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Software product helps banks engage frontline personnel in lead generation.

How can a mid-tier bank involve tellers and call center staff in the generation of warm leads--without requiring these frontline front·line also front line  
1. A front or boundary, especially one between military, political, or ideological positions.

2. Basketball See frontcourt.

3. Football The linemen of a team.
 personnel to close sales?

Fincentric Corp. of Vancouver Vancouver, city, Canada
Vancouver, city (1991 pop. 471,844), SW British Columbia, Canada, on Burrard Inlet of the Strait of Georgia, opposite Vancouver Island and just N of the Wash. border.
, Canada Canada (kăn`ədə), independent nation (2001 pop. 30,007,094), 3,851,787 sq mi (9,976,128 sq km), N North America. Canada occupies all of North America N of the United States (and E of Alaska) except for Greenland and the French islands of , has proposed an answer in the form of new software that enables banks to engage their frontline service representatives in lead generation activities. The product is called Wealthview Leadbuilding. With dais software, the company says, a bank can deliver highly targeted marketing campaign offers to customers during service interactions.

The product leverages a bank's back-office customer analytics system such as a marketing customer information file (MCIF MCIF Marketing Customer Information File
MCIF Marketing Central Information File
MCIF Miniature Card Implementers Forum
) and directs MCIF-generated marketing campaigns to the desktops of frontline staff. The software matches customer data with the bank's core banking system and lead management system, ensuring that marketing offers are appropriate and valid. During the customer interaction, the product automatically presents a banner with a targeted marketing campaign offer for the specific customer. With one keystroke key·stroke  
A stroke of a key, as on a word processor.

, the frontline person records the customer response and the software interfaces with the lead management .system, instantly pass the referral to an appropriate sales representative for follow-up follow-up,
n the process of monitoring the progress of a patient after a period of active treatment.



follow-up plan

The bank's marketing group can generate timely campaign reports, instantly measure results and modify campaigns to improve customer response rates.

For more information, access
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Title Annotation:New Products; Wealthview Leadbuilding, Software industry
Publication:ABA Bank Marketing
Article Type:Brief Article
Geographic Code:1CANA
Date:Oct 1, 2004
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