<p>Purchase Rewards Branch Staff Training</p><p>How to Use this Word Document:</p><p>1. Download and save for future reference</p><p>2. Print out for note taking</p><p>3. Print out and customize to use to for live classroom training of other staff at your financial institution</p><p>Our eLearning software automatically creates this document and includes all layers and paths</p><p> 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. </p><p>1 | P a g e S e p t e m b e r 2 0 1 7 1. Welcome!</p><p>1.1 Welcome!</p><p>2 | P a g e S e p t e m b e r 2 0 1 7 1.2 Learning Objectives</p><p>Notes:</p><p>3 | P a g e S e p t e m b e r 2 0 1 7 2. Concept</p><p>2.1 Concept</p><p>4 | P a g e S e p t e m b e r 2 0 1 7 2.2 What is Purchase Rewards?</p><p>Notes:</p><p>Basically, think of Purchase Rewards functioning like digital rebates.</p><p>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.</p><p>The user clicks to accept an offer, then they shop at that merchant using the debit card tied to that account. </p><p>These merchants are both local and nationwide, so your users have a wide choice of where to shop. </p><p>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. </p><p>2.3 Groups Involved</p><p>(Drag and Drop, 10 points, 2 attempts permitted)</p><p>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</p><p>Increased user loyalty and retention </p><p>Drives use of website and debit card Significant rewards of $50-$100/year or more Drop 1</p><p>Highly relevant offers </p><p>Redeemed in-store and online </p><p>Minimal action required </p><p>Completely FREE Access to massive new advertising channel = Drop 3 online banking </p><p>Precisely target new and prospective customers</p><p>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</p><p>Partner with nationwide merchants, and well as merchants in your community… to present offers to your users</p><p>7 | P a g e S e p t e m b e r 2 0 1 7 2.4 FI Benefits</p><p>Notes:</p><p>*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</p><p>8 | P a g e S e p t e m b e r 2 0 1 7 3. Consumer Experience</p><p>3.1 Consumer Experience</p><p>9 | P a g e S e p t e m b e r 2 0 1 7 3.2 How It Works</p><p>10 | P a g e S e p t e m b e r 2 0 1 7 3.3 PR Tour - Home Page</p><p>11 | P a g e S e p t e m b e r 2 0 1 7 New Offer (Slide Layer)</p><p>12 | P a g e S e p t e m b e r 2 0 1 7 Offer Ready (Slide Layer)</p><p>13 | P a g e S e p t e m b e r 2 0 1 7 Cash Back Earned (Slide Layer)</p><p>14 | P a g e S e p t e m b e r 2 0 1 7 3.4 PR Tour - HP Widget</p><p>15 | P a g e S e p t e m b e r 2 0 1 7 3.5 Rewards Summary Tour</p><p>16 | P a g e S e p t e m b e r 2 0 1 7 Available Deals (Slide Layer)</p><p>17 | P a g e S e p t e m b e r 2 0 1 7 Earned (Slide Layer)</p><p>18 | P a g e S e p t e m b e r 2 0 1 7 Expired Offers (Slide Layer)</p><p>19 | P a g e S e p t e m b e r 2 0 1 7 Preferences (Slide Layer)</p><p>20 | P a g e S e p t e m b e r 2 0 1 7 3.6 Common Questions</p><p>21 | P a g e S e p t e m b e r 2 0 1 7 Security (Slide Layer)</p><p>22 | P a g e S e p t e m b e r 2 0 1 7 Taxed (Slide Layer)</p><p>23 | P a g e S e p t e m b e r 2 0 1 7 Both (Slide Layer)</p><p>24 | P a g e S e p t e m b e r 2 0 1 7 Business (Slide Layer)</p><p>25 | P a g e S e p t e m b e r 2 0 1 7 Returns (Slide Layer)</p><p>26 | P a g e S e p t e m b e r 2 0 1 7 3.7 Mobile Overview</p><p>27 | P a g e S e p t e m b e r 2 0 1 7 3.8 Knowledge Check 1</p><p>(Matching Drag-and-Drop, 10 points, 1 attempt permitted)</p><p>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.</p><p>28 | P a g e S e p t e m b e r 2 0 1 7 3.9 Knowledge Check 2</p><p>(Sequence Drag-and-Drop, 10 points, 2 attempts permitted)</p><p>Correct Order Activate the offer Redeem the offer Get the reward</p><p>3.10 Knowledge Check 3</p><p>(Multiple Response, 10 points, 2 attempts permitted)</p><p>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</p><p>30 | P a g e S e p t e m b e r 2 0 1 7 4. Wrap Up</p><p>4.1 Next Steps</p><p>31 | P a g e S e p t e m b e r 2 0 1 7 4.2 Next Steps</p><p>32 | P a g e S e p t e m b e r 2 0 1 7</p>