Top Banner
Customer Experience Solutions. Delivered. 1 Digital Marketing In the Era of Customer Engagement
29

Digital Marketing & Backbase Portal

Oct 17, 2014

Download

Business

Slides used by Jouk Pleiter in the Backbase webinar on Digital Marketing Strategies for Financial Services.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 1

Digital Marketing In the Era of Customer Engagement

Page 2: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 2

Trend 1 : The Outside-in Approach

CHANGE Frequency

CHANGE Frequency

INTERNAL SYSTEMS

AND PLATFORMS

CUSTOMER

EXPERIENCE

LAYER

LOOSELY COUPLED

Page 3: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 3

Trend 2: Widgets (Mix & Match)

Re-Usable

Widgets CONTENT

Consistent Across Channels

FORMS

Enrollment Self-Service ...

PERSONALIZATION

1:1 Marketing (targeting, segmentation)

COMMUNICATION

Chat, Mail, SMS

INTERNET BANKING

Transactional

OTHER APPLICATIONS

CRM

3TH PARTY APPS

PFM

CUSTOMER ENGAGEMENT PORTAL

Page 4: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 4

Trend 3: From Transactional to Engagement Banking

Transactional

Fast Results

Security

CMS Mobile

Launchpad

Application Integration

Digital Marketing

Widgets

Page 5: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 5

Challenge : Efficient online Marketing & Sales

Page 6: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 6

Targeting : Segmentation & 1:1 Marketing

Targeting Rules

Content Services

Integration Services

Rendering Services

Existing CRM

Customer Profile Data

TRACKING BEHAVIOR

CUSTOMER PREFERENCES

Implicit Profiling

Explicit Profiling

6

Social API

Page 7: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 7

7 7 Targeting: Rules, Segments and Variants

Page 8: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 8

Challenge : The Dialog moves to Tablets & Smartphones

Page 9: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 9

Customer in Control

Page 10: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 10

Security Services

Personalization Services

Content Services

‘Integration Services …

Re-use Backbase Portal Services,

Device Recognition & Rendering

Re-use Widget across Multiple Devices RENDERING SERVICES

Device Recognition

Optimized Rendering Templates

10

Page 11: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 11

Using Open Standards : HTML5 + CSS3 + Javascript

Benefits Mobile Web:

Rich User Experience + Write Once, Run Everywhere

+! +!

Page 12: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 12

Mobile Rendering : Responsive Web Design

n  Responsive Web Design (RWD) means that a web site is crafted to use CSS3 media queries, with fluid proportion-based grids, to adapt the layout to the viewing environment, and in many cases also use flexible images.

Page 13: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 13

Mobile Wrapping: Integrate with Native OS features

With App store!

With Local Cache!

With Geo Location!

With Vibration!

With Camera!

With Sound!

Native App Wrapper!

Benefits Hybrid approach : Access to local OS and ability to publish in App Stores or Marketplaces.

13

Page 14: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 14

Backbase!BANK 2.0!Portal!

Mobile Optimized Widgets!!

+!

(1) Direct To Browser

(2) Native App Wrapper

NATIVE!WRAPPER!

Hybrid Model : Mobile Web + Native Wrapper

14

+! +!

Page 15: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 15

Portal Manager: Empower the Business Teams

Page 16: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 16

Portal Platform

Existing Core Banking & Other Back-end Systems

Bank 2.0 Portal : Empower all Stakeholders

Retail Banking Launchpad (Your Customers)

IT in Control

Portal Manager (Digital & Marketing Professionals)

Business in Control

Customer in Control

Page 17: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 17

Marketing in Control

Page 18: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 18

18 Portal Manager : Configurable by Business / Marketing

Page 19: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 19

19 Portal Manager : ICE (In Context Editing)

Page 20: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 20

20 Portal Manager : Mobile Editing

Page 21: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 21

21 Compliance : Approval Workflow

Page 22: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 22

Backbase

Wrap-up

Page 23: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 23

Trend 1 : The Outside-in Approach

CHANGE Frequency

CHANGE Frequency

INTERNAL SYSTEMS

AND PLATFORMS

CUSTOMER

EXPERIENCE

LAYER

LOOSELY COUPLED

Page 24: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 24

Trend 2: Widgets (Mix & Match)

Re-Usable

Widgets CONTENT

Consistent Across Channels

FORMS

Enrollment Self-Service ...

PERSONALIZATION

1:1 Marketing (targeting, segmentation)

COMMUNICATION

Chat, Mail, SMS

INTERNET BANKING

Transactional

OTHER APPLICATIONS

CRM

3TH PARTY APPS

PFM

CUSTOMER ENGAGEMENT PORTAL

Page 25: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 25

Trend 3: From Transactional to Engagement Banking

Transactional

Fast Results

Security

CMS Mobile

Launchpad

Application Integration

Digital Marketing

Widgets

Page 26: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 26

Portal Platform

Existing Core Banking & Other Back-end Systems

Bank 2.0 Portal : Empower all Stakeholders

Retail Banking Launchpad (Your Customers)

IT in Control

Portal Manager (Digital & Marketing Professionals)

Business in Control

Customer in Control

Page 27: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 27

Integrated Customer Experience Solution

Portal Manager

Page Designer (in-context page editing)

Content Management (marketing content, UGC)

Digital Marketing (Targeting, Campaigns, Analytics)

App Center (widgets, apps, templates, …)

Portal Platform

Cross Device Presentation

(desktop, tablets, smartphone)

Contextual / Personal (Customization, Profile, Targeting)

Security Services

(IDM integration, role-based access)

Integration Services (Mash-up Engine, EAI patterns)

Content Services

(CMIS, Search, UGC)

Launchpad

My Preferences / Profile

Accounts / Payment History

Payments / Address book

Message & Alerts

Documents

Social

Branch / ATM Locator

IT in Control

Business in Control

Customer in Control

Page 28: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 28

Q&A

Page 29: Digital Marketing & Backbase Portal

Customer Experience Solutions. Delivered. 29

Thank [email protected] AMSTERDAM - NEW YORK - LONDON - MOSCOW - SINGAPORE