1. Initial Targets
1.1. Derivatives Middle and Back Office
1.1.1. Charles River
1.2. 40 Named accts for Stew and Glenn
1.3. Focus on Card issuers due to lack of mobile app
1.4. Custodians and brokers who serve RIAs
1.5. Investments
1.5.1. PPS - Existing client
1.5.1.1. Sreeja is the CSM
1.5.1.2. Investments
1.5.1.3. Insurance
1.5.1.3.1. P&C
1.5.1.3.2. Life
1.5.1.4. Service grad students
1.5.1.5. POC Was a VCA use Case
1.5.1.5.1. Enrollments
1.5.1.6. Recently working on smartmail use case
1.5.1.7. WhatsApp integration
1.5.1.8. Digital signature
1.5.1.8.1. Quckly Sign
1.5.1.8.2. Impressions
1.6. Customer Journeys
1.6.1. Journey Map
1.6.2. Collections
1.6.2.1. New Regs FDCPA update
2. Considerations
2.1. Mobile apps and Retail Banking
2.1.1. Adoption not 100%
2.1.2. Complement mobile experience
2.1.3. Embed IA in mobile
2.1.4. Rea
3. Pitch Deck
3.1. One sliders
3.1.1. Retail Banking
3.1.2. Investments
3.1.3. Business Banking
4. 2022 Shows
4.1. Finovate
4.2. Mone2020
4.3. Digital Banking
5. Payments
5.1. Messaging is the future
5.2. U.S. Super Apps
5.3. BNPL
6. Messaging Based Banking
6.1. Simplicity is key
6.2. Banks have gotten very channel focused but customer is mutlichannel
6.2.1. They don't care if its' a chatbot or not, just want the answer
6.3. Segmented CX experiences based vs product based
6.3.1. Example: WhatsApp banking for immigrants
6.4. SuperApps driving this in other geos
6.5. Messaging can fill in the gaps in the experience
6.6. Cognitive load and complexity of experience
6.7. Chatbots aren't successful in long interactions anyway
7. Retail Bank Messaging
8. Demos
8.1. Demo 1 - PFM
8.1.1. Hardship
8.1.1.1. Workout
8.1.1.1.1. Savings
8.2. Demo 2 - Trade Correction
8.2.1. Seems an easy one since we built it already, genericize it
9. Advisors
9.1. Beaumont Vance?
9.1.1. Strong in brokerage/cap mkts
9.2. Need retail banking
9.3. Michael Abbott Accenture
9.3.1. Message based banking!!, digital apps aren't differentiating enough
9.4. David Curtis
10. Partners/Integrations
10.1. CUSOs
10.1.1. PSCU
10.2. Digital PLatforms
10.2.1. FIServ
10.2.2. FIS
10.2.3. Q2
10.2.4. Encino
10.2.5. Blend