FocalPoint

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FocalPoint
Gaining Competitive Advantage
Optimizing The Franchise
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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 relationshipsAchieve
  competitive advantage on the groundRealize
  performance gains that deliver off-the chart ROIs

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Background

• 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

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Two Versions to Suit Your Needs
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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
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FocalPoints 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.
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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_at_mktgmix.com