BSG Financial — in
partnership with Marketing Solutions Inc.
(MSI) — arms its clients with the industry's
most dynamic and powerful Customer Relationship
Management (CRM) solution — CONNECTIONS.
More than a traditional
CRM system, CONNECTIONS predicts accountholder
behavior in real time, allowing
the financial institution to optimize marketing
programs that promote the acquisition of
new accounts and the retention of existing
accounts. CONNECTIONS is a complete relationship
management solution, providing financial
institutions a range of capabilities that
typically are obtained from separate vendors.
Outsourced
platform. Turnkey delivery.
Distinct in its Web-based platform, CONNECTIONS
requires no assistance
or intervention by the core processor to
provide comprehensive accountholder data
in a manageable, easy-to-access format.
Extensive database marketing capabilities
includes turnkey printing and mailing fulfillment
by MSI; promotion, referral and sales tracking;
as well as a transactional-based account
profitability model.
Some of the
many benefits to financial institutions
that use CONNECTIONS are shown below.
Profitability
Track the profitability of all
products, services, accountholders, and
households.
Prospect
Tracking
Track the status of every prospect
by product, employee, and location.
Householding
View accounts in household based on address,
SSN, or through other relationships with
the household (co-signer of a loan, etc.)
Cross-Selling
View a list of products most likely
to be purchased by each household.
Database
Marketing
Deliver customized mailings which
are automatically printed and mailed as
certain events occur.
Incentive
Programs
Automatically track referrals,
recommendations, and new accounts by employee
and reward the most productive employees.
Wealth
Management
Provide wealth management and trust divisions
the planning tools necessary for financial
profiling and client management (activities,
follow-up, contact and pipeline). Utilize
the automatic referral system and automated
lead generation system to track potential
business.
Query
Easily query the system to build
any report or customer target list in seconds.
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