orm - digital within financial services

30
Leading financial services brands and their customers through digital change

Upload: orm

Post on 14-Jan-2017

33 views

Category:

Business


0 download

TRANSCRIPT

Page 1: ORM - Digital within Financial Services

Leading financial services brands and their customers through digital change

Page 2: ORM - Digital within Financial Services

Locations

ORM is…An award-winning digital agency composed of thinkers, creators and innovators. 

We lead brands through digital change to confidently face the future.

Using data and insight to inform our thinking, we architect strategies, platforms and applications across owned media.

We enable our clients to take advantage of tomorrow, while generating meaningful value for them today.

• Part of Howard Hunt Group

• Group revenue £75m+

• Group employees 450+

• Established and profitable

Our services Our group

Some facts Clients

• Strategy and insight

• Experience design

• Content strategy and delivery

• Technology and development

• Client Services

ORM

• Head Office: London Bridge, London

• Project Office: Kings Cross, London

• Development Team: Wroclaw, Poland

GROUP

• Head Office: Dartford, Kent

• US Office: Boston, USA

• Europe Office: Madrid, Spain

• Based in London with 70 staff

• Adobe and Sitecore partner

• RAR Mobile Agency of the Year 2014

• Top 25 UK Agency - Drum Financial Report 2015

• Best FTSE 100 Website award in 2014 for RBS.com

• ISO9001 and ISO27001 accredited

Some facts Clients Locations

Page 3: ORM - Digital within Financial Services

Strategy & Insight • Business planning and digital roadmap development

• Financial modelling and business case definition

• Stakeholder and audience needs analysis

• Competitor landscaping

• Digitally-driven product/service innovation

• Market trends, future gazing, sizing and modelling

• Data analysis, measurement and performance

• Conversion Rate Optimisation

• Workshop facilitation

• Strategic digital consultancy

Experience design • Audience research

• Information architecture

• User experience design

• Interaction design

• Visual design

• Service design

• Prototyping

• Usability testing

• Digital guidelines

Our Services…

Technology & Development • Technical architecture scoping and design

• CMS selection and implementation

• Web platforms and API integration

• Mobile application design and build

• Quality assurance and testing

• Cloud and dedicated hosting

• Ongoing website maintenance and support

Client services • Strategic account planning

• Account management

• Project management and resourcing

• Campaign coordination

• Brand and content QA

• Stakeholder management

Content • Concepting and creative

• Tone of voice definition

• Content calendars

• Content optimisation and SEO

• Personalisation strategy

• Editorial styling, guides and training

• CMS training

• Copywriting

Page 4: ORM - Digital within Financial Services

Powerful partnerships

Content Management

Analytics

Hosting

Service layers Video Mobile

Page 5: ORM - Digital within Financial Services

Financial Services Expertise

Page 6: ORM - Digital within Financial Services

Digital business transformation

Page 7: ORM - Digital within Financial Services

Aviva Investors• Site relaunch, digital strategy and development roadmap,

content strategy, training, two full-time project teams

• UX redesign of the AI website across 15 global territories to improve brand engagement and content journeys

• User-research conducted across 9 group workshops and 25 interviews, engaging 75 individuals from 3 audiences

• UX optimisation of the fund centre via prototyping, live click-stream analysis and interviews

• Introduced outcome-oriented product display and optimised fund data visualisation

• 24 month digital roadmap for serving individuals, intermediaries and institutions, tracked back to business growth objectives, supported by ongoing KPI analysis

Page 8: ORM - Digital within Financial Services

“I wanted to express my sincere thanks for all the brilliant work and commitment to date and for your

help in making our brand launch such a success this week. I'm delighted with progress

so far and that we have chosen such an excellent partner in ORM. Please pass on my

thanks to the wider team.”

- Isla MacKenzie, Global Head of Marketing, Aviva Investors

Page 9: ORM - Digital within Financial Services

“The new website is fabulous - what an improvement!”

- Euan Munro, CEO, Aviva Investors

Page 10: ORM - Digital within Financial Services

Lead digital agency

Page 11: ORM - Digital within Financial Services

Retained as the strategic digital agency responsible for UX design and technology and the current and future state of RBS.com

Projects include:

• 25 person audience research for group website

• Website re-design of rbs.com

• 40 person audience research for Corporate International Markets site

RBS: Homepage redesign

80%increase in

tablet traffic

58%improvement in bounce rate

263%increase in

mobile dwell time

171%increase in

mobile traffic

Page 12: ORM - Digital within Financial Services

RBS: Homepage UX optimisationAfter the site redesign, to further improve engagement and goal completion across key journeys from the homepage by optimising the UX and content in-line with data and behavioural analysis.

Results, 2014-15 homepage optimisation

+48%Goals

completed

+25%Goal

completion rate

+19%Pageviews

+18%Sessions

Page 13: ORM - Digital within Financial Services

“Few agencies place the user at the heart of everything they produce, as ORM do. Their mobile responsive redesign of RBS.com

saw a 171% increase in mobile visitors in its first month: one reason why we’ve retained them to

support us strategically.” - Gregory Thorpe, Head of Brand, RBS

Page 14: ORM - Digital within Financial Services

Digital strategy agency

Page 15: ORM - Digital within Financial Services

• Defining a new adviser experience

• Global homepage redesign

• Content overhaul

• UX, design and front-end development

• Stakeholder interviews

• Research and consultancy

Global strategy and design

Page 16: ORM - Digital within Financial Services

Wider digital expertise

Page 17: ORM - Digital within Financial Services

Digital business transformation

Page 18: ORM - Digital within Financial Services

First Great WesternDigital business transformation: from transactions to long term valuable customer relationships • 5 year digital strategy with a 141:1 ROI, £30million+ turnover

uplift

• Digital retail strategy, business strategy and consultancy

• Website and mobile design and build across all touch points

• Audience research, 70+ users, 30+ business stakeholders

• Customer Experience mapping

• BAU and ongoing website support, ATL campaign to digital campaign execution

• Technical consultancy and solution design

• Digital innovation: smartwatches, wearable tech and more

Page 19: ORM - Digital within Financial Services

Industry leading disruption information solutionPIDD is the first travel hub for passengers’ mobiles which combines industry feeds to give passengers unprecedented access to real-time train schedules and running data, live departure boards and re-routing information.

“All the hard work has paid off big time. These are extreme results. Far better

than what I was expecting. It is simply Amazing. Can't thank you guys enough

for making this such a success.”

— Jason Ali, Head of Digital, First

Great Western

Results

• 355% increase in users compared to the old ‘travel-advice’ section

• 242% increase in travel operational page views

• 64% are viewing travel-updates from mobile devices

• 58% are coming from external sites

• 50% of users open a ‘carousel’ to reveal more details on their journey

Page 20: ORM - Digital within Financial Services

ORM designed a new booking-flow which was tested via a prototype and against the live site. Completion rates of each stage of ticket-booking improved by an average of 20% against the live version.

Service design

Page 21: ORM - Digital within Financial Services

“I can honestly say that ORM are the best agency I’ve ever worked with. They take time to

understand my goals and requirements and go ahead and deliver on time, every time.”

- Jason Ali, Head of Digital, First Great Western

Page 22: ORM - Digital within Financial Services

Lead digital agency

Page 23: ORM - Digital within Financial Services

Design strategyMobile app, desktop website and mobile website user experience & design

Page 24: ORM - Digital within Financial Services

Retail StrategyA vision for our future

August 2014

Apple Watch App ORM designed and built National Rail Enquiries’ Apple Watch application, the first wearable in the rail industry.

Page 25: ORM - Digital within Financial Services

Apple Watch App

10:09

London Waterloo to Egham

London Bridge to Gatwick

Putney to Richmond

London Liverpool Stto Rhoose Cardiff Int…

Staines to Epsom

My Journeys

My Journeys

10:09

London Cannon St 0.3 miles

London Bridge 0.2 miles

London Fenchurch St0.3 miles

London Blackfriars 0.3 miles

London Waterloo0.3 miles

Nearest

Nearest stations

Home screen Interstitial App background

08:01 08:56Plat. 1

Dep: Arr:

08:21 09:26Plat. 1 16m late

Dep: Arr:

08:41 09:41Plat. 1

Dep: Arr:

From: Ldn WaterlooTo: Egham

Close

16:21 Ldn Waterloo

Last updated at 15:58

17:44 Plat. 6

10:09

London Bridge

18:20 Plat. 6East Croydon

19:20 Plat. 3Crawley

19:25 Plat. 3Gatwick

Journey details

08:01 08:56Plat. 1

Dep: Arr:

08:21 09:26Plat. 1 16m late

Dep: Arr:

08:41 09:41Plat. 1

Dep: Arr:

From: Ldn WaterlooTo: Egham

Close

16:21 Ldn Waterloo

Cancelled due to earlier signalling failures

Cancelled

10:09

London Bridge

CancelledE Croydon

CancelledCrawley

CancelledGatwick

Details (disruption)

Short Look

Train DelayedNATIONAL RAIL

ENQUIRIES

Long Look

10:09

NATIONALRAIL ENQUIRIES

Disruption has been reported on your route between London Paddingtonand Swindon

10:09

My Journeys

Nearest Stations

Main menu

10:09From: London WaterlooTo: Egham

Delays: View on iPhone

My Journeys

Bristol Temple MeadsDep: 08:37Plat. 4 16m delayed

Rhoose Cardiff Int…Dep: 08:37Plat. 6 Cancelled

WestburyDep: 08:31Plat. 2 On time

Bath SpaDep: 08:01Plat. 1 On time

Departures

10:09From: London Waterl…To: Egham

Delays: View on iPhone

Nearest

London Cannon StDep: 10:20Plat. 3 5m delayed

London Cannon StDep: 10:25Plat. 1 Cancelled

Brighton (E Sussex)Dep: 10:13Plat. 10 On time

London Charing CrossDep: 10:08Plat. 2 On time

Departures

Common screens

My Journeys

Notifications

Nearest Stations

08:01 08:56Plat. 1

Dep: Arr:

08:21 09:26Plat. 1 16m late

Dep: Arr:

08:41 09:41Plat. 1

Dep: Arr:

From: Ldn WaterlooTo: Egham

Close

16:21 London Waterl…to E Sussex

Last updated at 17:00

Plat. 10Departed on time

10:09

London Bridge

Plat. 6Departed on time

East Croydon

Plat. 3Departed on time

Crawley

Gatwick

Journey details

View on iPhone

Dismiss

Page 26: ORM - Digital within Financial Services

Lead mobile agency

Page 27: ORM - Digital within Financial Services

Spirit have over 800 pub and restaurants within their 7 pub brand. Having recently re-platformed with a new ePoS system and marketing automation software they needed to consider the impact of UX and what it means to their business.

The UX strategy was used to educate the board and key stakeholders about audience needs and market trends, while benchmarking their brands against competitors.

Group wide UX strategy with recommendations and roadmap of tactical deliveries for branded applications.

Spirit Pub Group

Page 28: ORM - Digital within Financial Services

• Fayre and Square saw an 36% increase in meals sold in the pubs which received the personalised offers against control test pubs

• Fayre and Square saw 31% increase in spend per transaction

• There are over 10,000,000 different variants in marketing campaign content due to personalised offers

• Guest Data, CRM, Loyalty and Digital Presence are now a key feature of the overall business objectives and board discussions

• Total ROI increase of Spirit’s investment to truly omni-channel, data-driven marketing strategy equalled 211% in the first year

• Spirit have identified the Fayre and Square guest ‘Lifetime Value’ scores improve 607% per individual when the guest is engaged via multiple channels and touch-points (i.e. the guest is an active mobile app user, who opens emails, books online and redeems offers)

The Results

Page 29: ORM - Digital within Financial Services

"We’re extremely proud of our Reward App, because it takes the technology one step further than traditional loyalty apps, by using the data

collected when guests are dining with us and applying it to provide personalised promotions.”

– Kenny Skelton, Digital, Insight and Brand Director for Spirit

Page 30: ORM - Digital within Financial Services

Thank youMichael Walker, Senior Business Development Manager, ORM

[email protected]

ormlondon.com@ormlondon