e financial communications inc sdccu
DESCRIPTION
TRANSCRIPT
www.efinancialcommunications.com
“COMPLIANCE, CREATIVITY – opportunities with every communication ”
eFinancial Communications
2012
Agenda
Compliance:
FFIEC, FDIC, OCC, Federal Reserve
Board, SEC, NAFCU, CUNA,
World Council of Credit Unions,
SSAE16, FINRA, and many more.
3 - Value4 - Examples8 - How It Works9 - Conclusion10 - Appendix
Value
3
Interactive, digital, customized communications
Use sophisticated technologies - Remain within compliance
Increased brand awareness
Increased convenience for members
Increase Online Applicants
Creating opportunities with every communication
Consistent branding across all interactions with members
Summarized information available at a glance - No clicking required
Compliant, convenient, increases efficiency
Increase accounts, cards, and loans issued
ExampleseStatement Delivery
Potential SDCCU eStatement
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Current eStatement Delivery
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Requires multiple clicks to obtain statements
Not personalized, no relationship building
Generic email – Poor Brand Awareness
Missed communications opportunity
Potential SDCCU eStatement
High Brand Awareness
No clicks required*Account information in the email intended to increase open rate
Personalized
Relevant embedded content
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• We are able to build predictive models to identify what is most likely to resonate with your members, and build that into their eStatement.
• ABC Bank is prohibited from doing this on their own.
• eFC helps categorize their customers based on likely preferences to better serve them.
8
eFC Database
How It Works
eFinancial Communications
2012
Appendix
Headquarters: San Diego, [email protected]
om858-776-5500
www.efinancialcommunications.com
i - Company Overviewii - Teamiii - Advisory Board
Company Overview:
The eFinancial Communications technology platform serves clients operating in highly regulated environments to:
Increases Revenue: Provides better business decision support Enhances the value of regular communications
Reduces Costs:Reduces the costs of required and regular communicationsReduces internal operating costs
Headquarters: San Diego, [email protected]
om858-776-5500
www.efinancialcommunications.com
i
Sandeep Shah, CEO (MBA): Working primarily within the financial services industry (large mutual fund companies, mortgage companies, broker dealers etc.) as an IT Project Manager and Business Consultant Sandeep has an in-depth understanding of the complex IT and business regulations with regards to developing intricate software solutions. Sandeep specializes in bridging the business requirements and processes and the information technology that they rely on. Sandeep also has extensive experience working at a boutique marketing firm where he was deploying systems that served retailers in nurturing and retaining customers. Sandeep has a B.S in computer science with management from Kings College London, England and a MBA from Pepperdine, California, CA.
John Mueller, CTO: John has over 28 years of experience within the financial industry working as a Database Architect & Data Warehouse Architect defining and building many financial services applications and platforms. He has worked for commercial and retail banks as well as large brokerage firms. John specializes within Microsoft SQL Server technologies. John is spearheading the Microsoft Azure transition from the traditional rack-space architecture.
Steven Cavanaugh, Head of Marketing (MBA): Steven Cavanaugh is an experienced, highly versatile marketing professional, specializing in International Marketing and Media Production. Steven is fluent in Spanish and has experience in industries including but not limited to Music, Retail Banking, and Web Advertising. Mr. Cavanaugh is also a seasoned public speaker, and brings brand messaging expertise to the leadership at eFC. Steven has a BA in comparative literature and a MBA from Pepperdine, California, CA.
Emily Rosenberry, Head of Operations (MBA): Emily Rosenberry is a seasoned strategy, business development and operations management professional. Her engagement highlights include successful management of 25+ person teams; management of product categories in excess of $194 million; development of the Best Buy Mobile model during concept phase; development of successful operations in European, Asian, Australian & North American Markets for a start-up software company; and the development of a multi-million dollar mCommerce initiative at Qualcomm. Emily holds a BS in Management from Michigan State University and a MBA from Carlson School of Management at the University of Minnesota.
Swati Patel, Sr. VP IT Audit Consulting Manager: Certified Information System Auditor (CISA) and is certified in Risk and Information Systems Control (CRISC). She has over 10 years of IT Risk, Audit, and consulting experience. Mrs. Patel has experience in a variety of industries including: Financial Services, Software, Entertainment, and Energy. Swati specializes in SOX Compliance and Operational Audits. Swati has her BS in Business Administration from University of Southern California.
Tea
m
Team
ii
Gary Lewis Evans: Gary Lewis Evans is former CEO of Bank of Internet USA (BofI Holding, Inc. NASDAQ: BOFI). Mr. Evans has established himself as an Internet banking Pioneer; founder of Bank of Internet USA, entrepreneur and co-author of the first book on Internet finance in 1996. In 2008, Mr. Evans was a finalist in the Ernst & Young Entrepreneur of The Year Award for the founding and growth of Bank of Internet USA. He has been actively involved in multiple startup companies and two successful IPO’s. Mr. Evans has served on many non-profit boards including, the American Red Cross, San Diego Mid-Cities Development Corporation, San Diego Hospice, the Salvation Army and San Diego Neighborhood Housing Services.
Robert Copeland: Bob is a partner at Sheppard Mullin in the Corporate Securities practice group. Bob practices in the area of corporate law with an emphasis on corporate finance, securities, real estate and mergers and acquisitions law. His clients have included startup business ventures, private and public U.S. and offshore manufacturing, construction and service corporations, venture capital and private equity firms, media firms, real estate developers and syndicators. Recently he has had success connecting business owners seeking a liquidity solution with acquisition sources.
Advisory Board
iii