Slides used in the Backbase webinar 'Building a Smarter Bank, with Ron Shevlin' for the second part, presented by Jelmer de Jong.

1. BACKBASE: Regain Control of Your Digital Strategy

2. Customer Behavior : Shift to Digital
“.”2

3. Omni-Channel Customer Journey
1) Pursue an Omni-Channel Delivery Model
3

4. Source:
Google Inc.

5. Outside-in Approach : Start with the Customer
5
Every Journey Start with the Customer…
Technology
Systems
Processes
Mind Devices Applications Companies

6. And Requires Hard Work at Infra Level…
6
The hard work
happens here
Technology
Systems
Processes
Mind Devices Applications Companies

7. Legacy Approach : Monolithic Silo’s
7
UX & Marketing
Business Logic
Banking Infrastructure
Rails

8. Disruptors = Flexible CX Layer + API’s
8
API API API API
Orchestration
UX & Marketing
Banking APIs
Banking Infrastructure
Rails
API API API API API
Orchestration
API API

9. Online
Banking
1
Eliminate Silos
9
Challenge : How to Eliminate Silo’s?
Mobile
Banking
1
Online
Banking
2
Mobile
Banking
2
ATM
Kiosk
CCC
Branch

10. Existing
Systems
Processes
IDM
SSO
CRM
Eliminate Silos
Omni-Channel Digital Banking
10
Backbase Engage
Fast &
Frictionless
Personal &
Relevant
Superior
Experience
Any Time
Any Place
CRM
Integration
Security &
Compliance
Process
Integration
Application
Integration

11. Key Digital Ingredients: Regain Control

12. Our Mission
Backbase is on a mission to help Financials Create, Manage
and Optimize secure Omni-Channel Customer Interactions.
12

13. CXP Services
Digital Banking with Backbase Engage
Digital Banking
Services
3
2
1
4
Launchpad
Retail | Wealth | Commercial
Existing
Core Systems
Widget Widget
CXP Manager
Digital Banking
Apps
• Money Movement
• PFM
• Loyalty
• E-Statements
5
Backbase Engage

14. Launchpad: User Experience Building Blocks
Backbase Engage
14
LAUNCHPAD
Retail | Wealth | Commercial
1
Customer
In control

15. Backbase Engage
CXP: Omni-Channel Experience Orchestration
CRM
Security Services
Content
Repository
Analytics
Personalization ServicesIntegration Services Content Services
Existing
Systems SSO IDMESB
Mobile SDKPublishing ServicesPresentation Services Search Services
Customer Facing Apps
CXP Services
2
IT
In control

16. Backbase Engage
CXP Manager: Take Control of your Digital Strategy
16
CXP Manager
(Digital Managers)
Business
In control
3

17. Backbase Engage
Digital Banking Services: Accelerate Innovation
Core Systems
Core
Systems
Digital
Banking
Services
• Launchpad
• CXP Services
• Banking: Transactions, Cleansing,
Categorize, Enrich, Savings, Budgets,
Payments, Accounts, Entitlements, …
• Universal: Alerts, Notification, Message
Center, Auditing, Contacts, …
• Re-Use & Rationalize
Existing Systems
Web Mobile Branch
Widget Widget Widget Widget
API API API
Digital Banking Services4
CXP Integration Services

18. Backbase Engage
Banking Marketplace: Ready to Go Banking Apps
5

19. We Are Backbase

20. Customer Experience Solutions. Delivered.
INDUSTRY RECOGNITION
20
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
”Most Visionary Vendor”

21. Customer Experience Solutions. Delivered.
INDUSTRY RECOGNITION
“Backbase is Market Leader”
Decision Matrix: Selecting
Next Generation Digital
Banking Channel Platform
Jaroslaw 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. Customer Experience Solutions. Delivered.
INDUSTRY RECOGNITION

23. Q&A

24. Thank you!
Jelmer de Jong, Fintech Consultant, jelmer@backbase.com