the global trade club alliance

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The Global Trade Club Alliance Developing a Global Digital Business Community of International Oriented Clients from multiple banks Presented to: A joint initiative by Partner Banks include: Technology partner Charter partner bank Presented by Gaspard Delassus, Head of Customer Relations and Nina Nourian, Business Development Coordinator

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The Global Trade Club AllianceDeveloping a Global Digital Business Community of

International Oriented Clients from multiple banks

Presented to:

A joint initiative by

Partner Banks include:

Technology partnerCharter partner bank

Presented by Gaspard Delassus, Head of Customer Relations and Nina Nourian, Business Development Coordinator

Major clients worldwide

Strong Expertise in Digital Non Financial-Services for banks

16 years experience working with banks

A team with the various skills needed to build and manage Bank-to-Business solutions

A series of front end / back end platforms adapted to respond to business clients’ needs

Projects delivered turnkey within 3 to 6 months

Global Approach

Our solutions are used by 700,000+ companies in 30+ countries

We operate websites in 10+ languages including English, Spanish, Italian, Arabic, French, etc

Based in Paris; account & project mgt capacities in Kiev, Istanbul, Dubai, Singapore

Presenting Export Enterprises (EE)…………………………………………………………………………………………………

Slide | 2

We support banks on their digital journey…………………………………………………………………………………………………

Slide | 3 3

Business Community

Connect clients through

matchmaking to generate

business opportunities

InternationalTrade Portal

Provide International trade

resources to help SME expand

their business

Crowd-funding Platform

Help clients finance their

project and keep client

loyalty

SME Portal

Inspire entrepreneurs with

business tips and business

consultancy services

Marketplaces for professional services

Enable your clients to buy

professional services in a safe

environment

Provide interactive content for

clients and prospects to stay

engaged with your brand

Webinar Platform

Provide interactive content for

clients and prospects to stay

engaged with your brand

Few examples …………………………………………………………………………………………………

Slide | 4 4

Introducing the Trade Club Alliance …………………………………………………………………………………………………

This list is constantly growing

as Santander and EE engage with new potential partners

The Initiative:

Export Enterprises and Santander are currently

building a worldwide alliance of banks who want to

interconnect their international trade oriented

clients with each other.

The Acquired Experience:

This project started in 2015, when EE developed a

community linking Santander’s international trade

oriented clients in its 15 footprint countries.

The Goal:

The overall goal is select one major bank per

country, and allow its selected clients to use this

network of communities to source new suppliers,

find overseas distributors and clients.

Slide | 5

The 2016-2017 Roadmap for Banks to join the Alliance

Mexico

United States

& Puerto Rico

Brazil

Chili

Argentina

Peru

Poland

Uruguay

Germany

United Kingdom

Spain

Italy

Greece

Turkey

Morocco

& Western

Africa

Portugal

Netherlands

South Africa

France

Current countries Countries joining in Q2/Q3 2017

Norway

Countries joining in 2016 Ongoing negotiations

Finland

Sweden

Australia

Singapore

Canada

Japan

China

India

Denmark

Saudi

Arabia

…………………………………………………………………………………………………

UAE

Thailand

Malaysia

Belgium

Columbia

Korea

Slide | 6

7

How it Works?

The value for your clients…………………………………………………………………………………………………

Engage with clients of the partner banks

An Example: Rabobank Trade Club

1. On-boarding Process

2. Check the “pile of opportunities”

3. Receive emails from the CM

Slide | 7

Introducing the Trade Club Alliance …………………………………………………………………………………………………

Slide | 8

Trade Club

Trade Club

Business

Network

Trade Club

Algorithm

Engage with the clients of the partner banks …………………………………………………………………………………………………

3 ways to find overseas counterparts

in the communities of the other partner banks

AUTOMATED ALGORITHM

The machine learning algorithm

suggests relevant possible

counterparts

COMMUNITY MANAGER

The community manager selects

and pushes the most relevant

matches

BUSINESS DIRECTORY

Users can search the directory

of members of the other communities

to find additional leads

1 2 3

► Find Distributors ► Source new Suppliers ► Discover new clients

Slide | 9

Example of a start-page: Rabobank’s Community…………………………………………………………………………………………………

Viewpoint:

Logged in client

Home screen

Slide | 10

(1) Easy On-Boarding: Just create your business card

An Access Code

Clients receive an access code indicating they

are a client

5 Minutes

A simple one page registration process

Company Information

User completes Business Card with

products/services offered by the company,

business objectives

Clients will need:

…………………………………………………………………………………………………

The UX of the on-boarding process is

constantly improved through focus groups

1

2

3

Slide | 11

(2) Check a ‘Pile’ of Opportunities

The Algorithm

Relevant business matchmakings pushed based

on products/services sold

The Community manager

pushes a personalized selection of business

matches (also sent via email)

The Directory

Allows users find business opportunities based

on an independent search.

An RM

Optionally through a add-on feature, RMs can

also suggest matchmaking to their own clients

Opportunities are based on:

…………………………………………………………………………………………………

1

2

3

4

Matches are based on clients of all

partner banks in the alliance

Slide | 12

(3) Receive emails from the community manager

Client get one-on-one assistance

Personalised Matches

Receive matchmaking suggestions from the CM

Profile Validation

Check more details about the suggested company

and follow up

Constant Communication

Contact community managers with questions and

comments

………………………………………………………………………………………………………..

1

2

3

SLA of this service is 1 personalized

match per month for each client by the CM

Slide | 13

14

How it Works?

Key facts for an implementation

…………………………………………………………………………………………………

The 3 interfaces delivered by EE

The on-boarding process

The main features of the back-end

The connection to partner banks’ communities

The benefits for your bank

Slide | 14

The Community consists of 3 Interfaces…………………………………………………………………………………………………

FRONT END

Interface

BACK-END

Interface COMMUNITY MANAGER

Interface

Comprised of features for members to

engage with fellow members overseas

Allows the Community Manager to

originate matchmaking suggestions,

answer question, etc.

Allows your bank the bank to monitor

and track usage by your members.

Slide | 15

The Front-End: On-Board Selected Clients

Define the access policy

Clients only: This experience is for clients

only; a public page can lure non-clients

International Companies: Enrich the

community with companies focussed on

import/export activities

Private Access: Choose how clients will

access the Club:

Distribute Access Codes

Create a secure link from e-banking

Possible more solutions….

…………………………………………………………………………………………………

1

2

3

Slide | 16

The Back-End Features

The Bank Monitors Activity

Matchmaking: See all matches performed

Assistance: See messages sent to CM

Members: See a list of all clients and their details

Messages: View messages sent between clients

……………………………………………………………………………………………

1

2

3

4

Slide | 17

The Connection to Partner Banks Communities…………………………………………………………………………………………………

Plus

more to come

EE organizes the connection between banks so

clients can get matched with all banks in the Alliance

Slide | 18

Matches

Profile MGT

Directory

Inbox/Outbox

Direct url

Community Management

Interface

Back-end for the bank

Link in

e-banking

EE

Algorithm

Community

MGT

Automatic

matchmaking suggestion

Trade Club AllianceBank Trade Club

Manual

Matchmaking suggestion

Feedback

on matchmaking suggestions

Direct Communication

between members

Since May 2014

The Benefits for your bank

Create new value proposition for clients: Originate overseas opportunities for your clients

Provide a safe environment for new deals

Help them export and import more

Lure prospects: Tell non-client companies that you now offer: transactions, financing, etc

Attract them with the opportunity to find business opportunities, domestic and

international

Promote your Banking Services: Monitor deals originated by the community and originate opportunities for

your international banking services.

19

…………………………………………………………………………………………………

Slide | 19

EE can introduce you to fellow partner banks so your bank

discover the benefits and find the value for your clients

We support banks on their digital journey with

disruptive solutions for SMES…...................................

Slide | 20

Business Community

InternationalTrade Portal

Crowd-funding Platform

Marketplaces for professional services

Enable your clients to buy

professional services in a safe

environment

Provide interactive content for

clients and prospects to stay

engaged with your brand

Webinar Platform

SME Portal

MarketplacePlatform

Thank You for your Attention!