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Technology and Solutionsfor Improved Performance CapitalSuccess Overview
The Management TeamE.S. (Ted) Amazeen, Chief Executive Officer • Senior Executive, Bank of Boston, overseeing retail banking, credit card, small business lending, supermarket banking and consumer finance. • Partner in an executive search firm where he conducts CEO and other senior level searches on behalf of community banks. • Co‐founded a software company that developed and sold software to over 150 banks. • Advised community‐bank groups in the launch of “de novo” commercial banks. • SVP, The Thompson Company, a $7 billion publisher where he ran Marketing & Business Development for the company’s consulting business. • Former Director at The Amherst Group, director and CEO of DSI; chaired the ABA’s Bankcard Committee and Consumer Banking Association Legislative Committee. • President, CEO and a director of PlanetPortal, a “dotcom” funded by Deutsche Telekom. • B.A. degree from Harvard College, MBA from Harvard Business School, served with the United States Marine Corps Reserve for six years. CapitalSuccess
The Management TeamRick Miller, Founder and Director• Founded Soli Deo Group, which operated a mortgage banking and real estate investment analysis firm.• Founded PMI Communications, a marketing communications firm involved in national and international assignments.• As a Senior Funding Advisor with Liberty Financial, represented the nation’s premier insurance companies, providing commercial real estate financing, insurance and working capital loans to small and medium‐sized businesses.• Orchestrated a D.C.‐based leadership conference that included President Ronald Reagan and the First Lady as speakers.• Advised the Keynote Communications senior management team for its “Easter in Moscow” project resulting in an audience of 200 million for this live broadcast.• Rick holds a B.S. degree from Ohio University, completed leadership development training at The Ohio State University and graduate work at the ICG University extension campus at Colorado State University. CapitalSuccess
Technology and Solutionsfor Improved PerformanceWe provide solutions targeted to today’s bankingenvironment, especially community banks. Our technologyand solutions support: • Bank Boards, CEOs, Executive Management • Business Development Initiatives • Loan Workout Team • Senior Operations Management CapitalSuccess
Technology and Solutionsfor Improved Performance
Technology and Solutionsfor Improved Performance• 58% of the country or 108 million adults are expected to be mobile bankers by the end of 2012. (Texas Bankers Association)• In 2011, for the first time, smartphone and tablet shipments exceed those of desktop and notebook shipments (source: Mary Meeker, KPCB)
Anywhere-Anytime Payment Solution• Provides a mobility channel for anywhere- anytime interaction with bank customers via smart phones, tablets, laptops, and statements printed with QR codes.• Excellent mobile payment, cross-selling and new biz tool . • Produces additional fee income Transaction fees Advertising fees• No setup fees or startup costs CapitalSuccess
Customer Experience• Convenience - Payer accesses via (PURL - Personal Uniform Resource Locator) or QR (Quick Response) code; No online registration required by payer• Payer can update record with correct address, phone and email contact information• “White Label” allows for all forms to display the bank brand or your commercial client’s brand• Payers can use any mobile device, providing ease and time- savings CapitalSuccess
Important MetricsBased on over 2,000,000 PURLS generatedsince June 2010…• 300% more online transactions versus web site payments• 78% of payers complete a transaction when accessing their PURL• 12.5 average days in A/R Build your own revenue and pricing model, based on a low-entry transaction cost of 1.5% with discounts for scaling CapitalSuccess
Unique FlexibilityCustomized Payment Options• Bank can offer to spread payments out over time; option to pay in full or follow the recurring payment parameters set by bank• Offload NSF items and other payments to payer’s credit card• Remaining balance of payments auto-calculated• No additional cost CapitalSuccess
RevEx / Discussion Next Step: We work with you to tailor a customized RevEx application for you and your customers.The advantages of “White Label” technologyA. Internal Billing • RevEx accelerates the receipt of payments to your bank • Applicable for current and overdue accounts • All transaction costs are variableB. Extend RevEx to your customers • Additional fee-income opportunities • Additional cross-selling opportunitiesC. Your bank has complete flexibility to build its own pricing model. • You control all pricing, such as charging a setup fee or other fee-for-service pricing (i.e. banner advertising and cooperative promotions on the e-forms). CapitalSuccess
PHASE II A/R Management SolutionsAccounts Receivable ManagementServices available for slower payingaccounts•Over 60,000 clientsnationwide, including 2,000 banks•Application proven for accounts 30days overdue to 180 days and over•Most cost-effective, highest ROI inthe nation•No installation charges or setup fees•Excellent reporting and controls CapitalSuccess
Easy to Win with Us.Automated process with personalization, yielding the highest return. Example: Letter > Call > Letter > Call > Letter Our Winning Performance Guarantee* We guarantee we’ll collect a minimum of two (2) times the amount of order. If not, we will return the total purchase price, or the cash difference between double the total purchase and the dollar amount collected.
PHASE IIDiscussion Next Step: We work with the appropriate decision-making members on your management team to tailor a • customized, • automated, • web-based solution for the bank. CapitalSuccess
Technology and Solutionsfor Improved Performance CapitalSuccess Secondary Market Financing
PHASE IIISecondary Market Financing • We assist executives charged with resolving marginal credit problems by replacing under-performing loans with “take-out” financing. • This asset-based lending program is arranged by CapitalSuccess and available to business owners. CapitalSuccess
PHASE IIISecondary Market Financing Secondary Market Financing Criteria & Benefits • Asset-based, take-out financing focused on C&I loans (non-real estate) • Revolving lines available for credits between $350k and $5 million • Must have collectible receivables and/or saleable inventory • Initial documentation required: • A/R Summary • Inventory summary • Financial Statement (similar to SBA Form 413) • We close quickly ― in 3-4 weeks CapitalSuccess
PHASE III Discussion Next Steps:1. Determine if any loans meet the criteria for our take out program. 2. Schedule a meeting with our partners to discuss those loans. CapitalSuccess
Technology and Solutionsfor Improved Performance CapitalSuccess Executive Search CapitalSuccess
Executive Search “THE TEAM WITH THE BEST PLAYERS WINS” – Jack Welch • Strong executive talent – the key to success • Over 150 assignments completed for community banks • Focus on executive management searches: CEO, CFO, EVP, SLO • Retainer searches only – we work exclusively and 100% on the buy side • 100% completion rate – we work on each assignment until it is completed • Management leads, smart technology provides the competitive edge CapitalSuccess
Technology and Solutionsfor Improved Performance CapitalSuccess Ted Amazeen Rick Miller 508-648-0720 317-538-2988 email@example.com firstname.lastname@example.org