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

Presented by:

Audie Hofmann

EVP Sales & BD

Mobitor

There’s more wasted unproductive time in the field than in any other job function across the enterprise.

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.

THE MARKET

X-TIER MOBILE CLIENT

Integrated PIMWireless email, Contacts, Calendar

Cell PhoneIntegrated Phone Functionality

Bluetooth & Speakerphone

Process Management Engine Easy- to-Use Business Process

Automation, Forecasting, Call Reports

Customer DataAcct. Profiles, Production,

Loan Status, Quotes, Service Requests

ConnectivityCDMA, GSM, GPRS, WiFi, Wired

SynchronizationIntegrated Sync – No Middleware

Onboard DatabaseEncrypted Self-Contained Relational

MOBILITY OBJECTIVES

Fix Underutilize CRM & Increase usage from <15% to >80%

Collect accurate customer data for benefit of company

Mobilize Enterprise Data to Point of Customer Contact

Increase client facetime / Reduce office time

Eliminate Time-consuming & costly paper-based processes

Outcome: Recover Large CRM Investment

Outcome: Enhanced Compliance & Better Business Intelligence & Reports

Outcome: Sell Efficiently

Outcome: Save Time, Money and React Faster to Market Conditions

Outcome: Sell More

As your Mobile Business Partner Mobitor can help you:

AREAS OF APPLICATION

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

MBM .NET Services ServerAggregates, Organizes and Delivers Operational Data

MBM Admin

Enterprise

Lotus NotesExchange

ERPClient

Management

LOB

SFA/CAM

ABCAdaptiveBusiness

Connector

Process Automation Collateral Assembly

XForms

Utilities

Web Services

Delivery

Wireless

Data Warehouse

Wired

X-TIER ARCHITECTURE

As your Mobile Technology Partner Mobitor will:

Integrate, Manage and Administer the System

Take Ownership of End-User Support & Training

Maintain Devices With On-Air Installs and Upgrades

Replace Most Laptops with a Solid-State Converged Device

Outcome: No Added Burden on IT Resources

Outcome: No Added Burden on IT and Operations Resources

Outcome: No Added Burden On IT Resources

Outcome: Laptop Maintenance Eliminated: Renegade Devices Eliminated

IT MOBILITY OBJECTIVES

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