financial facilities
DESCRIPTION
The financial facilities group at HBE migrated to Clayco pretty much, HBE emphasis is now primarily on Hospitals. The FinFac spirit lives on however. (Financial Facilities)TRANSCRIPT
Sales & Marketing Meeting
July 19 – 20, 2005
HBE Financial Facilities
•The goal is to have a regular stream of information from HBE delivered to prospects.
•Branding your Credit Union – April 11, 2005–2,000 Credit Union prospects (assets - $50MM+)
•Branding Strategies – Banks - June 20, 2005–3,700 Bank prospects (assets - $75MM to $1 Billion)
•August – TBD
•October - TBD
Direct Mail
Branding Your Credit Union
Branding Strategies for Banks
Direct Mail
•Direct Mail features response mechanism
•All pieces will be available as pdf files that can be e-mailed
•pdf files are potential additions to qualifications books – Tab 7
•pdf files will be added to the website
Advertising
•Narrowly targeted publications
•Credit Unions
•Community and Independent Banks
•Currently features project, satisfied client and call to action
–aesthetic design–testimonial–invitation to call HBE
•Alternative approaches being considered
Credit Union Ads
Credit Union Ads
Credit Union Ads
Credit Union Media Flow Chart
Bank Ads
Bank Ads
Bank Ads
Bank Ads
Bank Media Flow Chart
Presentations
•PowerPoint–Template–Flexible elements–Project profiles–Images
•Creativity–Boards–Customization (What is unique about this prospect?)–Fun
PowerPoint Planning Select Profiles
Northwest Federal Credit UnionHerndon, VirginiaJuri Valdov, President(703) 709-8900
PowerPoint Planning Select Profiles
Anheuser-Busch Employees’ Credit UnionSt. Louis, MissouriDavid J. Osborn, President/CEO(314) 771-7700
PowerPoint Planning Select Profiles
Wilkes-Barre VA Employees Federal Credit UnionWilkes-Barre, PennsylvaniaRobert M. Burton, President(570) 819-3337
PowerPoint Planning Select Profiles
Wright-Patt Credit UnionFairborn, OhioDouglas Fecher, President(937) 429-3340
PowerPoint Planning Select Profiles
Olin Community Credit UnionEast Alton, IllinoisDonald R. Reedy, President(618) 258-3168
PowerPoint Planning Select Profiles
Dubuque Bank & TrustDubuque, IowaNelson P. Klavitter, Vice President(563) 589-2158
PowerPoint Planning Select Profiles
First National Bank of St. LouisO’Fallon, MissouriRichard J. Bagy, President(636) 240-8300
PowerPoint Planning Select Profiles
Bank of Lake VillageLake Village, Arkansas Mr. Terence J. Alpe, President(870) 265-2241
PowerPoint Planning Select Profiles
Morgan Federal BankFort Morgan, Colorado Michael M. Berryhill, President(970) 867-2443
PowerPoint Planning Select Profiles
Greenfield Banking CompanyGreenfield, IndianaPaul E. Easton, President(317) 462-1431
Trade Shows
•Targeted Shows
•Pre-Show Mailers
•Treasure Chest and/or Lobster Promotion
•Follow-up
Trade Shows
Trade Shows
Trade Shows
Public Relations
•Personnel–New People–Promotions
•Projects–Recent Wins (with rendering)–Milestones (ground breaking, grand opening)
•Initiatives
Public Relations
Public Relations
Qualifications Books
Tabs
1. Background & Qualifications
2. Steps For A Successful Building Program
3. Planning Study For Your Bank/Credit Union
4. Frequently Asked Questions
5. Project References
6. Relevant Experience
7. Relevant Articles
Qualifications Books
MEMORANDUM TO: Wes Morgan Patty Apo FROM: Jeanine Fitzpatrick Financial Facilities - Sales DATE: June 24, 2005 RE: Booklet Request Contact Information: Number of Books Requested: Client Name & Address: Delivery Instructions: Project Profiles to be used: References to be used:
Qualifications Books
Your responsibility
•What is unique about this prospect?
•What do you want them to see/know about HBE?
•What experience is most relevant (geography, type ofproject, etc)?
•What are their possible issues/concerns?
•Who are we up against?
•When do you need it?
•Don’t forget to read it?
Web Site
•New pdf information
•Re-writes
•Ideas for increased use of web site
–E-mail a link to article of interest
–Include website in correspondence
–Give us a heads up and we’ll modify/add something
Web Site
Traffic report on web site
Where are the hits?
Where can we improve?
See if we can get key info on both Fin Fac and Hospitalinterest (hits) for past 6 months