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FocalPoint. Optimizing The Franchise…. Gaining Competitive Advantage. Solution Objectives. Provide field management with desktop rapid access to key client/prospect target groups – supported with comprehensive views of relationships and consumer profiles

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Focalpoint

FocalPoint

Optimizing The Franchise…

Gaining Competitive Advantage


Solution Objectives

  • Provide field management with desktop rapid access to key client/prospect target groups – supported with comprehensive views of relationships and consumer profiles

  • Allow cost-efficient flexibility to grow/modify the solution over time

  • Ensure an extremely short learning curve for end-users, wrapped in a worry-free programming structure

  • Empower managers charged with winning and retaining profitable relationships…Achieve competitive advantage on the ground…Realize performance gains that deliver off-the chart ROIs


Existing Solutions:

Consumer Client Franchise

Large Commercial, Middle Market, Small Business Focus

As applicable, including clients and targeted prospects

Application Platform:

Only requires MS Access 2003

Refreshed with each database update

Files securely loaded to client server for distribution to licensed end-users

Functional Capabilities:

View = Relevant slice of the pie (markets, branch, etc)

“Push” strategies organized for consistent attention to corporate objectives

“Pull” capabilities supported for drill-downs by site, relationship type, demos, etc.

High-end reporting outputs address individual relationship views and client portfolio summaries

Optional mapping integration for advanced geo insights and targeting

Background


FocalPoint Express

  • Maximizes your MCIF investment through easy, cost-effective deployment across the organization

  • Enhances client intelligence with tactical activities coupled with optional value & modeling insights

FocalPoint Complete

  • Takes data from your application files to build an efficient MCIF solution – directing sales activities

  • All the power of Express, with wider range of product & relationship options…additional query capabilities

Two Versions to Suit Your Needs


Powerful New Capabilities… Right Away

Produce a comprehensive profile of their top clients – supporting retention initiatives

Select clients with checking but not direct deposit for cross-sell efforts

Organize consistent follow-up for the best HELOC targets

Access detailed information to generate quality Investment referrals

Develop a CD Maturity Report with key account and relationship metrics

Locate households with deposit losses for proactive intervention

Efficient access to key franchise data for retention, expansion & acquisition efforts


FocalPoint’s Key Capabilities Support…

Easy, efficient point-and-click functionality

Full range of reporting options offering key client insights

Select clients with major deposit increase or decrease

Turn-key export to mailing labels or Excel

Additional filters by products owned or demographics

Drill-down by business unit or geography

Immediate access to priority tactics supporting corporate goals

Effortless ranking of an universe by balances, services, etc.


FocalPoint must be seen to be appreciated.

To schedule a demonstration of this exciting solution – either onsite or through a WebEx –

Contact The Marketing Mix

at

603-625-6200

or email

[email protected]