iPad Demonstration To Show Innovative Solution that Transforms Financial Portal into Dynamic Online Sales Channel that Drives New Revenues
SAN FRANCISCO, May 10, 2010 – Backbase will demonstrate its groundbreaking Customer Experience Portal software at the FinovateSpring 2010 Conference, May 11, in San Francisco. Show attendees will see how Backbase Portal software transforms the traditional customer facing portal into a dynamic online sales channel and a modern web 2.0 customer self-service platform.
“As our conversations with banks illustrate, the online banking portal has changed little over the past ten years,” said Jouk Pleiter, CEO of Backbase. “In stark contrast to the one-size-fits-all approach of a traditional portal, Backbase allows organizations to automatically emulate the face-to-face banking experience that recognizes each customer’s unique financial needs and responds accordingly.”
Backbase allows banks to optimize the online customer journey, engaging people through new dialog models, such as personal start page, live chat and co-browse, financial calculators, product finders, and other interactive applications that help customers meet their goals while creating cross-selling and up-selling opportunities.
Backbase provides financial services organizations with a highly personalized customer interaction platform that automatically identifies customers based on their profile, and routes each person through a unique journey. For example, high net worth professionals seeking investment opportunities receive the guidance they need, parents are directed to programs to save for tuition, and new graduates are directed to resources for paying off student loans.
By also offering a tailored mix of user experience design services and implementation services, Backbase enables business professionals at financial services organizations to take the lead in customer-centric online innovation, improving e-business results and optimizing online customer journeys faster, and more economically in comparison to traditional Web portals.
“In general, online financial services have changed little since online banking was first introduced, while customers have become far more sophisticated and Web-savvy,” said David Singh, Backbase vice president of strategic accounts. “Backbase allows banks and other financial services providers to move to the next level of online customer interaction, by engaging customers with powerful web 2.0 features and services that help them meet financial goals, while driving new revenues for the organization.”