68 Top Trends So Far in 2017

Over the past six months, my team and I have evaluated the top emerging technology trends that will fundamentally reshape how marketers will connect with consumers.

Here is a brief preview:

The full analysis includes 68 trends categorized by our trend framework of Empower, Enhance, Feel & Ambient Computing. This will replace our original framework of Connection, Cognition & Immersion.

Empower to create content, engage and connect through new interfaces and touchpoints.

Enhance your daily life activities and responsibilities through intelligent systems and proxy’s.

Feel emotional experiences like pleasure and excitement delivered through immersive computing.

Ambient computing is the alignment of all three behavioral drivers.

Download the 2017 Midyear Trend Deck Today!

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Symposium 2017

I had the privilege to speak and host Epsilon Symposium 2017. With hundreds of clients in attendance, I was tasked with discussing the role of artificial intelligence across Epsilon and Conversant as well as tease examples of emerging technology that my team and I are working on.

Here are the key highlights I discussed during Symposium 2017. Part of my role is evaluating and embracing the latest innovations and determining how they connect to our Epsilon and Conversant solutions.

Whether that’s through conversational and voice based experiences such as Alexa Voice Services, Google Assistant & Siri, or the amazing artificial intelligence work happening here at Epsilon and Conversant or immersive computing such as augmented & virtual reality, that’s bolstered by our data, insights and creative execution.

So the last ten years I have talked about how disruption is the new normal. How emerging technology can impact consumer behavior and what it means for marketers.

Today we are at an inflection point. Where we are seeing the shift from mobile first to AI first. It’s less about disruption and more about acceleration through intelligent systems.

That’s where Epsilon and Conversant’s heritage of aligning data and technology and driving innovation is the key to leveraging whatever the future may bring and where consumers will be.

Within the agency business, we are using Machine Learning to categorize the data of culture along with our data of identity to fuel our creative approach.

From a product perspective, We are also achieving harmony (Pun intended ;) through machine learning and AI through a centralized intelligence hub for decisioning across channels.

Finally, Conversant is at the forefront of integrating AI through machine learning and image recognition to create world-class speed and scale where every 5 minutes, consumer actions across 160M individual profiles lead to over a billion model updates.

The key moving forward is empowering consumers, enhancing solutions through artificial intelligence and creating immersive experiences

Regardless of how the future state shifts and evolves… be it through bots becoming agents on our behalf, the evolution of consumer based journey’s expanding to include system based journey’s or a hyper connected augmented reality future. All of those elements will be highly dependent on Data and decisioning as the foundational element.

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Apple WWDC 2017 Full Recap

When I think of Apple, 3 things come to mind: Industrial design of it’s hardware, interoperability across products, and of course millions of apps. After WWDC 2017, I need to add artificial intelligence (AI) enabled experiences, device level privacy and a new focus on augmented reality.

Here is the Full Recap:

AI was a the key theme of WWDC (mentioned 20 times in 2.5 hours). Apple highlighted how both machine learning and deep learning are now integrated across multiple products. From Apple Watch, Siri, facial recognition in photos and even hand written notes in iOS11. AI integrated experiences were one of the more important areas discussed during WWDC. 

WWDC also saw a new hardware launch in the form of the HomePod. HomePod is Apple’s entry into the Smart speaker market. While Siri is integrated into the device it’s to be determined the role it can play for brand marketers as the skills and actions we have begun to depend on in other product ecosystems was surprising absent.

Apple is also investing heavily into enabling augmented reality experiences through hardware and software. With the launch of ARKit, their strategy is to empower the millions of developers to take their AR building blocks and create immersive experiences that are closely mapped to the real world via world tracking for both 2D and 3D elements.

Apple is building a foundation for the future built on device level privacy, artificial intelligence, augmented reality and multimodal computing through evolving Siri beyond handsets into cars and the home with Homepod.

Here is a quick reaction video following the WWDC Keynote.

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5 Midyear Trends to Watch in 2017

2017 has seen a rapid acceleration of technology trends. Of the 50+ trends observed from CES, MWC, SXSW, F8, Google I/O and more, here are the top 5 midyear trends that I am closely monitoring heading into 2018.

1) MOBILE FIRST TO AI FIRST

For the past few years, Facebook, Google and other industry heavy weights have proclaimed to be mobile first organizations. Now at the midpoint of 2017 we are seeing shifts from mobile first to AI first. Google recently announced their intent to redefine their core products around AI research, tools and applied AI.

Through 2017 Machine Learning (ML) and Artificial intelligence (AI) are rapidly transforming business, products and services. A primary fuel for ML/AI is data. Understanding how to create actionable data centric AI experiences is critical to drive growth in 2017 and beyond.

2) MULTIMODAL INTERFACES

Conversational experiences have been a primary topic of discussion in 2017. From bots to voice based experiences, to computer vision and object recognition, expanding solutions beyond mobile and desktop has been a major trend through the first part of the year.

The shift towards AI first means text and visual tied to mobile and desktop are not enough to evolve the future of interaction.  As 2017 continues to unfold, we will see more voice + paired visual experiences come to market where voice is driving a visual companion experience to further enhance Alexa Skills and Google Actions.

3) CAMERA AS A PLATFORM

As marketers begin to shift their attention from Millennials to Gen-Z, strategies in the first half of 2017 are shifting towards leveraging the camera as a platform.

From Snapchat’s ever evolving lenses to Facebook’s newly announced Frames & AR studios, major industry players are taking a core native behavior that is all about empowerment for the consumer and building new solutions that will integrate real-time data, location and object recognition to create new forms of effect based marketing.

4) RISE OF THE PROXY WEB

The first part of 2017 has shown the first major steps towards the rise of the proxy web. The proxy web is predicated on systems taking over core day-to-day human functions and becoming agents on our behalf. One of the big steps towards this in 2017 was the recent launch by Google of Google Lens.

Google Lens combines the power of Google Assistant and provides the ability to overlay computer vision, which will serve as the basis for contextual augmented reality that links to various services, from purchasing, to content, to predictive reservations based on traffic and other environmental factors. Voice has led the way in 2017, 2018 will be the year of computer vision powered experiences.

5) DEMOCRATIZATION OF IMMERSIVE COMPUTING (VR/AR)

One of the drawbacks to mass adoption of virtual reality has been tied to how isolating an experience can be with limited abilities to share “what’s happening” Both Google and Facebook realize that adoption is closely to accessibility and the ability to share experiences. 2017 has seen a major shift towards the driving the democratization of virtual reality.

The key to driving adoption at scale is to empower consumers, developers and other 3rd parties to create experiences. From empowering the creation of user generated 360 degree content to co-viewing, casting, capturing and sharing VR content. It’s important for brand marketers to pay attention to how consumers interact with these experiences and the rate at which they are creating their own virtual content.

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Google I/O 2017 Full Recap

This week I had the opportunity to attend the Google I/O conference in Mountain View, California. It was an incredibly compelling event as Google shifted their focus as a company from mobile first to AI first. This means that all products will be redefined and enhanced through various forms of AI.

This includes the Google Assistant, which was the star of the show. The deck goes into detail, but it’s incredibly important that we begin thinking about the role that the Google Assistant plays across home, smartphone, wearables, auto and soon AR. With the launch on the iPhone announced at the conference it gives Assistant 200 million voice enabled devices out of the gate.

What is also key to consider is the Google Assistant equivalent of an Alexa Skill, called an Action by Google. Actions can support transactions outside of Amazon as well as not requiring installation. Also, there is a very small number of actions that exist today, but a huge and rapidly growing ecosystem of devices that are Google Assistant enabled.

Here is the full trend recap and analysis:

Section one covers trends tied to connection & cognition:

  • Vision of Ubiquitous Computing
  • Multi-Modal Computing
  • Google Assistant (Actions, Auto, Computer Vision, Wear)
  • Android O
  • Progressive Web Apps
  • Structured Data & Search

Section two covers all facets of immersive computing:

  • Immersive Computing
  • Daydream (Virtual Reality)
  • Social VR
  • WebVR
  • Visual Positioning Services
  • Tango (Augmented Reality) 
  • WebAR

In addition to the attached recap, there is also a 4 minute “light recap” video:

For third party commentary, discussed the role of Google Lens & Computer Vision with AdExchanger here

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10 Years of BlackFin Blogging

April 22nd, 2007 marks the date of the first blog post under what was then TheBlackFin.com. Now 10 years and 456 posts later the blog has morphed into what it is today.

Here is a shot from the old TheBlackFin blog. 

Starting and maintaining a blog has proven to be one of the most important decisions and invaluable assets in my career development and progression over the past decade.

By the simple act of formulating perspectives on various industry topics, it served as a foundational knowledge base to capture trends and evaluate shifts tied to consumer behavior.

Over time it served as a timeline to measure and gauge key technology inflection points and the impact of disruptive and emerging technologies.

Knowing that I had to create content changed my curation behaviors tied to industry news and new technology. My focus shifted from simply consuming content to analyzing topics and looking for connections as the foundation for digital strategy.

I joined Twitter the same month I started my blog in 2007.

Now, the role of my blog has shifted to sharing thought leadership with agency clients, a reflection of industry media commentary, and speaking engagements. But regardless of how much the focus evolves over the next ten years at it’s core the blog will still be about aligning experience + perspective + prediction.

My strategic approach developed through blogging was a key component to recently being named by Advertising Age as a Marketing Technology Trailblazer. 

Beyond blogging, here is additional advice for those just starting their career.

Have a POV – Regardless of platform have a spot to capture your thoughts and focus on 2-3 territories in your industry of interest and begin commenting and creating your voice and perspective.

Build a Network – Your most valuable professional asset is your network. Be diligent in meeting movers and shakers in your industry and seek out those who are crafting a narrative in their industry and emulate their approach until you refine your own.

Mentor & Sponsor – Having an internal advocate is incredibly important when it comes to career advancement. It’s not enough to keep your head down and work hard. You need to work hard and have an internal sponsor who will champion your advancement.

You will also need a mentor, preferably someone who is not in your current organization but knows your industry to provide a bigger picture perspective and guide you through the challenges that will inevitably be a part of career advancement. I have been incredibly lucky and thankful to those who have sponsored and mentored me over the years.

Thank you to the thousands of visitors over the past 10 years. I write to openly share thoughts about the industry and to unravel the connection between emerging technology and it’s impact on human behavior.

Here’s to the next 10 years!

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In The News: Advertising Age Virtual Reality

I recently provided commentary to Advertising Age discussing the potential impact of Facebook shutting down it’s VR studio.

Here is my full commentary:

Facebook shut down its VR studio. What kind of message do you think this sends to marketers, brands?

I take it as a good sign that Facebook is divesting in original content and focusing on external creators. Facebook is betting on the democratization of VR vs. being the originators of content. This holds true to all of their platforms as they are the enablers of the experiences versus the creators of experiences.

Can you explain to our audience why VR isn’t seeing the explosive growth many were predicting two or three years ago?

The barrier to consumption of content through various headsets, and the lack of 360 degree cameras that are readily available to create immersive content, may be why we are not seeing explosive growth. The key for any new technology, especially one like VR is to empower the masses to create their own experiences. This is why we see Facebook shifting towards the camera as the first augmented reality platform, as it’s built on behaviors consumers already engage with.

What do you think we’ll see next from VR?

Democratization of VR is the key to truly unlocking the potential of VR. Once 360 degree cameras are integrated into phones or more readily available we will see acceleration around the creation of VR content. This combined with the rise of more experiences that drive connection, such as Facebook’s VR based Spaces.

Is there an area you feel VR will see growth – near future?

I see more opportunity to redefine how we engage with on demand entertainment and sporting events. Having the ability to control and enhance live sports through contextual hotspots, allowing the consumer to control camera angles, as well as enhanced data to support the experience, such as stats and co-viewing with friends, could be a key growth area for VR.

Anything else that you would like to share?

AR will play key roles in the near future. AR will impact our everyday lives and enhance our environments while VR will shift to more immersive, entertainment and connection with friends and family.

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Facebook F8 Full Recap & Analysis

I look forward to Facebook’s F8 developer conference each year. It’s a great opportunity to see how Facebook is prioritizing and adjusting their 10 year road map based on shifting consumer behavior and new advancements in technology. 

What was fascinating about this years conference is the rate they are accelerating the convergence of technologies that connect us, immerse us into new virtual worlds and advancing innovation well beyond what we would expect from a company that identifies itself as social first.

Facebook wants to redefine how we think about reality and the not too distant future when all reality is augmented and virtual. The following provides analysis across the consumer centric filters of connection, cognition and immersion.

  • Connection – Trends that reimagine how we connect, enable and empower consumers
  • Cognition – Trends where machine based intelligence will disrupt and redefine data assets and how we work
  • Immersion – Trends that align technology and presence to evoke emotion, entertain and power commerce

Here are few examples of the 15 territories analyzed starting with:

The Camera as the First Augmented Reality Platform  – Facebook understands that in order to truly create scale the key is to empower consumers, developers and other 3rd parties to create experiences on their behalf.  Consumer empowerment is powerful and will accelerate adoption and ultimately influence consumer behavior towards a new normal.



The democratization of augmented reality (AR) powered by advancing artificial intelligence (AI), has the potential to redefine advertisers approaches to content marketing, making it less about content and more about enabling experiences through compelling and contextually relevant effects.

Frames & AR Studio – Two sets of tools comprise the new Camera Effects Platform. The Frames Studio allows for quick deployment and creation of effects that can enhance an image, video or even Facebook live stream. This platform allows artists, creators and brands to create frames that can be targeted using Facebook targeting abilities for distribution.

The AR Studio is where it’s possible to create light weight AR effects that can developed and enhanced with elements such as real-time data to build highly contextual AR experiences. This is where brand marketers have an opportunity to align data + experiences.

Gaming & eSports

Convergence of gaming & video has been a massive trend over the past 24 months. 2B people play games each month. The rise and consumption of game streams now consists of 665M people watching people play games.

On Facebook people watch, play & create. Facebook’s gaming video product supports eSports (14-31% of live gaming consumption), developers, gaming entertainers and social connection for consumers of game stream content. 

Gaming content is digitally native baked in real time interactivity. With gaming video the audience is more than a spectator. They participate in the experience via comments and getting involved in the gameplay.

Messenger 2.0 – 2016 was considered the year of the bot. Primarily fueled by Facebook’s Messenger beta which accelerated the development of a bot ecosystem to further enhance the Messenger experience.

In 2017, Facebook is positioning Messenger as Messenger 2.0 with a sharp focus on integration of other services via chat extensions giving 3rd party bots the ability to seamlessly connect other services such as Spotify or Apple Music.

Facebook is also keen on driving discovery among the 100,000 bots now on the platform via the new discover tab.

Data Design & Artificial Intelligence 

Facebook is focused on leveraging multiple facets of Artificial Intelligence to power their products and accelerate 3rd party ecosystems.

Computer vision, natural language processing, and algorithms drive content discovery and their newly launched AR experiences. AI is now a foundational element to Facebook’s go-to-market strategy.

Facebook’s ultimate goal is to develop intelligent systems that go beyond computer vision and truly understand the world. This will then converge with their vision of an AR driven future to create a unified experience.

The Rise of Proxy’s – In the very near future we as consumers will have intelligent systems serving the role of a proxy. Facebook is betting on M to first serve as a virtual assistant that will eventually become a predictive service that is the foundation for their virtual computing future.

M will integrate into multiple facets of a users life from sharing location to recommendations. In the near future M can become the connection between a recommendation and AR object recognition action.

Virtual Reality & Facebook Spaces – Facebook officially launched Spaces for Oculus. This was first teased at F8 last year and the experience has definitely advanced from the grainy avatars from a year ago.

Facebook took research and learnings from Oculus Rooms via the Samsung Gear and refined an experience that lets your virtual avatar interact with Facebook content and friends in a virtual environment.

From virtual selfies to watching 360 video. It’s very clear to see that Facebook is focused on creating a new for of social interaction via a virtual environment.

The Future – Facebook took the first major step in achieving their 10 year goal of fully immersive augmented reality by launching the camera as their first augmented reality platform.

On day 2 of the conference, they outlined in detail how they view  transparent glasses (deemed more socially appropriate) or some equivalent that is paired with a general artificial intelligence system to enhance our daily lives.

This includes improving memory, cognition, recognition and redefining how we interact with the physical world and collaborate with one another.

Here is the full recap consisting of all 15 territories analyzed plus implications for brand marketers to consider based on the trend identified. 

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Advertising Age Marketing Technology Trailblazer

Today Advertising Age announced their 2017 list of top 25 Marketing Technology Trailblazers and I am honored to be included.


Photo by Bradley Taylor, Caprock Studio 

A big thank you to the Epsilon corporate communications team, DGC and Advertising Age judges. I am truly humbled by the inclusion with such a great list of industry innovators.

I am incredibly grateful to my data design strategy and innovation teams. From research, planning, data design, digital strategy, digital experience delivery, social and innovation a huge thank you for all that you do.

Tom Edwards AdAge

Finally, a very special thank you to my amazing wife Cherlyn for supporting all the crazy hours and travel for the past 17 years.

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CX Future = Voice + Visual

I have written articles and commented quite a bit about Amazon Alexa and voice based conversational experiences in the media over the past 12 months.

To date there are over 10 million Alexa powered devices in consumer homes and that number is about to increase significantly with Alexa Voice Services integrating in everything from cars such as Ford Sync 3 system to mobile handsets.

Here is an example of Alexa integrated into the Ford Sync 3 system rolling out in various Ford models this fall. 

Regarding Alexa skills, skills are to Alexa like apps are to mobile, when I first met with the Amazon Alexa partner team a year ago there were barely 1,000 skills published. As of today there are over 10,000 with that number continuing to increase.

In addition to skills the shift towards voice based experiences has already begun. In 2014, voice search traffic was negligible. Today it exceeds 10% of all search traffic and virtual assistants exceed 50B voice searches per month.

That number is going to continue to accelerate as it’s projected by 2020 to be over 200 billion searches per month will be done with voice. Quickly voice will be a key horizontal channel and central to a converged user experience.

Screenshot 2017-03-15 21.41.59

What most don’t realize though is that while most experiences today are zero UI/voice only experiences, the next evolution of voice based systems will be voice + paired visual experiences.

This will ultimately be driven by new hardware that integrates screens, but initially will be driven by responsive web experiences that are powered by Alexa and hands free.

Soon virtual assistants such as the Sony XPERIA Agent shown here at MWC 2017 will have integrated screens to enhance voice + visual.

Voice based skills will be able to showcase information visually by aligning the voice intents with visual queues to create a voice controlled experience that is seamless and enhances the experience.

From highlighting dynamic content to video content, an Alexa skill can easily answer a query and showcase solutions that highlight complex solutions or highly visual elements such as what a recipe should actually look like vs. having to visualize it in ones mind.

Visual queues on the page can also enhance what a user can do with Alexa such as highlighting other related intents such as repeat, help, next steps etc… via a responsive web experience.

This is one of the challenges with pure voice experiences as the user doesn’t always know what their options are to to further engage different aspects of a given skill.

Voice + Visual can also enhance long term engagement which is currently the biggest barrier of Alexa experiences. By considering visual + voice content it is feasible to extend into more entertainment mediums that can be controlled and enhanced via voice.

Voice + Visual also has an impact on the type of data that can be gleaned from progressive profiling and opens up new ways to deploy existing content assets into a system based/virtual assistant driven journey.

I have literally seen the future through a first of it’s kind example of voice (Alexa) + visual (Responsive web) and it is mind blowing. I can’t show it publicly yet but it will reframe your approach to voice based strategy.

Will update this post once the 1st voice + paired visual experience skill is published shortly with visuals.

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In The News: eMarketer Wearables Forecast

I was recently interviewed by eMarketer about wearables in 2017 and how they are trending for marketers as they evaluated the future forecast of wearables.

The full report is available to eMarketer PRO subscribers.

My summarized commentary is that most of the client demand I have experienced over the past few years has been web and mobile centric.

Over the years I have focused on the intersection of wearables, and the data that’s created and how that can refine a more personalized experience. But the reality is that most wearables are simple extensions of a mobile device and that limits their value to marketers.

Most of the wearable based programs I have been a part of were focused more on the data created as well as actionable notifications but interest has shifted significantly towards conversational experiences such as chatbots and voice based systems.

The full report is available to eMarketer PRO subscribers.

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SXSW Interactive 2017 Trend Recap

This past week, over 30,000 digitally centric professionals, including myself and Ian Beacraft, descended on Austin, Texas for SXSW Interactive 2017. Our focus was to meet with key strategic partners, gauge emerging trends, monitor product launches and most importantly create content and POVs.

Content included a comprehensive text based trend recap download, live streaming from the trade show floor as well as a full video recap.

Over the years SXSW was an ideal event to gauge and project consumer centric tech trends. From Twitter empowering consumers in 2007, Foursquare focusing on location in 2009, social proximity with Highlight in 2012 and live streaming via Meerkat in 2015.

2017 focused on the rise of intelligent systems from a content perspective and immersive experiences bridged physical to digital.

Marketing is quickly shifting from disruptive tech to acceleration through intelligent systems. It’s less about the latest app fad, and more about how quickly the combination of data, intelligent systems and smart environments are going to impact consumer behavior in the future.

The technology featured at SXSWi 2017 aligns with my view of the coming intelligence revolution. This revolution will be built on new data types that will simplify complex tasks, predict need states and usher in new forms of computing that will radically alter how we connect with both consumers and intelligent proxies.

The attached event recap highlights trends across our framework of Connection, Cognition, Immersion & Convergence which is building towards enabling the acceleration of the Intelligence Revolution.

Connection – Trends that reimagine how we connect, enable and empower consumers.

  •  How conversational experiences are evolving and the impact that voice based experiences will have on the web
  • How social proximity and personalization have been refined
  • How interactive video is evolving

Cognition – Trends where machine-based intelligence will disrupt and redefine data assets and how we work.

  • Understand the evolution of storytelling through AI and the importance of data design
  • How emotive robotics will serve as a bridge between general assistants of today to the intelligent and more human systems of tomorrow
  • Learn more about the friction between artificial intelligence and intelligence augmentation of humans
  • Learn about the pending intelligence revolution and the role that the Proxy Web will play

Immersion – Trends that align technology and presence to evoke emotion, entertain and power commerce

  • Understand the evolution of immersive and full sensory experiences. From new forms of user interfaces such as light to mixed reality and everything in-between

Here is the download for the SXSW 2017 Trend Recap and Full Recap Video.

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Follow Ian Beacraft @Ianbcraft

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In The News: Campaign Live SXSW 2017

I was recently asked by Campaign Live about my thoughts, reactions and takeaways from SXSW Interactive 2017.

My commentary focused on the shift towards programming vs. experiences at this years event.

Additional Context to the Article Commentary:

2017 may be the year that programming both from an official and 3rd party standpoint was the focal point vs experiences. In previous years you would see major brand installations from the sponsors featuring a mix of products and technology. A lot of traditional SXSW powerhouses such as AT&T, Samsung and Chevy were noticeably absent. 

This year more experiences also featured content tracks. The feel was less amusement park and more like attending TED talks with live demonstrations thrown in. It was an odd feeling as the best word to describe SXSW Interactive this year was subdued. 

SXSW used to be the ideal event to gauge and project consumer behavior-centric tech trends. We saw consumer empowerment and amplification with the launch of Twitter in 2007. We saw the rise of location based engagement with Foursquare in 2009. We saw the rise of live streaming service Meerkat in 2015, and a slew of other disruptive tech over the years. But marketing is quickly shifting from disruptive tech to acceleration through intelligent systems. 

Now It’s less about the latest app fad, and more about how quickly the combination of data, intelligent systems and smart environments are going to fundamentally shift how we interact. This is where SXSW is at a cross-roads moving forward.

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LIVE: SXSW Interactive 2017 Recap

Here is a video recap shot live from the floor of SXSW Interactive 2017 on day 1 on the opening of the tradeshow floor.

The video outlines emerging technology and trends tied to Connection, Cognition and Immersion and touches on key territories such as:

  • Conversational Experiences
  • Emotional Intelligence
  • Artificial intelligence vs. Intelligence Augmentation
  • Mixed Reality
  • The rise of the Proxy Web

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In The News: SXSW Hope vs Reality

I was recently asked by the Drum to write an op-ed about my hope vs reality heading into SXSW Interactive 2017.

As a digitally progressive marketer, focusing both on current solutions, while keeping a close watch on the future, I am at a crossroads when it comes to identifying the value I receive from SXSW.

Each year, I have high hopes for the event. I look forward to real discussions about key topics driving digital. I want to be inspired by compelling brand experiences that showcase the latest technology, which may be a precursor to new ways to connect, empower, entertain, or all of the above.

My hopes remain high, but I am afraid of the reality, given my experience as a SXSW attendee the past few years. Instead of deep meaningful discussions, the content, especially outside of keynotes, is either too simplified or so generic it lacks any lasting impact. The other issue is that panels are selected for their title, versus their substance, and more often than not, the content is more opinion-based, rather than truth or research based.

The reality has been painful at times. I used to think about SXSW as the ideal event to gauge and project consumer behavior-centric tech trends. We saw consumer empowerment and amplification with the launch of Twitter in 2007.

We saw the rise of location based engagement with Foursquare in 2009. We saw the rise of live streaming service Meerkat in 2015, and a slew of other disruptive tech over the years.

But marketing is quickly shifting from disruptive tech to acceleration through intelligent systems. It’s less about the latest app fad, and more about how quickly the combination of data, intelligent systems and smart environments are going to fundamentally shift how we interact.

You can read the rest of the article on the Drum here.

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MWC 2017 – Data Design Speaking Recap

What a great show! Mobile World Congress is when the tech world converges on Barcelona, Spain to discuss the ever expanding domain of mobile. I was excited to attend this years event for three reasons: speaking engagement, conducting tours for media and live streaming on behalf of Epsilon. This post will focus on a comprehensive recap of my panel discussion and pre-session approach.

SPEAKING – I had the opportunity to speak at the Modern Marketing Summit event at Mobile World Congress with the CMO of Aston Martin. The main topic was discussing where he could place bets on emerging tech in the near future. I wanted to put more rigor around the discussion and spent time ahead of the session diving into our proprietary data assets to uncover hidden truths about Aston Martin drivers as the basis for recommendations on where to invest for the future.

IMG_20170227_181430.jpg

One of the teams I lead is called Data Design. We take unstructured data from a given category such as automotive and apply machine learning to process conversation among owners and map key perceptions, occasions and attributes as well as personality. Machine learning directs our quantitative research and then we overlay some of the worlds largest proprietary data assets to map category perceptions and behavior among Aston Martin drivers.

img_20170227_181316

This approach proved impactful as the foundation based on data design allowed for differentiation of opinion through insights that allowed a more seamless transition to discuss the intersection of emerging technology and new behavioral signals that will continue to empower consumers.

I begin mapping future state strategy through the lens of Connection, Cognition & Immersion. 

img_20170227_181326

CONNECTION – Trends and technology that connect us, this can include voice based and conversational experiences such as chatbots. Here are previous posts on Connection.

COGNITION – All facets of artificial intelligence such as Machine Learning, Deep Learning, Neural Networks. Here is a previous post on AI.

IMMERSION – Full sensing and immersive experiences, Virtual, Augmented, Mixed, Merged reality, all of these will have an impact in the near future, and possibly shift entertainment from the back seat to the front. Here are previous Immersion posts

Once I outlined each of the components of the Connection, Cognition & Immersion framework I then recommended that he first begin by laying a foundational data designed strategy to prepare for the pending intelligence revolution.

The Intelligence Revolution will incorporate both reactive and predictive elements in anticipation of the rise of the Proxy Web & System based journeys. All of this is built on a foundation of data + decisioning and will transcend individual technologies.

Here is additional context about the four components of the intelligence revolution:

REACTIVE DATA SETS – Today most consumer centric marketing is based on reactive data. For this panel I began with machine learning based AI to map the psychographics of the Aston Martin user.

PREDICTIVE – Next you will see the rise of predictive algorithms and API’s. This is where you see the combination of reactive datasets and regression analysis and modeling to build towards predictive experiences.

PROXY WEB – This is essential for the most important point to consider which will be the time very soon when the consumer may not be at the center of marketing. The Proxy web is where bots or other intelligent systems will drive predictive discovery driven by vertical and horizontal algorithms. Where the bots become the new DSP’s and IOT based sensors and intelligent environments become the new DMP’s.

SYSTEM BASED JOURNEYS – That will lead to a new type of consumer journey, except this time it is the addition of system based journeys that provide both predictive elements, but also overlay situational awareness across an intelligent environment.

More detail to come on the topic of the Intelligence revolution in a future post.

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LIVE: MWC 2017 Trend Recap

Here is a video recap shot live from the floor of Mobile World Congress 2017 in Barcelona.

The video outlines emerging technology and trends tied to Connection, Cognition and Immersion and touches on key territories such as:

  • Evolution of Conversational Experiences
  • Artificial intelligence and Advancements in Smart Assistants
  • New Types of Interfaces Beyond Mobile
  • The rise of 5G
  • Convergence of Artificial Intelligence and Virtual Reality

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In The News: Ad Age Data Design & Alexa

I was recently interviewed by Ad Age discussing the efforts of my data design team and our work with Amazon and the Alexa Skills Kit.

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When I first joined the Epsilon agency team I wanted to bridge traditional brand planning, strategy and data science to uniquely assess all of our data sources and build recommendations that leverage the right data to assist planning, strategy development and data-driven insights to support strategy and creative.

Now the agency data design group is comprised of 3 core components: 1) Mapping the data landscape 2) Storytelling through data 3) Consulting & training. My goal with this team is align intelligence from the data, regardless of source, that will inform how we communicate and message with consumers as technology and behaviors evolve and most importantly drive performance.

There are three primary areas of focus for the team:

1) Proprietary data sources & methodologies e.g. Leveraging Epsilon’s structured data

2) Unstructured data sources & methodologies e.g. Finding previously invisible insights by applying machine learning & artificial intelligence to unstructured category data

3) New data sources & methodologies e.g. Uncover new types of data sets that we call affective datasets and how it will impact and reshape how we connect across the consumer journey

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Unstructured and New Data sources combined with Epsilon’s proprietary data began to accelerate our processing and analysis capabilities to uncover consumer truths with unstructured data to further fuel our agency’s strategic storytelling and data driven creative leading to an evolution of brand planning.

For the past 12 months my data design team has focused on aligning emerging artificial intelligence systems and algorithms with our structured data assets to combine all of the following elements.

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Data Design is the bridge between planning and bleeding edge tools like cognitive computing, artificial intelligence and natural language processing. Ad Age highlighted our approach with Amazon and how we leverage machine learning on amazon.com down to the product SKU level to further inform communication and engagement strategy as well as our team being one of the early adopters of the Alexa Skills Kit (ASK).

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Here is an example of data design concepts in action.

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7 Ways AI will Enhance Marketing

For the past 12 months, my Epsilon team and I have focused on multiple facets of artificial intelligence (AI) with data as the primary fuel that powers key insights. We have leveraged machine learning, natural language processing, predictive APIs, and neural networks to uncover consumer truths that previously would have taken weeks or months to uncover.Having the opportunity to work with comprehensive, boundless proprietary data assets is incredibly exciting. In addition to fueling strategy work, it also drives emotional connections with consumers, bonding them to brands in meaningful ways. It is the future of marketing.Now past the experimentation phase, I can say confidently that AI will be a key driver of technology growth over the next decade and will significantly impact consumer marketing. Initial predictions show the market for AI-driven products and services will jump from $36 billion in 2020 to $127 billion by 2025*. (*Source: BofA Merrill Lynch Global Research Estimates — 2017 the year ahead: artificial Intelligence; The rise of the machines.)Most AI we work with today is categorized as Artificial Narrow Intelligence (ANI). This means that the AI is extremely adept at executing specific tasks.

Right now, there are seven subsets of artificial intelligence, outlined below. Brand marketers can better uncover insights, connect with consumers, and redefine customer experiences using this innovative technology.

Machine learning (ML)

ML uses human coded computer algorithms based on mathematical models. Probability models then make assumptions and/or predictions about similar data sets.

Currently, machine learning can be leveraged as a service to accelerate sentiment analysis and domain-specific insights. It also serves as a foundational element for identifying consumer behavior based on occasions, perceptions, and attributes to construct themes and trends from unstructured data which represents the thoughts, behaviors, and preferences of consumers taken directly from their online activities.

In 2017 and beyond, I expect more third-party providers will offer ML as a cloud service brands and agencies can leverage to transform products and services into smart objects, able to predict needs and preferences.

Machine learning solutions have allowed my team to align our proprietary structured data assets with unstructured data to combine the best of both worlds. This began to accelerate our processing and analysis capabilities to uncover consumer truths within unstructured data to further fuel our agency’s strategic storytelling.

Cognitive computing

Cognitive computing builds on machine learning using large data sets.

The goal is to create automated IT systems that can solve problems without human intervention. Marketing centric cognitive computing solutions can consist of a single, all-encompassing solution, or be comprised of multiple services that build and scale applications over time.

From a marketing application perspective, cognitive computing-based solutions range from customer experience enhancing chatbots to closed loop systems for tracking media performance.

Bank of America recently launched the Erica bot using AI, cognitive messaging, and predictive analytics to further influence consumers’ ability to create better money habits.

Cognitive computing will be key to unlocking the potential of conversational experiences. As ecosystems continue to rise, many of the 30,000 chatbots on Facebook Messenger are powered by AI services.

Facebook’s own M virtual assistant housed within Messenger will soon come out of beta testing and will incorporate cognitive suggestions based on content of a conversation users are having. The goal is to make Messenger-based interactions more convenient, enabling users to access services without leaving the conversational thread within Messenger.

Speech recognition and natural language processing (NLP)

NLP refers to intelligent systems able to understand written and spoken language just like humans, along with reasoning and context, eventually producing speech and writing. NLP plays an essential role in the creation of conversational experiences.

Voice-based experiences, such as Alexa’s voice services (AVS), will become pervasive over the next few years. It is projected that by 2020, 30 percent of web browsing sessions will happen without a screen.* (*Source: Gartner analysts at Symposium/ITxpo 2016.)

The core of the AVS experience is a combination of automated speech recognition, natural language processing, and a cloud-based AI that comprise a voice-based user experience.

As with most artificial intelligence entities, learning new skills is how personalized and contextual experiences will be created. With Alexa, it is possible to “teach” new conversational elements and interactions through developing skills.

Here is an example from Domino’s pizza that allows consumers to order pizza directly through Alexa voice services.

Alexa skill development is one of the quickest ways for brands to connect with the rapidly growing audience that calls upon Alexa to empower their daily lives.

Fitbit is another brand leveraging Alexa-based skills to extend brand engagement. Traditionally Fitbit users depend on an app to visualize their data. With the Fitbit Alexa skill users can get a quick update on the stats that matter the most without the need of a screen.

Deep learning

Deep learning builds on machine learning using neural networks. Neural networks are statistical models directly inspired by, and partially modeled on, biological neural networks such as the human brain. The use of neural networks is what differentiates deep learning from cognitive computing.

Deep learning is currently redefining Google’s approach to search, and search engine optimization (SEO) will never be the same. Previously, Google search results were based on algorithms defined by a strict set of rules and SEO was based on regression models that looked at past behavior to adjust a given strategy.

With the introduction of RankBrain, Google’s machine learning technology, in 2016, search algorithms are now enhanced with artificial intelligence. Google is now processing roughly 15 percent of daily queries by mixing the core algorithms based on each search type.

The system is adept at analyzing words and phrases that make up a search query. It also decides what additional words and phrases carry similar meaning.

Expect the percentage of search queries handled by AI to significantly increase. Marketers will need to rethink site architecture, content, and the signals being sent via backlinks as the systems continue to learn on a query-by-query basis.

Predictive application programming interfaces (APIs)

A predictive API uses AI to provide access to predictive models, or expose access to an ability to learn and create new models.

Fortune 500 company USAA is analyzing thousands of factors to match broad patterns of customer behavior through its intelligent virtual assistant Nina.

As we shift from consumers using technology to technology enhancing consumers, predictive APIs will play a key role in providing recommendations, enhancing customer service, and providing real-time analytics without in-house data scientists. This is key to unlocking new forms of value exchanges with consumers in a hyperconnected world.

Image and object recognition

Image recognition finds patterns in visually represented data, pictures, and objects. Facebook and Google are two organizations focused on AI research and solutions in this area.

As image recognition is extended into video and live broadcasts, it will redefine contextual relevance, categorization, and automation of content distribution.

Combined with the advancement of cameras, image recognition and machine learning are transforming the way we process data, including much more than just attitudes and behaviors.

Brand marketers can now leverage images, facial expressions, body gestures, and data collected from IOT-enabled devices to understand the triggers behind behavior and build experiences that anticipate their customer’s needs. This requires brand marketers to transform their data strategy to expand beyond first- and third-party data to also incorporate unstructured datasets that capture affect and unconscious data inputs.

Snap’s pending patent on object recognition is potentially game changing. A recent patent application shows its desire to built object recognition into snaps that can enhance recommended and sponsored filters most likely powered by an AI-based system. This showcases how any object can be aligned with creating immediate context with a consumer and brand.

Olay launched an AI-powered Skin Advisor that ingested user generated photos and provided recommendations for suitable products.

Dynamic experience generation

AI-based systems not only have the ability to parse through large data sets and offer predictive solutions, but also can drive the creation of dynamic experiences. AI will become a powerful tool for creating vs. analysis.

Many startups are leveraing AI APIs to create intelligent solutions. The Grid (https://thegrid.io) is leveraging AI to automate web design with Molly. Molly analyzes design decisions and creates new web experiences.

Eventually, AI will be a key driver of creating augmented reality experiences. Dynamic experience generation through AI will recreate physics, recognizing gestures and movements that can generate new consumer experiences.

Below, Mark Zuckerberg discusses the future of AR/VR at Facebook’s F8 conference.

The various subsets of artificial intelligence will continue to be interconnected, redefining how we approach connecting with consumers. AI makes it possible to know the consumer better than ever before. If approached correctly, with the right mix of AI subsets leveraged, companies will see their business grow.

This is a repost of my recent iMedia cover story.

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In The News: iMedia 7 Ways AI Enhances Marketing Cover Story

This morning my new article 7 ways artificial intelligence will enhance marketing was the cover story for iMedia Connection.

The article reviews seven subsets of artificial intelligence from machine learning, cognitive computing, natural language processing, deep learning, predictive API’s, object recognition and dynamic content generation and how brand marketers can better uncover insights, connect with consumers, and redefine customer experiences using this innovative technology.

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CES 2017 Trend Recap

2017 is off to a fast start with CES 2017 as the first major tech expo of the year. Epsilon’s agency is uniquely positioned to drive growth through data driven creative and the intersection of emerging technology & consumer behavior. From a strategy & innovation lens it starts at CES.

Prior to the start of the new year we published our 2017 trend framework this document sets the foundation for how we identify macro trend territories that have the highest probability of creating new behaviors and empower consumers through the lens of Connection, Cognition & Immersion in the near future.

CES 2017 was our first opportunity to further validate the territories but more importantly identify some of the key tech trends that will have a major impact on marketing over the next few years. In the attached document you will find an in-depth review of key trends such as the impact a connected product ecosystem and how Alexa Voice Services are quickly positioning to scale quickly through 3rd party integrations. You will also find examples of new types of interfaces and input devices that may further lead to an ambient computing future.

 

2017 is also the turning point from “everything will be connected” to everything will be cognified”. The impact of artificial intelligence will be a big topic in 2017 and Epsilon is uniquely positioned to capitalize (look for more on this topic on January 19th via an industry AI op-ed). CES validated the idea of pervasive cognition as well as advancements via contextual assistants and object recognition.

 

The rapidly developing immersion ecosystem built on full sensory immersion, spatial freedom and alternative interfaces also caught our attention.

 

Here is the full recap deck:

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In The News: Entrepreneur.com & AI

I recently sat down with Jeffrey Hayzlett of C-suite TV for the first episode of season 7 for Executive Perspectives live.

He recently wrote a piece for Entrepreneur.com outlining 5 business trends that will take off in 2017. Jeffrey referenced our conversation regarding automation of conversational experiences through artificial intelligence.

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The infusion of voice-based technology into consumer products, and the ways in which brands are shifting from social media to social messaging strategies were the subject I addressed with Epsilon Chief Digital Officer Tom Edwards, during a recent interview. Edwards told me how “disruption is the new normal” and how chatbots are the next thing chief marketing officers will have to deal with as technologies keep evolving.

For more insight from the discussion here is a link to the full interview.

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In The News: Marketing Dive & 2017 Trends

I was recently asked by Marketing Dive about how digital marketing will evolve in 2017.

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One of the key territories I discussed for this piece was the role artificial intelligence, machine learning and cognitive experiences will play in the near future.

From leveraging machine learning to accelerate sentiment analysis and domain-specific insights to cognitive computing solutions that automate experiences without human intervention to the rise of voice-based user experiences that will continue to expand in 2017 to deep learning that will fundamentally change how brands approach SEO to predictive API’s that will expose access to predictive models to further create seamless experiences for consumers, cognitive and intelligent systems will play a key role in how we approach marketing in 2017,” said Tom Edwards, Chief Digital Officer at the agency within Epsilon.

When asked about social media marketing in 2017:

Marketers will need to shift their strategy from one of personification of the brand to a seamless experience that is about simplifying and predicting needs while also empowering consumers to create their own stories,” said Epsilon’s Edwards.

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Trends To Watch in 2017

Technology is now essential to our daily lives. Accessibility and empowerment has transformed how we connect and communicate. This has led to new forms of user interaction that will usher in the business models of the future.

2017 will be comprised of new types of conversational experiences to connect with consumers. It will see the continued evolution of artificial intelligence and connected systems as well as the rapid rise of third-party ecosystems supporting virtual, augmented and mixed reality.

The following trend deck outlines the evolution of marketing in 2017 through the consumer centric filters of connection, cognition and immersion and is now available for download.

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  • CONNECTION – Trends that reimagine how we connect, enable and empower consumers.
    • Examples include: Simplified Conversational Experiences, Pervasive Voice-Based Interfaces, Search and Retrieval to 1:1 Prediction, Affective Datasets and eSports

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  • COGNITION – Trends where machine based intelligence will disrupt and redefine data assets and how we work.
    • Examples include: Machine Learning as a Service, Centaur Intelligence, Blockchain & AI

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  • IMMERSION – Trends that align technology and presence to evoke emotion, entertain and power commerce.
    • Examples include: Democratization of VR, VR Commerce, Social VR, (Re)Mixed Reality

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  • ZONE OF CONVERGENCE – Trends that align elements of connection, cognition and immersion that will redefine consumer engagement.
    • Examples include: Cars as the next Mobile Platform, Holographic Computing, Ambient Computing.

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How we consume and interact via digital channels is about to be absorbed and redefined. We believe that 2017 will begin the convergence of connection, cognition and immersion toward an ambient computing future built on new data types that will simplify complex tasks and predict need states vs reacting.

Download the 2017 Trend Predictions Today!

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C-Suite TV Discussion – Disruption, UX, The Future

This week I had the pleasure of joining the C-Suite TV team at their San Francisco event and was interviewed by Jeffrey Hayzlett. It was a fun discussion as he asked me about the shift from social media to social messaging, strategies to make the shift, voice based experiences, disruption, galactic cannibalism, trends and the future of connecting with consumers.

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Below is a recap of my key talking points for each question.

(C-Suite TV – JH) As we’re on the verge of a transformational moment in marketing with the shift from social media to social messaging, how are marketers making this shift?

(Tom Edwards – TE) Over the past 5-10 years we as marketers have focused primarily on the open web + social media. Earlier this year social messaging passed social media in terms of monthly active users. Consumers are ready for conversational experiences. Part of the reason for the appeal is that it is seen as safe, comfortable and intimate.

I spent most of this year researching, writing and educating our brand partners about what this shift can mean for their business. We conducted proprietary research on what consumers want from conversational experiences that led to an ebook on the topic.

Social Shift Toward Messaging

As we dug into consumer expectations around conversational experiences, our research found that they want experiences that are convenient and support local experiences, there is openness to pay within social messaging and an expectation that it will connect physical and digital elements such as in store coupons and discounts, there is also a willingness to interact with intelligent systems.  Research also shows that 60% of millennials would prefer talking to a chatbot vs. talking to a human when it comes to resolving questions about online shopping.

From a marketing perspective there has been a significant amount of experimentation trying to create the ideal experience. With Apple, Facebook, LINE, Kik, Skype and more providing tools and services that will allow others through 3d party SDKs & API’s to create an ecosystem. Their hope is to become the central portal in order to empower consumers and drive commerce. Facebook doesn’t own the hardware or the operating system, so they are invested in keeping people in the messenger experience.

Some experiences are trying to further personify the brand, others are about creating utility or a sense of intimacy with the brand. The goal is to create a real-time experience that is centralized in one conversational thread.

The key will be creating experiences that are not disruptive but are actually attentive to the current and future needs of the consumer. The ideal experiences will be built around the premise of simplification + prediction. It’s not about a deeper personal connection like a friend, but to be able to anticipate, predict and enhance a consumers experience.

This is where we see the idea of CONNECTION + COGNITION coming together.

(JH) What processes and strategies do you need in place to make this shift effective?

(TE) I recommend an approach that is based on five core factors of Simplification, Data Design, Prediction, Ambient Design & Physical to Digital.

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1 – (SIMPLIFICATION) The key is to reduce complexity in consumers lives and create experiences that are ownable by the brand’s domain. Mine customer data for most commonly asked questions and expand from there with use cases focused on enhancing and simplifying experiences.

2 – (DATA DESIGN) Have a strategy not just to capture data but how to use it. Define the role of unstructured data in refining the experience. Consider what new data points are being integrated to inform future prediction. How are you making the data actionable? On my team we now have a data design team that sits between traditional brand planning + digital strategy. This is the intersection of Big Data + Design Thinking. They own the tools, assets and data sources and understand how to craft a data driven narrative.

3 – (PREDICTION) Anticipate consumer needs is key for the future of conversational experiences. Messenger experiences are not designed to be like Google search, at least not yet. Google is working towards the ideal intersection between search & retrieval vs. predictive. But again a combination of data, predictive analytics built on working data is the entry point towards truly predictive experiences. (cognitive will accelerate this)

4 – (AMBIENT DESIGN) The future of computing is tied to ambient experiences, or how your environment interacts with you. It is critical to approach designing conversational and voice based UX differently.

5 – (PHYSICAL TO DIGITAL) One of the other elements is the rise of conversational commerce. There is a concerted effort to closely align physical & digital shopping experiences as a means to enhance the customer experience. Our research shows there is an expectation from consumers to have local experiences connect to digital through conversational experiences.

(JH) Let’s talk about some newer technologies, how does voice based technology play into this shift to a conversational user experience?

(TE) I am a strong believer in the fact that voice based experiences and artificial intelligence systems will become pervasive in our everyday lives. The core of the experience is a combination of automated speech recognition, natural language processing and a cloud based AI that comprise a voice based user experience.

I am very intrigued by the possibility of the ability to create context through voice services such as Amazon Alexa Voice Services & the recently launched Google Home. Voice based experiences will play a key role during this time as our interactions with connected systems and the rise of micro services as a primary mechanism to navigate a hyper connected world will become the new normal.

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I strongly believe that we will begin to see a convergence over the next few years where elements that enable connection such as social messaging and voice based conversational user experiences combined with cognitive computing (AI) and immersive experiences such as holographic computing will become interconnected and will redefine how we approach connecting with consumers.

We will begin to see services such as Alexa Voice Services quickly proliferate throughout 3rd party devices from in home IOT systems to connected vehicles and “skills” will become a key component for how we navigate beyond screens. Estimates already show over 28 billion connected devices by 2019.

(JH) We hear you say that “disruption is the new normal” what do you mean by that?

(TE) Digital disruption has been at the center of major consumer shifts over the past 10 years. Disruption is now the new normal. The Premise is change is constant and experimentation is critical and how you integrate trends into your existing business is key.

The acceleration of technology has led to the rapid empowerment of the consumer. What organizations have to consider is that with each iteration of technology and consumer empowerment new types of interactions will lead to the need to rethink the business models of today.

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This has a significant impact on the C-suite as the pressure on CMO’s to be creative thinkers, intelligent around data, domains and disciplines as well as mitigation of risk, pressure to innovate, find and retain talent and try to be as agile as possible. Combined with the pace of new interaction models there is a lack of strategy to deal with the shifts in a meaningful way as the focus is on short term stability.

This is why it’s important to build a plan with a foundational approach to data and understand what domains the brand can own and where in the new interaction types there are opportunities to redefine business models. This is why I have chosen Connection, Cognition and Immersion as the pillars of how brands can map to the new interaction types of the near future.

(JH) I heard you say we’re on the verge of galactic cannibalism can you explain what this means for marketers and how can marketers stay ahead of the game?

(TE) I have spoken a lot recently about how disruption is the new normal. I recently heard someone compare the last five years as a “supernova” of disruption in terms of the intensity and velocity of change.

With the rise of artificial intelligence, conversational & ambient experiences, connected systems and mixed reality on the horizon we are moving well beyond a supernova and are now on the verge of galactic cannibalism.

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Galactic cannibalism is when one galaxy collides with another and there is a subsequent absorption of parts of one into the other. From a consumer marketing standpoint how we consume and interact via digital channels is about to be absorbed and redefined through new advancements in connection, cognition & immersion.

The key point to surviving and thriving is to have a comprehensive data strategy as data assets will serve as the fuel of this shift. Regardless of which galaxies collide a thorough understanding of data, content, experiences and outcomes is a marketing foundation for the future.

Also, it is important to understand how data will evolve. Currently the focus is on 1st part & 3rd party data. But in the emerging world think of the data created by connected systems as well as new forms of real time sentiment data, such as your eyes in a VR experience or facial recognition in a retail setting. These will require a comprehensive data design effort to craft content, experiences and drive outcomes as a marketing foundation for the future.

Ultimately we will have to acknowledge that the relationship between consumers and technology will fundamentally change from consumers operating technology to technology operating for consumers through data.

(JH) How do you apply the trends of today to the business models of the future?

(TE) The first step is to be aware of what is happening. Analysts such as Gartner and Forrester are evaluating and publishing their rankings of where technology is going. One of my favorites is the Gartner Hype Cycle.

One of my responsibilities with Epsilon is I lead the innovation practice for the agency business. We have designed an approach that is consumer centric, data driven, iterative and allows our brand partners to scale emerging technologies and integrate trends into tangible solutions that drive business outcomes. The practice is comprised of four distinct elements that span research, workshops, experimentation and transformation.

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Regarding research & trends, we leverage Epsilon’s proprietary data and analytics, first and third party research, emerging companies and established partner networks to research, curate and educate on the latest trends and how it can apply to our clients business.

Our approach is as follows:

Our team identifies a new tech/emerging tech…

1. Track Product/Technology Announcement

2. Measure Velocity of coverage & discussion

3. Conduct Initial analysis & POV outlining potential value/impact

4. Explore outcome impacts & role of tech in consumer journey

5. Map vertical specific use cases

6. Educate internal teams & external clients

7. Identify early vendor partners and alpha/beta opportunities

8. Conduct Project based experiments

9. Capture & package project based success

10. Build business value case for horizon consideration

Once you have identified your trends its helpful to begin to filter across key macro trend territories, in this case I am exploring trends that reach across

Connection, Cognition & Immersion

(JH) What’s really resonating with consumers right now? What should marketers be paying attention too?

(TE) Anonymous personalization through dynamic content, targeted video content, Personalized, connecting the consumer experience across digital to physical & 1:1 messaging that is authentic, provides value and is contextually relevant is key.

Human attention is now a scarce commodity. Attention is a resource – and we only have so much to give. The key to experience design is built around data, content & channels or experiences.

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I like to start with data, it can be 1st party or secondary data sources, but I look for attitudinal, behavioral in addition to standard demographic. Transactional data can also be a key element and consistency of message is key.

(JH) What is the future of connecting with consumers?

(TE) I strongly believe that we will begin to see a convergence over the next few years where elements that enable connection such as social messaging and voice based conversational user experiences combined with cognitive computing (AI) and immersive experiences such as holographic computing will become interconnected and will redefine how we approach connecting with consumers.

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The key will be to create data designed experiences that empower consumers.

Here is a link to the full video interview kicking off season 7.

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Virtual Reality Experiences Are Evolving

I have closely monitored the state of virtual reality for the past few years. From product announcements, beta tests and insider access to hardware and experiences. VR can be a powerful, emotion evoking medium and one that has captured the interest of mainstream media.

Tom Edwards McDonalds

I wanted to test the experience beyond short stylized sessions and review the potential for enhancing live event experiences as well as the integration of commerce, context and the opportunity for content distribution and brand impact.

I recently live streamed the University of Oklahoma vs. Ohio State CFB game via Fox Sports VR app. It was a good experience and one that really pushed the limits of comfort due to length of the session and the hardwares capacity.

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Having the ability to control various camera angles and a pervasive stats bar was a good enhancement to the experience and provided additional context to the on-field action.

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Digital overlays of commentators and in-game recaps also gave the feel that this was an enhanced experience and highlights the potential to create points of distribution/engagement within a virtual session.

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The most impressive aspect was the use of contextual hotspots in the VR experience to control the various commands to shift the camera. By simply focusing my gaze I was able to shift through menu options in a very frictionless way.

Stare at the orange circles to change the camera view

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It’s this in-session capability that has me incredibly excited about the potential of the medium to transcend simple entertainment and have implications on brand impact & conversion potential by connecting commerce in addition to evoking emotion and presence.

There were a few hiccups as the experience would occasionally freeze, the device overheated numerous times and also requires wi-fi, but overall it was a very positive experience and one I would gladly engage with again.

While this experience was app based, I was incredibly excited about the recent announcement from the Oculus team announcing the ReactVR framework that will allow our team to create Web VR experiences in a virtual browser codenamed “Carmel”

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This will reduce the dependency on app based experiences and opens up possibilities for creating experiences that don’t require a traditional download.

Having a web type user experience within VR where the transition from topic to topic is seamless vs. stopping, launching an app, navigating to the right content and initiating the experience can open up new opportunities to increase dwell time and create a better UX.

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This framework will enable rapid and portable deployment of experiences combined with the consumer benefit of shifting from various content types across device types such as VR, mobile, traditional web .

This combined with the data created across browsing sessions provides a key foundational element to create connections with consumers within immersive virtual reality experiences.

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Tom Edwards Innovation To Reality

Galactic Cannibalism & The Future of Marketing

I have spoken a lot recently about how disruption is the new normal. I recently heard someone compare the last five years as a “supernova” of disruption in terms of the intensity and velocity of change. 

With the rise of artificial intelligence, conversational & ambient experiences, connected systems and mixed reality on the horizon we are moving well beyond a supernova and are now on the verge of galactic cannibalism.

gc2

Galactic cannibalism is when one galaxy collides with another and there is a subsequent absorption of parts of one into the other. From a consumer marketing standpoint how we consume and interact via digital channels is about to be absorbed and redefined through new advancements in connection, cognition & immersion.

The key point to surviving and thriving is to have a comprehensive data strategy as data assets will serve as the fuel of this shift. Regardless of which galaxies collide a thorough understanding of data, content, experiences and outcomes is a marketing foundation for the future.

Follow Tom Edwards @BlackFin360

In The News: Luxury Daily & Seasonal Retail

I was recently asked by the team at Luxury Daily to elaborate on a proprietary Epsilon research initiative tied to how likely consumers are to shop in-stores vs. online for the 2016 holiday season.

Findings show that 87% of shoppers are “very likely” or “somewhat likely” to purchase at brick and mortar stores this year, with 55% of shoppers “very likely” or “somewhat likely” to look at a product online and then go to a store to buy.

Conversely, 76% of shoppers are “very likely” or “somewhat likely” to purchase online this holiday season, with 54% of shoppers “very likely” or “somewhat likely” to look in store for a product and go online to find the best deal. These findings further signify the importance of personalizing communications both online and offline and creating a seamless customer journey across marketing channels.

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With this as a baseline, I was asked by Luxury Daily to outline the key findings and impact for luxury retailers.

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Luxury Daily also asked how luxury retailers and retailers in general should respond.

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Voice Based UI Best Practices

Over the past year I have focused research efforts on the shift towards conversational experiences and what consumers expect. The research has been covered by Adweek and it’s fascinating how open consumers are to engaging and adopting these experiences as long as they are easy to use and are convenient.

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One flavor of conversational experiences is tied to voice based user experiences. I recently visited Amazon HQ in Seattle and wrote about my experience with the newly formed Amazon Alexa partner team and the rise of voice based user experiences.

Since this article published I have seen client interest and demand for voice based concepts and skill creation rise as our brand partners see the potential of voice based systems.

Here is a slide from a recent client presentation. Almost every meeting over the past few months has included discussions around voice based UI.

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I strongly believe that we will begin to see a convergence over the next few years where elements that enable connection such as social messaging and voice based conversational user experiences combined with cognitive computing (AI) and immersive experiences such as holographic computing will become interconnected and will redefine how we approach connecting with consumers.

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Voice based experiences will play a key role during this time as our interactions with connected systems and the rise of micro services as a primary mechanism to navigate a hyper connected world will become the new normal.

We will begin to see services such as Alexa Voice Services quickly proliferate throughout 3rd party devices from in home IOT systems to connected vehicles and “skills” will become a key component for how we navigate beyond screens. Estimates already show over 28 billion connected devices by 2019.

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Developing voice based experiences differs greatly from visually driven experiences. Visual experiences provide immediate context and cues to the end user that can guide the user and enhance the experience.

Here are 5 emerging voice UI design patterns the Amazon team and I discussed and subsequent best practices and points to consider when designing voice based skills.

  1. Infinitely Wide Top Level UI

With a mobile user experience, users have the benefit of visual cues that can guide their actions within a given experience. Be it a hamburger menu or on-screen prompts. With Voice based UI the top level of the UI is infinitely wide. Here are a few best practices for building solutions to beyond infinity wide top level.

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Don’t assume users know what to do – It’s important the first time a voice skill is initiated to provide additional detail and tell the user about their what options they have for interacting with your experience.

Expect the Unexpected – Unlike visual interfaces there is no way to limit what users can say in speech interaction. It’s important to plan for reasonable things users might say that are not supported and handle intelligently.

2) Definitive Choices – The key to successful Voice UI design is to make the next consumer action clear. Consumers will not always say what they want so it is incredibly important to map intent beyond the normal function of a skill. An example is how a consumer may end a session. They may utter done, quit, etc… and the skill needs to provide clear action for how to end the session. Here are additional points to consider.

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Make it clear that the user needs to respond – Ask the user a question vs. simply making a statement.

Clearly present the options – Prompts are very important, especially if the question set is an either/or vs. yes/no.

Keep it Brief – Speech is linear and time based. Users cannot skim spoken content like visual content. Quick decisions are key, so voice based prompts should be short, clear and concise.

Avoid too many choices – Make sure choices are clearly stated and do not present more than three choices at a time, avoid repetitive words.

Use Confirmation Selectively – Avoid dialogs that create too many confirmations, but confirm actions of high consequence.

3) Automatic Learning

One of the areas I am most excited about over the next few years is the intersection of artificial intelligence and the ability to apply machine learning and other higher level algorithms to create more personalized experiences. For Voice based UI it is important to understand how sessions can persist over time.

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Obtain one piece of information at a time – Users may not always give all of the information required in a single step. Ask for missing information step by step and focus on a progressive profiling strategy vs. lead capture.

Develop for Time Lapse – It is possible to create skills that allow for sessions to persist with end users. This can be hours or days. This can allow more data to be collected across sessions.

Personalize Over Time – As sessions persist and users interact with skills it is possible to further personalize the experience over time based on previous interactions.

4) Proactive Explanation

With traditional visual design a user can open a web page or a mobile app and the information design shows you what to do. With voice you don’t have a page so having the ability to clearly articulate definitive choices in addition to providing proactive explanations such as tutorials or help are critically important to reduce user frustration.

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Offer help for Complex Skills – If a skill does more than three functions, it is important to not overload a single prompt to the user. Present the most important information first, along with the option of a help session.

Make sure users know they are in the right place – In speech only interactions, users do not have the benefit of visuals to orient themselves. Using “landmarks” tells users that Alexa heard them correctly, orients them in the interaction and helps to instill trust.

Use Re-Promptiong to Provide Guidance – Offer a re-prompt if an error is triggered. This should include guidance on next steps

Offer a way out if the user gets stuck – Add instructions into the help session. “ You can also stop, if you’re done”.

Don’t blame the user – Errors will happen. Do not place blame on the user when errors happen.

5) Natural Dialog

Research shows that people are “voice activated” and we respond to voice technologies as we respond to actual people. This makes the crafting of voice based narratives incredibly important as the dialog needs to be natural, consumable and written for the ear not the eye. Here are a few key points to consider for enhancing natural dialog within a skill.

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Present information in consumable pieces – Humans only retain a small amount of information that they hear, only present what is absolutely required in order to keep the interaction as short as possible.

Longer lists need to be broken out into three to five items and ask the user if they want to continue after presented with each chunk.

Write for the Ear, not the Eye – The prompts written for voice-forward experiences will be heard, not read, so it’s important to write them for spoken conversation. Pay attention to punctuation.

Avoid Technical & Legal Jargon – Be honest with the user, but don’t use technical jargon that the user won’t understand or that does not sound natural. Add legal disclaimers to the Alexa app for users to read and process.

Rely on the text, not stress and intonation – Use words to effectively convey information. It is not possible to control the stress and intonation of the speech. You can add breaks but cannot change elements such as pitch, range, rate, duration and volume.

Clarify Specialized Abbreviations and Symbols – If an abbreviation such as a phone number or chemical compound is somewhat specialized, ensure to test the text-to-speech conversion to see if additional steps need to be made.

One final takeaway RE: the Alexa voice based system is the proximity to transaction and list creation via Amazon’s core services. This combined with 6 years of development tied to Alexa Voice Services and the rising partner ecosystem are all signals towards the convergence of connection, cognition and immersion.

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Disruption is the New Normal

I recently had the pleasure to speak at Success North Dallas discussing the topic of DISRUPTION is The New Normal. This hour long discussion looked at the past, present and future of emerging technology and how to apply the trends of today to the business models of the future.

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The past looked at key milestones from the launch of the iPhone to the rise of visual storytelling.

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The present looks at how aligning events + context into moments matters, how co-creation is the new normal and the rise of conversational experiences.

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The future looks at the role cognitive computing, immersive experiences and cars as the next mobile platform will play as we look to connect the present to the future.

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It was a highly interactive and energetic crowd!

Success North Dallas

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In The News: How Digital Is Shaping Shopping Decisions

I recently provided an article to The Financial Express based on proprietary research outlining how digital is shaping shopping decisions. Here is a repost of the article.

Digital shopping tools are gaining popularity amongst consumers and proving to be the key drivers in their path to purchase. The Q1 2016 consumer survey conducted by Epsilon in North America, Shoppers Voice, analyzed consumer shopping habits and sentiment. The findings uncovered how consumers are navigating digital and social media on their path to purchase.

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Among the interesting takeaways from this study is the influence that digital and social media have on a shopping trip as well as how marketers can use these tools to better the shopping process for customers through contextually relevant experiences.

The study revealed that 75% of consumers depend on Facebook for shopping information, whereas less than 30% of consumers depend on Instagram for information related to product purchases. Around 46% of consumers reported they do not use Pinterest for shopping information.

These findings show that the current dependency on social media — as part of the shopping process — is to gain information in the form of product recommendations and customer reviews from trustworthy sources. This is currently leveraged more through content-based platforms than visual-based platforms. These platforms inspire consumers and act as aspirational channels that engage users through ideas related to home decorations, style trends, travel destinations and more.

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For marketers looking to understand where these visual-based platforms fit in their digital marketing strategy, it’s important to consider where they fall on a consumer’s path to purchase. These platforms are currently used by consumers earlier in the shopping process, before they are ready to make the purchase.

Consumers using social media for product reviews and customer feedback do so later in their decision-making process, turning to their trustworthy sources to make the actual purchase decision. These insights are mainly gathered from social networking websites.

Marketers should keep an eye on various social platforms and develop the ability to determine if a particular digital strategy makes sense for their business. In addition to social media, e-commerce websites are taking prominence in decision-making for consumers. This is particularly true when it comes to consumers seeking information based on product reviews and recommendations.

For instance, in the US, 77% of consumers rely on Amazon.com for information on purchase and purchase-related behavior even though they might not shop from the website. This information helps consumers understand the quality of products. Another report, 2015 Digital Shopping Tool Impact Study, found that while penetration for mobile payments lies at only 7%, the impact on purchase decisions for consumers using mobile as a tool rests at more than 31%.

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While there is low consumer adoption for mobile payments, the shopping tool has a strong influence on shopping behavior due to its ability to enable fast, convenient and secure options for customers to pay with their smartphones. A mobile strategy will help marketers increase loyalty amongst their best customers and influence impulse purchases.

As with any marketing plan or approach, once marketers understand how consumers are leveraging social, e-commerce and mobile in their path to purchase, a digital activation plan needs to be created.

It is essential to ensure that all marketing tools are working together. With so many ways to interact with shoppers, it’s easy for marketing messages to become fragmented and disconnected resulting in sub-par customer experiences. Making sure all marketing tools work together — online and offline — will create a seamless and enjoyable shopping experience that will lead to the highest likelihood of conversion and, ideally, long-term relationships.

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SMU Digital Accelerator

I look forward to being a part of the faculty for the upcoming SMU Digital Accelerator Certification program. I will be teaching the digital strategy module on Day 1 with a special guest appearance from Roshen Mathew, Executive Director of Digital Media & Emerging Tech @ AT&T.

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You can register for the course here. If you are interested in the course I have a 20% off registration code: Mastermind

Looking forward to seeing you in class on the 19th of September @ SMU in Dallas.

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In The News: Mashable & Ad Exchanger Yahoo Acquisition

I was recently asked by Mashable & Ad Exchanger about the recent Yahoo/Verizon acquisition. Mashable was interested in the role that Tumblr could play to enhance the content creation entities within AOL. Ad Exchanger was interested in which elements of Yahoo’s technology would be additive to Verizon & AOL.

Here is an excerpt from the Mashable article.

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Excerpts from the Ad Exchanger article:

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Amazon Alexa & Voice User Experiences

Since it first arrived at my home nearly a year ago I have been hooked on the the Amazon Echo and the potential of voice based user experiences. This week I spent time in Seattle at Amazon HQ meeting with the Alexa partner team discussing everything from voice UX best practices, skills development for the Alexa and more.

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To recap, the Echo and it’s cloud supported voice based engine Alexa have been in development for the last 6 years. Since it’s initial launch the devices that comprise the echo ecosystem are regularly sold out and based on the nearly 40,000 stellar customer reviews  (4.5 stars) the experience is resonating with it’s users.

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The core of the experience is a combination of automated speech recognition, natural language processing and a cloud based AI that comprise a voice based user experience. Voice UX is another example of a conversational experience and will become pervasive over the next few years.

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As with most artificial intelligence entities, learning new skills is how personalized and contextual experiences will be created. With Alexa It is possible to “teach” alexa new conversational elements and interactions through developing skills.

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An analogy would be when Neo in the Matrix “learns” kung fu through a knowledge/skill upload. In a similar way Alexa may not be able to learn Kung Fu, at least not yet, but it is possible to build highly engaging voice based experiences.

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Developing Skills for Alexa is one of the quickest ways for brands to connect with the rapidly growing audience that calls upon Alexa to empower their daily lives. Brands such as Dominos and Capital One have already launched skills to capitalize on being the first to own certain invocation phrases. With the Dominos skill a user can order a pizza and track their order through Alexa.

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Skills are comprised of a Skill Interface and a Skill Service. The Skill Interface is how the Voice User Experience is configured. This includes invocation and utterance phrases from the user as well as the mapping of intent schemas scored and resolved by the Skill Service. This is how Alexa is trained to resolve a users spoken word and connect it with a users intent and resolved into action.

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One of the benefits of Alexa is that the experiences can persist beyond a single session. Even though the experiences may seem ephemeral by nature, the fact is Skills can be created that persist across sessions. This could be hours or days.

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The other benefit is that all invocations and interactions are mapped to cards in the Alexa companion app. This is one way that brands can connect a skill interaction with mobile and digital campaigns.

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Other benefits for brands is that it is possible to deep link to skills within the Alexa companion app for those looking to connect omnichannel communication and messaging to drive discoverability of the skill.

One of the key points for brands to consider is the role being “first” can play when it comes to user invocation terms. Brands that align with non-trademarked terms such as “laundry” will be the first in the order of how skills are discovered. This is key as the Alexa engine expands beyond the Echo with Amazon Voice Services.

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Looking to the near future there will be 45 million connected homes by 2017 and connected car penetration will be over 60 million cars by 2020. The role that Alexa will play in the coming years will go well beyond the Echo, Dot, Tap & the Fire Stick and extend into other form factors through the portable Amazon Alexa Voice Service.

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An example is the connected car partnership between Ford & Amazon to further connect Alexa. This is where the platform will create scale across the ever growing IOT ecosystem.

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Future posts will cover emerging trends tied to Voice Based User Experiences such as the infinitely wide top level UI, definitive choices, automatic learning, proactive explanation as well as user punctuation. For additional questions or assistance with Alexa Skills please follow Tom Edwards @BlackFIn360

Pokemon Go: 15 Vital Marketing Insights

Pokemon Go mania has hit the US. The near perfect storm of timing, relevance, and word-of-mouth has momentarily captured the media spotlight and Pokemon fans new and old.

I recently provided iMedia with 15 Vital Marketing Insights that marketers should consider when building high engagement digital to physical programs.

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Community, Common Cause, Competition, Gamification, Word of Mouth, Game Mechanics, Scarcity, Nostalgia and Mixing Reality are all elements that contributed to the run away success of Pokemon Go.

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There are many lessons to be learned by marketers. By aligning existing strengths of the brand with the passion of community and a compelling experience, it is possible to create a highly engaging consumer experience with similar attributes that make Pokemon Go a success.

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The Medium Is the Message

This week Adweek published our quantitative research infographic about consumer behavioral shifts tied to social messaging and the types of experiences they are interested in engaging with in both the print and online edition.

Look for this week’s issue of Adweek. Our research is on page 13.

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With apps like Facebook Messenger, WhatsApp and Snapchat vying with conventional SMS to be the preferred texting method, the line between social media and texting is more blurred than ever. And brands have a real chance to capitalize on this, according to a newly released study by Dallas-based marketing group Epsilon.

“We are on the verge of a transformational moment, as consumer behavior is dictating a shift towards intimacy of sharing content and experiences versus public sharing,” said Epsilon chief digital officer of agency business Tom Edwards. “Messaging apps now boast more active users than social networks, and this shift from social media to social messaging will redefine how we, as marketers, will approach connecting with consumers.”

Medium-is-the-Message

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IIeX 2016 Machine Learning + AI = Data Driven Creative

Yesterday I had the privilege to speak at the Insight Innovation eXchange or IIeX North America 2016 discussing our approach to getting data driven creative via Machine Learning and artificial intelligence.

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This presentation was a joint effort between my Epsilon team and one of our strategic partners Oculus360. I work closely with Raju Kattumenu, the founder of Oculus360 and we have engaged on numerous initiatives over the past year.

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This has allowed us to leverage the power and reach across public domains leveraging their technology combined with our proprietary data assets to validate consumer truths or find new connections based on occasions, attributes, perception & demand signals.

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The technology is a combination of natural language processing, an artificial intelligence neural network and machine learning systems that combine to unlock various themes & trends associated with demand signals created by consumers.

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The key to this approach is that instead of starting macro across all facets of the web or social conversation, this approach looks at specific domains and can go incredibly deep down to the product sku level.

We then take the results from this approach and combine it with our connection planning process and data assets to unlock consumer truths that will define our approach to creative and strategic territories. It truly is an approach where data fuels creativity.

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This approach of combining machine learning + AI with Epsilon’s data assets allows us to truly identify contextual moments to create personalized experiences.

Context is key as this informs whether we should use storytelling vs. storymaking moments. We then align moments with personalized elements of the story based on our data findings and use cross device identity to create personalized story delivery at scale.

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I also discussed how we have realigned our approach to planning with data science to inform creative territories & strategic themes as well as how this approach supports innovation initiatives by informing and validating consumer readiness when it comes to emerging storytelling mediums.

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We then showed an example based on the mini-van category. Traditionally mini-van advertising has stayed very close to the “family” approach to connecting.

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We wanted to either validate the approach or find new consumer truths based on all the factors outlined above. What we found was very interesting as key attributes and occasions began to surface that outlined new demand signals that could be used to shift perception.

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This also allows us to take a look across brands and see which brands align with specific occasions which can lead to differentiation among competitors.

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We can also look at specific features associated with each of the brands to identify new territories or areas to focus on driving awareness, engagement or advocacy.

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In order to maximize contextual connections with consumers it is important to not only have qualitative data tied to consumer insights. It is also critical to leverage the power of machine learning and artificial intelligence combined with strong data assets to unlock demand signals that can fuel the creative process.

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Follow Raju Kattumenu @RajuKattumenu

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Why Microsoft Bought Linkedin

News broke this morning outlining Microsoft’s intention to purchase Linkedin for $26.2 billion dollars. Many outlets are reporting the purchase, but not many are discussing the advantages and benefits that Microsoft may gain by the acquisition.

Here are 6 territories that may be bolstered by Microsoft’s acquisition:

Professional Data – The acquisition of Linkedin offers almost immediate access to professional profile data that Microsoft could leverage and integrate into Microsoft Office products, specifically Office 365.

By merging the 433 million members with 1.2 billion office users, Microsoft can quickly build integrations between professional profile data and their product set.

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B2B Marketing Reach – With 433 million members (128 million in the US) Microsoft just picked up one of the premier B2B advertising players that instantly gives them global reach to further extend advertising solutions as well as Microsoft products and services.

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Search – Microsoft has dabbled with social search with social integrations into Bing over the past few years. Also their failed launch of So.cl in 2012 was designed to research the potential integration of social and search. By picking up Linkedin they also gain the growing content engine that is highly optimized for organic discovery within traditional search channels.

Here is an example of my latest Linkedin Post that is also the #1 result for Data fueling Creative.

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Extending Social Capabilities – Microsoft has also been a minority player previously investing $256 million dollars in Facebook. They  recently launched a joint underwater cable initiative to further boost cloud service capabilities for both organizations.

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With a strategic partnership with one of the largest B2C marketing entities and now picking up the premier B2B platform, Microsoft is positioning itself to remain relevant through diversifying their assets, strategic partnerships and leveraging the content created from Linkedin as well as it’s global reach and subscription based member model to further deliver products, services and create new streams of revenue.

Extending Productivity Solutions – Microsoft has been laser focused on building subscription based productivity solutions over the past 5 years. This includes unified communications solutions yammer and lync as well as products like Office 365, OneDrive and OneNote.

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By acquiring Linkedin they will have direct access to various users across company type and could potentially box out competitive products and solutions and focus on exclusively positioning their products and services to the 433 million global users.

Cortana – There is speculation that Cortana is being positioned as one of the first virtual assistant/artificial intelligence systems being built specifically for the enterprise. The acquisition of Linkedin could be a viable platform to educate, identify and sell through the service in addition to leveraging professional profile data, content and conversations happening within Linkedin Groups to further refine offerings.

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MMS Upfront @ Internet Week 2016

This week I had the opportunity to speak at the Modern Marketing Summit Upfront @ Internet Week 2016 discussing the topic of the transformation of storytelling. Below is a recap of my key talking points.

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The discussion covered 4 territories tied to how storytelling is being transformed.

1) How do you define storytelling from your company’s perspective? What is a story? 

I’d define Epsilon’s approach to storytelling as finding a compelling difference through data that leads to a consumer truth then completing a narrative around that truth. The truth/data will often reveal the correct medium by telling who, what, where and when of the audience. We then use traditional tools of persuasion formatted by channel to reach the audience.

For us a story can be any type of format that creates a connection with a consumer. This can come through brand created, co-created or user created content. We further delineate storytelling and storymaking by working with our brand partners to make them the catalyst for the stories consumers are making for themselves.

2) How does the context of where and when the story is being told affect the way you choose to tell it? 

Context is key as this informs whether we should use storytelling vs. storymaking moments. We then align moments with personalized elements of the story based on our data findings and use cross device identity to create personalized story delivery at scale.

We partner with a major sports speciality retailer to generate and optimize 1 million versions of the brand story that aligns with key contextual moments.

This is approach is based on transactional and online click stream data and that in turn continues to drive actionable insights across all of our initiatives to inform and optimize our creative process in near real time.

The key is consistency of message across various formats and having the ideal understanding of cross-device behaviors to deliver a message at the right time.

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3) How do you coach your clients to think from the consumers perspective? What do you hope a good story will achieve for your client? 

We show them what consumers expect, how they perceive their brand and category and align strategy where there are opportunities to create new points of connection. This includes understanding when to leverage branded content vs. co-created vs. integrated vs. user created content to tell the story for the brand.

We focus a lot on consumer behaviors. This comes in the form of machine learning and artificial intelligence that looks at specific domains and mobile ethnography studies. We also leverage our proprietary assets that highlight key behavioral, transactional and affinity based data that allows us to demonstrate how we find unique ways to tell or make a story.

We not only show them what consumers expect, how they perceive their brand and category we focus on the potential outcomes tied to our storytelling and story making efforts.

Our goal is to start or change a conversation, create advocacy and ultimately drive purchase and business outcomes.

4) How important is data in informing your decisions about your storytelling methods? 

Data is the fuel of our creative process. It enhances the creative, it does not replace or stifle creativity.

We realigned our planning with data science to inform creative territories & strategic themes we then use this to map the story as well as deliver audiences all with an eye towards outcomes and building models that show the impact of our storytelling efforts

One of the other great assets is our ability to map to individuals across devices. This makes it easier to deliver highly personalized and dynamic creative. Mapping high level themes through to relevant micro-moments. This allows us to connect with consumers regardless of where they are in a heavily fragmented media landscape.

Data also informs consumer readiness when it comes to emerging storytelling mediums. Whether it’s the shift towards conversational user experiences to immersive experiences such as Virtual, Augmented and mixed reality. data is a foundational element to our approach to creativity and innovation.

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iMedia Agency Summit 2016

I recently had the privilege to serve on the iMedia Agency Summit advisory board as well as speak during one of the master track sessions.

iMedia Advisory Board

I moderated the panel master track discussion focused on “the new world of content marketing“. The discussion focused on what constitutes content. This included perspective from a content purist stating that only deliberate, publisher centric content is truly content and not formats like TV spots. The other perspective was that everything is content. The audience was split 50/50 which was surprising.

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Next we discussed approaches to creating consumer centric content that connects. Approaches included the use of micro-segments to align contextual content and I discussed the use of data + creative as well as the content continuum of branded, co-created, integrated and user created content.

Finally we discussed current and future form factors to consider such as conversational and immersive user experiences.

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Facebook F8 2016 Trend Recap

I recently attended Facebook’s F8 developer conference in San Francisco and the event did not disappoint. Mark and the Facebook team outlined their approach to a ten year roadmap, launched the highly anticipated Messenger chat bot beta and showcased their first concepts of a social virtual reality experience.

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The presentation below covers:

•  The 10 year roadmap analysis

•  The Rise of Chat bots

•  Immersive Experiences & Social VR

The 10 year Roadmap

Facebook Roadmap

This was the 10 year roadmap presented at F8. It follows the lifecycle continuum approach outlined in the previous slide.

Facebook proper is the most mature and has a thriving 3rd party ecosystem as well as a sustainable monetization model.

Messenger has been identified as the next ecosystem with powerful tools that were released at F8 2016 to drive conversational commerce and a new approach to replacing apps..

VR, Connectivity and AI represent the near future for Facebook and Social VR will be a key area to watch. Developing strategies that capitalize on creating value today while experimenting for the future is key.

For analysis on Facebook’s 10 year roadmap including Facebook’s approach to product lifecycle, Facebook proper, the Live video API, approach to connectivity, artificial intelligence and Facebook’s investment in hardware and open platforms view slides 4-12 in the embedded slideshare.

The Rise of Chatbots

With 900M users and over 1 billion messages sent per month, Facebook felt that Messenger has progressed through their continuum approach to product lifecycle and now has hit the inflection point of scale to build out an ecosystem to solidify and sustain Messenger as the go to mobile application.

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The key is that Messenger will support one bot to many pages. This makes it easy to seamlessly connect brands or services in a portfolio to create compelling and unique experiences that are 1:1.

Since Facebook does not own the mobile hardware or the operating system, they are positioning Messenger threads as a replacement for native apps.

For in-depth analysis of chat bots including an overview, conversational commerce, the send & receive API, wit.ai, discovery within Messenger, promotion and conversational advertising  view pages 14-22 of the embedded slideshare.

In addition to this POV our Epsilon agency team wrote  a comprehensive eBook that launched when Facebook announced the Messenger Beta. The ebook covers the shift from social media to messaging and the role data, chat bots and conversational commerce will play for brands.

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Virtual & Augmented Reality

Facebook states that virtual reality is the next evolution of computing and is heavily invested in the hardware and experiences that will comprise aligning technology with presence.

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During F8 Facebook outlined a path forward for active VR experiences, demonstrated social VR concepts for the first time publicly and identified augmented reality as a viable disruptor for the first time as to date all the conversation has been about VR experiences.

Virtual Reality experiences are coming and the key will be empowering consumers to create their own immersive experiences. Facebook’s long term goal is to create completely virtual experiences that recreate the physical world. For now wave 1 will be avatar based.

For in-depth analysis of virtual reality including an overview of the role of the Gear VR in the ecosystem, Oculus Touch, the first public demo of Facebook’s Social VR concepts and the bets of the future review slides 23-29 of the embedded slideshare.

For more insights and analysis follow Tom Edwards @BlackFin360

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The Social Shift Towards Messaging eBook

Today at F8,  Facebook made the formal announcement to beta launch 3rd Party Chat bot support for Facebook Messenger. I have written a few articles on this topic and have consolidated the thinking into an eBook.

Social media—and now social messaging—is a path to understanding and being in a relationship with your customers. Social messaging is poised to become the most direct, direct marketing channel, creating immediate 1:1 conversations with customers.

As consumer behavior shifts toward more intimate forms of communication and away from public sharing, we’re seeing social messaging apps become more popular than networking apps. Social messaging apps are the new lifestyle platforms, where consumers can do everything from booking a vacation or ordering food to checking traffic giving rise to a new form of commerce. 

 

This white paper provides a deep-dive into:

1) Shifting consumer behaviors towards social messaging,

2) The potential impact of these changes driven by chatbots and conversational commerce 

3) Proposed best practices and future considerations.

Download the eBook today!

Social Shift Toward Messaging

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In The News: Chatbots & E-Commerce

I was recently asked by ClickZ for commentary about what role chatbots can play for e-commerce.

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Are Chatbots the future or fad?

 I am a believer that chatbots are a key element in the creation of conversational user experiences and will become core to the messaging experience. Chatbots will introduce new interaction models with new rules of engagement and capabilities that will flow seamlessly based on user interactions vs. installing and swapping between multiple apps.

A messenger chatbot ecosystem could rival and ultimately replace traditional app marketplaces and conversational chatbots, be it artificial intelligence or a bot augmented by humans will become the new standard for content delivery, experiences and transactions.

We view messaging apps as the new brand portal, conversational user experiences are the new interface and chatbots are the new apps. What makes this approach unique is it’s permission based, contextually relevant, immediate and native to mobile.

How can brands use chatbots to enhance their ecommerce?

Conversational commerce will be a key value proposition from messaging platforms. Our Epsilon research shows that messaging significantly impacts purchasing behaviors. Notably, consumers take photos, screenshots, and conduct video chats in real time to seek out assistance during their shopping process.

Brands can build bots with topical response decision trees that align with creating seamless paths to products and services. An example is how Sephora recently partnered with Kik to create a bot driven experience that led a customer through a personalized journey that ends with conversion directly within the conversation.

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With Facebook’s upcoming launch of 3rd party chatbot support, they are empowering chatbot developers with tools to create structured messages that include images, descriptions, call-to-action and URL’s to connect conversation to commerce.

The key for brands to understand is that for now Chatbots are domain specific vs. general intelligence. This means that there is an opportunity to capture data upfront to establish a frictionless and personalized experience for consumers.

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Thriving Through Digital Disruption

I had the pleasure of speaking during today’s Brand Activation Summit in NYC. I joined an esteemed panel that was comprised of a CEO, CMO and I (CDO) to discuss thriving in the age of digital disruption.

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My topics ranged from the role of the Chief Digital Officer to vertical specific discussions tied to the future of digital. Over the course of an hour I discussed many topics that I have recently written or spoken publicly on including:

It was a great discussion and a highly engaged audience.

BAS16 Tom Edwards

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Digiday: Virtual Reality Hype Bubble

I was recently asked by Digiday about my thoughts about Virtual Reality. The pending shift towards immersive experiences is one that is exciting and presents new opportunities to connect with consumers.

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During my 30 minute call with the Digiday team we discussed many Virtual Reality (VR) related topics. We discussed how experiences are shifting from passive to fully interactive.

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Had fun testing the HTC Vive fully immersive McDonald’s experience at SXSW 2016

We talked about the potential rise of VR commerce through solutions such as Marxent Labs approach to virtual commerce.

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We discussed the growing 3rd party ecosystem of providers such as VRtify, Voke and more and the role that they can potentially play with brands.

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We talked about Facebook’s approach to social VR and how they are currently building a team and aligning around the idea of aligning technology & presence.

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We also discussed the key factors that will drive consumer adoption of the technology. My opinion is that the key driver for mass adoption will be once consumers are empowered to create & share their own immersive experiences easily.

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The primary commentary that made it into the article is discussing the fact that brand marketers that explore Virtual Reality need to consider and validate why a consumer should engage with the experience beyond the “cool” factor of the initial engagement.

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I am very bullish on the potential of Virtual & Mixed Reality solutions and look forward to assisting and enabling clients to create compelling and relevant immersive experiences.

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An Emoji Basketball Could Be The Future of Marketing

On March 17th Facebook rolled out a simple update to Messenger just in time for March Madness.

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By simply using the basketball emoji in Messenger a user can play a simple swipe and shoot mini game directly within the Messenger app experience.

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This very simple integration could very well show the future for how brand marketers can capitalize on activating within the messenger ecosystem. This along with the potential rise of 3rd party chat bots could fundamentally change how we interact with our mobile devices, social media & apps moving forward.

Facebook Messenger has over 800 million users. And in January of this year Social Messaging Apps such as Facebook Messenger  passed Social Networks for the first time when it comes to active users.

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I have written a lot about Facebook’s plans to convert Messenger into a commerce hub and a 3rd party development platform. Next month Facebook is rumored to release their Chat Bot SDK at F8 and that could quickly accelerate a massive shift in behavior.

The basketball emoji example shows how a brand can potentially activate in a contextual way through a conversational UI and activate emoji, stickers and other experiences directly within the messenger experience.

As of today,  43.7 million players worldwide have played the Basketball Messenger mini-game. It hit the 300 million sessions mark just a week after launch, and the game took place in 61 million different conversations on Messenger.

Facebook would join Telegram as the only two Messenger providers that support open 3rd party apps 100%. You can see examples of bot integrations in action as Uber & Lyft are already integrated with Messenger.

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This move by Facebook would provide scale and a massive audience and I am seeing additional enhancements being made prior to F8 such as the testing of in-line bots before the release of an SDK. This is similar to Telegram & Kik and allows users to connect directly with existing bots.

The example below shows in-line bots for Facebook Chess and Daily Cute.

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A Messenger Chat Bot ecosystem could rival and ultimately replace app marketplaces. Conversational chat bots + AI through messaging could become the new standard for content delivery, experiences and transactions.

Building on the models we have seen in Asia with WeChat and Line, brand marketers will need to rethink the role their brands play to enable conversations, entertainment and convenience through bots vs. how they engage today through social and other channels.

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Going back to the Basketball example, this means that brands could theoretically own the activation of unicode emoji as well as custom stickers and experiences. There is also a stickiness to the experience as high scores and other messages are shared between both parties.

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Bots can also reduce the need for whole mobile apps for multiple phone operating systems, offering lower operational costs. Chat will quickly become the mobile portal, just like Google dominates Desktop search, Facebook is looking to dominate Messaging on mobile.

We cannot ignore the shift of consumers to more intimate means of sharing as well as the potential of comprehensive messenger based ecosystem that can allow the delivery of information, rich media, location services, e-commerce and traditional commerce.

I will be on the ground at F8 and will bring live coverage of all of the details if and when Facebook formally announces their 3rd Party Chat Bot SDK.

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Who’s Influencing the 2016 Election

I was recently asked by Momentology to provide commentary about who digitally is influencing the 2016 election.

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Momentology: (Referring John Oliver’s recent Donald Trump Rant) Are SNL’s head writers and John Oliver arguably influencing the outcome of this election? Or are viewers consuming this content primarily as entertainment?

Tom: The content is designed to entertain and persuade opinion but what it really does is spark conversation socially. Here is where the real impact can be made. For those candidates that can poke fun at themselves, it is an opportunity to further connect with potential voters.

For the campaigns with savvy digital marketing strategies in place, leveraging the conversation created to integrate their messaging can be a sound strategy, if the content is contextual and resonates with the intended audience.

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Momentology: OR are they watching SNL and Last Week Tonight and then using second screens to make election-based queries inspired by the content they’ve seen?

Tom: The key for the campaigns would be to not only invest in traditional search and paid media strategies but to also be agile to topical and social conversation.  Something like the Trump SNL ad will generate a lot of attention that other RNC candidates could quickly execute an SEM and Twitter Search strategy to further drive their persuasive messaging. 

Momentology: What does this mean for voters? What does this mean for candidates?

Tom: For voters they have an opportunity to voice their opinions and show their support. The key for candidates is that every mention and interaction is another signal for the campaigns to target to reinforce their position and drive action from voters in key primaries and the general election. 

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Momentology:
And can you point to any examples of candidates tapping influencers in this campaign? If so, who/when?

Tom: Hilary clinton tapped Lena Dunham of HBO’s Girls to create content on Hilary’s Instagram account as well as sharing content on her own account.



Bernie Sanders partnered with rapper Michael Render to interview the candidate on key subjects of interest and it has garnered nearly 2 million views.

Donald Trump is an influencer in his own right with his large social followings. He has also racked up a number of key celebrity endorsements such as Hulk Hogan, Dennis Rodman, Tito Ortiz, Mike Tyson and Sarah Palin. One influencer who had a direct impact on a recent primary was Willie Robertson of Duck Dynasty Willie’s endorsement helped to fuel a hotly contested win in Louisiana.

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CNBC Commentary SXSW & Snapchat

I recently provided commentary to CNBC discussing the impact that Snapchat had on SXSW 2016 without the benefit of branded experiences on-site.

Snapchat has definitely hit mainstream in 2016 with audience demos expanding. This has been marked by traditional publications and political campaigns sharing content on the platform,” said Tom Edwards, marketing agency Epsilon’s chief digital officer of agency. “Snapchat inherently is also a great event platform. With SXSW music starting soon, you will see even more from Snapchat as they create Live Stories consisting of event-based user content and of course brand opportunities.

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