3. Print out and customize to use to for live classroom training of other staff at your financial institution (see below for customization ideas)
Our eLearning software automatically creates this document and includes all layers and paths
Some slides have “layers”, e.g. most slides that have you click on a button to see more. All the layers print here. That’s why there are so many more screenprints here than slides in the course.
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1. Welcome!
1.1 Welcome!
Notes:
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1.3 Which Course?
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1.4 Learning Objectives
Notes:
By the end of this course, you'll be able to: Explain how Purchase Rewards gives your users money back How you’ll assist users with questions
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2. Concept
2.1 Concept
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2.2 What is Purchase Rewards?
Notes:
Basically, think of Purchase Rewards functioning like digital rebates.
The concept is simple. When your users log into OLB, they’ll see offers from merchants. These offers are relevant because they’re targeted to an individual’s purchases.
The user clicks to accept an offer, then they shop at that merchant using the debit card tied to that account.
These merchants are both local and nationwide, so your users have a wide choice of where to shop.
Once they’ve shopped, they’ll get money back in their account at the end of the following month. Again, think “digital rebate” because the money’s coming from the merchant at a later date, not at the point of sale.
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2.3 Groups Involved
(Drag and Drop, 10 points, 2 attempts permitted)
Drag Item Drop Target
No cost
Increased user loyalty and retention
Drives use of website and debit card
Drop 2
Significant rewards of $50-$100/year or more
Highly relevant offers
Redeemed in-store and online
Minimal action required
Completely FREE
Drop 1
Access to massive new advertising channel = Drop 3
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online banking
Precisely target new and prospective customers
NCR's partner in bringing you Purchase Rewards
Partner with nationwide merchants, and well as merchants in your community…
to present offers to your users
Drop 4
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2.4 FI Benefits
Notes:
*Delight your users by putting real money back in their pockets with this free program. This can equal an average of $50-100 in annual “money back” per user, and there is no upper limit. *Drive higher debit card use, and therefore potentially higher revenue from interchange fees*Position your financial institution as an innovator in the market by offering this cutting-edge solution*Provide value-added services to users to promote loyalty, increase active use, and drive retention*Deepen relationships with local business clients by giving them a new venue to grow their business
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3. User Experience
3.1 User Experience
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3.2 How It Works
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3.3 Privacy
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3.4 PR Tour - Home Page
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New Offer (Slide Layer)
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Offer Ready (Slide Layer)
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Cash Back Earned (Slide Layer)
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3.5 Process Flow steps 1-2
Notes:
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Ready to Use (Slide Layer)
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3.6 Process Flow Steps 3-5
Notes:
Step 4: View your rewards. Rewards will typically appear on the Summary page and the Purchase Rewards widget within 2-3 days after the transaction hard posts to the account. Even if a transaction doesn’t appear until after the offer period, it will still redeem because the redemption is based on the day the transaction occurred, not the day the transaction appeared on the Summary page.
Step 5: Receive the cash. Rewards are credited at the end of the next month. E.g. if the offer is redeemed in September, the reward will be deposited at the end of October. Because we don’t share users’ private information, we are unable to credit the account immediately. The reward posts as "Monthly Rewards: Cash Back" (this is not customizable).