Banks Choose Financial Profiles to Support Service Initiatives.CARLSBAD, Calif. -- Banknorth, Southwest Bank of Texas N.A. Selected Company's Advice Solutions to Support Financial Service Offerings Financial Profiles Inc., a premier provider of financial advice solutions, today announced that Banknorth and Southwest Bank of Texas N.A. have selected the company's advice solutions to support its customer service initiatives. Both financial institutions will use the company's offerings as its core needs-analysis service in conjunction with its advice-based sales approach. Headquartered in Portland, Maine Portland is the largest city in the U.S. state of Maine, with a 2004 population of 63,882. Portland is Maine's cultural, social and economic capital. Tourists are drawn to Portland's historic Old Port district along Portland Harbor, which is at the mouth of the Fore River and part , Banknorth's banking subsidiary, Banknorth, N.A., operates divisions in Connecticut, Maine, Massachusetts, New Hampshire New Hampshire, one of the New England states of the NE United States. It is bordered by Massachusetts (S), Vermont, with the Connecticut R. forming the boundary (W), the Canadian province of Quebec (NW), and Maine and a short strip of the Atlantic Ocean (E). , New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of and Vermont. The firm's sales force sought an advice solution that could increase sales opportunities and productivity. Banknorth's executives chose Financial Profiles' Profiles+(TM) Professional and Profiles+(TM) Forecaster solutions among a field of eight vendors. "We felt both offerings fit best in our sales approach of solving specific client problems," said Molly molly see mare hinny. Dillon, senior vice president and regional manager with Banknorth. "Financial Profiles' intuitive design helps us take care of specific issues as well as identify other customer needs and sales opportunities. Collaboration between us and the customer increases when using Professional and Forecaster, which in turn raises the level of consumer satisfaction and retention." One of the largest independent banks in Texas, Southwest Bank of Texas N.A. focuses on providing innovative products and high-touch customer service. The bank prides itself in being big enough to offer the sophisticated services and technology of the nation's largest regional banks, yet small enough to build relationships that grow and endure. The enterprise-class capabilities of Financial Profiles' suite of solutions help empower empower verb To encourage or provide a person with the means or information to become involved in solving his/her own problems bankers to establish trust and collaborative communication with the consumer in a flexible environment to solve the specific needs of each customer. "Financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. will play a significant role in expanding the value proposition and sustainable competitive advantage of banks, and we designed our suite of solutions to help them meet this demand," said Jim McClafferty, president and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Financial Profiles, Inc. "We commit ourselves to help firms leverage our technology solutions across an enterprise to provide actionable Giving sufficient legal grounds for a lawsuit; giving rise to a Cause of Action. An act, event, or occurrence is said to be actionable when there are legal grounds for basing a lawsuit on it. financial advice while streamlining data gathering and mining operations, thereby increasing sales and productivity while lowering operational costs." About Financial Profiles, Inc. Financial Profiles offers the financial services industry comprehensive financial advice software, consulting, training and support services support services Psychology Non-health care-related ancillary services–eg, transportation, financial aid, support groups, homemaker services, respite services, and other services . The company began in 1969 as a service bureau offering needs analysis reports for insurance and financial services representatives worldwide, and today works with many nationally recognized financial services organizations. For more information about this or other Financial Profiles products and services, visit the company's Web site at www.profiles.com. (C) 2004 Financial Profiles Inc. All rights reserved. Profiles+ is a trademark of Financial Profiles Inc. All other trademarks are the property of their respective owners. |
|
||||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion