ADOBE EXPERIENCE MANAGER MOBILE for Financial Services

To meet the rising expectations of today’s digitally savvy consumers, banks, brokerage firms,

wealth managers, and insurance companies must deliver exceptional experiences across all

digital channels—from tablets and smartphones to the web and branch offices.

That means providing mobile apps for banking, financial planning, researching products—even trading

stocks. It also means equipping your employees with mobile lead capture tools, customer analytics,

training materials, and other apps that streamline collaboration, improve trust, and increase upselling

opportunities. Join other leading brands that are using Adobe Experience Manager Mobile to deliver

powerful mobile apps that educate, inform, and empower both your customers and employees.

Deliver beautiful financial services apps with real business impact.

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3Adobe Experience Manager - Mobile for Healthcare

TYPES OF APPS• Lead capture and investor education for advisors and wealth managers

• Training and customer interaction apps for retail banking

• Mobile banking apps for consumers

• Thought leadership for asset managers

• Financial advisor investor education tools

• On-site tools for insurance claims adjusters

• Claim documentation tools for insurance customers

• Management and enhancement of existing apps

• And more…

RESULTS• Accelerate time-to-market

• Decrease production costs

• Increase revenue

• Increase client engagement

• Improve sales conversions

• More engaged employees

• Better updating of employee & sales materials

Build and manage a variety of financial services apps designed to improve customer experience

and employee efficiency, build brand loyalty and deliver real ROI.

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Build apps that transform your business

Experience Manager Mobile can save millions of dollars on operating expenses and print costs.Source: Results are from existing Adobe customers who moved from native app development to Adobe Experience Manager Mobile.

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Example App — Lead Capture and Education

Home Screen

• Deliver rich content to educate clients and

train advisors

• Show presentation materials including video

Client Questionnaire and Profile

• Well-designed questionnaire lets financial advisors

and relationship managers input prospect data

directly into their CRM and generate a financial

outlook graph

• Provide up-to-date prospect information, including

financial planning

Campaign Tracker

• Integrate with Adobe Campaign to track

promotional campaigns such as product

offers, webinars and events

• Track effectiveness of communication and

client engagement

Allows financial advisors to deliver tailored app experiences that engage, inform, and educate their clients using a tablet or smartphone.

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Talk to your Adobe representative about finding the right solution partner to help you build a custom implementation like these examples using Experience Manager Mobile.

Customer Information

• Log in through a CRM

• Type directly or select a customer's name from a list

• View and choose from a list of available policies

Valuation Guidelines

• Ensures claims adjustor is following procedure

• Lists appropriate steps for completing a walkthrough of damaged property

Claim Form

• Enter basic customer data

• Document claim by adding photos taken using device

• Input damage details

Sign and Send Claim

• Sign form using Adobe Document Cloud eSign services to obtain customer’s

electronic signature/acceptance of intake form

• Send claim form to customer and insurance provider

Example App — Insurance Claims Capture Enables insurance claims adjusters to document and file claims quickly, correctly, and securely, from a tablet or smartphone.

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LEVERAGE CONTENT FOR MOBILEIncorporate new or reuse existing content from Experience Manager

(or any CMS) to deliver to a whole new mobile apps channel.

BUILD AND EXTEND APPSShorten time to market via powerful design tools, extend

functionality with Cordova device APIs and custom plug-ins.

MANAGE APPSEasily take control of all your apps, no matter when,

how, or where they were developed.

MEASURE & OPTIMIZEUse Adobe Marketing Cloud solutions to measure results, deliver

personalized experiences and drive engagement.

How Experience Manager Mobile Works

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LEVERAGE CONTENT FOR MOBILEIncorporate new or reuse existing content from Experience Manager (or any CMS) to deliver to a whole new mobile apps channel.

• Pull in content from any Digital Asset Management (DAM) or Content Management System (CMS), or easily create new engaging and interactive content

• Unlock content in Experience Manager for the mobile channel or use HTML, Adobe InDesign, PowerPoint, Drupal or WordPress

• Publish content across platforms

• Customize content presentation and organization within your app

• Leverage workflow APIs to integrate with any content system

How Experience Manager Mobile Works

Bring apps to market 50-70% faster with Experience Manager Mobile.Source: Results are from existing Adobe customers who moved from native app development to Adobe Experience Manager Mobile.

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BUILD AND EXTEND APPSShorten time to market via powerful design tools, extend functionality with Cordova device APIs and custom plug-ins.

• Build Apps for iOS, Android, Windows, and Web

• Create native apps without native development using an integrated app building tool

• Distribute apps externally via app marketplaces or internally via Mobile Device Management (MDM) systems

• Grant access to specific content and application screens based on user identity

• Integrate with enterprise authentication methods (LDAP, OAuth, SAML, SSO, MFA, Social Logins, etc.)

• Help users find content with in-app search

• Leverage platforms’ native social sharing capabilities

• Comply with WCAG 2.0 level AA accessibility standards

• Shorten time-to-market via powerful app design tools

• Create custom-branded app experiences using WYSIWYG tool

• Define application screen organization and navigational structure

• Extend the functionality of your apps using Cordova device APIs and custom plug-ins

• Integrate with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems for personalization and data capture

• Integrate with Product Information Management (PIM) and catalog databases for scalable product apps that provide up-to-the-minute pricing and rapid fulfillment

How Experience Manager Mobile Works

Dramatically increase revenue when you deliver apps built with Experience Manager Mobile.

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MANAGE APPSEasily take control of all your apps, no matter when, how, or where they were developed.

• Manage apps across the enterprise using a centralized dashboard

• Manage Experience Manager Mobile apps as well as existing native or hybrid apps

• Use over-the-air app updates to bypass app resubmission process

How Experience Manager Mobile Works

Reduce the lifetime cost of your app by 67% using Experience Manager Mobile.Source: IDC Survey, November 2015 confirms that 67% of the lifetime costs of an app are attributed to activities related to app management. This includes enhancements, content refreshes, updates to navigation and layout, and updates required for new mobile OS releases—all things that can quickly and easily be accomplished using Experience Manager Mobile.

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MEASURE & OPTIMIZEUse Adobe Marketing Cloud solutions to measure results, deliver personalized experiences and drive engagement.

• Eliminate the friction of locating and integrating third-party app services

• Drive engagement and targeting through messaging

• Send platform-level push notifications to segments of users

• Target in-app messages based on customizable criteria

• Personalize app experiences using Adobe Target integration

• Leverage the power of Adobe Analytics

• Track detailed user activity and gain insights

• Track and analyze effectiveness of mobile app marketing campaigns

How Experience Manager Mobile Works

Deliver targeted content and increase monthly active users by up to 20%.Source: Adobe ROI calculator validated by IDC, 2015

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Challenge Pacific Life’s large sales force—distributed across 85 national wholesalers—was drowning in complex product materials housed in paper binders. The company needed a modern, easy-to-navigate tool for sharing up-to-date investment information with its financial advisors and prospective customers—companies, pension plans and individual consumers—they’re trying to serve.

SolutionPacific Life developed a mobile app that allowed its scores of wholesalers to provide their sales reps with information on a wide range of investment products. Reps can quickly and easily navigate to the latest products and their performance data. Now, instead of spending most of their time searching through binders, they can spend it with prospects and deliver a leading edge digital experience in the process.

Results

• Delivered first app to market in

two weeks and five more apps in

rapid succession

• Brought hundreds of confusing and

antiquated marketing products into

the digital age

• Increased sales volume of hundreds

of independent sales reps who

interact with potential customers

Customer Story — Pacific Life

Read the full customer story here

Results

• Reduced time to market by 50%

• Increased publishing frequency

from 4x/year to 1x/month

• Huge cost savings and efficiencies

from cross-channel publishing to

web and appChallenge Lord Abbett needed to transition from printed content to a digital format in order to quickly and easily deliver up-to-date information to its advisors and their clients. They also wanted to maximize their existing investments in Experience Manager Sites and Assets, along with the custom workflows they had developed and the skilled team already working on website production.

SolutionBy integrating Adobe's mobile app solution with Experience Manager Sites and Assets, Lord Abbett created the Perspectives app that could be easily updated with the most up-to-date content from across their organization. Plus, by creating a modular app template, Lord Abbett empowered a vast number of business owners to add content while maintaining stringent brand requirements.

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Customer Story — Lord, Abbett & Co.

Read the full customer story here

132016 | Customer clues. Solve the mystery of your audience.

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