Date post: | 12-Apr-2017 |
Category: |
Economy & Finance |
Upload: | sme-banking-club |
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The Global Trade Club AllianceDeveloping a Global Digital Business Community of
International Oriented Clients from multiple banks
Presented to:
A joint initiative by
Partner Banks include:
Technology partnerCharter partner bank
Presented by Gaspard Delassus, Head of Customer Relations and Nina Nourian, Business Development Coordinator
Major clients worldwide
Strong Expertise in Digital Non Financial-Services for banks
16 years experience working with banks
A team with the various skills needed to build and manage Bank-to-Business solutions
A series of front end / back end platforms adapted to respond to business clients’ needs
Projects delivered turnkey within 3 to 6 months
Global Approach
Our solutions are used by 700,000+ companies in 30+ countries
We operate websites in 10+ languages including English, Spanish, Italian, Arabic, French, etc
Based in Paris; account & project mgt capacities in Kiev, Istanbul, Dubai, Singapore
Presenting Export Enterprises (EE)…………………………………………………………………………………………………
Slide | 2
We support banks on their digital journey…………………………………………………………………………………………………
Slide | 3 3
Business Community
Connect clients through
matchmaking to generate
business opportunities
InternationalTrade Portal
Provide International trade
resources to help SME expand
their business
Crowd-funding Platform
Help clients finance their
project and keep client
loyalty
SME Portal
Inspire entrepreneurs with
business tips and business
consultancy services
Marketplaces for professional services
Enable your clients to buy
professional services in a safe
environment
Provide interactive content for
clients and prospects to stay
engaged with your brand
Webinar Platform
Provide interactive content for
clients and prospects to stay
engaged with your brand
Introducing the Trade Club Alliance …………………………………………………………………………………………………
This list is constantly growing
as Santander and EE engage with new potential partners
The Initiative:
Export Enterprises and Santander are currently
building a worldwide alliance of banks who want to
interconnect their international trade oriented
clients with each other.
The Acquired Experience:
This project started in 2015, when EE developed a
community linking Santander’s international trade
oriented clients in its 15 footprint countries.
The Goal:
The overall goal is select one major bank per
country, and allow its selected clients to use this
network of communities to source new suppliers,
find overseas distributors and clients.
Slide | 5
The 2016-2017 Roadmap for Banks to join the Alliance
Mexico
United States
& Puerto Rico
Brazil
Chili
Argentina
Peru
Poland
Uruguay
Germany
United Kingdom
Spain
Italy
Greece
Turkey
Morocco
& Western
Africa
Portugal
Netherlands
South Africa
France
Current countries Countries joining in Q2/Q3 2017
Norway
Countries joining in 2016 Ongoing negotiations
Finland
Sweden
Australia
Singapore
Canada
Japan
China
India
Denmark
Saudi
Arabia
…………………………………………………………………………………………………
UAE
Thailand
Malaysia
Belgium
Columbia
Korea
Slide | 6
7
How it Works?
The value for your clients…………………………………………………………………………………………………
Engage with clients of the partner banks
An Example: Rabobank Trade Club
1. On-boarding Process
2. Check the “pile of opportunities”
3. Receive emails from the CM
Slide | 7
Introducing the Trade Club Alliance …………………………………………………………………………………………………
Slide | 8
Trade Club
Trade Club
Business
Network
Trade Club
Algorithm
Engage with the clients of the partner banks …………………………………………………………………………………………………
3 ways to find overseas counterparts
in the communities of the other partner banks
AUTOMATED ALGORITHM
The machine learning algorithm
suggests relevant possible
counterparts
COMMUNITY MANAGER
The community manager selects
and pushes the most relevant
matches
BUSINESS DIRECTORY
Users can search the directory
of members of the other communities
to find additional leads
1 2 3
► Find Distributors ► Source new Suppliers ► Discover new clients
Slide | 9
Example of a start-page: Rabobank’s Community…………………………………………………………………………………………………
Viewpoint:
Logged in client
Home screen
Slide | 10
(1) Easy On-Boarding: Just create your business card
An Access Code
Clients receive an access code indicating they
are a client
5 Minutes
A simple one page registration process
Company Information
User completes Business Card with
products/services offered by the company,
business objectives
Clients will need:
…………………………………………………………………………………………………
The UX of the on-boarding process is
constantly improved through focus groups
1
2
3
Slide | 11
(2) Check a ‘Pile’ of Opportunities
The Algorithm
Relevant business matchmakings pushed based
on products/services sold
The Community manager
pushes a personalized selection of business
matches (also sent via email)
The Directory
Allows users find business opportunities based
on an independent search.
An RM
Optionally through a add-on feature, RMs can
also suggest matchmaking to their own clients
Opportunities are based on:
…………………………………………………………………………………………………
1
2
3
4
Matches are based on clients of all
partner banks in the alliance
Slide | 12
(3) Receive emails from the community manager
Client get one-on-one assistance
Personalised Matches
Receive matchmaking suggestions from the CM
Profile Validation
Check more details about the suggested company
and follow up
Constant Communication
Contact community managers with questions and
comments
………………………………………………………………………………………………………..
1
2
3
SLA of this service is 1 personalized
match per month for each client by the CM
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14
How it Works?
Key facts for an implementation
…………………………………………………………………………………………………
The 3 interfaces delivered by EE
The on-boarding process
The main features of the back-end
The connection to partner banks’ communities
The benefits for your bank
Slide | 14
The Community consists of 3 Interfaces…………………………………………………………………………………………………
FRONT END
Interface
BACK-END
Interface COMMUNITY MANAGER
Interface
Comprised of features for members to
engage with fellow members overseas
Allows the Community Manager to
originate matchmaking suggestions,
answer question, etc.
Allows your bank the bank to monitor
and track usage by your members.
Slide | 15
The Front-End: On-Board Selected Clients
Define the access policy
Clients only: This experience is for clients
only; a public page can lure non-clients
International Companies: Enrich the
community with companies focussed on
import/export activities
Private Access: Choose how clients will
access the Club:
Distribute Access Codes
Create a secure link from e-banking
Possible more solutions….
…………………………………………………………………………………………………
1
2
3
Slide | 16
The Back-End Features
The Bank Monitors Activity
Matchmaking: See all matches performed
Assistance: See messages sent to CM
Members: See a list of all clients and their details
Messages: View messages sent between clients
……………………………………………………………………………………………
1
2
3
4
Slide | 17
The Connection to Partner Banks Communities…………………………………………………………………………………………………
Plus
more to come
EE organizes the connection between banks so
clients can get matched with all banks in the Alliance
Slide | 18
Matches
Profile MGT
Directory
Inbox/Outbox
Direct url
Community Management
Interface
Back-end for the bank
Link in
e-banking
EE
Algorithm
Community
MGT
Automatic
matchmaking suggestion
Trade Club AllianceBank Trade Club
Manual
Matchmaking suggestion
Feedback
on matchmaking suggestions
Direct Communication
between members
Since May 2014
The Benefits for your bank
Create new value proposition for clients: Originate overseas opportunities for your clients
Provide a safe environment for new deals
Help them export and import more
Lure prospects: Tell non-client companies that you now offer: transactions, financing, etc
Attract them with the opportunity to find business opportunities, domestic and
international
Promote your Banking Services: Monitor deals originated by the community and originate opportunities for
your international banking services.
19
…………………………………………………………………………………………………
Slide | 19
EE can introduce you to fellow partner banks so your bank
discover the benefits and find the value for your clients
We support banks on their digital journey with
disruptive solutions for SMES…...................................
Slide | 20
Business Community
InternationalTrade Portal
Crowd-funding Platform
Marketplaces for professional services
Enable your clients to buy
professional services in a safe
environment
Provide interactive content for
clients and prospects to stay
engaged with your brand
Webinar Platform
SME Portal
MarketplacePlatform
Thank You for your Attention!