Backbase CEO & Co-Founder Jouk Pleiter on how to enable the Everday Bank.

1. Enabling the Everyday Bank
Bank 2.0 Webinar Series | 20-11-2014

2. Enabling the Everyday Bank
Everyday Bank
Just-in-Time

3. Digital Transformation : How to make it Happen…!

4. Disruption : Mobile takes the World by Storm
100%
90%
80%
20%
70%
30%
60%
40%
50%
50%
40%
60%
30%
70%
80%
20%
90%
10%
0%
Times
Branch
Phone
ATM
Tablet
Mobile
0%
10%
100%
Challenge
1-2 Times per Year
5-10 Times per Year
3-5 Times per Month
7-10 Times per Month
20-30 Times per Month

5. Mission
Help Financials to Create, Manage, and Optimize
their Digital Omni-Channel Future…
Our Mission:

6. BACKBASE CXP
Paradigm Shift : The Outside-In Approach
Customer
Experience
Platform
PRODUCTS
& IT SYSTEMS
Existing Systems
(Product Centric)
Outside-In
Customer Enablement
Inside-Out
Web / Mobile Enablement

7. BACKBASE CXP
7
Outside-In = Customer Centric
Customer Oriented Functions
Back Office Functions
Customer
Experience
Platform
PRODUCTS
& IT SYSTEMS
Existing Systems
(Silos)

8. Enabling the Everyday Bank
Everyday Bank
Just-in-Time

9. Omni-channel
Re-Usable
Widgets
Widgets
Widgets: Experience Building Blocks
9
PERSONALIZATION
1:1 Marketing
(targeting, segmentation)
COMMUNICATION
Chat, Mail, SMS
BANKING SYSTEMS
Transactional
FORMS
Origination, Self-Service, etc.
CONTENT
3RD PARTY APPS
PFM, Portfolio, etc.
CRM SYSTEMS
CRM, Social, etc.
Re-use Across Channels

10. Widgets
Widgets – Customer Experience Building Blocks
10
Live Demo : https://www.postfinance.ch/ap/ga/fp/demo/login?WT.ac=wsokcontainer_demo_EF_en

11. BACKBASE CXP
Re-Use Existing Banking Systems
Omni-Channel Banking Platform
Integrate, Orchestrate and Re-Use
Core
Banking
Loans
Credits
End-customers
Existing Banking
Applications
Payments Treasury

12. BACKBASE CXP
Customer Experience Platform
Widget
Widget Widget Widget Widget Widget
Personalization Integration Services Content Services Services
Existing
Systems ESB CRM
SSO IDM
Security Services
Widget Widget Widget Widget
Customer Experience Services
Content
Repository
Analytics
Launchpad

13. Backbase Engage
Engage : Empower Disruption in Banking
13

14. BACKBASE CXP
Engage : Omni-Channel Banking
14
Customers
Omni-Channel Banking
Experience
Orchestration
Existing
Systems
Integration
Streamline Omni-Channel
Customer Interactions
Experience & Channel Services
Partners Integration
Innovators

15. Backbase Engage
Backbase Engage… Turn-key, Ready to Go!
15
Customer Experience Platform
+ Digital Banking Services

16. Fast Time To Market
Launchpad for Retail Banking
§ Authentication
§ Bill Payments / Send Money
§ Review Payments
§ E/M-Commerce
§ Loan Payments
§ Transfer
§ PFM Retail Widgets
§ Review Transfers
§ Scheduled Payments
§ Split ‘n Share
§ Statements – export – print
§ Transactions
16

17. Fast Time To Market
Launchpad for Commercial Banking
17
§ Authentication
§ Payments
§ Cash Management
§ Invoices (+ integration)
§ Foreign Exchange Trade
§ Accounts Overview / Activity
§ Statements – export – print
§ To-Do’s / Collaboration
§ Secure Messaging
§ Secure Documents Sharing
§ Alerts

18. Fast Time To Market
Launchpad for Wealth Management
18
§ Portfolio Viewer / Manager
§ Financial News
§ Message & Alerts
§ Research Materials
§ Advisor Communication
§ Secure Document Exchange
§ Market Information
§ Simple Payment (SEPA)

19. SOME OF OUR CUSTOMERS
Over 50 Major Financials Rely on BACKBASE
19

20. Customer Experience Solutions. Delivered. Analyst Recognition
20
“Backbase is Most Visionairy”
Gartner Magic Quadrant for
Horizontal Portal Software
Jim Murphy (October 2014)
“Backbase is among the most
highly regarded user experience
platform vendors in time to
implement”.
ü Strong momentum since 2010
ü Lean User Experience Platform

21. Customer Experience Solutions. Delivered. INDUSTRY RECOGNITION
“Backbase is Market Leader”
Decision Matrix: Selecting Next
Generation Digital Banking
Channel Platform
Yaroslaw Knapik (December 2013)
We believe Market Leaders are
worthy of a place on most
technology selection shortlists.
The vendor has established a
commanding market position with
a product that is widely accepted
as best-of-breed."

22. Q&A