- 1. Bank 2.0AMERICAS: 350 Broadway, New York, NY 10013, United
States of America Phone: +1 866 800 8996 Email:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 1
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 Bankingwhere
customers andfinancials unite.Outside-InOutside-In: Customer
CentricIn order to participate in this era of EngagementBanking,
financial service organizations must startthinking outside-in,
which means to start thinkingmore from a customers perspective,
instead of aproduct or system (inside-out) perspective.
CUSTOMEREXPERIENCE LAYEROne of the biggest challenges for financial
servicesLOOSELY organizations is the fact that their existing
applicationsCOUPLEDand IT systems are extremely fragmented
(siloed)and complex to change, making it hard to createa true
outside-in or, customer-centric, online experience.To overcome this
challenge, financial servicesINTERNALorganizations need a new
customer experience SYSTEMSAND PLATFORMS layer on top of their
existing systems, which canseamlessly combine ingredients from
differentsystems into an effective, online, customer journey.
Inside-OutAMERICAS: 350 Broadway, New York, NY 10013, United States
of America Phone: +1 866 800 8996 Email: [email protected]
and ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands
Phone: +31 20 465 8888 Email: [email protected] 2 3. Our Vision
of Bank 2.0 ONLINE - ANY DEVICE CALL CENTER BRANCH OFFICE (public,
personal)CUSTOMER ENGAGEMENT PORTAL BUSINESS RULESADVISORY TOOLS1:1
Customer treatment (targeting, segmentation)Simulation,
Calculators, ...Re-Usable Widgets CUSTOMER PROFILECONTENT Collect
Customer Preferences Consistent Across Channels(implicit and
explicit) CORE BANKINGOTHER BACK-END FUNCTIONS3RD PARTY FUNCTIONS
TransactionalCRMPFMCustomer Experience Layer My-Size-Fits-MeBy
creating a new customer experience layer on topNot all your
customers are equal. Just as they canof your existing core systems
you can optimize theeasily 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 canThese can
be provided by your comprehensive rangecompose truly
customer-centric dialogs, and enableof banking and brokerage
services including: ac-customers to combine content, data and
functionalitycount 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 3 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 functionalitybanking
executives hadnt even heard of thefrom different underlying systems
into a newiPhone, 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 laptopusage 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 users browser.
Widgets canWeb applications are becoming the norm.be reused
everywhere: in your portal, on third-partywebsites and on mobile
devices. Therefore, a banks user experience needs to beoptimized
for both regular browsers, as well as,Additionally, a widget can be
personalized by anmobile 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 4 5. Our Vision of Bank 2.0 Portal
ManagerBank 2.0 Portale-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 customers 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 makeby IT and offer limited
capabilities for managers totheir banking experience entirely their
own from anychange 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
portalmanagement, enabling companies to increase theirCustomers are
empowered to enable or disable theagility so theyre 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 configurationThe 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 anefficient and streamlined collaborative environmentfor
creating and managing critical businessapplications.AMERICAS: 350
Broadway, New York, NY 10013, United States of America Phone: +1
866 800 8996 Email: [email protected] and ASIA: Jacob
Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20
465 8888 Email: [email protected] 5 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 onlineconversion. 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 yourexisting 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: [email protected] and
ASIA: Jacob Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands
Phone: +31 20 465 8888 Email: [email protected] 7. Backbase
Bank 2.0 Portal Portal Manager Bank 2.0 Portal3RD PARTY APPS *Page
and Widget ManagementPresentation Reusable WidgetsRich GUI (html
5)Mobile OptimizedCross ChannelPersonalization
ManagementPersonalization CustomizationBehavior TrackingCustomer
ProfileTargeting RulesUser / Group ManagementSecurity Security
Services Identity Management* Single Sign-on *Electronic Signing
*Management DashboardIntegrated AnalyticsIntegrationMashup Services
Content ServicesProfile ServicesWidgetsModulesTransactional
SystemsAdvisory toolsApp storeBackbase CMSTransfer and Payments
*Calculators My Profile E-Marketing *Backbase FormsAccounts and
Transfers * SimulationMy Content E-Support *Securities / Portfolio
* GuidesMy Inbox CMS *Backbase App StoreCredit Cards * Forms
CommunityPFM * BB FORMS BB APP STORE3RD 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 minitouch 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
befor mobile touch devices, with finger-friendly layoutseasily
wrapped into widgets. Widgets are fully-basedand lightweight pages,
which are fast to load.on open HTML standards, run in every
browser, dont Backbase Bank 2.0 Portal is ready to run on
iPhone,need a plug-in and dont 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 ApplicationsBy
using a single platform you can better streamline(RIA) that are
easy to use and offer a superior onlinecross-channel interactions
and empower all actorscustomer experience.(customers, agents,
advisors) to collaborate moreefficiently.AMERICAS: 350 Broadway,
New York, NY 10013, United States of America Phone: +1 866 800 8996
Email: [email protected] and ASIA: Jacob Bontiusplaats 9,
1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 8. Backbase Bank 2.0 Portal Portal Manager
Bank 2.0 Portal3RD PARTY APPS *Page and Widget
ManagementPresentation Reusable WidgetsRich GUI (html 5)Mobile
OptimizedCross ChannelPersonalization ManagementPersonalization
CustomizationBehavior TrackingCustomer ProfileTargeting RulesUser /
Group ManagementSecurity Security Services Identity Management*
Single Sign-on *Electronic Signing *Management DashboardIntegrated
AnalyticsIntegrationMashup Services Content ServicesProfile
ServicesWidgetsModulesTransactional SystemsAdvisory toolsApp
storeBackbase CMSTransfer and Payments *Calculators My Profile
E-Marketing *Backbase FormsAccounts and Transfers * SimulationMy
Content E-Support *Securities / Portfolio * GuidesMy Inbox CMS
*Backbase App StoreCredit Cards * Forms CommunityPFM * BB FORMS BB
APP STORE3RD PARTY APPS *3RD PARTY APPS *PersonalizationEvery user
is unique thats 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 personalizedCreate an online Customer
Profile combining implicitstart pages or dashboards to give them
their ownbehavioral data (tracking) and explicit data
providededitable portal environment to fit their needs andby 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 Sectionsbased on roles, permissions, and personalizationrules.
Targeting rules can also be used to defineBehavior Trackingcross-
and up-sell scenarios, whereby you targetCollect and store users
activities throughout thespecific 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 9. Backbase Bank 2.0 Portal Portal Manager
Bank 2.0 Portal3RD PARTY APPS *Page and Widget
ManagementPresentation Reusable WidgetsRich GUI (html 5)Mobile
OptimizedCross ChannelPersonalization ManagementPersonalization
CustomizationBehavior TrackingCustomer ProfileTargeting RulesUser /
Group ManagementSecurity Security Services Identity Management*
Single Sign-on *Electronic Signing *Management DashboardIntegrated
AnalyticsIntegrationMashup Services Content ServicesProfile
ServicesWidgetsModulesTransactional SystemsAdvisory toolsApp
storeBackbase CMSTransfer and Payments *Calculators My Profile
E-Marketing *Backbase FormsAccounts and Transfers * SimulationMy
Content E-Support *Securities / Portfolio * GuidesMy Inbox CMS
*Backbase App StoreCredit Cards * Forms CommunityPFM * BB FORMS BB
APP STORE3RD PARTY APPS *3RD PARTY APPS *SecurityBackbase Bank 2.0
Portal comes with a robust security architecture that integrates
directly with abanks existing security infrastructure.Security
IntegrationRole-Based Access-ControlSecurity in Backbase Bank 2.0
Portal is handled inBackbase 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
createdUser rights can be acquired from your existingfor the user
in the portal server, and with eachsecurity systems or can be
defined within theadditional user request a security token is
passedBackbase Portal Manager.to the portal server via a cookie.
Additionally, thismechanism can be expanded to accommodateSince
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 asimple matter of assigning
appropriate groups.Single Sign-On (SSO)Throughout the Backbase Bank
2.0 Portal, allElectronic 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 banks 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 10. Backbase Bank 2.0 Portal Portal Manager
Bank 2.0 Portal3RD PARTY APPS *Page and Widget
ManagementPresentation Reusable WidgetsRich GUI (html 5)Mobile
OptimizedCross ChannelPersonalization ManagementPersonalization
CustomizationBehavior TrackingCustomer ProfileTargeting RulesUser /
Group ManagementSecurity Security Services Identity Management*
Single Sign-on *Electronic Signing *Management DashboardIntegrated
AnalyticsIntegrationMashup Services Content ServicesProfile
ServicesWidgetsModulesTransactional SystemsAdvisory toolsApp
storeBackbase CMSTransfer and Payments *Calculators My Profile
E-Marketing *Backbase FormsAccounts and Transfers * SimulationMy
Content E-Support *Securities / Portfolio * GuidesMy Inbox CMS
*Backbase App StoreCredit Cards * Forms CommunityPFM * BB FORMS BB
APP STORE3RD PARTY APPS *3RD PARTY APPS *IntegrationThe integration
functions ensure proper integration of the Customer Engagement
Portal within the existingIT banking
infrastructure.MashupContentMashup services are at the core of the
integrationWith Backbase Content Services you can aggregatelayer,
which aggregates functionality from differentcontent from your
existing CMSs 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 / Websearch 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: [email protected] and ASIA: Jacob
Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20
465 8888 Email: [email protected] 11. Backbase Bank 2.0
Portal Portal Manager Bank 2.0 Portal3RD PARTY APPS *Page and
Widget ManagementPresentation Reusable WidgetsRich GUI (html
5)Mobile OptimizedCross ChannelPersonalization
ManagementPersonalization CustomizationBehavior TrackingCustomer
ProfileTargeting RulesUser / Group ManagementSecurity Security
Services Identity Management* Single Sign-on *Electronic Signing
*Management DashboardIntegrated AnalyticsIntegrationMashup Services
Content ServicesProfile ServicesWidgetsModulesTransactional
SystemsAdvisory toolsApp storeBackbase CMSTransfer and Payments
*Calculators My Profile E-Marketing *Backbase FormsAccounts and
Transfers * SimulationMy Content E-Support *Securities / Portfolio
* GuidesMy Inbox CMS *Backbase App StoreCredit Cards * Forms
CommunityPFM * BB FORMS BB APP STORE3RD 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 doesnt 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 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 Dos (your tasks within the
the portal management workflow) and Analytics(key metrics to
monitor your portals 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: [email protected] and ASIA: Jacob Bontiusplaats 9,
1018 LL Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 12 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 editorcontent 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, Dragunderlying CMS infrastructure and your
changesand Drop, thats 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 orYou 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 alsoexactly 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 13 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 canPortal Manager comes with
integrated analytics thatpublish your changes to either the staging
(QA) orbring 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
ofyou are using Google Analytics, Omniture, Unica,a button.
Webtrends, Coremetrics or any other analyticssuite, you dont have
to switch. You can seamlesslyintegrate them with Bank 2.0
Portal.PersonalizationWith Backbase Rules you can target
customersegments and individual users, based on theirbehavior and
profile. Backbase Portals targetingrules enable smart cross- and
upsell scenarios. 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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 14 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
autoa publication workflow process, which enablessave. Backbase
Forms easily integrates with yourbusiness 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 ordirect control over text, sequence of
questions andproduct choices. The underlying business rules
canforms 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 userand requires no training.AMERICAS: 350
Broadway, New York, NY 10013, United States of America Phone: +1
866 800 8996 Email: [email protected] and ASIA: Jacob
Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20
465 8888 Email: [email protected] 15 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
Alfrescos 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 Portals
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: [email protected] and ASIA: Jacob
Bontiusplaats 9, 1018 LL Amsterdam, The Netherlands Phone: +31 20
465 8888 Email: [email protected] 16 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 youThe 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 dont 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 passthrough their personal inbox.My
ProfileIts important to give your customers control
overCollaborationtheir information and privacy. The My Profile
moduleEmpower 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
interestModule, co-workers and business partners can(e.g. topics,
events).come together to swarm on problems and sharewhat they are
learning, and, they can do it all inMy Contentreal time.Enable your
customers to manage all their relevantYour employees and business
partners are engagedcontent (e.g. contracts,
bookmarks/clippings,and connected. Its easy to find the people,
content,submitted forms, simulation results and productinformation,
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:
[email protected] and ASIA: Jacob Bontiusplaats 9, 1018 LL
Amsterdam, The Netherlands Phone: +31 20 465 8888 Email:
[email protected] 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 YorkJacob
Bontiusplaats 9NY 10013, USA 1018 LL AmsterdamPhone: +1 866 800
8996, The NetherlandsEmail: [email protected]: +31 20 465
8888Email: [email protected] 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 Backbases 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: [email protected]
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: [email protected]
