powering disruption in banking

Powering Disruption in Banking Backbase Webinar Series | 15-10-2014

Disruption in Banking!

Challenge

Disruption : New Entrants – Silicon Valley

Challenge

Disruption : New Entrants – Innovative Challengers

Challenge

Disruption : Banks reinventing Themselves…

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Times

Branch

Phone

ATM

Tablet

Mobile

0%

10%

100%

20%

30%

40%

50%

60%

70%

80%

90%

Challenge

7-10 Times per Month

3-5 Times per Month

5-10 Times per Year

1-2 Times per Year

20-30 Times per Month

Disruption : Mobile takes the World by Storm

Goal

Digital Transformation is Essential…. And rewarding!

Source: EFMA - Digital Transformation in 10 Building Blocks – to boost customer experience and return on Equity. McKinsey - 2012

Goal : Lower Cost-Income

Ratio with 14%

Digital Transformation : How to make it Happen…!

Mission

Help Financials to Create, Manage, and Optimize their Digital Omni-Channel Future…

Our Mission:

BACKBASE CXP

PRODUCTS & IT SYSTEMS

Paradigm Shift : The Outside-In Approach

Existing Systems (Product Centric)

Customer Experience

Platform

Inside-Out Web / Mobile Enablement

Outside-In Customer Enablement

BACKBASE CXP

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Customer Oriented Functions

Back Office Functions

PRODUCTS & IT SYSTEMS

Outside-In = Customer Centric

Existing Systems (Silos)

Customer Experience

Platform

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

Treasury Payments

Widgets

Widgets – Customer Experience Building Blocks

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CRM, Social, etc.

CRM SYSTEMS

Omni-Channel

Re-Usable Widgets

1:1 Marketing (targeting, segmentation)

PERSONALIZATION

Chat, Mail, SMS

COMMUNICATION

Transactional

BANKING SYSTEMS

PFM, Portfolio, etc.

3RD PARTY APPS

Re-use Across Channels

CONTENT

Origination, Self-Service, etc.

FORMS

Widgets

Widgets – Customer Experience Building Blocks

14 Live Demo : https://www.postfinance.ch/ap/ga/fp/demo/login?WT.ac=wsokcontainer_demo_EF_en

BACKBASE CXP

Customer Experience Platform

Widget

CRM

Security Services

Content Repository

Customer Experience Services

Widget Widget Widget Widget

Analytics

Personalization Services Integration Services Content Services

Existing Systems SSO IDM ESB

Widget Widget Widget Widget Widget

Launchpad

Challenge

Widgets : Flexibility & Freedom to Innovate Fast

Backbase Engage

Engage : Empower Disruption in Banking

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BACKBASE CXP

Engage : Omni-Channel Banking

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Customers

Experience Orchestration

Existing Systems

Omni-Channel Banking

Integration

Streamline Omni-Channel Customer Interactions

Experience & Channel Services

Integration Partners Innovators

Backbase Engage

Backbase Engage… Turn-key, Ready to Go!

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Customer Experience Platform + Digital Banking Services

Fast Time To Market

§  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

Launchpad for Retail Banking

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Fast Time To Market

Launchpad for Commercial Banking

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§  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

Fast Time To Market

Launchpad for Wealth Management

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§  Portfolio Viewer / Manager

§  Financial News §  Message & Alerts

§  Research Materials

§  Advisor Communication

§  Secure Document Exchange

§  Market Information

§  Simple Payment (SEPA)

Backbase Engage

Engage: Open Banking Marketplace

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SOME OF OUR CUSTOMERS

Over 50 Major Financials Rely on BACKBASE

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Customer Experience Solutions. Delivered. Analyst Recognition

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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

“Backbase is Most Visionairy”

Customer Experience Solutions. Delivered. INDUSTRY RECOGNITION

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."

“Backbase is Market Leader”

info@backbase.com www.backbase.com

THANK YOU!