added Burden On IT Resources • Replace Most Laptops with a Solid-State Converged Device Outcome: Laptop Maintenance Eliminated: Renegade Devices Eliminated

  8. Presentation Title: Presented By:

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