iress.com

Join the connected worldMark Loosmore Executive General Manager Wealth (UK)

WisdomInformationData Knowledge

Client data

Difficulty of getting data(electronic format)

Volume of data

Client data

Regulators

DFM

Distributors

Professional Bodies

Employers

Clients

IT SYSTEMS

Providers

Professional Adviser

Connected world

Provider integrations

Standalone Contract Enquiry

Bulk feeds

Transactionaldata

Accountopening

Top ups Full service2 way

integration

E- revenue links

Pipeline tracking

Quotes Comparative quotations

Mortgage sourcing

Product literature

Fund Factsheets / Kidd docs

Electronic Apps

Electronic Underwriting

Newsfeeds

Other provider integrations:

Referrers

a. Pass leads b. Involve in workflow

c. Share appropriate info

e. Reward and recognition

d. Generate MI

iress.com 8

Connecting with clients

USERS ARE: 9,100

20% MALE

80% FEMALE

70MILLIONUSERS

HAPPENEVERY

SECOND

289MILLIONACTIVE USERS

1.5BILLIONACTIVE USERS

USERS SHARE

1MEVERY 20MINUTES

LINKS

300MILLIONACTIVE USERS

300MILLIONACTIVE USERS

380MILLIONACTIVE USERS

PICTURES COMSUMERS

RELATE TO

ALLOWS FOR BRANDS TO

BUILD CIRCLESHANGOUTS &

PHOTOS

DISCOVERY MICRO BLOGGING SOCIAL SOCIAL SHARING SOCIAL NETWORK BUSINESSFOCUSED

PINTEREST TWITTER FACEBOOK INSTAGRAM GOOGLE+ LINKEDIN

75%USERS ARE 35

OR OLDER15 SECOND VIDEOS

BRANDS USE HASTAGS

CORPORATEBRANDS

CONNECTING

Social media

Websites Private Portals Self Serve Robo Advice(some assistance)

24/7 availability Reach Convenience Brand

exposureReduce cost of servicing

Digital presence

Personal Data Management

Data protection

Verify Pensions dashboard

• Data drives financial services

• Timely flow of data is essential

• Technology is now enabling a connected world

• Link to the wider world – they expect and want you to

To conclude

Thank you

iress.com

Email: mark.loosmore@iress.co.ukLinkedIn: https://uk.linkedin.com/pub/mark-loosmore/5/56a/461Twitter: @mloosmore

Mark Loosmore

www.iress.co.uk/xplan

@iressUK