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Using Your CRM to Creatively Communicate with Clients

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Are you effectively leveraging your CRM to communicate with your prospects and clients? Learn how FNB has used creative ways to use Advisor modules to enhance the system’s CRM functionality, and how that translates into NextGen.

Published in: Economy & Finance
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Using Your CRM to Creatively Communicate with Clients

  1. 1. Season 17, Episode 4: Using your CRM to Creatively Communicate with Clients Wake Up! With Harry & Blaine
  2. 2. F.N.B. Corporation • Pennsylvania-based bank established in 1864 • More than $33B in assets & 400 branches across 7 states • Currently utilize Client Advisor, Exception Advisor, Portfolio Risk Advisor, and Statement Analyzer
  3. 3. F.N.B. Corporation and Baker Hill • F.N.B. has been a client since 1992 • Converted from STAN to Advisor in 2007 • Corporate-wide use for CRM – 3,500 Users – 19 unique lines of business
  4. 4. Marketing campaigns • Use of classifications & tracking items – How do we identify which prospects to enroll? – How do we track the progress of the campaigns?
  5. 5. Reporting tools & metrics • Query functionality within the UI • Webi reports – Relationship management – Relationship details – Executive management
  6. 6. Portfolio management • Avoiding duplicates! • Post-closing process – Reviews – Monitoring – Touch points
  7. 7. Native Baker Hill NextGen® CRM Core Data Baker Hill CRM Loan Docs, Core, Baker Hill NextGen Underwriting Pipeline Decisioning
  8. 8. Tailored access via public API Core Data Baker Hill CRM Loan Docs, Core, Baker Hill NextGen Underwriting Pipeline Decisioning Baker Hill Data Interchange
  9. 9. Connector toolkit API Core Data Baker Hill CRM Loan Docs, Core, Baker Hill NextGen Underwriting Pipeline Decisioning3rd Party API
  10. 10. Questions?
  11. 11. Thank you! Blaine.Zimmerman@bakerhill.com

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