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S Y N E R G I Z E“Practical Implementation for Synergy”

Innovation Program 2014

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Summary;

Story behind the Idea of Synergize.

Why Synergize.

Implementation of Synergize and involved parties;

Implementation Requirements- Synergize Screens.

Synergize Daily Report.

Treatment of Data in Hand.

Expected Gain.

Word to the Management.

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Story Behind Idea;

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Implementation of Synergize and involved parties;

Three New Delta Screens are Needed For Effective Implementation

Teller's Screen Data of Corporate clients cashing cheques  

Individual Opening Account Screen Data Of Individual accounts for Self Employed persons  

Corporate Opening Account Screen Data Of Corporate accounts with no individual accounts

Delta Screens Data

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Synergize Daily Report;

Synergy Cash Operations Report;- Non Corporate clients cashing cheques

         

Company Name Company Sector Capital Contact Person Contact Info (Mobile)

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

         

         

         

         

         

   

Synergy Retail Report;- Daily Opened Individual accounts for Self Employed persons

         

Company Name Company Sector Capital Client Name Contact Info (Mobile)

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

         

         

         

         

         

   

Synergy Corporate Report;- Daily Opened corporate accounts with no individual accounts

         

Company Name Company Sector Number Of Employees Client Name Contact Info (Mobile)

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

XXXXX XXXXX XXXXX XXXXX XXXXX

         

         

         

         

         

Synergize Daily Reports;

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Expected Gain;

Corporate Gain.

Retail Gain.

Credit Facilities

LC’s

LG’s

Deposits

New Corporate Accounts

POS

MortgageNew Payroll

New Individual Accounts

Professional’s

LeasingFactoring

Credit Cards

Cash Loans

Pro Mortgage

Corporate Insurance

Car Loans

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Word to the Management;

; Previous numbers are revealing a very important fact, in order to successfully grasp opportunities passing by we strongly need solid Synergy tool;

“Synergize”

Having such tool will ensure that opportunities in hand wont go to another competitor.

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Thank You