Articulate Word Output

Purchase Rewards Branch Staff Training

How to Use this Word Document:

1. Download and save for future reference

2. Print out for note taking

3. Print out and customize to use to for live classroom training of other staff at your financial institution

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.

1 | P a g e S e p t e m b e r 2 0 1 7 1. Welcome!

1.1 Welcome!

2 | P a g e S e p t e m b e r 2 0 1 7 1.2 Learning Objectives

Notes:

3 | P a g e S e p t e m b e r 2 0 1 7 2. Concept

2.1 Concept

4 | P a g e S e p t e m b e r 2 0 1 7 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.

2.3 Groups Involved

(Drag and Drop, 10 points, 2 attempts permitted)

5 | P a g e S e p t e m b e r 2 0 1 7 Drag Item Drop Target No cost Drop 2

Increased user loyalty and retention

Drives use of website and debit card Significant rewards of $50-$100/year or more Drop 1

Highly relevant offers

Redeemed in-store and online

Minimal action required

Completely FREE Access to massive new advertising channel = Drop 3 online banking

Precisely target new and prospective customers

6 | P a g e S e p t e m b e r 2 0 1 7 NCR's partner in bringing you Purchase Drop 4 Rewards

Partner with nationwide merchants, and well as merchants in your community… to present offers to your users

7 | P a g e S e p t e m b e r 2 0 1 7 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

8 | P a g e S e p t e m b e r 2 0 1 7 3. Consumer Experience

3.1 Consumer Experience

9 | P a g e S e p t e m b e r 2 0 1 7 3.2 How It Works

10 | P a g e S e p t e m b e r 2 0 1 7 3.3 PR Tour - Home Page

11 | P a g e S e p t e m b e r 2 0 1 7 New Offer (Slide Layer)

12 | P a g e S e p t e m b e r 2 0 1 7 Offer Ready (Slide Layer)

13 | P a g e S e p t e m b e r 2 0 1 7 Cash Back Earned (Slide Layer)

14 | P a g e S e p t e m b e r 2 0 1 7 3.4 PR Tour - HP Widget

15 | P a g e S e p t e m b e r 2 0 1 7 3.5 Rewards Summary Tour

16 | P a g e S e p t e m b e r 2 0 1 7 Available Deals (Slide Layer)

17 | P a g e S e p t e m b e r 2 0 1 7 Earned (Slide Layer)

18 | P a g e S e p t e m b e r 2 0 1 7 Expired Offers (Slide Layer)

19 | P a g e S e p t e m b e r 2 0 1 7 Preferences (Slide Layer)

20 | P a g e S e p t e m b e r 2 0 1 7 3.6 Common Questions

21 | P a g e S e p t e m b e r 2 0 1 7 Security (Slide Layer)

22 | P a g e S e p t e m b e r 2 0 1 7 Taxed (Slide Layer)

23 | P a g e S e p t e m b e r 2 0 1 7 Both (Slide Layer)

24 | P a g e S e p t e m b e r 2 0 1 7 Business (Slide Layer)

25 | P a g e S e p t e m b e r 2 0 1 7 Returns (Slide Layer)

26 | P a g e S e p t e m b e r 2 0 1 7 3.7 Mobile Overview

27 | P a g e S e p t e m b e r 2 0 1 7 3.8 Knowledge Check 1

(Matching Drag-and-Drop, 10 points, 1 attempt permitted)

Correct Choice Conquesting Offer You shop at one merchant, the offer is from a competing merchant. Loyalty Offer The offer is from the same merchant you just shopped at.

28 | P a g e S e p t e m b e r 2 0 1 7 3.9 Knowledge Check 2

(Sequence Drag-and-Drop, 10 points, 2 attempts permitted)

Correct Order Activate the offer Redeem the offer Get the reward

3.10 Knowledge Check 3

(Multiple Response, 10 points, 2 attempts permitted)

29 | P a g e S e p t e m b e r 2 0 1 7 Correct Choice X A reward amount A coupon to print the award X A promotional period X A condition to qualify for the award

30 | P a g e S e p t e m b e r 2 0 1 7 4. Wrap Up

4.1 Next Steps

31 | P a g e S e p t e m b e r 2 0 1 7 4.2 Next Steps

32 | P a g e S e p t e m b e r 2 0 1 7