Backbase Engage. For Wealth Management. Out-of-the-box apps, ready for the omni-channel future. The digital banking solution you ve been waiting for.

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1 Backbase Engage For Wealth Management Out-of-the-box apps, ready for the omni-channel future. The digital banking solution you ve been waiting for.

2 Industry analyst Ovum named Backbase a Market Leader for next-generation digital banking platforms. Ovum Decision Matrix for Next-Generation Digital Banking Platforms, by Jaroslaw Knapik.

3 Backbase Engage: Wealth Management Omni-Channel Banking, Ready to Go! Technologies and digital experiences are evolving at breakneck speed with no sign of slowing down. As they struggled to adapt and keep up, financial institutions had to relinquish control of their own digital experiences to 3rd parties that make it nearly impossible for banks to differentiate themselves or engage with the customers. Backbase Engage has a flexible and modular architecture that puts private banks and wealth management firms back in control of their digital banking experiences and strategy, which puts financials back in touch with their customers. By placing their own business and digital marketing teams in the driving seat, financial institutions will be able to create the types of interactions that boost engagement, resulting in increased retention and a larger share of wallet, but most importantly - happy customers. Backbase Engage is a ready-to-go digital banking solution. It fully supports internet, tablet, and mobile banking, including omni-channel experiences by facilitating cross-channel customer journeys, plus seamless handover and orchestration between channels and devices. With its strong focus on user experience (UX) design, Backbase Engage brings an experience inspired by the likes of Simple to your bank s customers. Today s banks need solutions that support the channels that the banks and their customers require. Key requirements include great customer experiences; a single view of customers, products, and services; and often cross-channel capability. In parallel, even the most strategic channel banking initiatives need to manage cost. Forrester Market Overview: Off-The-Shelf Channel Banking Solutions, by Jost Hopperman, 2013.

4 Backbase Engage for Wealth Management: The Out Of The Box Apps We help private banks and wealth management firms transform their outdated web applications into modern digital experiences, which boost engagement and ensure lasting relationships with their clients. Backbase Engage gets your digital channels to the next level and delivers a complete customer experience that will put you ahead of the competition. My Dashboard Create and target beautiful My Banking Dashboards, targeted at specific customer segments. Total end-customer control: the power to add new widgets, remove unwanted widgets, and customize dashboards with drag & drop functionality. Widget catalog for storing and managing existing and new apps. Personal preferences remembered for every device so customers can easily navigate to their personal dashboard, optimized to the relevant device. Portfolio Viewer Full overview of the entire portfolio or portfolios being managed. View only access allows client to stay informed while the bank manages the portfolio. Direct insight in total net-worth, performance and portfolio allocation. Extensive graphing library to visualize data and drill down to individual line items and transactions. Portfolio Manager Gives the client full control over the complete portfolio. Offers the same functionality as Portfolio Viewer but with the customer in control of investment choices. Flexibility to support assets ranging from stocks, EFTs, mutual funds, and bonds & fixed income, to options, futures, forex, and international investing.

5 Client - Advisor Communication Direct client and advisor communication via Click2Chat and Click2Call features, supporting video conversations and screen sharing (based on 3rd party integration). Integrated message center for secure communication within the banks platform. Track & Trace app with collaboration features when applying for new banking products. Money Transfers Intuitive money transfer tools that support multiple types of transfers, from person to person and account to account payments. Both domestic payments, and international payments are supported. Support for scheduled and recurring payments. Review tool to monitor pending and scheduled payments. News & Stock Alerts Create alerts for individual stocks and receive notifications when new, relevant articles are published, or when there is a specific change in price. Link to your mobile app for instant push notifications or SMS alerts if preferable. Accounts & Transactions Easily monitor balances of all accounts, including checking, savings, debit and credit cards, personal, mortgage loans, and external accounts among others. Dive into transaction details with strong filtering options, integrated maps, plus tagging and categorization tools. Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.

6 Financial Planning Create custom wizards and calculators to offer direct financial advice at the most important moments. Incorporate life events/stages into campaign strategy to personalize product and marketing messages. Tools to create simulations and calculators as selfservice features to improve financial planning. Document & Research Center Explore investment opportunities with the latest news and research tailored towards individual customers based on their behavior or portfolio. Option to include independent analyst research and market commendatory from external firms and analysts. Powerful stock & fund filters to find opportunities based on criteria your customers selected or predefined screens. Option to include videos, webinars, and slide decks.

7 Digital Marketing Capabilities: Empower Business & Marketing Teams Based on the Backbase Customer Experience Platform (CXP), Backbase Engage can be easily managed and optimized by the business teams at your bank. With full web content management (WCM), digital marketing, and mobile application development support, content editors and digital marketers can optimize content, run digital marketing campaigns, and edit the entire website, secure internet banking platform, and mobile apps in an easy-to-use management environment. Visual Editor Easy-to-use in-context editing capabilities to update content and apps across marketing sites, secure internet banking and mobile apps. Customizable workflows for verification and publication rules. Reuse content and content assets across all digital touchpoints. Targeting & Analytics Target content, widgets, and apps based on existing customer segments and customized targeting rules that use behavioral, contextual, social, and CRM derived data. Integrated analytics spanning all channels, including regular web, mobile apps, and tracking every action, from page views to events. A/B and multivariate testing. Omni-Channel Campaigns Create and manage omni-channel marketing campaigns from a centralized dashboard. Distribute campaigns to your marketing site, internet banking platform, native mobile apps, social channels, and 3rd party websites. Facilitate omni-channel onboarding and track visitors across channels to ensure consistent messaging and a singular process.

8 Mobile Management Gain full control over the customer journey on mobile from updating responsive websites, to pushing new content and campaigns to native apps. Instant preview of mobile customer experiences before publishing. Advanced mobile and cross-device analytics. Track a single user as they navigate between devices and channels. Direct Customer Communication Communicate directly with your customers via the integrated message center. Push important notifications and alerts to customers mobile devices. Offer real-time customer/advisor communication services. Integrated Click-2-Chat and Click-2-Call functions for easy access to your call center. Origination & Self-Service Facilitate smooth, cross-channel, onboarding on any device. Enable customer self-service and self-management. Empower business teams to create, edit, manage, and optimize forms and the business logic behind them.

9 Mobile First Backbase Engage is ready to run on any mobile platform out-of-the-box. It is pre-optimized for cross-device orchestration so private banking & wealth management clients can switch easily between devices without retaking any steps. Typically, your customer will need to be able to keep tab on accounts even while on the move. Backbase Engage an out-of-the-box mobile app so they can always manage and monitor the current portfolio via personally customized dashboards and overviews. They can also receive alerts and access research and news while they travel. Backbase Engage comes with a responsively designed marketing website and internet banking environment that automatically scales to the screen it s being viewed on, whether that s a 24 monitor or a small smartphone. It also includes a hybrid app, wrapped in native app containers, and completely native ios and Android apps that use back-end API s to consume the required data. You can choose one approach or mix and match until you find the mobile strategy that best suits you and your customers. Backbase Engage supports all the most commonly used platforms, including ios, Android, Windows. Best of Breed Partners & No Vendor Lock-In To create Backbase Engage, Backbase partnered with the best of breed fintech providers for back-end services. And since Backbase Engage is based on the modular architecture of Backbase CXP, you can easily customize it by mixing and matching services from other fintech providers without worrying about vendor lock-in or being stuck in a core banking system. Backbase Engage is the ultimate in control and flexibility for banks.

10 About Backbase Backbase was founded in 2003 and is privately funded with operations in New York, Atlanta, Amsterdam, Singapore, and London. It is the maker of Backbase CXP, the award-winning customer experience platform that helps enterprises create omnichannel, customer-centric digital experiences. Backbase CXP deploys a new presentation layer over underlying infrastructure and IT systems, allowing enterprises to deliver personal, relevant experiences to customers on every device, in any context. Backbase CXP gives enterprises the tools and functionality they need to transform their tired online and mobile channels into engaging customer experiences, holistically managed from a single platform. Industry analysts Gartner, Forrester and Ovum recognize Backbase as a leader in terms of customer experience, mobile and omni-channel focus, innovation, and time-to-value. Backbase is the vendor of choice for global organizations such as Bank Hapoalim, ABN AMRO, Sberbank, Nationwide, Nordstrom, Fidelity, Bank of America, Barclays, ING, Hiscox and Legal&General. NORTH AMERICAN HQ 21 W 46th Street, 5th Floor New York, NY 10036, United States Toll-Free Number: Office Number: sales-us@backbase.com EUROPEAN HQ Jacob Bontiusplaats LL Amsterdam The Netherlands Phone: sales-eu@backbase.com

11 A Market Leader for next-generation digital banking platforms. OVUM A Visionary in the Magic Quadrant for Horizontal Portals. GARTNER Backbase awarded Best of Show at FinovateEurope FINOVATE