Target marketing

Our TotalView™ CRM program helps you target your marketing for maximum effect. By making customer data accessible, you not only see what products and services your customers already have, you can also identify possible needs that you aren’t satisfying:

• *Ask for reports based on information in customer detail screens that are specific to your bank.
• *Identify homeowners in a certain income range as prospects for home equity products, for example, or identify others who may be prospects for IRAs.
• *Target your advertising, direct mailings and calling campaigns based on what you know about your customers.

After picking the desired contact date and estimated closing date from an easy-to-use calendar, and adding notes as necessary, the employee submits a referral and can also notify the recipient by E-mail. The referral automatically appears on the recipient’s electronic “To-Do List,” scheduled for follow-up action. The TotalView™ program can even interface with your internal scheduling programs, such as the Microsoft Outlook calendar.