#evolverocks
Digital Decoupling and
Marketing Transformation
STEPHEN JENVEY – VICE PRESIDENT,
ARCHITECTURE AND STRATEGY
CAPITAL GROUP
August 31, 2016
#evolverocks
WHERE WE STARTED: DIGITAL CHAOS…
#evolverocks
JOURNEY OVER PAST 24 MONTHS
Digital platform now enabling multi-channel experiences
#evolverocks 4
JOURNEY OVER PAST 24 MONTHS
Expanding into the digital ecosystem
5Digital For internal use only.
DIGITAL DECOUPLING
#evolverocks 6
DIGITAL DECOUPLING
Core capabilities flow information into end customer experiences
Data Disclosure Content
Standardized Templates, Components and Views
Print Digital
Tailored Customer Experiences
#evolverocks 7
• Assets
• Content
• Templates and Components
• Analytics
• A/B Testing
• Leverage external expertise and cloud solutions to help scale knowledge and create
forward looking solutions
KEY STEPS TO DECOUPLING
Implemented and integrated standard platform of Digital Capabilities
#evolverocks 8
KEY STEPS TO DECOUPLING
Defined, structured and standardized our key content assets
Content Marketing Investment Data Disclosure
Core content
sets
(output
agnostic)
Article
Graphic
A/V
Quote
Talent
Event
#evolverocks 9
KEY STEPS TO DECOUPLING
Designed and developed standards and built a UX Toolkit
Standardized Digital
Style Guide
Responsive Template
System
Reusable Content
and Functionality
#evolverocks
R1
Moved site for
Investors
(no redesign)
R2
New Service Center
for Advisors
R3
New Corporate site
• Capgroup.com
• New branding
R4
New site for Intermediaries
• Advisers & research analysts
• Investment/fund data
• Disclosure management
R7
Remaining features,
such as increased
personalization
R5
New Investor
experience
2013…2014 2015
10
KEY STEPS TO DECOUPLING
Redesigned all major “owned” customer experiences
R6
New site for
• Institutional clients
• Consultants
R8
New site for
Private Markets/
Private Client
#evolverocks 11
KEY STEPS TO DECOUPLING
Enabled advertising and campaign building toolkit
• Flexible, customizable templates and components
• End-to-end tracking
#evolverocks 12
KEY STEPS TO DECOUPLING
Leverage Cloud Services and external expertise
#evolverocks 13
KEY STEPS TO DECOUPLING
Reorganized to create an Integrated Marketing function
Integrated
Marketing
Marketing
Marketing
Communications
Digital
Shared Digital Technology Platform
#evolverocks 14
• Operating in a multi-channel world
• Customer experience is the new “Campaign”
• Content marketing roles and responsibilities
• Best ways to leverage agencies at scale
• Tech and operations savvy
• “Integrated” information and personalization
• Creating flexibility and empowering creativity with governance
• Moving from a centralized to a distributed systems model
TRANSFORMATION
KEY CHALLENGES
#evolverocks
THANK YOU!

EVOLVE'16 | Keynote | Stephen Jenvey | Digital Decoupling and Marketing Transformation

  • 1.
    #evolverocks Digital Decoupling and MarketingTransformation STEPHEN JENVEY – VICE PRESIDENT, ARCHITECTURE AND STRATEGY CAPITAL GROUP August 31, 2016
  • 2.
  • 3.
    #evolverocks JOURNEY OVER PAST24 MONTHS Digital platform now enabling multi-channel experiences
  • 4.
    #evolverocks 4 JOURNEY OVERPAST 24 MONTHS Expanding into the digital ecosystem
  • 5.
    5Digital For internaluse only. DIGITAL DECOUPLING
  • 6.
    #evolverocks 6 DIGITAL DECOUPLING Corecapabilities flow information into end customer experiences Data Disclosure Content Standardized Templates, Components and Views Print Digital Tailored Customer Experiences
  • 7.
    #evolverocks 7 • Assets •Content • Templates and Components • Analytics • A/B Testing • Leverage external expertise and cloud solutions to help scale knowledge and create forward looking solutions KEY STEPS TO DECOUPLING Implemented and integrated standard platform of Digital Capabilities
  • 8.
    #evolverocks 8 KEY STEPSTO DECOUPLING Defined, structured and standardized our key content assets Content Marketing Investment Data Disclosure Core content sets (output agnostic) Article Graphic A/V Quote Talent Event
  • 9.
    #evolverocks 9 KEY STEPSTO DECOUPLING Designed and developed standards and built a UX Toolkit Standardized Digital Style Guide Responsive Template System Reusable Content and Functionality
  • 10.
    #evolverocks R1 Moved site for Investors (noredesign) R2 New Service Center for Advisors R3 New Corporate site • Capgroup.com • New branding R4 New site for Intermediaries • Advisers & research analysts • Investment/fund data • Disclosure management R7 Remaining features, such as increased personalization R5 New Investor experience 2013…2014 2015 10 KEY STEPS TO DECOUPLING Redesigned all major “owned” customer experiences R6 New site for • Institutional clients • Consultants R8 New site for Private Markets/ Private Client
  • 11.
    #evolverocks 11 KEY STEPSTO DECOUPLING Enabled advertising and campaign building toolkit • Flexible, customizable templates and components • End-to-end tracking
  • 12.
    #evolverocks 12 KEY STEPSTO DECOUPLING Leverage Cloud Services and external expertise
  • 13.
    #evolverocks 13 KEY STEPSTO DECOUPLING Reorganized to create an Integrated Marketing function Integrated Marketing Marketing Marketing Communications Digital Shared Digital Technology Platform
  • 14.
    #evolverocks 14 • Operatingin a multi-channel world • Customer experience is the new “Campaign” • Content marketing roles and responsibilities • Best ways to leverage agencies at scale • Tech and operations savvy • “Integrated” information and personalization • Creating flexibility and empowering creativity with governance • Moving from a centralized to a distributed systems model TRANSFORMATION KEY CHALLENGES
  • 15.