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Technology and Solutions
for Improved Performance




            CapitalSuccess
                           Overview
The Management Team


E.S. (Ted) Amazeen, Chief Executive Officer

    •   Senior Executive, Bank of Boston, overseeing re...
The Management Team


Rick Miller, Founder and Director

•   Founded Soli Deo Group, which operated a mortgage banking and...
Technology and Solutions
for Improved Performance


We provide solutions targeted to today’s banking
environment, especial...
Technology and Solutions
for Improved Performance
Technology and Solutions
for Improved Performance




• 58% of the country or 108 million adults are expected
  to be mobi...
Anywhere-Anytime
Payment Solution
Anywhere-Anytime
       Payment Solution




• Provides a mobility channel for anywhere-
  anytime interaction with bank c...
Customer Experience




• Convenience - Payer accesses via
  (PURL - Personal Uniform Resource Locator) or
  QR (Quick Res...
Important Metrics




Based on over 2,000,000 PURLS generated
since June 2010…

• 300% more online transactions versus web...
Unique Flexibility




Customized Payment Options

• Bank can offer to spread
  payments out over time; option
  to pay in...
RevEx / Discussion


                                          Next Step:
                                          We wor...
PHASE II
A/R Management Solutions




            CapitalSuccess
               Driving Urgency
               Making Cash...
PHASE II
  A/R Management Solutions


Accounts Receivable Management
Services available for slower paying
accounts

•Over ...
Some Large Clients
Easy to Win with Us.


Automated process with personalization, yielding the highest return.
           Example: Letter > C...
PHASE II
Discussion




                     Next Step:

   We work with the appropriate decision-making members
         ...
Technology and Solutions
for Improved Performance




            CapitalSuccess
     Secondary Market Financing
PHASE III
Secondary Market Financing




                             • We assist executives charged with
                ...
PHASE III
Secondary Market Financing




   Secondary Market Financing Criteria & Benefits

   • Asset-based, take-out fin...
PHASE III
       Discussion




                          Next Steps:

1. Determine if any loans meet the criteria for our...
Technology and Solutions
for Improved Performance




            CapitalSuccess
                 Executive Search


     ...
Executive Search



                        “THE TEAM WITH THE BEST
                         PLAYERS WINS” – Jack Welch

 ...
Technology and Solutions
for Improved Performance




            CapitalSuccess
    Ted Amazeen                 Rick Mill...
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Intro To Capital Success Ceo 1.51

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Intro To Capital Success Ceo 1.51

  1. 1. Technology and Solutions for Improved Performance CapitalSuccess Overview
  2. 2. The Management Team E.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
  3. 3. The Management Team Rick 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
  4. 4. Technology and Solutions for Improved Performance We provide solutions targeted to today’s banking environment, especially community banks. Our technology and solutions support: • Bank Boards, CEOs, Executive Management • Business Development Initiatives • Loan Workout Team • Senior Operations Management CapitalSuccess
  5. 5. Technology and Solutions for Improved Performance
  6. 6. Technology and Solutions for 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)
  7. 7. Anywhere-Anytime Payment Solution
  8. 8. 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
  9. 9. 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
  10. 10. Important Metrics Based on over 2,000,000 PURLS generated since 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
  11. 11. Unique Flexibility Customized 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
  12. 12. RevEx / Discussion Next Step: We work with you to tailor a customized RevEx application for you and your customers. The advantages of “White Label” technology A. Internal Billing • RevEx accelerates the receipt of payments to your bank • Applicable for current and overdue accounts • All transaction costs are variable B. Extend RevEx to your customers • Additional fee-income opportunities • Additional cross-selling opportunities C. 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
  13. 13. PHASE II A/R Management Solutions CapitalSuccess Driving Urgency Making Cash Flow CapitalSuccess
  14. 14. PHASE II A/R Management Solutions Accounts Receivable Management Services available for slower paying accounts •Over 60,000 clients nationwide, including 2,000 banks •Application proven for accounts 30 days overdue to 180 days and over •Most cost-effective, highest ROI in the nation •No installation charges or setup fees •Excellent reporting and controls CapitalSuccess
  15. 15. Some Large Clients
  16. 16. 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.
  17. 17. PHASE II Discussion 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
  18. 18. Technology and Solutions for Improved Performance CapitalSuccess Secondary Market Financing
  19. 19. PHASE III Secondary 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
  20. 20. PHASE III Secondary 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
  21. 21. 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
  22. 22. Technology and Solutions for Improved Performance CapitalSuccess Executive Search CapitalSuccess
  23. 23. 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
  24. 24. Technology and Solutions for Improved Performance CapitalSuccess Ted Amazeen Rick Miller 508-648-0720 317-538-2988 ted@capitalsuccess.us rick@capitalsuccess.us
  • wmckinnon

    Aug. 7, 2012

Intro to CapitalSuccess

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