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MARKETING KICKOFF 2026

TRANSFORM

Let's GO!
👋

Welcome!

Great to (re)connect in person.
Welcome to the Team

New Faces

Melanie Morris
Sr. Director of Marketing, Americas
Aswin Kulandaisamy
Sr. Demand Generation Manager
Sarah Hassan-van Blokland
Content Manager
Boris Rousselot
Product Marketing Manager, Retail Banking
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BREAK
THROUGH

2025
2025

Complete Marketing Transformation

EOY 2024 EOY 2025
Demand Generation Engine No active campaigns Always-on across all regions, GTMs & TMIs
Thought Leadership No scalable programs Banking Reinvented Podcast, Content, ENGAGE
Value Proposition Generic, non-specific Segment-based, use case-based, outside-in
Sales-Marketing Alignment No aligned reporting or KPIs Unified pipeline dashboard & shared targets
ABM Program Disconnected from sales execution Collaborate-as-one: sales, marketing & partners
Digital Infrastructure Broken foundation Martech stack rebuilt & integrated
Org Structure Misaligned to GTM motion Restructured around GTM, TMIs & Pods
Marketing-Sourced Pipeline R4Q No visibility €41.6M
2025 Marketing Impact
Marketing
Sourced
Opps
?
2024
46mio
2025 (#67)
Momentum
Marketing
Sourced
Pipeline
R4Q (Open)
?
2024
41,6m
2025
↑ 100%
On Target
(41,3m)
ABM/PG
Sourced
Pipeline
(Open)
?
2024
12,9m
25 new opps
Momentum
Backbase-branded double-decker bus crossing Westminster Bridge at night with Big Ben in the background
Backbase billboard in Times Square, New York
Backbase Unlock Growth Mode billboard at airport
Backbase AI waits for no bank billboard at Bank station London Underground
Backbase digital screen in metro station - Everyone's talking about AI, We're building it
Backbase The AI-powered Banking Platform billboard at dusk, South Africa
Backbase branded bus and banner - Next stop AI-powered banking, Bali
2025 Lessons Learnt
And have defined our 2026 vision for continuing our momentum
💯
What we learned
1

Intimacy over volume

Boutique C-suite engagements drive real pipeline. Human connection at small scale beats high-volume tactics.

2

Brand & thought leadership is the moat

You can't demand-gen out of an awareness problem. In the AI slop era, authentic brand is our most distinctive capability.

3

Spend smart, not big

High-ticket events fill a brand awareness bucket we don't need. Our content motion delivers reach - redirect to quality pipeline drivers.

2026 vision
1

Boutique, niche, C-suite

Deprioritize volume plays. Prioritize intimate dinners, executive roundtables, and direct AE meetings with pre-warmed accounts. Build CXO Communities and Advisory Boards at scale.

2

Double down on brand & thought leadership

Brand is now strong enough to support targeted motion. Protect distinctive assets, invest in mental availability and thought leadership.

3

Lean & efficient · AI-native

Cut large-scale costly events. Optimize for efficiency over scale. Partner with McKinsey, Bain, BCG for C-suite access at lower cost.

Underlying Shift AI Changed Everything The market moved. Marketing moved with it. AI is now the operating system - not a tool, but how we work. 10X output, lean teams, human judgment on what matters.
Q&A
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TRANSFORM

2026
Our Journey

Our 3-Year Plan

2025
BREAKTHROUGH
2026
TRANSFORM
2027+
10X MARKETING

From proving ourselves → to transforming how we work → to 10X impact

2026 Objectives

Change the Narrative

Build the brand. Create the category. Own it.

Pipeline Generation

Create pipeline. Together with sellers.

AI-Native Operations

Become what we sell. Lead the charge.

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2026
Appendix

Marketing Operating Model

GTM Pods

Retail Banking
PMM + DMM + CMM
SMB / Commercial
PMM + DMM + CMM
Private / Wealth
PMM + DMM + CMM
Platform / AI
PMM + DMM + CMM

Regional Coverage

Americas
US Enterprise
LATAM
EMEA
EU-NW · EU-SE
Africa · Middle East
APAC
Asia
ANZ

Global Functions

Brand & CreativeDesign, Video, Production
Digital MarketingWeb, Programs, Ops
Product MarketingPositioning, Intelligence
Content MarketingContent Engine, Thought Leadership
AR & CXO CommunitiesAnalysts, Advisory Boards

External Partners

PR / Media
MVPR
SEO / AEO
AirOps
Digital AI
Metadata
Websites
Cut the Code
Demand Gen
Unmuted
ABM
Full Funnel
Q&A
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THE ENGINE

2026

Our Momentum Engine

5
Amplification
High-visibility moments
Global Podcast
Banking Reinvented
Backbase ENGAGE
Annual flagship event
Public Speaking
Industry stages and keynotes
Category Book NEW
AI Waits for No Bank
4
Network
Trusted voices amplify
Industry Influencers
Analysts, Influencers and Thought Leaders
Strategic Partners
Co-marketing with strategic partners!
Customers 
Success stories and customer advocacy
Niche Media 
Industry events and publications
3
Account-Based Marketing
Targeted engagement
Account Tiering 
1:1, 1:Few, 1:Many segmentation
Personalised Outreach 
Tailored messaging per account
Buying Committee 
Multi-stakeholder engagement
Signal Engine 
Data-driven account prioritization
2
Channels
Consistent presence
Daily
Weekly
Monthly
Quarterly
Global
Digital 1:Many
CXO Newsletter NEW
Global Webinars
CXO Communities NEW
Regional
Digital 1:Few / 1:1
Regional Podcast
ABM Webinars
Customer Advisory Boards
1
Foundations
Category Creation
AI-Native Banking OS. POV. Brand Building / Campaign.
GTM / TMIs
ICP / Personas / Value Proposition / GTM Kit
Infrastructure
Webflow, Metadata, AIRops, MVPR, SFDC, Marketo
AI-Native Operations
Systems design / thinking applied to Marketing.
The flywheel effect →
"We see you guys everywhere"

Our Momentum Engine

5
Amplification
High-visibility moments
Global Podcast
Banking Reinvented
Backbase ENGAGE
Annual flagship event
Public Speaking
Industry stages and keynotes
Category Book NEW
AI Waits for No Bank
4
Network
Trusted voices amplify
Industry Influencers
Analysts, Influencers and Thought Leaders
Strategic Partners
Co-marketing with strategic partners!
Customers 
Success stories and customer advocacy
Niche Media 
Industry events and publications
3
Account-Based Marketing
Targeted engagement
Account Tiering 
1:1, 1:Few, 1:Many segmentation
Personalised Outreach 
Tailored messaging per account
Buying Committee 
Multi-stakeholder engagement
Signal Engine 
Data-driven account prioritization
2
Channels
Consistent presence
Daily
Weekly
Monthly
Quarterly
Global
Digital 1:Many
CXO Newsletter NEW
Global Webinars
CXO Communities NEW
Regional
Digital 1:Few / 1:1
Regional Podcast
ABM Webinars
Customer Advisory Boards
1
Foundations
Category Creation
AI-Native Banking OS. POV. Brand Building / Campaign.
GTM / TMIs
ICP / Personas / Value Proposition / GTM Kit
Infrastructure
Webflow, Metadata, AIRops, MVPR, SFDC, Marketo
AI-Native Operations
Systems design / thinking applied to Marketing.
The flywheel effect →
"We see you guys everywhere"
Q&A
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THE ENGINE

2026

2026 Objectives

Change the
Narrative

Category Creation
AI-Native Banking OS positioning
Category Book
AI Waits for No Bank
Global Podcast
Banking Reinvented
Industry Influencers
Analysts and thought leaders
Niche Media
Industry publications
Customer Advisory
Boards and feedback loops
CXO Communities
Executive peer networks

Pipeline
Generation

Digital 1:Many
Scalable global campaigns
Digital 1:Few / 1:1
Regional targeted campaigns
Account-based Marketing
CXO Roundtables, Events, ABM 1:1
Global Webinars
Thought leadership at scale
ABM Webinars
Regional account-focused sessions
Regional Podcasts
Local market thought leadership
Backbase ENGAGE
Annual flagship event
Strategic Partners
Co-marketing programs
Customers
Success stories and advocacy

AI-Native
Operations

AI Operating Model
Systems thinking for marketing
Infrastructure
Webflow, Metadata, SFDC, Marketo
Appendix

Q1 2026 Rocks

Strategic Initiatives
SI 1.7: Change the Narrative
SI 1.6: Pipeline Generation
SI 21: Marketing x AI
Product Marketing
AI-Native Banking OS Launch PackageSI 1.7
Website OverhaulSI 1.7
PB/Wealth Foundation
Services Value Proposition
Digital Marketing
Website EvolutionSI 1.7
On-Demand Webinar MotionSI 1.6
CXO Newsletter (Momentum)SI 1.7
Launch MetadataSI 1.6
SEO Ranking RecoverySI 1.7
Brand & Content
Change the NarrativeSI 1.7
AI-Native Content OperationsSI 21
Project Wildfire (Influencers)SI 1.7
AI-Native PR (MVPR)SI 21
Field Marketing RoW
Full-Funnel ABM RolloutSI 1.6
Real-Time Field IntelligenceSI 1.6
AI-Native Field OpsSI 21
Field Marketing Americas
To be defined
AR & CXO Communities
CXO Community (Women in Banking)SI 1.7
AI Industry Advisory BoardSI 1.7
Analyst Relations FunctionSI 1.7
Operations
To be defined
Q&A
Play Bigger book cover
Category Design

PLAY BIGGER

Building our Category

"Category kings don't just win the category - they define it."

The Opportunity

The Category We're Building

AI-NATIVE BANKING OS

Marketing leads the narrative. We don't just support the product - we shape how the market thinks about the future of banking.

Our Role

Why Marketing Leads?

Category Creation

We define what "AI-native Banking OS" means in the market

Mental Availability

When banks think AI transformation, they think Backbase

Narrative Control

Thought leadership that shapes industry conversations

Distinctive Position

Not another vendor - the Banking OS company

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THE MISSION

2026
The Mindset Shift

AI-Native Mental Model

AI does the work.
Humans provide the leverage.

This isn't about using AI tools. It's about being built around AI from the ground up.

The Difference

What AI-Native Means

Traditional Marketing
AI-Native Marketing
Humans do work, AI assists
AI does work, humans direct & refine
AI tools bolted onto existing processes
Processes designed AI-first
AI as efficiency gain
AI as the operating system
Marketing as creative craft
Marketing as engineered system
Scale through headcount
Scale through AI leverage
The Human Edge

Where Human Value Lives

Curiosity

Asking the right questions, exploring possibilities others miss

Relationships

Building trust with customers, partners, and the market

Judgment

Making strategic decisions, reading context and nuance

Learning

Always growing, sensing trends, staying connected

Workflow

CTN Inbox Processing

Claude Code terminal showing CTN inbox processing workflow documentation with dark theme

Claude Code AI Agent Interface

The Unlock

What AI-Native Enables

Without AI-Native
With AI-Native
Capacity consumed by mundane, tactical work
Capacity freed for high-leverage activities
Task-driven workload that scales forever
AI absorbs scaling work, humans stay focused
Perpetual backlog, always behind
Sustainable pace, always ahead
Execution-heavy, strategy-light
Strategy-heavy, execution-automated
The Journey

Three Horizons

Horizon 1
Hybrid
2026
AI augments existing workflows. Learning, experimenting, building muscle.
Horizon 2
Shift
2027
AI becomes primary. Humans shift to direction, strategy, relationships.
Horizon 3
AI-Native
2028+
Fully AI-native operations. Humans provide judgment and creativity.
The Profile

The 10X Marketeer

V-Shaped

Deep vertical expertise + broad marketing skills

AI Fluent

Hands-on proficiency, not just awareness

Student of the Game

Always learning, sensing trends, staying connected

Relationship-First

Building trust with customers, partners, market

Next Steps

What's Next

Team-Specific Sessions

Deep dives with each team on their 2026 priorities and AI integration plans

February 2026

AI Tools & Training Rollout

Hands-on training, tool access, and workflow integration for the whole team

Q1 2026

Learning & Skill Building

Continuous learning opportunities to develop AI fluency and 10X capabilities

Ongoing

Transformation Check-ins

Regular pulse checks on progress, blockers, and wins as we transform

Monthly
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THE ENGINE

2026

Banking Reinvented

CXO PODCAST
Global Regional

Engage
'26

CXO CONFERENCE
Regional
21 - 23 April
Nashville, Tennessee
9 - 11 September
Bangkok, Thailand
29 Sept - 1 October
London, United Kingdom

CustomerStories

EmployeeAdvocacy

MOMENTUM

CXO NEWSLETTER
Global
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THE VAULT

CXO NETWORK
Regional
Q&A
The Ask

What I Need From You

Lean Into AI

Experiment, learn, build fluency. This is how we multiply.

Bring Curiosity

Ask questions, challenge assumptions. Nothing is sacred.

Focus on Relationships

Human value lives in connection. That's where we win.

Trust the Direction

We're building something special. Commit to the journey.

2026TRANSFORM

2025 was Breakthrough 2026 is Transform (AI-Native) 2027 is...
1

Rebuilding how we work

AI-native operations

2

Focusing where we win

Boutique, niche, C-suite

3

Raising the bar

10X Marketeers only

4

Owning the narrative

AI-native Banking OS category

The Goal

A lean, AI-powered marketing machine that punches way above its weight.

Thank You
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