online banking 2.0 webinar, october 28, 2010 by jouk pleiter
TRANSCRIPT
1Customer Experience Solutions. Delivered. 1
Online Banking 2.0 WebinarJouk Pleiter
2Customer Experience Solutions. Delivered. 2
INTRODUCING : RICH PORTAL SOFTWARE
3Customer Experience Solutions. Delivered. 3
What we Deliver : Portal Solutions for Financials
+
Customer EngagementExpert Services
Portal SoftwareOnline Banking 2.0
(Backbase & UXP Partners)
WE WORK GLOBAL
5Customer Experience Solutions. Delivered. 5
Value Proposition
Customer Experience Solutions
6Customer Experience Solutions. Delivered. 6
Vision (1) : Outside-In = Customer Enablement
INTERNALSYSTEMS
AND PLATFORMSINSIDE-OUTAPPROACH
WEB ENABLEMENT
OUTSIDE-INAPPROACH
CustomerEnablementCUSTOMER
EXPERIENCE
7Customer Experience Solutions. Delivered. 7
Vision (2) : One-Site : Seamless Journey
Traditional banking sites suffer from the silo syndrome. How to get it right?
Create a single site – with seamless transition from open to closed
Benefit:1. seamless customer journey
2. integrated secure architecture
3. Single platform to manage, monitor and optimize
Open Closed Open – Soft Login - Secure
8Customer Experience Solutions. Delivered. 8
Vision (3) : UX Layer to unify disparate systems
Customer Engagement Portal
PublicWebsite
OnlineBanking
BranchFront-end
Call CenterFront-end
1:1 customer treatment(targeting, segmentation)
Business Rules
collect customer preferences(implicit & explicit)
Customer Profile
Transcational
Core Banking
CRM, …
Other Back-end Functions
PFM, …
3rd Party Functions
Consistent across Channels
Content
Simulation, Calculators, …
Advisory Tools
SeamlessCustomerJourney
9Customer Experience Solutions. Delivered. 9
Vision (4) : e-Business in Control
INTERNALSYSTEMS
AND PLATFORMS
FlexibleUX-Layer
CHANGE REQUIREMENTS
CHANGE CAPABILITY
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Customer Experience Solutions. Delivered. 10
Web Site 1.0
Solution : Backbase Customer Engagement Platform
Core Banking Systems & Processes
Customer Engagement Platform
SuperiorExperience
Any PlaceAny Device
Personalization& Targeting
AdvisoryTools
Easy PortalManagement
SocialIntegration
CustomerIn Control
InteractiveForms
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Customer Experience Solutions. Delivered. 11
Product Overview
Next Generation Portal Software
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Customer Experience Solutions. Delivered. 12
Bank 2.0 Portal : Functional Overview
SecurityServices
PersonalizationServices
ContentServices
PresentationServices
AggregationServices
PORTAL MANAGER
MY BANK
Customer Engagement Platform
Customerin Control
Businessin Control
ITin Control Internal Systems & Processes
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Customer Experience Solutions. Delivered. 13
Customers : In Control
IT
E-BUSINESS
CUSTOMERS
Customerin Control
Any PlaceAny Device
ITin Control
Secure &Flexible
Businessin Control
Manage &Optimize
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Customer Experience Solutions. Delivered. 14
Retail + Small Business Banking (12 Million Customers)Customer
in Control
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Customer Experience Solutions. Delivered. 15
Wealth Management : Any Time, Any Place, Any Device
Customerin Control
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Customer Experience Solutions. Delivered. 16
Business : In Control
IT
CUSTOMERS
E-BUSINESS
Customerin Control
Any PlaceAny Device
ITin Control
Secure &Flexible
Businessin Control
Manage &Optimize
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Customer Experience Solutions. Delivered. 17
Portal Manager : e-Business Dashboard
Businessin Control
18
Customer Experience Solutions. Delivered. 18
Portal Manager : Advanced Targeting
Businessin Control
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Customer Experience Solutions. Delivered. 19
Portal Manager : Interactive Forms
Businessin Control
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Customer Experience Solutions. Delivered. 20
IT : In Control
CUSTOMERS
Customerin Control
Any PlaceAny Device
ITin Control
Secure &Flexible
E-BUSINESS
IT
Businessin Control
Manage &Optimize
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Customer Experience Solutions. Delivered. 21
IT in Control : Portal Technology Services
Internal Systems& Processes
Loosely CoupledPresentation Layer
LooselyCoupled
Integration
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Customer Experience Solutions. Delivered. 22
Existing infrastructure
IT in Control : Portal Technology Services
Mash-upServices
SecurityServices
ContentServices
Rules Services
Presentation Services
PersonalizationServices
USER PROFILE
CONTENTREPOSITORY
Social Services
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Customer Experience Solutions. Delivered. 23
[email protected] FRANCISCO: +1 866 800 8996AMSTERDAM: +31 (0)20 465 8888
Thank you for your Time