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Backbase Fundamentals

Ersin Ertan
September 15, 2016

Backbase Fundamentals

Backbase digital banking software platform and the CXP customer experience platform and general information. Clear and concise explanation of the concepts and how it may apply to your bank.

Ersin Ertan

September 15, 2016
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  1. Backbase Fundamentals
    MMSofts
    Sep 15th 2016
    github.com/
    Ersin-Ertan

    View Slide

  2. View Slide

  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. CXP Services
    Presentation
    Integration
    Security
    Content
    Mobile SDK
    Workflow
    Publishing
    Personalization

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  10. Digital Banking Services
    Transactions
    Budgets
    Accounts
    Auditing
    Cleansing
    Payments
    Notification
    Messaging

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  11. 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

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  12. DBP for Retail Banking
    All from previous slide

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  13. 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

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  14. 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

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  15. 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

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  16. 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

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  17. 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

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  18. Questions
    Thank You
    Sep 15th 2016
    github.com/
    Ersin-Ertan

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