Backbase FundamentalsMMSofts

Sep 15th 2016

github.com/Ersin-Ertan

Backbase Products

CXP (Customer Experience Platform)

Portal

Content

Targeting

Mobile

Forms

DBP (Digital Banking Platform Product Suite)

Launchpad

CXP Services

CXP Manager

DBS (Digital Banking Service)

Digital Banking Apps

CXP (Customer Experience Platform)

Presentation layer over existing infrastructure, joining individual data sources

Allows business/marketing teams to manage the customer for online sales

Allows stakeholder to monitor and optimize the interactions

CXP Technology 1

Portal - presentation site, business + security, data object access

Widget - standalone software containers that interface with REST-ful services, providing native implementations of logic and presentation

Widget Creation - HTML, JavaScript, CSS

Launchpad - pre-built widget packs, customized portal, extensible

CXP Technology 2

Mobile - SDK connects widgets to provide the same presentation layer.

Visual Page Editor - content and campaign management for business teams (IT-support not needed)

Omni-Channel - digital marketing, tracking, tagging

Forms - customer data entry and workflow management

DBP (Digital Banking Platform)

Launchpad - bank specific widget packs

CXP Manager - visual editor for business and marketing teams

CXP Services - connects backends via WOA/SOA micro-services to CXP Manager or Launchpad

DBS (Digital Banking Services) - connects core systems to services with APIs, connects services to CXP with APIs

Digital Banking Apps - Open banking marketplace for 3rd party software vendors

CXP Manager - tool for business editors, and digital marketing team to edit the presentation layer, and UX flow.

Launchpad - prebuilt presentation layer, UX. Allows customer to self service.

CXP Services is the foundation layer for CXP Manager or Launchpad. Allows it to interface their existing infrastructure with the Customer Experience Platform.

CXP Manager Vs. Launchpad

CXP Services

Presentation

Integration

Security

Content

Mobile SDK

Workflow

Publishing

Personalization

Digital Banking Services

Transactions

Budgets

Accounts

Auditing

Cleansing

Payments

Notification

Messaging

Digital Banking Apps

Banking dashboard

Accounts and transaction

Transfers and payments

Bill pay

Split and share

Deposits and loans

Personal finance management

Places

Personal profile

My apps

Address book

Messaging

Secure access

Document and research

DBP for Retail Banking

All from previous slide

DBP for Commercial Banking 1

Dashboard with role based permissions for CFO, treasurers, payment officers, payment clerks

Silo apps unified into one customer experience

Single sign on across apps, with 2 factor security

Direct integration with entitlement engine for different users to have different level of access and permissions

Can use existing workflows, business process tools for multi user collaboration

DBP for Commercial Banking 2

Internal secure chat, mail, notifications

Payments by Wire/ACH, international payment for business

Monitor payment activity

Batch payment in any format

Cash management works with existing management systems

Money transfer, short loan, fx trade calculator

DBP for Commercial Banking 3

Alerting and messaging for account behaivour

Real time graphing for cashflow

Accounting system integration, import payable and invoices

Payment prediction and alerts for currency shortfall

Schedule and approve payments with invoice and vendor info on screen

Document center for agreements, document, checks, payments

DBP for Commercial Banking 4

News and market research per industry

Include independent analyst research and market commentary from external and internal analysts

FX trade, view current market rates and spread costs

Support and execute real time spot, forward, window and swap contracts

DBP for Wealth Management

Dashboard

Portfolio viewer

Portfolio Manager

Client advisor communication

Money transfers

News and stock alerts

Accounts and transactions

Financial planning

Document and research

QuestionsThank You

Sep 15th 2016

github.com/Ersin-Ertan