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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

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FocalPoint

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  1. FocalPoint Optimizing The Franchise… Gaining Competitive Advantage

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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.

  7. 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 triciad@mktgmix.com

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