Introducing The Growth Platform - 360 View · PDF fileIntroducing The Growth Platform ......
Transcript of Introducing The Growth Platform - 360 View · PDF fileIntroducing The Growth Platform ......
Introducing
The Growth Platformfor Banks & Credit Unions
YOU NEED TO GROW—WE HAVE THE TOOLS TO MAXIMIZE YOUR TEAM’S PERFORMANCE
The Growth PlatformFor Banks & Credit Unions
CRM | Marketing Automation | Goals & Incentives | Profitability
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Customer86
Contact sinceSeptember 26, 2016
Manual entryby Christiana Owens+1 (615) 555-5555
Tim Bentley
Primary Address
Preferred Contact
SSN
Primary Owner
Relationship(s)
Tag(s)Golf Cooking Football Vanderbilt
120 Adams CirDaleville, VA 68516USA
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555-96-4833
Date of BirthJune 5, 1953
Christiana Owens
Customer
Home+1 (615) 555-5555
Basic Info
[email protected] Home
[email protected] Office
ADD EMAIL
Contact Info
PHONE EMAIL ADDRESS
86th percentilePLATINUM
$1,411.14 Net Profit
Profitability
Notes
Tim Bentley
March 20, 2017Call Clayton to discuss opening his investment account.Need to answer his following questions
22Clear Things Up
Tim Bentley
March 15, 2017The address of where the Bentley family is moving has changed to4123 Burberry St
1Phone Call Notes
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PEOPLE HOUSEHOLDS ORGANIZATIONS OWNERS
Relationships
Relative [email protected] +1 (615) 555-5555 $15,827Kate Bentley
Business Relationship [email protected] +1 (615) 555-5555 $3,162,473Francisco James
Relative [email protected] +1 (615) 555-5555 $9,204Billy Simpson
Relative [email protected] +1 (615) 555-5555 $611Earl Simpson
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Name Phone ValueRelationship Email
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Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs.
Demonstrating that you can understand and meet customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience.
CRMPersonal Relationships, Enhanced by Technology
• Get a 360-degree view—see products and services, relationships, profitability and more
• Manage unlimited relationship types such as vendors and employees
• Track all customer touchpoints
• Leverage the power of personalized dashboards
• Build custom workflows
• Create and track pipelines and referrals according to your organization’s standards
• Manage and resolve service requests according to your organization’s standards
• Track loan past dues
• Enjoy robust reporting
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Mabelle Gibson +1 (980) 940-145957 Raynor Islands [email protected]
Helena Lambert +1 (991) 445-2891022 Feest Haven [email protected]
Maria Chandler +1 (631) 732-501880 Liza Path [email protected]
Leroy Miles +1 (272) 231-5421476 Strosin Unions [email protected]
Sara Palmer +1 (175) 079-75505398 Sipes Street Suite 225 [email protected]
Hallie Fletcher +1 (909) 400-058169 Kassandra Plains Apt. 799 [email protected]
Alma Wagner +1 (499) 318-1507140 Cory Cove [email protected]
Aaron Bennett +1 (569) 527-6066987 Grady Mills Apt. 194 [email protected]
Jon Gibson +1 (550) 797-6185702 Lesch Fork Apt. 338 [email protected]
Larry Phelps +1 (265) 868-7131370 Lindsay Flats [email protected]
Gilbert Underwood +1 (897) 681-8089358 Sanford Radial [email protected]
Philip Ingram +1 (266) 190-04765933 Talon Plaza [email protected]
Blake Fletcher +1 (392) 996-0777898 Robel Loaf Suite 497 [email protected]
Chester Brock +1 (467) 217-5954752 Princess Brooks [email protected]
Lulu Santos +1 (600) 776-84920665 Kunze Island Suite 301 [email protected]
Donald Harmon +1 (947) 808-84185300 Jaskolski Point Apt. 068 [email protected]
Tommy Webb +1 (390) 946-2882861 Armstrong Parkway Apt. 978 [email protected]
Connor Dawson +1 (155) 262-63624600 Blair View Apt. 598 [email protected]
Alvin French +1 (771) 004-6453763 Jamir Highway [email protected]
Mary Montgomery +1 (550) 652-570336 Darrion Freeway [email protected]
Harry Summers +1 (133) 115-059063 Thompson Rue [email protected]
Connor Cross +1 (550) 997-3409880 Pouros Cape Apt. 061 [email protected]
Lura Lamb +1 (752) 083-093356 Bode Drive Apt. 954 [email protected]
Zachary Wilkins +1 (809) 603-7455627 Runolfsdottir Coves [email protected]
Harriett Roy +1 (428) 827-8077289 Terry Estates Suite 949 [email protected]
Ethel Harrington +1 (234) 498-096895 Garnet Tunnel [email protected]
Jonathan Hale +1 (101) 839-3766545 Durgan Ridge [email protected]
Adam Vasquez +1 (939) 318-1429004 Jackeline Lake Apt. 589 [email protected]
Marcus Gutierrez +1 (044) 806-34597973 Paxton Trail Suite 557 [email protected]
Leila George +1 (115) 383-1599049 Evangeline Roads [email protected]
Rosie Burton +1 (417) 926-694159 Hane Rapids [email protected]
Randy Tyler +1 (591) 747-5901377 Padberg Plaza [email protected]
Edwin Poole +1 (536) 477-5991094 Kian Vista [email protected]
Hester Medina +1 (976) 126-866398 Issac Brook [email protected]
Daniel Miles +1 (066) 019-67885342 Morton Ferry Suite 590 [email protected]
Alexander Ramsey +1 (000) 695-4249780 Lesley Falls [email protected]
Flora Gomez +1 (774) 907-878172 Stoltenberg Vista [email protected]
Brian Reid +1 (648) 088-1431090 Hope Inlet Apt. 061 [email protected]
Frances Meyer +1 (390) 609-8606661 Mohr Trail Apt. 606 [email protected]
Cordelia Ballard +1 (098) 003-3562695 Schuster Ferry [email protected]
Clifford Hunter +1 (255) 512-0943584 Vinnie Grove Suite 566 [email protected]
Jared Jacobs +1 (143) 566-5694601 Rohan Estates Apt. 949 [email protected]
Jeffery Jimenez +1 (141) 485-0794408 Upton Coves Apt. 629 [email protected]
Bertie Stevenson +1 (688) 979-270122 Oberbrunner Isle [email protected]
Ophelia Martinez +1 (278) 258-2150735 Lori Brook Apt. 947 [email protected]
Trevor Briggs +1 (995) 982-526882 Roberts Spur [email protected]
Manuel Bailey +1 (825) 282-0762299 Cartwright Plain [email protected]
Caleb Woods +1 (283) 461-343236 Kohler Mission [email protected]
Louisa Ryan +1 (197) 911-126127 Rossie Tunnel [email protected]
Mark Duncan +1 (669) 141-0588368 Jast Village [email protected]
Name Phone NumberAddress Email Address
2310 TotalSearch
All People Households Organizations
Client Satisfaction Survey
Online Banking Cross-Sell
Client Retention Call
Checking Cross-Sell
Follow Up Call
Anniversary Mailer
LEROY MILES
[email protected] Strosin Unions
+1 (272) 231-5421
$1,956.87Total Payout
97.84Total Score
4Goals Met
Kat Jenkins
Current Payout
$2,000.00$1,956.87
YTD QE Avg DDA $10,000,000.00 $10,673,301.85 106.7% 106.7% 25.0% 26.68
YTD QE Avg Total Deposit $34,000,000.00 $33,237,336.81 97.8% 97.8% 25.0% 24.44
YTD QE Avg Loans $3,500,000.00 $3,774,386.31 107.8% 107.8% 25.0% 26.96
YTD Non-Interest Income $300,000.00 $237,120.00 79.0% 79.0% 25.0% 19.76
Total Score 97.84
Category Goal Total Actual Actual % Incentive % Weight Score
Goals
Q1 2017 Q4 2016 Q3 2016 Q2 2016 Q1 2016 Q4 2015 Q3 2015 Q2 2015 Q1 2015 Q4 2014 Q3 2014 Q2 2014
Q4 2015Total Score: 67.09Total Payout: $1,341.80
Last 12 Payouts
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Search EverythingGoals & Incentives 1 12
YTD QE Avg DDA $10,000,000.00 $10,673,301.85 106.7% 106.7% 25.0% 26.68
YTD QE Avg Total Deposit $34,000,000.00 $33,237,336.81 97.8% 97.8% 25.0% 24.44
YTD QE Avg Loans $3,500,000.00 $3,774,386.31 107.8% 107.8% 25.0% 26.96
YTD Non-Interest Income $300,000.00 $237,120.00 79.0% 79.0% 25.0% 19.76
Total Score 97.84
Category Goal Total Actual Actual % Incentive % Weight Score
Goals
GOALS & INCENTIVESMotivate Employees to Empower Sales Efforts
You need the ability to scale personalized outreach and offer the right products at the right time. By using data‑driven automation you can empower effective cross‑selling and target marketing communications.
Attracting, retaining, and empowering motivated employees is essential to growing your financial institution. With 360 View you can track and reward employees for measurable sales goals.
MARKETING AUTOMATIONScalable Personalized Communication
• Easily mine your customer data and create lead lists
• Automate your onboarding process
• Effectively cross-sell the right product to the right person at the right time
• Segment customers to personalize marketing efforts and messaging
• Automate touchpoints to help bankers stay in touch with their customers
• Create your own marketing campaigns and report on successes
• Track and reward employees for measurable goals
• See results daily
• View available payouts through employee scorecards
• Customize your own plan or let us create a plan specific to your organization
Deposits$2,656,080 $1,076,000
Loans$0
Other
DEPOSITS (12) LOANS (1) OTHER (2) SERVICES (1)
Products & Services
18517516 Barbara Fiore March 2, 1999 $0.00Blue Gold Money Market Checking
18517532 Debra Vickrey February 1, 1992 $542,243.54Blue Gold Money Market Checking
18517524 Debra Vickrey January 19, 1992 $0.00eBlue Checking
18517540 Debra Vickrey February 1, 1992 $17,390.07Blue Gold Money Market Checking
18816033 Debra Vickrey January 19, 1992 $8,864.07Golden Checking
18517557 Debra Vickrey February 1, 1992 $9,122.69Blue Gold Money Market Checking
18847418 99988 September 1, 2003 $62,292.97eBlue Checking
18530428 Barbara Fiore July 21, 2009 $850.48Corporate Interest Checking
18865696 769 August 11, 2007 $14,520.63Free Checking
10003654 Debra Vickrey April 16, 1993 $11,901.74Fixed IRA CD
5300439 Debra Vickrey September 13, 1996 $14,520.63Golden Checking
70810 769 September 8, 2009 $2,000,000.00Summer CD
ADD PRODUCT SEE ALL
Primary $2,086,473
Deposit Signer $569,607
Product BalanceAccount Number Responsibility Opened
Profitability
$163,611.82 Net Profit
95th percentilePLATINUM95
With superb customer support, we are here to help you from implementation to seasoned user.
For more information or to schedule a consultation visit 360view.com.
Without a full view of relationships and profitability, your staff is not equipped to build trust and seize cross‑sell opportunities. Quickly know the value of your accounts and steps to grow them.
PROFITABILITYUnderstand & Grow Your Customer Relationships
• Quickly know the value of your accounts and household relationships
• See customer ranking, trends, and month-to-date profitability
• Beyond just the customer’s account balance, see true account profitability
• Get hard costs import from account and soft cost allocations
• Know that data is based on your cost to do business, not an industry standard
• See a customer’s value over time
• Create retention programs around your best customers
• Build growth programs to develop your unprofitable customers
The Growth PlatformFor Banks & Credit Unions
CRM | Marketing Automation | Goals & Incentives | Profitability