Innovation Showcase: Top Financial Services Apps Built on App Cloud
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The document outlines an innovation showcase featuring top financial services apps and discusses potential risks and forward-looking statements regarding Salesforce.com, Inc.'s operational and financial performance. It highlights the challenges faced by The Warranty Group and Farmers Insurance Group in leveraging Salesforce for digital transformation and improving customer interaction. Tips for successful project execution and future architecture planning are also provided.
Innovation Showcase: Top Financial Services Apps Built on App Cloud
- 1. Innovation Showcase: Top Financial Services Apps Kayne Burk Salesforce Paul Risk The Warranty Group Vivek Pandey Farmers Insurance
- 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
- 3. Introducing: Salesforce App Cloud FORCE HEROKU ENTERPRISE THUNDER AppExchange Trailhead Shared Identity & Data Model Integration Shield Trusted and Connected Platform Run all your apps on a trusted platform Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps
- 4. Place mer or ogo in rea of tered ntally Paul Risk Chief of Global Applications and Architecture
- 5. The Warranty Group A leader in service contract underwriting and administration. Global strength $4.9 billion in assets 100+ million in-force agreements 10+ billion in claims paid 1700 employees Local market execution Extensive regulatory experience Customer care and claims admin. Underwriting & development
- 6. Challenge: Develop new Direct to Consumers Business Mobile First Multiple Languages Connect data to Salesforce
- 7. Why Salesforce Mobile Focus Cloud Hosted Constant Enhancements (3x per year) Multiple Language Support
- 8. How We Built It
- 9. Architecture CTI VIN Parts DMS ©2015 The Warranty Group, Inc. | thewarrantygroup.com = in progress = deployed = planned RatesMenus Billing Protection Place • Accounting Distributions • Current Earnings (from GEC) • Actuarial Extracts • GL Interface(Source Builder) • Financial Reporting • Analytical Cube AIM ETL Analytical Reporting Component Detail • Financial and Actuarial Earnings • Monthly Earnings • Formula or Factor based • Earning Data Mart Map to Ledger Accounts TWG-‐E Cloud RDG Captive Only Cede Rules Entry Mapping Entry Reinsurance ETL File Transfer P/S Global Earnings CPQ Rates & Forms E-Signature Client Master Product Master Quote to Sale = Salesforce = MS Azure P/S = Peoplesoft
- 10. What does it look like?
- 11. Home Page
- 12. Select a Product
- 13. Account Setup
- 14. Specify Product, Price, and Term for Quote
- 16. Legacy
- 17. Product Definition Setup in Salesforce
- 18. Customer Record in Salesforce
- 20. Results
- 21. Tips and Tricks Establish Buy-In and Utilize Org Change Teams Early Recruit a strong Project Manager Start with a big, proven integrator Wean off later
- 22. Place mer or ogo in rea of tered ntally Vivek Pandey Principal Enterprise Architect Farmers Insurance Group
- 23. About Farmers Insurance Group Formed in 1928 by John C. Tyler and Thomas E. Leavey There are three inter-insurance exchanges • Farmers Insurance Exchange • Fire Insurance Exchange • Truck Insurance Exchange Farmers New World Life Specialty Insurance - Acquired by the Farmers Exchanges in March 2000. Headquartered in Grand Rapids, Michigan High Risk – Acquired by the Farmers Exchanges in July 2007 Headquartered in Plantation, FL Direct Insurance – Acquired by the Farmers Exchanges in July 2009. Headquartered in Wilmington, DE Management Company - In 1998, Farmers Group, Inc. was acquired by Zurich Financial Services.
- 24. Our Challenge: Pivot from Call-to-Quote to Interactive Limited Digital Experience Siloed applications Legacy Systems Performance & Scalability Challenges
- 25. Reference Architecture for Digital Rich Internet Application UI/Responsive Marketing Cloud Service Cloud Native only, no hybrid Chat Leverage Existing New New oDataNew
- 26. Reimagining Farmers Digital Delivery Customer Interaction Platform A digital experience as good as our service
- 27. Results-NPS Up nearly 80 points!!! Future-Ready Architectural Foundation Fewer Applications Exceptional Digital Experience Incredible Performance and Scalability
- 28. Tips and Tricks Understand Customer Needs and Usage Form Formal Strategies and Patterns A/B Test, optimize and iterate with Agile Understand Cost Implications and Budget
- 30. Thank you