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FocalPoint Gaining Competitive Advantage
Optimizing The Franchise…
FocalPoint Your competitive advantage starts here.
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
Solution Objectives
FocalPoint Your competitive advantage starts here.
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 Your competitive advantage starts here.
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
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
Two Versions to Suit Your Needs
FocalPoint Your competitive advantage starts here.
Powerful New Capabilities… Right Away
Organize consistent follow-up for the best HELOC targets
Select clients with checking but not direct deposit for cross-sell efforts
Produce a comprehensive profile of their top clients – supporting retention initiatives
Develop a CD Maturity Report with key account and relationship metrics
Access detailed information to generate quality Investment referrals
Locate households with deposit losses for proactive intervention
Efficient access to key franchise data for retention, expansion & acquisition efforts
FocalPoint Your competitive advantage starts here.
FocalPoint’s Key Capabilities Support…
Easy, efficient point-and-click functionality
Easy, efficient point-and-click functionality
Drill-down by business unit or
geography
Drill-down by business unit or
geography
Full range of reporting
options offering key client insights
Full range of reporting
options offering key client insights
Turn-key export to mailing
labels or Excel
Turn-key export to mailing
labels or Excel
Select clients with major
deposit increase or decrease
Select clients with major
deposit increase or decrease
Additional filters by
products owned or
demographics
Additional filters by
products owned or
demographicsEffortless
ranking of an universe by balances,
services, etc.
Effortless ranking of an universe by balances,
services, etc.
Immediate access to
priority tactics supporting
corporate goals
Immediate access to
priority tactics supporting
corporate goals
FocalPoint Your competitive advantage starts here.
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
