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Financial services - Capital maket

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Financial services - Capital maket

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  1. Sector: FinancialServices Sub Sector:Insurance Business Priority: CustomerExperience INFOCUSREPORT “Is customer experience the new growthengine?” The GrowthEnabler InFocus reports uniquely address the top priorities for technology leaders and their teams; by recommending potential solutions, in the context of business growth. Each business priority is broken down to point level/function-specific solutions that are further linked to technologies with a list of vendors. Business Solutions are sourced from GrowthEnabler Pii, our intelligence gateway to over 525K high growth tech companies. This report is designed to navigatetheever-changingtechnologylandscape,andenablemoreinformed,andquicker,decisionmaking. 3 Step Guide Document Created for the: CIO, CDO,CTO, CSO,CEO ReadingTime: 15minutes ©2018 / All rightsreserved

  2. Sector: Financial Services • Sub Sector: Insurance • Business Priority: CustomerExperience Contents • Introduction • / How will this impactgrowth? • / Identifying businesspriorities • / From business priorities to solutions, in 3steps ii. The 3Steps 04. / CustomerAcquisition 09. / CustomerOnboarding 13. / Customer Service&Support iii.Recommendations 15. / Digital transformation inInsurance iv.Methodology 17. / GrowthEnabler Research Methodology ©2018 / All rightsreserved

  3. Sector: Financial Services • Sub Sector: Insurance • Business Priority: CustomerExperience How will digital transformation impactgrowth? Introduction Increasing customer awareness, commoditization of insurance products, and adoption of digital products are changing the way people are making insurance decisions. Customers are evaluating the service at every touchpoint and switching their loyalty for attributes like convenience and faster turnaroundtime. The new age digital insurance companies are encashing this opportunity to introduce innovative products like usage-based insurance leveraging telematics to o"er customized price-points. Traditional insurers are forced to rethink their conventional methods of doing business and to become more transparent, customer-oriented, and agile in delivering services across the customer valuechain. In-order to stay relevant in the shifting market dynamics, traditional insurance companies need to prioritize their IT investments. Robotic process automation tools can add speed and agility by automating certain back and middle o ce processes, reduce operational costs and improve customer experience. With greater customer interactive capabilities through multiple channels, insurance companies can build new engagement models that empower customers with more information, personalized content, and real-time connectivity. It is imperative for insurers to have a well-crafted customer engagement strategy to meet raisingexpectations. ©2018 / All rightsreserved 1

  4. Sector: Financial Services • Sub Sector: Insurance • Business Priority: CustomerExperience BusinessPriorities Sub-segments Customer Acquisition Customer Experience CustomerServices &Support Customer On-boarding ©2018 / All rightsreserved 2

  5. Sector: Financial Services • Sub Sector: Insurance • Business Priority: CustomerExperience From Sub-segments toSolutions The 3Steps. 1. 2. 3. EMERGING SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE SCALING MATURE Startup Growth StageDefinitions EMERGING: SCALING: MATURE: Early stage startups typically at beta product stage and seeking investmentcapital Typically funded, with a market ready product and revenuepositive Established product, exploring new growth markets andpartnerships ©2018 / All rightsreserved 3

  6. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE Optimizely Howard St. Suite 100 | SanFrancisco optimizely.com A. Customer experience Customer Acquisition Personalised marketingcampaigns Optimizely helps businesses test out di"erent ways to make their websites or apps moree"ective. B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Persado 11 East 26th Street, NewYork persado.com Persado is an AI-based marketing software to deliver content based on individual profile. Automation of marketingcampaigns Customer On-boarding Phrasee London,UK phrasee.co Phrasee uses AI to write better marketing language thanhumans. Developer APIstointegrate insuranceproducts into Personal finance managementplatforms Customer Service &Support D. Meetingregulatory compliance Find more solutionson GrowthEnablerPii... www.growthenabler.com Lead generation through InsuranceTechplatforms D. Fraud & Risk management Cross selling/Upselling insuranceproducts

  7. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE Sailthru One World Trade, Suite 48, NewYork sailthru.com A. Customer experience Customer Acquisition Personalised marketingcampaigns Sailthru provides APIs for automated personalized marketing across all digital channels. B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Emarsys 21 Caledonian Road,London emarsys.com Emarsys provides the B2C personalized and automated marketing solutions using AI. Automation of marketingcampaigns Customer On-boarding Autopilot 140 2nd Street, SanFrancisco autopilothq.com Marketing automation and customer journey managementsoftware. Developer APIstointegrate insuranceproducts into Personal finance managementplatforms Customer Service &Support D. Meetingregulatory compliance Find more solutionson GrowthEnablerPii... www.growthenabler.com Lead generation through InsuranceTechplatforms D. Fraud & Risk management Cross selling/Upselling insuranceproducts

  8. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition Personalised marketingcampaigns B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Revolut One Canada Square, E14 5ABLondon revolut.com Revolut is an app-based banking alternative o"ering retail and commercial products. Automation of marketingcampaigns Customer On-boarding AtomBank The Rivergreen Centre,Durham atombank.co.uk Atom Bank is a digital bank with an open banking techstack. Developer APIs to integrate insuranceproducts into Personal finance managementplatforms Customer Service &Support Fidor Sandstr. 33 | 80335 Munich fidor.com Fidor Solutions is an open banking platform for digitalbanks. D. Meetingregulatory compliance Lead generation through InsuranceTechplatforms D. Fraud & Risk management Find more solutionson GrowthEnablerPii... www.growthenabler.com Cross selling /Upselling insuranceproducts

  9. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition Personalised marketingcampaigns B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Find more solutionson GrowthEnablerPii... www.growthenabler.com Automation of marketingcampaigns Customer On-boarding Compare Europe 65 Grosvenor Street, London compareeuropegroup.com CompareEuropeGroup is a pan-European financial sevices comparisonplatform. Developer APIstointegrate insuranceproducts into Personal finance managementplatforms Customer Service &Support Healthcare 3401 N. Miami Avenue Unit 205Miami healthcare.com HealthCare.com is a search and comparison tool for healthcareinsurance. D. Meetingregulatory compliance Lead generation through InsuranceTechplatforms Worry andpeace Penn Street,Amersham worryandpeace.com Worry+Peace is a platform to buypersonal and business insuranceproducts. D. Fraud & Risk management Cross selling /Upselling insuranceproducts

  10. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition Personalised marketingcampaigns B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Find more solutionson GrowthEnablerPii... www.growthenabler.com Automation of marketingcampaigns Customer On-boarding Massup 65 Grosvenor Street, London massup.de A white-label platform for online sales of annex and niche insurance products by brokers. Developer APIstointegrate insuranceproducts into Personal finance managementplatforms Customer Service &Support CoverGenius 18 Finsbury Square, London,England covergenius.biz Point of sale insurance distribution platform. D. Meetingregulatory compliance Lead generation through InsuranceTechplatforms Kasko 78 York Street,London kasko.io Kasko provides API to integrate products into third partyplatforms. D. Fraud & Risk management Cross selling /Upselling insuranceproducts

  11. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE DigitalFineprint 30 Great Guildford Street,London digitalfineprint.com Digital Fineprint provides marketing solutions based on social mediaanalytics. A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Wenalyze Av Secundino Zuazo 111,Madrid wenalyze.com Analyses social media information to draw personal profiles based on working, leisure and finance risks for personalized recommendations. Product recommendation throughdynamiccustomer profiling Customer On-boarding Atidot Ben Gurion st. 2, Ramat-Gan,Israel atidot.com Atidot is an InsuranceTech solution for analytics based actuarial and risk management. Customer Service &Support Digitial identityverification platforms(e-KYC) D. Meetingregulatory compliance Find more solutionson GrowthEnablerPii... www.growthenabler.com e-Signature solutions D. Fraud & Risk management Digitalon-boarding solutions

  12. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Trulioo 420 W Hastings, Vancouver,Canada trulioo.com Product recommendation through dynamiccustomer Customer On-boarding Trulioo is an online identity verification company, for regulatory compliance and AMLmonitoring. profiling Trunomi 41 Luke Street,London trunomi.com Trunomi provides enterprise KYC, customer consent and data rights compliance forGDPR. Customer Service &Support Digitial identityverification platforms(e-KYC) Onfido 40Long Acre, Covent Garden,London onfido.com Onfido is an identity verification platform for KYC compliance. D. Meetingregulatory compliance e-Signature solutions D. Fraud & Risk management Find more solutionson GrowthEnablerPii... www.growthenabler.com Digitalon-boarding solutions

  13. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Find more solutions on GrowthEnablerPii... Product recommendation through dynamiccustomer Customer On-boarding profiling www.growthenabler.com EsignLive 503-505 Kent St, Sydney,Australia esignlive.com eSignLive is an e-signature and digital solutions forenterprises. Customer Service &Support Digitial identityverification platforms(e-KYC) Hellosign 301 Howard St, SanFrancisco Hellosign.com HelloSign o"ers API for e-signature solutions. D. Meetingregulatory compliance e-Signature solutions Docusign 221 Main St.,Suite 1000, SanFrancisco docusign.com DocuSign provides platforms and APIs for e-signature. D. Fraud & Risk management Digitalon-boarding solutions

  14. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Find more solutions on GrowthEnablerPii... Product recommendation through dynamiccustomer Customer On-boarding profiling www.growthenabler.com Avoka 20 Challis Street, Level 1,Dickson avoka.com Avoka is a cloud-based platform for digital customeron-boarding. Customer Service &Support Digitial identityverification platforms(e-KYC) AgreementExpress 123 South Street, Floor 5,Boston agreementexpress.com SaaS platform that automates the client onboarding process for financial services firms. D. Meetingregulatory compliance e-Signature solutions Socure 110 Fifth Avenue, 5th Floor, NewYork socure.com Digital identity verification solution using data from social media, email, phone, IP for KYC and AMLcompliance. D. Fraud & Risk management Digitalon-boarding solutions

  15. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Vlocity 50 Fremont Street, SanFrancisco vlocity.com Cloud solution for unified omnichannel communication withcustomers. Customer On-boarding Sureify Customer Service &Support Automated quoting, issuance, servicing via digital channels (for brokers & Directchannels) 1100 LincolnAve sureify.com , STE 239, SanJose Analytics based tools for underwriting and customer acquisition and engagement for insurancesector. LimelightHealth 1275 Mission Street, SanFrancisco limelighthealth.com Limelight Health provides health insurance agents with decision tools and a SaaS platform to assist their decision making. D. Meetingregulatory compliance OmniChannelstrategy with contextualised customerengagement D. Fraud & Risk management Find more solutionson GrowthEnablerPii... www.growthenabler.com

  16. 1. 2. 3. Insurance Sub-segments SUB-SEGMENTS OF BUSINESSPRIORITY SOLUTIONSTO CONSIDER STARTUPS TO EVALUATE A. Customer experience Customer Acquisition B. Digitization and automation ofback & middle o ce operations C. Product di"erentiation Find more solutionson GrowthEnablerPii... www.growthenabler.com Customer On-boarding SaleMove 19 W 21st St, NewYork salemove.com Customer Service &Support Automated quoting,issuance, servicing via digitalchannels SaleMove o"ers customer engagement technology for unified experience across channels. (for brokers & Directchannels) Elafris 795 Folsom Street, SanFrancisco elafris.com ML based virtual agents for sales, claim processing and customer support for the insurancesector. D. Meetingregulatory compliance OmniChannelstrategy with contextualised customerengagement Technisys 701 Brickell Ave. – Suite 1550,Miami technisys.com Technisys o"ers platform for omni-channel user experience for the financial services industry. D. Fraud & Risk management

  17. Sector: Financial Services • Sub Sector: Insurance • Business Priority: CustomerExperience Recommendations Customer experience. The new growthengine i. ii. iii. iv. Insurance companies should expedite policy quoting, onboarding and mandatory verification procedures by moving to digital platforms and automating certain back & middle o ceoperations. Insurers should focus on leveraging e-commerce models for distribution of standardized insurance products to reduce their cost in acquiring customerleads. Insurance companies need to replace their traditional blanket marketing campaigns with context-based recommendations tailored to the personas ofcustomers. Insurers should adopt an omni channel approach to o"er customers the choice of approaching through multiple channels like Social media, Mobile and other digitalplatforms. ©2018 / All rightsreserved

  18. Find out more about GrowthEnablerResearch Methodology ©2018 / All rightsreserved

  19. Proprietary Research INTRODUCTION GrowthEnabler uses its proprietary research methodologies to analyse the business impact of disruptive technologies and digital innovations on the future growth of large corporations and their industries. GrowthEnabler applies its deep-data analysis tools, scoring logic and algorithms to create intelligence that enables senior executives to make informed business growthdecisions. The GrowthEnabler Personalised Intelligence Interface (Pii) is an interactive platform that provides corporates the ability to Find, Select, Connect and Manage global Startups based on their business priorities andproblems. 1. MARKETANALYSIS To create and report leading technology-related market trends and industry analysis with a focus on industry sub-sectors, real-life implementations, industry and market landscapes and competitor dynamics, GrowthEnabler analyses large sets of data and information aggregated from various private and public sources, including online databases, market reports, online surveys, journals, and in-depth phoneinterviews. To further enrich the e cacy of analysis, GrowthEnabler undertakes formal and informal interviews and RFI’s and surveys with key decision makers and executives in corporates, as well as founders and owners of Startups. Following this exercise, large volumes of data is categorised and curated, based on, industry and market drivers, risks, opportunities and challenges specific to an industry vertical or technology area, and then injected into a pre-configured regression model to forecast and predict market movements and trends. GrowthEnabler ResearchMethodology 2. STARTUP TECHNOLOGY LANDSCAPE &ANALYSIS The major sources of Secondary researchare: Global Startupwebsites Dataaggregators VC and Investorportfolios NewsFeeds Industryreports Regional Company registrationwebsites SocialSources(SocialSites,Blogs,Articles,Mediasites) A total of 57 data-points and parameters are applied in analysing and predicting the growth potential and health of a Startup,including: Companyinformation LeadershipTeam BusinessModel Financial Strength/Funding/acquisitiondata Product Innovation - patent data and core features and functions analysis Customer value& sentiments Social Media and Brandingcoverage Business Traction andprogress Out of the total 57, 30 parameters are classified under 5broad categories used to calculate the GE PiiScore. Product &Innovation LeadershipTeam MarketTraction FinancialStrength Social media andBranding The Startup eco-system is built using an exhaustive primary and secondary research analysis model, led by dedicated team of tech analysts and subject matter experts (SMEs), who also use Machine Learning and Natural Language Processing (NLP) technologies for data mining andcuration. Primary Research – The Primary research data is sourced directly from GrowthEnabler Market Surveys, RFI’s with Startups, One-on-One Interviews, Calls and Product briefings, including Startup and Client Registration Information available on the GrowthEnabler Piiplatform. Secondary Research – A team of Machine Learning and NLP experts scan thousands of private and public data sources using data scraping and crawling methods to extract relevant secondary data, which is then validated and verified using GrowthEnabler automated data-cleansing methods,industry and technology segmentation taxonomies and mapping protocols and core intelligence from pre-populated Startup profiles andreviews. Analyst Validation – A team of Analysts and Subject Matter Experts validate both the primary and secondary data while using internal peer reviews to substantiate core assumptions and data points, and external discussions with senior decisionmakers to assess business relevancy, timing andneed. ©2018 / All rightsreserved 17

  20. FurtherResources: 01. AR & VR Market Pulse Report UK(2016) / Download itat: 02. [Title] /Sub-point 03. [Title] /Sub-point 04. [Title] /Sub-point 05. [Title] /Sub-point FurtherResources: 01. GrowthEnabler Tech PulseReport InsuranceTech2018 02. GrowthEnabler Tech PulseReport FinTech2018 03. ©2018 / All rightsreserved GrowthEnabler InFocusReport Insurance Contact us for access to thesereports: www.growthenabler.com

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