Backbase Portal Manager is part of the Bank 2.0 Portal solution and offers the following capabilities:

Content Manager

With Backbase CMS you can manage all your online content from a single location. All your content updates are automatically synchronized with the underlying CMS infrastructure and your changes can be embedded in an approval workflow before being published to the live portal. You can also choose to edit your content directly within the context of the end-user portal page, exactly where you want it to be presented.

Portal Editor

Backbase Portal Manager comes with an easy to use 'What You See Is What You Get' portal editor that enables you to change your portal on the fly, wherever and however you want it. 'Select', 'Drag' and 'Drop', that's all you need to do to expand your portal with a new widget. Want to add a new banner, change a form field or add a new content block? Select the appropriate element and change it on the move. Of course, we also offer tools to keep everything mistake free. Backbase Bank 2.0 Portal offers audit trails, approval workflow for multi-eye checks, and a preview-stage during production for the publishing process.

Access Rights

Backbase Bank 2.0 Portal can help you to offer differentiated product and service capabilities to different customer groups, while keeping costs under control. Within Portal Manager you can create groups and assign access rights or permissions to a specific group. Backbase Bank 2.0 Portal users are assigned to groups, and through those group assignments acquire the permissions to utilize portal and/or widget functionalities.

Portal Dashboard

The Portal Manager Dashboard is your main control center to monitor all activities within your Bank 2.0 Portal. It includes widgets such as: To Do's (your tasks within the the portal management workflow) and Analytics (key metrics to monitor your portal's performance). You can easily extend your dashboard with your own custom widgets. Custom Widgets can either include new views for Backbase Portal functionality, or can contain content and functionality from any third-party system, such as your favourite e-marketing and e-support tools.

Publish

With the Backbase Portal Manager, you can preview changes to your portal, and subsequently you can publish your changes to either the staging (QA) or to the live production environment. Just click 'publish' and your changes are live. No lengthy IT change cycles, just instant execution of your publishing instruction with the touch of a button.

Personalization

With Backbase Rules you can target customer segments and individual users, based on their behavior and profile. Backbase Portal's targeting rules enable smart cross- and upsell scenario's. For example: show a different widget when the user logs in more then 5 times per week or, show a banner to all users with a certain profile status. Your targeting rules can utilize both customer data from your CRM and your online customer data (preference and behavior data).

Integrated Analytics

Know who is visiting and what they are viewing. Portal Manager comes with integrated analytics that bring you real insight into your visitors' behavior, and will help improve your online conversion ratios. Bank 2.0 Portal comes with an API to directly integrate with your current analytics software. If you are using Google Analytics, Omniture, Unica, Webtrends, Coremetrics or any other analytics suite, you don't have to switch. You can seamlessly integrate them with Bank 2.0 Portal.