Financial Services

Finally, a Web Content Management System built for Financial Services

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Introduction
In the current climate, financial services and insurance organizations face the dual challenge of reducing the cost of doing business while engaging in meaningful and beneficial conversations with customers and prospects across numerous online channels.
Whether its trying to attract new customers or enhance customer service to existing clients, the quality of an organizations online presence is paramount to success. A website is the cornerstone of any integrated marketing strategy and its performance in terms of personalization, ease of use and need fulfillment ultimately influences each customers experience as well as the organizations success. Web Content Management Systems play a key role in building scalable and interactive websites and online platforms, which grow and adapt swiftly to the needs and preferences of an ever-changing and challenging marketplace. TERMINALFOUR Site Manager enables financial services and insurance organizations to create and implement web strategies that drive high customer acquisition, enable conversations with customers and create strong brand awareness around new and existing products and services, and ensure consistency with client interactions, data, and messaging. With more than forty medium to large scale financial services and insurance clients worldwide, we understand the distinct and compelling set of needs unique to this sector. In fact, TERMINALFOUR Site Manager is an enterprise web content management system custom built to address such needs. This incorporates easy and secure integration with existing infrastructures such as, for example, IBMs complete technical stack including WebSphere Application Server, WebSphere Portal and DB2. TERMINALFOUR Site Manager was also developed to address the security, scalability, user access and agility demands of this highly regulated industry, and also to address the complex challenges of clients within the financial services and insurance sector including regulatory, security and audit concerns. TERMINALFOUR Site Manager is a market-leading enterprise web content management system for financial services and insurance organizations across the US, Canada, South Africa, Australia, Asia, the UK and Ireland. It empowers these organizations to transform their websites into powerful and consistent communications, marketing, conversion and transaction channels. It allows marketing and product groups to own and manage their content, and the delivery of powerful social media, personalization, SEO, multi-lingual and content management functionality.

The Need
$$ To connect with individual customers across multiple channels to create more conversations, measurable results and make data and information available 24-hours a day $$ To easily run reports on campaign results, visitor engagement and channel performance $$ To manage all your content - website, intranet, extranet, mobile, apps, social networks through one system $$ To deliver content across geographic or language divides $$ To facilitate two-way conversations between your organization and your customers and take advantage of viral marketing opportunities through a range of Web 2.0 functionalities, such as social bookmarking, blogs, RSS, social media streaming and more $$ To provide accurate strategy, services and product data via your online channels $$ To support marketing campaigns and build visitor conversions through quick and easy creation of landing pages and new campaign content $$ To capture usable information on website activity, conversion rates, click-thru rates, and campaign efficacy $$ To protect data, ensure site security, and data integrity $$ To be able to quote for and sell all products via your online channels $$ To seamlessly and securely integrate with your key systems, such as CRM, ERP systems databases, financial systems, SEO and email marketing, A/B multivariate testing and other online other marketing tools $$ To automate a range of customer contact activities such as requests, feedback, complaints, quotations and appointments, through online forms $$ To create a client-centric and user-friendly experience for all web users that are in accordance with all applicable rules and regulations of the financial and insurance sectors $$ To future-proof the website to enable integration with new technologies as they emerge

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The Solution
TERMINALFOUR Site Manager has been helping financial services and insurance organizations to deliver integrated web marketing strategies, create conversations, and build customer communities for over a decade. It empowers organizations to position their online channels (websites, mobile, email marketing, landing pages etc.) as key engines for branding as well as customer, agent, and employee acquisition. Devolved content management is a reality with TERMINALFOUR Site Managers ease of use, workflow processes and central control of branding and design. Its agility and intuitiveness makes it quicker to change content, product, brand, business rules and processing which ultimately improves the speed and accuracy of information exchanged with customers. TERMINALFOURs Site Manager creates a more appealing, participative and secure environment for customers. TERMINALFOUR Site Manager enables financial services and insurance organizations to capitalize on all their existing resources and leverage them to generate new sales, increase operational efficiencies and create dynamic and cross channel marketing initiatives. Marketing and communications teams love it because of its usability, personalization functionality, analytics, and multivariante and A/B testing, integration with social networking sites, the ease of creating new sites and web extensions e.g. surveys, polls, message boards and event calendars. Web and IT teams love it because it integrates with external applications and existing architectures, utilizes current active directory credentials, and it employs encrypted authentication methods. TERMINALFOURs Web Content Management System transforms how financial services and insurance organizations engage with their customers online. It allows more meaningful and active conversations with all stakeholders, while also ensuring marketing flexibility and reach and greater IT systems utilization.

Key Benefits of TERMINALFOUR Site Manager

$$ Localized content creation and ease of use, with approval and workflow mechanisms, and consistency of branding and appearance $$ Interactive Social Media and Web 2.0 features including social media management, mobile publishing, bookmarking, RSS, blogs, podcasts, forums and more $$ Management of multiple sites and channels - including website, mobile, email marketing, intranet, extranet and social networks - through one system $$ Deliver your content to mobile users, through mobile sites, apps, and optimized mobile content $$ Powerful search engine optimization, personalization and targeting features to enhance website traffic, click-thru and conversion rates. Powerful eForms functionality, including integration of online forms with existing CRM and other systems $$ Integrate content from other key systems, such as CRM, databases, financial systems, MS Office Suite, etc., optimizing your content and creating efficiencies $$ Intelligent analytics functionality provides rich insight into your website traffic and marketing effectiveness $$ Potent security measures including SSL, Active Directory authentication, enterprise level anti-virus and anti-spam tools provide the assurances needed to financial services and insurance customers $$ Full Unicode compliance and multi-lingual support (including Asian and Right to Left Languages)

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Key features for Financial Services

Very easy to use via personalized browser interface Securely handles large volume of landing pages, sites and web pages Quick & easy creation of on-line forms Personalize content based on target audience A/B variance testing & SEO reporting Marketing PDFs and Fund Fact Sheets Publication Secure Mobile App & Live Site Publishing Podcasts, RSS Feeds, Twitter, Facebook and Social Media Integration Polls and Surveys Event Calendars of other engaging modules WAI-AAA / S-508 Accessibility Online Payment Integration E-mail Marketing capabilities Web 2.0 features - wikis, blogs, social bookmarking and user generated content Publish to multiple web servers regardless of location or architecture Incorporate content from other third party systems such as quotation engines, online banking and custom applications Deliver engaging content through multiple channels - web, mobile, intranet, broker extranets, portals, LCD branch Displays and to paper documents (Adobe InDesign) Online user community via TERMINALFOUR Extranet

Technical Features
Scalable Enterprise Architecture with Clustering 100% Open Platform with cross platform support
Operating Systems (Windows, Linux, Solaris) Databases (MS SQL, Oracle, DB2, Mysql, EnterpriseDB/Postgres)

100% functionality coverage via Cross Platform Web Integrates with complete Oracle, Microsoft or IBM Stack Services Interface & Java API Cross Browser Support including IE, Firefox, Chrome and Safari Windows, Apple, Linux and Solaris Client Users Securely extract, consolidate and share enterprise data from back office systems Create dynamic engaging personalized experiences for users Portal independent Friendly URL & Search Engine Support s Scripting language independent with preview support for JSP PHP ASP , , .NET, and Cold Fusion Publish to multiple web servers regardless of location or architecture Automated importation tools for external databases and WCM systems including Interwoven, Vignette, Reddot and Percussion Authentication independent including support for IIS, NTLM Apache, LDAP Shibboleth and Webauth , authentication and single sign-on support Mobile Sites and App Support

North American HQ

245 First Street, Suite 1800 Cambridge, MA 02142 Tel: 617.500.9171 info-boston@terminalfour.com

European HQ

Second Floor, 110 Amiens Street Dublin 1, Ireland Tel: + 353 1 850 9700 info@terminalfour.com

UK Office

Abbey House, 18-24 Stoke Road Slough, Berkshire SL2 5AG Tel: +44 1753 542 234 info-uk@terminalfour.com

www.terminalfour.com
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