Download - Backbase Fundamentals
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