§  On this slide put the image of the stage coach    from a distance that you sent me                                    ...
Meet your banker                   2
About Us           3
Controlled Disbursement   Know your funding totals early—reduce excess balances and overdrafts  §  Daily notification of ...
Source: Paragon Innovations, Inc.                                    5
Source: Paragon Innovations, Inc.                                    6
Source: Paragon Innovations, Inc.                                    7
Source: Paragon Innovations, Inc.                                    8
Source: Paragon Innovations, Inc.                                    9
Source: Paragon Innovations, Inc.                                    10
Source: Paragon Innovations, Inc.                                    11
Source: Paragon Innovations, Inc.                                    12
Source: Paragon Innovations, Inc.                                    13
Source: Paragon Innovations, Inc.                                    14
FUTURE           STATECURRENT STATE
Not Easy§  Sales§  Marketing§  Lines of Business§  Product§  Brand Compliance§  Legal§  Regulatory Compliance§  Co...
WARNING!Map not to scale. Forillustrative and planningpurposes only. You mayfind that constructionprojects, traffic, weath...
What did we do?Critical Items                  18
Item #1: Engage Each Other                             19
Item #2: Develop Shared Vision                                 20
Item #3: Get Experienced Partner                                   21
Item #4: Full, Ongoing Commitment                                    22
Item #5: Complete, customizable tools                                        23
Item #6: Promote Success                           24
Dealing with SalesWhat Marketers Need to Know                              25
Keys for Marketing Dealing with Sales§  Yes we are all ADD.§  We watch Mad Men so have a complete    understanding of th...
Sales View of the Creative Process                                     27
Keys for Marketing Dealing with Sales§  Yes we are all ADD.§  We watch Mad Men so have a complete    understanding of th...
Dealing with MarketingWhat Sales Needs to Know                           29
Keys for Sales Dealing with Marketing§  They read Dilbert and think you remind them a    lot of the pointy haired fellow....
Alignment Takeaways§  Need buy-in from the top§  Have to be all-in (resources, tools, training)§  An “interpreter” is a...
§  On this slide put the image of the stage coach    from a distance that you sent me                                    ...
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Executive case study presentation wells fargo

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David Trotter
Executive Vice President, Head of Treasury Management Sales and Marketing,
Wells Fargo

Published in: Business, Career
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Executive case study presentation wells fargo

  1. 1. §  On this slide put the image of the stage coach from a distance that you sent me 1
  2. 2. Meet your banker 2
  3. 3. About Us 3
  4. 4. Controlled Disbursement Know your funding totals early—reduce excess balances and overdrafts §  Daily notification of the dollar amount of checks that will clear against your account, and the earliest available reporting (by 10 a.m. ET) through our Wilmington, Delaware; Savannah, Georgia; Chapel Hill, North CaroXXXa; and Van Wert, Ohio locations §  These four locations combine Controlled Disbursement with the Perfect Presentment® service, which compares checks to your issued check file and to our stop payment database prior to posting to your account §  With the Perfect Presentment service, you can view exceptions same day, after 1:00 p.m. PT, or the next day at 5:00 a.m. PT.How it works:© 2012 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.XXX 4
  5. 5. Source: Paragon Innovations, Inc. 5
  6. 6. Source: Paragon Innovations, Inc. 6
  7. 7. Source: Paragon Innovations, Inc. 7
  8. 8. Source: Paragon Innovations, Inc. 8
  9. 9. Source: Paragon Innovations, Inc. 9
  10. 10. Source: Paragon Innovations, Inc. 10
  11. 11. Source: Paragon Innovations, Inc. 11
  12. 12. Source: Paragon Innovations, Inc. 12
  13. 13. Source: Paragon Innovations, Inc. 13
  14. 14. Source: Paragon Innovations, Inc. 14
  15. 15. FUTURE STATECURRENT STATE
  16. 16. Not Easy§  Sales§  Marketing§  Lines of Business§  Product§  Brand Compliance§  Legal§  Regulatory Compliance§  Corporate Marketing§  Intellectual Property 16
  17. 17. WARNING!Map not to scale. Forillustrative and planningpurposes only. You mayfind that constructionprojects, traffic, weather,or other events may causeconditions to differ fromthe map results, and youshould plan your routeaccordingly. Always consulta qualified professional foradvice. 17
  18. 18. What did we do?Critical Items 18
  19. 19. Item #1: Engage Each Other 19
  20. 20. Item #2: Develop Shared Vision 20
  21. 21. Item #3: Get Experienced Partner 21
  22. 22. Item #4: Full, Ongoing Commitment 22
  23. 23. Item #5: Complete, customizable tools 23
  24. 24. Item #6: Promote Success 24
  25. 25. Dealing with SalesWhat Marketers Need to Know 25
  26. 26. Keys for Marketing Dealing with Sales§  Yes we are all ADD.§  We watch Mad Men so have a complete understanding of the creative process. 26
  27. 27. Sales View of the Creative Process 27
  28. 28. Keys for Marketing Dealing with Sales§  Yes we are all ADD.§  We watch Mad Men so have a complete understanding of the creative process.§  We think we know exactly what we want but have no clue.§  Get Sales on your side and you can move mountains. 28
  29. 29. Dealing with MarketingWhat Sales Needs to Know 29
  30. 30. Keys for Sales Dealing with Marketing§  They read Dilbert and think you remind them a lot of the pointy haired fellow.§  If you had any vision or creativity you would be in Marketing. You are not so enough said.§  Rules are not viewed as general guidelines for others to follow.§  Just saying “that’s not it” is not helping. Provide clear guidance and examples of what you want. 30
  31. 31. Alignment Takeaways§  Need buy-in from the top§  Have to be all-in (resources, tools, training)§  An “interpreter” is a good idea§  Execute, Execute, Execute 31
  32. 32. §  On this slide put the image of the stage coach from a distance that you sent me 32

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