Banking2009

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Business UnitsBusiness Units

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Why Source4Why Source4

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Source4 Integrated Source4 Integrated Business and Marketing Solutions Business and Marketing Solutions For Financial InstitutionsFor Financial Institutions

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That…That…

Reduces Operational Costs Improves Processes Enhances Profits Increases Revenues Increases Market Share

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Print Costs Vs Process CostPrint Costs Vs Process Cost

&&Business ProductsBusiness Products

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About Source4About Source4 Over 40 Years In Business40 Years In Business 4 Business Units4 Business Units

- Document Management- Print & Marketing Communications- Technology Solutions- Fulfillment & Distribution Services

National PresenceNational Presence – Over 60 Million in Sales Providing Services and Solutions forProviding Services and Solutions for

- Financial Institutions- Associations- Franchises- Healthcare - Retail- Pharmaceuticals Corporate Headquarters/Sales

Sales/Commercial Printing/Fulfillment/DistributionSales/Fulfillment/DistributionSales

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Source4 Bank Clients on IMAGESource4 Bank Clients on IMAGE

River City BankFirst Bank

First National Bank of Alta Vista

River Community Bank

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Other Source4 ClientsOther Source4 Clients

60 locations

1100 locations

70 locations

2000 locations

5000 locations

150 locations

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Outsourcing…Outsourcing…

““Take a hard look at your core competencies… Take a hard look at your core competencies… spin off those tasks that aren’t directly involved spin off those tasks that aren’t directly involved

in those competencies…let another company in those competencies…let another company take over the responsibility for that work.”take over the responsibility for that work.”

Source: Business, The Speed of ThoughtBy Bill Gates, Microsoft

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Outsourcing Solutions Outsourcing Solutions For BanksFor Banks

IMAGE Web-based procurement/requisitioning of operational supplies and marketing collateral

Statement processing/E-presentment

Matrix mail campaigns/PURLs

Electronic forms automation/distribution

Creative and marketing services

Direct mail/E-mail campaigns

Fulfillment & distribution services

Digital printing/personalized and targeted marketing

COD – Content on Demand “Bank Template Program”

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IMAGE E-ProcurementIMAGE E-Procurement

IMAGE E-procurement web-based catalog User-friendly & client-specific Processes purchase orders and requisitions Manages order activity Maintains brand integrity Eliminates maverick buying Decentralized purchasing with centralized control

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IMAGE verses CompetitorsIMAGE verses Competitors

Advantages of IMAGEAdvantages of IMAGE

Enterprise system – seamless navigation Quicker set-up for clients – user friendly In-house network engineers – design and support Not an ASP model – resides on client’s website or intranet site Strong administrative tool – “enforces the business rules and security” Not transaction based – fees Real-time inventory Bonus Bucks/Points Reward Programs

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Source4 DifferentiatorsSource4 Differentiators

IMAGEIMAGE – “Enterprise” Web-Based procurement/requisitioning

CODCOD – Content on Demand

- Web-based marketing template program

Generational and Targeted MarketingGenerational and Targeted Marketing

- Versioned/Personalized/Targeted Direct Mail

- Marketing thru E-Statements

- PURLS

Forms Automation/DistributionForms Automation/Distribution

Remapping of Legacy Data for Laser PrintingRemapping of Legacy Data for Laser Printing

“ “Content Centric” – Content Centric” – Digital PrintingDigital Printing

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Why Banks Choose Source4:Why Banks Choose Source4:

Professional Consultation Project Management Team

Technology Team Cost Competitive

One Source Vendor

$$ REDUCES Overall Operational$$ REDUCES Overall OperationalAnd Marketing BudgetsAnd Marketing Budgets

Professional Consultation Project Management Team

Technology Team Cost Competitive

One Source Vendor

$$ REDUCES Overall Operational$$ REDUCES Overall OperationalAnd Marketing BudgetsAnd Marketing Budgets

“ “Source4 Offers the Complete Team”Source4 Offers the Complete Team”

Banking2009

Economy & Finance

Transcript of Banking2009