Customer Centric Servicing in Financial Institutions Has a

Customer Centric Servicing in Financial Institutions. Has a Service Oriented Architecture (SOA) Finally Arrived?

Overview l l l Demands in response time to institution member or customer inquiries in a timely manner are becoming critical. Centralizing customer data in one application is seen as the best option for achieving improved response times. Foundation of system must be Customer Relationship Management based for proactive reviews.

Benefits of a CRM Environment l Single system to centralize all member information l Multiple information sources l Banking System l LOS l Customer Contact Form l Campaign Data l Credit Bureau l Custom Data l l Promotion lists Upcoming retirements

Benefits of a CRM Environment l Consolidated Member View l Customizable view of what YOU need to know about your member or customer l l Demographics Customer type Consolidated financial summary Outstanding / available offers (see campaign management)

Campaign Management / Portfolio Management l Membership or customer wide managed communications l Automatic or semi-automatic (review and release) l Email or letter l Various events l l l Birthdays Anniversary Promotion Home Purchase / Mortgage Free Retirement

Campaign Management / Portfolio Management l Targeted Communications / Support Services l Identify notices l l Upcoming retirement Members or customers with / without certain products in portfolio l Seminar l l the right group to receive offers / invitations Retirement planning Investment strategies

Product Campaigns l Special offers to qualified members l Identify qualified members l Credit score l Income l Age l Produce / distribute offers l Email l Letter l Mailing list for fulfillment house l Distribute tasks to contact members or customers

Product Campaigns l Manage responses Display available offers on member profile l Offer details for staff l Instructions to staff on processing offers l Track responses l l Report Response levels l Uptake l

Portfolio Management l Batch update of bureau data l Score and summary characteristics l No member score impact (soft hit) l Reduced data costs per member l Limit reviews l Existing LOC / revolving products l Offer increase? l Extend to next review? l Rate change? l No longer meet credit requirements?

The Integrated Financial Product Management Solution • Customer centric environment • Tab browsing between screens allows for easy access to all customer data. • All financial products stored under one contact area. • Documents and statements are generated and stored from within the customer space. • Tasks and emails autogenerated from within workflow. • Financial products easily accessible to be added or updated. • All data stored in one database for easier searchability. • . NET framework allows for easy integration with sub vendors. ARMnet™ - Tomorrow’s Financial Products Management Solution Here Today.

For Further Information Contact us today for further information or to arrange a demonstration of the ARMnet™ Integrated Financial Product Management Solutions. Tel: +1(888)883 -2852 Email: armnetsales@axcesscanada. com Or visit us on the World Wide Web at www. axcesscanada. com Tomorrow’s Financial Product Management Solutions, Here Today.