manage your financial institution's customer experience across all channels

Magnolia is a registered trademark owned by Magnolia International Ltd.Version 1.1

November 12, 2013

1

Manage Your Financial Institution's Customer Experience Across All Channels

Wednesday, November 13, 13

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Today’s Speakers

2

Bill Beardslee, General Manager, Magnolia Americas

Marty Ronky, Director of Business Solutions, NRG Edge

Sebastian Napoli, Director of Technology Solutions, NRG Edge

Adam Galloway, Chief Architect , NRG Edge


Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.3

Topic Time

Magnolia CMS Overview 5 Minutes

Content Management Across Multiple Channels

35 Minutes

Questions 15 Minutes

Today



Just What Is a CMS?(Content Management System)

4



A Content Management System defined

5

Content

Integration/Inbound

Multi-Channel OutboundMulti-Channel Outbound

PersonalizationAnalytics Commerce CRM

www Mobile Site Newsletter Landing PageApp

!


Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.7

Text



www.magnolia-cms.com

And now, onto Marty

8


http://www.magnolia-cms.com


•Channels solution architects for financial services

•Clients include several of the large, direct banks in the U.S. •Magnolia CMS experts

•Java / Mobile / Web / UI developers for financial services

•Financial services business and technical systems analysts

9

NRG Edge – A Bank Technology Solutions & Services Co.



10 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Partnership

•Partners since 2006

•NRG Edge is Magnolia’s U.S. partner in financial services.

•Joint product development / support / training / sales

•Java / Mobile / Web / UI developers for financial services

•NRG Edge invited annually to present latest innovative use of content management for financial services at Magnolia’s Annual Users Conference.



No single method supports change across all channels, including the secure banking sites. This translates into a poor and inconsistent user experience and

expensive maintenance for the institution.

Challenge: Manage Content Across Mobile & Web Silos


12

Single Console Manages Content Across All Channels


Bank WebStorefront Marketing SiteWeb Online

Banking *Mobile Web Banking *

Native Mobile &Tablet Banking Apps *

Pages

Links

Tables

Charts

Video Rates Promos & Ads

Surveys ChatImagesText

Multilingual

Social Media

HelpLegalProduct Info

Calculators Documents

Disclosures

Alerts Messages

* Secure Banking Sites and Apps


13

Institution-Defined Workflow for Review & Approval


The “Pulse” Enables Workflow for Review & Approval Processes



Enabling content management across aninstitution’s digital channels increases that

institutions’ brand velocity in the marketplace.


•Cross-channel content changes are made from a single, administrative console.

•Role-based user management and version control sets up to work within your institution’s processes.

•Intuitive interface reduces complexity and offers an easy way to manage all channel content for an institution’s non-technical staff; e.g., marketing, legal, product and other aligned groups.

•From a flexible base platform, templates are configured to fit an institution’s brand-specific requirements.

15

Key Features




www.magnolia-cms.com

And now, onto Adam

16





Contact Greg Ryan, Director of Marketing, NRG Edge, [email protected], 610-585-3505

17

Thank You. Questions?


mailto:[email protected]

mailto:[email protected]