GDS International - FST - Summit - US - 11

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Bank 2.0

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GDS International - FST - Summit - US - 11

  1. 1. Bank 2.0AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 1
  2. 2. Our Vision of Bank 2.0Get Ready for the ‘Engagement Banking’ EraThe Web 2.0 World, started by technology firms such as Amazon, Appleand Facebook, has made an user-centered, online experience non-negotiable.All companies, especially those in financial services, must provide this kind ofexperience or risk losing customers to competitors who do.As customers develop radically different behavior patterns spurred on by ever-evolving mobiledevices and the new social media tools, they are looking for ways to interact with firms using agrowing number of digital touch points. Unfortunately, banks have not been able to adapt fast enoughto this new kind of digital experience, which has led customers to abandon their efforts to connect.Most e-business executives want to bring a compelling digital experience to their customers, but theyare being held back by the challenge of legacy systems. These systems cannot keep up with theWeb 2.0 World, or the rapid changes caused by the mobile revolution. Backbase acknowledgesthese challenges and is helping financial firms worldwide to make the most of their current systems,while at the same time, ushering in the new era of ‘Engagement Banking’—where customers andfinancials unite. Outside-In Outside-In: Customer Centric In order to participate in this era of Engagement Banking, financial service organizations must start thinking ‘outside-in’, which means to start thinking more from a customer’s perspective, instead of a product or system (inside-out) perspective. CUSTOMER EXPERIENCE LAYER One of the biggest challenges for financial services LOOSELY organizations is the fact that their existing applications COUPLED and IT systems are extremely fragmented (siloed) and complex to change, making it hard to create a true outside-in or, customer-centric, online experience. To overcome this challenge, financial services INTERNAL organizations need a new customer experience SYSTEMS AND PLATFORMS layer on top of their existing systems, which can seamlessly combine ingredients from different systems into an effective, online, customer journey. Inside-OutAMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 2
  3. 3. Our Vision of Bank 2.0 ONLINE - ANY DEVICE CALL CENTER BRANCH OFFICE (public, personal) CUSTOMER ENGAGEMENT PORTAL BUSINESS RULES ADVISORY TOOLS 1:1 Customer treatment (targeting, segmentation) Simulation, Calculators, ... Re-Usable Widgets CUSTOMER PROFILE CONTENT Collect Customer Preferences Consistent Across Channels (implicit and explicit) CORE BANKING OTHER BACK-END FUNCTIONS 3RD PARTY FUNCTIONS Transactional CRM PFMCustomer Experience Layer My-Size-Fits-MeBy creating a new customer experience layer on top Not all your customers are equal. Just as they canof your existing core systems you can optimize the easily choose apps for their mobile phone, they cancustomer journey without the need to completely now create their own personalized Internet Bankingrewrite your existing IT infrastructure. portal using a precise combination of applications.Within the customer experience layer you can These can be provided by your comprehensive rangecompose truly customer-centric dialogs, and enable of banking and brokerage services including: ac-customers to combine content, data and functionality count services, online bill payment, loan processing,from different underlying systems within a new, fresh, stock trades, market reports, business services andcustomer-centric presentation. Of course, the new other relevant content.customer experience layer has to work on all devices(e.g. regular browsers, iPad, Android, and iPhone)and has to know your customers’ preferences perdevice.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 3
  4. 4. Our Vision of Bank 2.0Widgets Mobile OptimizedAt the heart of the new customer experience layer The pace of change in digital technologies isare widgets. Widgets are modular, mini applications sometimes bewildering. Three years ago manythat reuse and combine content and functionality banking executives hadn’t even heard of thefrom different underlying systems into a new iPhone, Android or the iPad. Now engaging withcomposite format. Widgets enable you to quickly customers through these touch points iscreate composite applications or mashups that becoming standard practice.aggregate and unify information and functionalityfrom various systems (silos). Mobile usage will surpass desktop or laptop usage in the next few years. As touch screenWidgets are aggregated into a single Web page phones become more popular, mobile touchthat is displayed in the user’s browser. Widgets can Web applications are becoming the norm.be reused everywhere: in your portal, on third-partywebsites and on mobile devices. Therefore, a bank’s user experience needs to be optimized for both regular browsers, as well as,Additionally, a widget can be personalized by an mobile touch devices, with touch-friendly layoutsend-user by modifying the widget preferences, and lightweight pages, which quickly load.which are automatically saved on the portal server.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 4
  5. 5. Our Vision of Bank 2.0 Portal Manager Bank 2.0 Portal e-business customers Bank 2.0 Portal SoftwareIT Existing Banking SystemsEmpower All StakeholdersBackbase Bank 2.0 is designed not only with the needs of the customer in mind, but also those of thee-business manager and IT administrator. For the customer, our system provides personalization, along with asuperior user experience and access from all devices, whether fixed or mobile. At the same time, the e-busi-ness manager is able to maintain control over the portal and drive a customer’s entire journey while makingchanges when necessary and publishing them directly, wherever and whenever, he wants. Backbase Bank2.0 also focuses on the IT side with easy integration and a widget-based, Web Oriented Architecture (WOA)making it simple to integrate with existing IT systems.Customization is King Speed and Ease for Business and ITWith the personalized dashboard and pages pro- Traditional portal solutions are typically managedvided by Backbase Bank 2.0, customers can make by IT and offer limited capabilities for managers totheir banking experience entirely their own from any change or improve the portal without going throughdevice, fixed or mobile. Backbase widgets allow for a change request procedure. Backbase Bank 2.0 isa uniquely customized portal experience. designed to increase the speed and ease of portal management, enabling companies to increase theirCustomers are empowered to enable or disable the agility so they’re better able to respond to changingwidgets and define customized views for the content market conditions.and functions they use most frequently. BackbasePortal manages the individual page configuration The system allows business and IT teams to collabo-throughout each user session allowing customers ratively design, test, publish or deploy, and monitorto make changes and give instant feedback while portal applications. By supporting both Businessadjusting their online environment accordingly. and IT Teams, Backbase Bank 2.0 opens up an efficient and streamlined collaborative environment for creating and managing critical business applications.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 5
  6. 6. Backbase Bank 2.0 PortalRising customer expectations and the growing importance of the Web and mobileas sales and service channels mean that e-business financial services executivesneed to fundamentally improve the way they serve customers via digital channels.Backbase Bank 2.0 Portal is a ‘customer experience’ platform that helps financial services organizationsto upgrade their online channel to be ready to compete in the era of Engagement Banking.Backbase Bank 2.0 Portal comes with powerful Web 2.0 functionalities to help you increase online revenueand acquire and retain customers. Bank 2.0 Portal runs on top of existing banking systems and processesand aggregates content and functionality from these systems into a modern Web 2.0 user interface. Additionally,the Portal complements your existing systems with specialized customer engagement apps (e.g. forms, social,user-generated content, chat, PFM) that help you make the most of your online customer interactions.Bank 2.0 Portal operates across multiple devices and comes with tablet and smartphone optimizedpresentation templates.Benefits of Bank 2.0 Portal• Superior Experience: Create intuitive and • Easy Content Management: Integrate your responsive graphical user interfaces that make existing CMS or use the Backbase CMS, to your customers both happy and efficient. easily add, edit or remove content on your portal.• Reusable Widgets: Create modular, mini- • Easy Forms Management: Create forms and applications by reusing content and functionality advisory tools that help customers to make from existing systems (internal and external). better decisions, resulting in increased online conversion.• Mobile Optimized: Empower your customers to use your portal on multiple devices such • App Store: Use Backbase and third-party as tablets and smartphones. applications directly form the Portal App Store. Create and publish your own apps.• Customer in Control: Allow your customers to create their own tailor-made ‘My Portal’ pages by • Integrate with existing systems: Aggregate selecting the features they need most. functionality from different systems into a single, seamless, customer experience. Reuse your• Smart Targeting: Target relevant information and existing systems. functionality to the right customer. Drive increased cross- and up-selling opportunities. • Proven security model: Integrate with your existing security and single sign-on infrastructure.• Easy Portal Management: Manage all aspects of Enable role-based access control within your your portal via a graphical user interface in a portal. simple and intuitive manner.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 6
  7. 7. Backbase Bank 2.0 Portal Portal Manager Bank 2.0 Portal 3RD PARTY APPS * Page and Widget Management Presentation Reusable Widgets Rich GUI (html 5) Mobile Optimized Cross Channel Personalization Management Personalization Customization Behavior Tracking Customer Profile Targeting Rules User / Group Management Security Security Services Identity Management* Single Sign-on * Electronic Signing * Management Dashboard Integrated Analytics Integration Mashup Services Content Services Profile Services Widgets Modules Transactional Systems Advisory tools App store Backbase CMS Transfer and Payments * Calculators My Profile E-Marketing * Backbase Forms Accounts and Transfers * Simulation My Content E-Support * Securities / Portfolio * Guides My Inbox CMS * Backbase App Store Credit Cards * Forms Community PFM * BB FORMS BB APP STORE 3RD PARTY APPS * 3RD PARTY APPS *PresentationThe presentation functions refer to the capability to present content and widgets in a channel- or device-optimized fashion. With Backbase Bank 2.0 Portal you can manage the page composition as well as pageflows. The rendering services ensure a common, consistent look and feel, provide common navigation andrender the dialogs in a channel- or device-optimized way.Widgets Mobile ReadyBackbase Bank 2.0 Portal uses widgets to create As touch screen phones become the norm, mobilemodular and flexible user interfaces. Widgets are mini touch Web applications are gaining traction touch.applications that run within your Backbase Bank 2.0 Backbase Bank 2.0 Portal enables you to createPortal and also can be reused on third-party websites websites and mobile applications that are optimizedor mobile devices. Your existing applications can be for mobile touch devices, with finger-friendly layoutseasily wrapped into widgets. Widgets are fully-based and lightweight pages, which are fast to load.on open HTML standards, run in every browser, don’t Backbase Bank 2.0 Portal is ready to run on iPhone,need a plug-in and don’t have to be downloaded. Android, Blackberry and other tablet or mobileWidgets are the future of the Web. devices.HTML5 / RIA Cross ChannelFor presentation, Backbase Bank 2.0 Portal relies Backbase Portal can be used across multipleentirely on open standards (HTML, HTML5 and Ajax) channels (online, call, branch) and enables you toand it runs in all popular browsers. Backbase helps better handle cross-channel customer journeys.you to create interactive Rich Internet Applications By using a single platform you can better streamline(RIA) that are easy to use and offer a superior online cross-channel interactions and empower all actorscustomer experience. (customers, agents, advisors) to collaborate more efficiently.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 7
  8. 8. Backbase Bank 2.0 Portal Portal Manager Bank 2.0 Portal 3RD PARTY APPS * Page and Widget Management Presentation Reusable Widgets Rich GUI (html 5) Mobile Optimized Cross Channel Personalization Management Personalization Customization Behavior Tracking Customer Profile Targeting Rules User / Group Management Security Security Services Identity Management* Single Sign-on * Electronic Signing * Management Dashboard Integrated Analytics Integration Mashup Services Content Services Profile Services Widgets Modules Transactional Systems Advisory tools App store Backbase CMS Transfer and Payments * Calculators My Profile E-Marketing * Backbase Forms Accounts and Transfers * Simulation My Content E-Support * Securities / Portfolio * Guides My Inbox CMS * Backbase App Store Credit Cards * Forms Community PFM * BB FORMS BB APP STORE 3RD PARTY APPS * 3RD PARTY APPS *PersonalizationEvery user is unique that’s why Backbase Bank 2.0 Portal provides the machinery to customize and per-sonalize your portal. It helps you to create and manage customer profiles and apply personalization rulesto target the right content and functionality to the right end-user, using their personal preference or behav-ior data. Behind the scenes, Backbase Bank 2.0 Portal handles the interaction with your CRM domain forcampaign management, data mining and master data management.Customization (My Bank) Customer ProfileEnable your customers to create their personalized Create an online Customer Profile combining implicitstart pages or dashboards to give them their own behavioral data (tracking) and explicit data providededitable portal environment to fit their needs and by the customer (preferences and account settings).wishes. Empower customers and employees toenable and disable widgets and define customizedviews for the content and functions they use most Targeting Rulesfrequently. Show or hide Content, Widgets, Pages, and Sections based on roles, permissions, and personalization rules. Targeting rules can also be used to defineBehavior Tracking cross- and up-sell scenarios, whereby you targetCollect and store users’ activities throughout the specific content to users based on their behaviorcustomer journey as they move across channels. or customer status.Customer behavior data is stored in the centralcustomer profile repository.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 8
  9. 9. Backbase Bank 2.0 Portal Portal Manager Bank 2.0 Portal 3RD PARTY APPS * Page and Widget Management Presentation Reusable Widgets Rich GUI (html 5) Mobile Optimized Cross Channel Personalization Management Personalization Customization Behavior Tracking Customer Profile Targeting Rules User / Group Management Security Security Services Identity Management* Single Sign-on * Electronic Signing * Management Dashboard Integrated Analytics Integration Mashup Services Content Services Profile Services Widgets Modules Transactional Systems Advisory tools App store Backbase CMS Transfer and Payments * Calculators My Profile E-Marketing * Backbase Forms Accounts and Transfers * Simulation My Content E-Support * Securities / Portfolio * Guides My Inbox CMS * Backbase App Store Credit Cards * Forms Community PFM * BB FORMS BB APP STORE 3RD PARTY APPS * 3RD PARTY APPS *SecurityBackbase Bank 2.0 Portal comes with a robust security architecture that integrates directly with abank’s existing security infrastructure.Security Integration Role-Based Access-ControlSecurity in Backbase Bank 2.0 Portal is handled in Backbase Bank 2.0 Portal enables you to giveexactly the same way as with any standard Web different customer segments (groups) differentapplication: Users are authenticated and authorized access rights and permissions within your portal.using an authentication provider, a session is created User rights can be acquired from your existingfor the user in the portal server, and with each security systems or can be defined within theadditional user request a security token is passed Backbase Portal Manager.to the portal server via a cookie. Additionally, thismechanism can be expanded to accommodate Since users are not assigned permissions directly,integrating widgets with applications and Web but acquire them through their group (or groups),Services that use URL tokens instead of cookies. management of individual user rights becomes a simple matter of assigning appropriate groups.Single Sign-On (SSO)Throughout the Backbase Bank 2.0 Portal, all Electronic Signingcomponents - including third-party applictions - Backbase Portal integrates well with your existingcan participate in an SSO scheme, if they are infrastructure for electronic signing and securityconfigurable for it. Backbase Bank 2.0 Portal typically tokens. Basically the Portal does not changeintegrates with a bank’s existing SSO infrastructure. anything in the way you are currently using theseUser credentials can be directly acquired from your technologies within your online banking platform.existing security systems and can be translated intoaccess control rules within your portal.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 9
  10. 10. Backbase Bank 2.0 Portal Portal Manager Bank 2.0 Portal 3RD PARTY APPS * Page and Widget Management Presentation Reusable Widgets Rich GUI (html 5) Mobile Optimized Cross Channel Personalization Management Personalization Customization Behavior Tracking Customer Profile Targeting Rules User / Group Management Security Security Services Identity Management* Single Sign-on * Electronic Signing * Management Dashboard Integrated Analytics Integration Mashup Services Content Services Profile Services Widgets Modules Transactional Systems Advisory tools App store Backbase CMS Transfer and Payments * Calculators My Profile E-Marketing * Backbase Forms Accounts and Transfers * Simulation My Content E-Support * Securities / Portfolio * Guides My Inbox CMS * Backbase App Store Credit Cards * Forms Community PFM * BB FORMS BB APP STORE 3RD PARTY APPS * 3RD PARTY APPS *IntegrationThe integration functions ensure proper integration of the Customer Engagement Portal within the existingIT banking infrastructure.Mashup ContentMashup services are at the core of the integration With Backbase Content Services you can aggregatelayer, which aggregates functionality from different content from your existing CMS’s or content feedsback-end systems into a seamless customer journey. (e.g. RSS, Twitter) into a central content repository.For integration, you typically have two approaches: Content Services comes with advanced indexing andThe HTML integration approach and the Data / Web search capabilities that enable super fast contentServices integration approach. You can think of the retrieval and personalized content delivery scenarios.HTML integration patterns as a clipping service, With all your content in a single location, Backbasewhere you clip relevant pieces from your existing Portals enables you to create a seamless experienceWeb application and reuse them within widgets. for customers accessing content from any locationThe underlying Web applications continue to operate and across any device.autonomously. The Data / Web Services integrationis about putting a new and optimized GUI (HTML)on top of your existing applications and WebServices. Essentially, it gives a fresh, new face toyour previously faceless Web services.ProfileStore and manage all your customer profile data ina single location (customer data mart), so it can beanalyzed with data mining tools (to build customerbehavior models) or it can be used by targetingrules to create targeted content or personalizationcampaigns.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 10
  11. 11. Backbase Bank 2.0 Portal Portal Manager Bank 2.0 Portal 3RD PARTY APPS * Page and Widget Management Presentation Reusable Widgets Rich GUI (html 5) Mobile Optimized Cross Channel Personalization Management Personalization Customization Behavior Tracking Customer Profile Targeting Rules User / Group Management Security Security Services Identity Management* Single Sign-on * Electronic Signing * Management Dashboard Integrated Analytics Integration Mashup Services Content Services Profile Services Widgets Modules Transactional Systems Advisory tools App store Backbase CMS Transfer and Payments * Calculators My Profile E-Marketing * Backbase Forms Accounts and Transfers * Simulation My Content E-Support * Securities / Portfolio * Guides My Inbox CMS * Backbase App Store Credit Cards * Forms Community PFM * BB FORMS BB APP STORE 3RD PARTY APPS * 3RD PARTY APPS *WidgetsYour existing systems deliver the common retail banking functionality such as accounts, transactions,payments, securities, etc. Backbase Bank 2.0 Portal doesn’t deliver transaction or online bankingcapabilities itself, but rather integrates with your existing banking systems to re-purpose their functionalitywithin the customer experience layer.Your existing banking systems expose their content and functionality in either HTML or as Web Services,which are encapsulated within flexible widgets (modular mini applications) that are presented within theBackbase Bank 2.0 Portal.Widgets can be reused across multiple channels (online, call center, branch), devices (smart phones,tablets) and end-users can select widgets from the Widget Catalog to customize their My Bank environment.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 11
  12. 12. Backbase Portal ManagerBackbase Portal Manager is a graphical user interface for e-business teams tomanage your Bank 2.0 Portal directly, reducing their dependency on IT support.With Portal Manager, e-business professionals are empowered to manage,monitor and optimize their Bank 2.0 portal on their own.Portal DashboardThe Portal Manager Dashboard is the main control center to monitor all activities within your Bank 2.0 Portal.It includes widgets such as: To Do’s (your tasks within the the portal management workflow) and Analytics(key metrics to monitor your portal’s performance).You can easily extend your dashboard with your own custom widgets. Custom widgets can either includenew views for Backbase Portal functionality, or can contain content and functionality from any third-partysystem, such as your favorite e-marketing and e-support tools.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 12
  13. 13. Backbase Portal ManagerPortal Editor Content ManagerBackbase Portal Manager comes with an easy to With Backbase CMS you can manage all your onlineuse ‘What You See Is What You Get’ portal editor content from a single location. All your contentthat enables you to change your portal on the fly, updates are automatically synchronized with thewherever and however you want it. ‘Select’, ‘Drag’ underlying CMS infrastructure and your changesand ‘Drop’, that’s all you need to do to expand can be embedded in an approval workflow beforeyour portal with a new widget. being published to the live portal.Want to add a new banner, change a form field or You can also choose to edit your content directlyadd a new content block? Select the appropriate within the context of the end-user portal page,element and change it on the fly. Of course, we also exactly where you want it to be presented.offer tools to keep everything mistake free. BackbaseBank 2.0 Portal offers audit trails, approval workflowfor multi-eye checks, and a preview-stage duringproduction for the publishing process.Access RightsBackbase Bank 2.0 Portal can help you to offerdifferentiated product and service capabilities todifferent customer groups, while keeping costsunder control.Within Portal Manager you can create groups andassign access rights or permissions to a specificgroup. Backbase Bank 2.0 Portal users are assignedto groups, and through those group assignmentsacquire the permissions to utilize portal and/orwidget functionalities.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 13
  14. 14. Backbase Portal ManagerPublish Integrated AnalyticsWith the Backbase Portal Manager, you can preview Know who is visiting and what they are viewing.changes to your portal, and subsequently you can Portal Manager comes with integrated analytics thatpublish your changes to either the staging (QA) or bring you real insight into your visitors’ behavior, andto the live production environment. will help improve your online conversion ratios.Just click ‘publish’ and your changes are live. Bank 2.0 Portal comes with an API to directlyNo lengthy IT change cycles, just instant execution integrate with your current analytics software. Ifof your publishing instruction with the touch of you are using Google Analytics, Omniture, Unica,a button. Webtrends, Coremetrics or any other analytics suite, you don’t have to switch. You can seamlessly integrate them with Bank 2.0 Portal.PersonalizationWith Backbase Rules you can target customersegments and individual users, based on theirbehavior and profile. Backbase Portal’s targetingrules enable smart cross- and upsell scenario’s. Forexample: show a different widget when the user logsin more then 5 times per week.Or, show a banner to all users with a certain profilestatus. Your targeting rules can utilize both customerdata from your CRM and your online customer data(preference and behavior data).AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 14
  15. 15. Add-On: Backbase FormsWith Backbase Forms you can create and edit forms, but above all: manage thebusiness logic and business processes behind them. Backbase Forms not onlyhelps you to create intelligent forms, but also helps you to design the processthat routes the form input to the right systems and people within your organization.Backbase Forms enables you to design interactive forms, calculators and simulation tools that make allinteraction with your company intuitive, user-friendly and efficient. With Backbase you can significantlyimprove your self-service processes, response times, employee productivity, and drastically lower youroperational costs.Additionally, Backbase Forms creates an efficient collaborative environment for both Business and ITspecialists. Business teams can quickly design new forms, observe and measure the results, and make theappropriate updates and modifications, all without having to do programming. IT specialists can configurethe core forms platform and do a one-time job in creating code fragments for display and integration logic.Benefits of Backbase Forms:Manage Your Interactive Forms Forms StudioBackbase Forms helps you to create and manage Backbase Forms Studio is an advanced forms designinteractive Web 2.0 forms. Your forms will be environment. It enables business analysts to workequipped with subtle animations, contextual help, directly with business owners to translate their needsguided navigation, conditional questions, real-time into quick prototypes. Backbase Forms Studio offersfeedback, direct validation, auto summary and auto a publication workflow process, which enablessave. Backbase Forms easily integrates with your business people to publish forms updates directlyback-end systems and helps you to streamline form to a staging and/or live production environment.handling processes.Create Calculators and Simulation Tools Forms ComposerBackbase Forms comes with a powerful rules engine Backbase Forms Composer is a simple, browser-that enables you to easily implement calculators, based forms editor. It enables business users tosimulation tools and advanced advisory tools to directly make changes in existing forms giving themhelp your customers to make complex decisions or direct control over text, sequence of questions andproduct choices. The underlying business rules can forms layout, all within carefully designed structuresbe directly edited by business analysts, without IT to prevent them from making mistakes. Backbasedependency. Forms Composer can be used by any business user and requires no training.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 15
  16. 16. Add-On: Backbase CMSIf you need a tightly-integrated CMS with your Portal; Backbase offers itsown CMS as an add-on component.Backbase CMS is based on Alfresco’s ECM technology and is well-integrated into the overall BackbaseBank 2.0 Portal architecture. Backbase CMS can be used to manage a wide variety of content types(HTML, Documents, Video, XML. UGC) and offers enterprise-grade content authorization, -workflowand -publishing capabilities.However, if you are completely satisfied with your current CMS, just keep using it. Backbase Portalwill assume your content via widgets and the Portal’s Mashup, or Content Services, will seamlesslyintegrate your existing content sources directly to Backbase Bank 2.0 Portal.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 16
  17. 17. Add-On: AppsBackbase Bank 2.0 Portal comes with pre-built widgets and Web 2.0 applications(add-on) that are available in the Portal App store. You can easily add your ownor any third-party application to the Portal App Store and make all of them directlyavailable to your portal users.Backbase Pre-built Apps My InboxBelow a short overview of some add-on apps you The My Inbox is the control panel for all of yourcan use within your Backbase Bank 2.0 Portal. Bank 2.0 interactions. Now your customers canIf you don’t see the right app or if you have different manage all their important messages from a singlerequirements, please feel free to contact us directly location. Whether they are receiving an updateto talk about your needs. We are open to developing from their account manager, or accepting a servicewidgets or apps together. extension request, all of these interactions pass through their personal inbox.My ProfileIt’s important to give your customers control over Collaborationtheir information and privacy. The My Profile module Empower your employees and business partnersallows your customer to choose how their personal with modern collaboration tools including: Wiki,information is displayed, how they want to be Blog, Project Spaces, Document Sharing andcontacted, and their overall preferences (e.g. privacy, Calendaring. Using the Backbase Collaboratione-mail notification, homepage settings) and interest Module, co-workers and business partners can(e.g. topics, events). come together to swarm on problems and share what they are learning, and, they can do it all inMy Content real time.Enable your customers to manage all their relevant Your employees and business partners are engagedcontent (e.g. contracts, bookmarks/clippings, and connected. It’s easy to find the people, content,submitted forms, simulation results and product information, and media they need.information) in a single location.Third-Party AppsBackbase Portal can integrate with any existing Web application. Third-party systems such as PFM tools,brokerage tools, CMS, e-marketing and -support tools, etc., can be easily encapsulated within widgets.Widgets can be presented across multiple channels and devices and can be targeted to specific customersegments or individual users. Widgets are registered in the Portal App Store.AMERICAS: 350 Broadway, New York, NY 10013, United States of America Phone: +1 866 800 8996 Email: sales-us@backbase.comEMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 17
  18. 18. Customer Engagement Solutions. Delivered.Backbase delivers next-generation enterprise portal software with powerful Web 2.0functionality to increase revenue and acquire and retain customers. Our customer-centric design philosophy enables our customers to drive self-service, fuel onlinerevenues and turn their online channel into a true Customer Experience Platform.Our flagship product, Backbase Portal, offers a new, user experience layer on top of existing systems, andlinks people to the vital information and resources they need. It unites isolated content and applications to createa seamless, online experience without the need to change underlying infrastructure and IT systems. An efficientdesign enables companies to create high-quality portals that empower e-business professionals to manage,and optimize, their online customer interactions with less IT support. This means faster time to market for newbusiness requirements.Global 2000 enterprises such as ABN Amro, AIG, Al Rajhi Bank, Barclays, Bank of America, BT, General Motors,ING, KPN, Motorola, NXP, Philips, UBS and Visa, use Backbase technology to create personalized customerexperiences. Backbase was founded in 2003 and is privately funded with operations in New York and Amsterdam.AMERICAS: EMEA and ASIA:350 Broadway, New York Jacob Bontiusplaats 9NY 10013, USA 1018 LL AmsterdamPhone: +1 866 800 8996, The NetherlandsEmail: sales-us@backbase.com Phone: +31 20 465 8888 Email: sales-eu@backbase.com© Copyright Backbase BV 2011Backbase is a trademark of Backbase BV in the United States, other countries or both. Other company product and service names may be trademarksor services marks of others.The information contained in this documentation is provided for information purposes only. While efforts were made to verifythe completeness and accuracy of the information contained in this documentation, it is provided “as is” without warranty of any kind, express or implied.In addition, this information is based on Backbase’s current product plans and strategy, which are subject to change by Backbase without notice. Backbaseshall not be responsible for any damages arising out of the use of, or otherwise related to, this documentation or any other documentation. Nothing containedin this documentation is intended to, nor shall have the effect of, creating any warranties or representations from Backbase (or its suppliers or licensors),AMERICAS: 350 Broadway, New York, the applicable license agreement governing the use of 8996 Email: sales-us@backbase.comor altering the terms and conditions of NY 10013, United States of America Phone: +1 866 800Backbase software.EMEA and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email: sales-eu@backbase.com 18

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