the marketing mix helping you compete more effectively & win more often
TRANSCRIPT
The Marketing MixThe Marketing Mix Helping You Compete More Effectively & Helping You Compete More Effectively &
Win More OftenWin More Often
TMM BackgroundTMM Background
Background15 Years – Client
15 Years – Vendor/Partner
Client ExperienceFinancial Institutions of All Sizes Across North America
Data Library10 Million Consumer Clients2.0 Million Business Clients
Key Solutions: Profit$eeKey Solutions: Profit$ee
Annual Income Statement
Acct 1 Acct 2 Client
REVENUE
Interest Income $142.67 144.23 $286.90
Non-Interest Income $37.50 $0.00 $37.50
EXPENSE
Origination $8.40 $27.00 $35.40
Maintenance $28.00 $46.00 $74.00
Transaction $61.50 $0.00 $61.50
NET INCOME $82.27 $71.23 $153.50
Behavior-based
valuation guides
revenue improvement
Critical new analytical
perspective for products,
business units, clients
Easily determine
what…why… how
Provides complete income
statement for each account
& client
Key Solutions: Opportunity ModelingKey Solutions: Opportunity Modeling
Data mining designed to surface key opportunities & risks
Opportunity Indicators focus on clients with the best chance of success: High Potential Product Purchase
Propensity Large Deposit Sources
Supports effective, consistent communications planning to optimize every relationship
Key Solutions: Omega SegmentationKey Solutions: Omega Segmentation
Provides a clear vision of how you want clients to evolve
Surfaces & directs priority sales strategies for client groups or one-on-one
Appropriately allocates resources to clients based on their Omega position
Aligned with predictable improvement in value as clients move up the Omega pyramid
Easy to monitor & report progress
Key Solutions: FocalPointKey Solutions: FocalPoint
Significantly enhances management decision-making
Identifies & executes proactive strategies to improve the bottom line
Accelerates targeted, successful retention, expansion & acquisition efforts
Available in less than 90 days…without expensive software, extensive training or staff adds
Delivers critical client insight throughout the company
Retention:Top 10%
Most Valuable Clients
Retention:Top 10%
Most Valuable Clients
Expansion:Single Service
Checking Clients
Expansion:Single Service
Checking Clients
Expansion:Clients With
A Large Untapped
Wallet
Expansion:Clients With
A Large Untapped
Wallet
Acquisition:Priority
Prospects
Acquisition:Priority
Prospects
Retention:Clients With
Maturing CDs
Retention:Clients With
Maturing CDs
2010-06
Our Primary Goal…Our Primary Goal…
Provide you with clear direction for achieving asolid competitive edge by: Thoroughly analyzing your customer information to
uncover significant opportunity for bottom line improvement
Incorporating proven tactics – sourced from our observations on over 10 million financial services clients – to fully leverage this “low hanging fruit”
Increasing return on investment from sales/marketing initiatives by allocating resources with the best chance of success & most substantial payback
Cost-effectively and efficiently deploying key client intelligence throughout the franchise to support focused communications
Your Needs…Our SolutionsYour Needs…Our Solutions
THE NEXT STEP?
Let’s take an hour to discover if our solutions can help you achieve the impressive results
our other clients have experienced.
We look forward to hearing from you.
Please Contact:Tricia Donohue
[email protected](603) 625-6200