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Manage Your Financial
Institution's Customer
Experience Across All Channels
November 12, 2013

1

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Today’s Speakers

Bill Beardslee, General Manager, Magnolia Americas
Marty Ronky, Director of Business Solutions, NRG Edge
Sebastian Napoli, Director of Technology Solutions, NRG Edge
Adam Galloway, Chief Architect , NRG Edge

2

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Today
Topic
Magnolia CMS Overview

5 Minutes

Content Management Across
Multiple Channels

35 Minutes

Questions

3

Time

15 Minutes

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Just What Is a CMS?
(Content Management System)

4

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Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
A Content Management System defined

Multi-Channel Outbound

www

Mobile Site

Newsletter

App

Landing Page

Content
Analytics

Commerce

CRM

Personalization

Integration/Inbound

!

5

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
6

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Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Text

7

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
And now, onto Marty

www.magnolia-cms.com
8

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
NRG Edge – A Bank Technology Solutions & Services Co.

‱Channels solution architects for financial
services

‱Clients include several of the large, direct
banks in the U.S.

‱Magnolia CMS experts
‱Java / Mobile / Web / UI developers for
financial services

‱Financial services business and technical
systems analysts

9

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Partnership
‱Partners since 2006
‱NRG Edge is Magnolia’s U.S. partner in financial
services.

‱Joint product development / support / training / sales
‱Java / Mobile / Web / UI developers for financial
services

‱NRG Edge invited annually to present latest
innovative use of content management for financial
services at Magnolia’s Annual Users Conference.

10

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Challenge: Manage Content Across Mobile & Web Silos

No single method supports change across all channels, including the secure
banking sites. This translates into a poor and inconsistent user experience and
expensive maintenance for the institution.

11

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Single Console Manages Content Across All Channels

Tables

Video

Surveys

Rates

Text

Charts

Product Info

Native Mobile &
Tablet Banking Apps *
* Secure Banking Sites and Apps

12

Version 1.1

Wednesday, November 13, 13

Promos & Ads
Pages
Legal
Alerts

Mobile Web
Banking *

Calculators

Images
Links

Multilingual

Social Media
Help

Documents

Chat

Disclosures

Messages

Web Online
Banking *

Bank WebStorefront
Marketing Site

Magnolia is a registered trademark owned by Magnolia International Ltd.
Institution-Defined Workflow for Review & Approval

The “Pulse” Enables Workflow for
Review & Approval Processes

13

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Enabling content management across an
institution’s digital channels increases that
institutions’ brand velocity in the marketplace.

14

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Key Features
‱Cross-channel content changes are made from a
single, administrative console.

‱Role-based user management and version control
sets up to work within your institution’s processes.

‱Intuitive interface reduces complexity and offers an
easy way to manage all channel content for an
institution’s non-technical staff; e.g., marketing, legal,
product and other aligned groups.

‱From a flexible base platform, templates are
configured to fit an institution’s brand-specific
requirements.
15

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
And now, onto Adam

www.magnolia-cms.com
16

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.
Thank You.

Questions?

Contact Greg Ryan, Director of Marketing, NRG Edge, greg.ryan@nrg-edge.com, 610-585-3505

17

Version 1.1

Wednesday, November 13, 13

Magnolia is a registered trademark owned by Magnolia International Ltd.

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Manage Your Financial Institution's Customer Experience Across All Channels

  • 1. Manage Your Financial Institution's Customer Experience Across All Channels November 12, 2013 1 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 2. Today’s Speakers Bill Beardslee, General Manager, Magnolia Americas Marty Ronky, Director of Business Solutions, NRG Edge Sebastian Napoli, Director of Technology Solutions, NRG Edge Adam Galloway, Chief Architect , NRG Edge 2 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 3. Today Topic Magnolia CMS Overview 5 Minutes Content Management Across Multiple Channels 35 Minutes Questions 3 Time 15 Minutes Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 4. Just What Is a CMS? (Content Management System) 4 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 5. A Content Management System defined Multi-Channel Outbound www Mobile Site Newsletter App Landing Page Content Analytics Commerce CRM Personalization Integration/Inbound ! 5 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 6. 6 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 7. Text 7 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 8. And now, onto Marty www.magnolia-cms.com 8 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 9. NRG Edge – A Bank Technology Solutions & Services Co. ‱Channels solution architects for financial services ‱Clients include several of the large, direct banks in the U.S. ‱Magnolia CMS experts ‱Java / Mobile / Web / UI developers for financial services ‱Financial services business and technical systems analysts 9 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 10. Partnership ‱Partners since 2006 ‱NRG Edge is Magnolia’s U.S. partner in financial services. ‱Joint product development / support / training / sales ‱Java / Mobile / Web / UI developers for financial services ‱NRG Edge invited annually to present latest innovative use of content management for financial services at Magnolia’s Annual Users Conference. 10 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 11. Challenge: Manage Content Across Mobile & Web Silos No single method supports change across all channels, including the secure banking sites. This translates into a poor and inconsistent user experience and expensive maintenance for the institution. 11 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 12. Single Console Manages Content Across All Channels Tables Video Surveys Rates Text Charts Product Info Native Mobile & Tablet Banking Apps * * Secure Banking Sites and Apps 12 Version 1.1 Wednesday, November 13, 13 Promos & Ads Pages Legal Alerts Mobile Web Banking * Calculators Images Links Multilingual Social Media Help Documents Chat Disclosures Messages Web Online Banking * Bank WebStorefront Marketing Site Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 13. Institution-Defined Workflow for Review & Approval The “Pulse” Enables Workflow for Review & Approval Processes 13 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 14. Enabling content management across an institution’s digital channels increases that institutions’ brand velocity in the marketplace. 14 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 15. Key Features ‱Cross-channel content changes are made from a single, administrative console. ‱Role-based user management and version control sets up to work within your institution’s processes. ‱Intuitive interface reduces complexity and offers an easy way to manage all channel content for an institution’s non-technical staff; e.g., marketing, legal, product and other aligned groups. ‱From a flexible base platform, templates are configured to fit an institution’s brand-specific requirements. 15 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 16. And now, onto Adam www.magnolia-cms.com 16 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.
  • 17. Thank You. Questions? Contact Greg Ryan, Director of Marketing, NRG Edge, greg.ryan@nrg-edge.com, 610-585-3505 17 Version 1.1 Wednesday, November 13, 13 Magnolia is a registered trademark owned by Magnolia International Ltd.