Can You Say –> Success!

Hello Friends;

For many reasons, 2008 is fast becoming a year at inBusiness to be remembered.

First and foremost; the continued success of 360 View may be unmatched in the financial institution industry based on the increased ROI being reported by our clients.  Exceeding 300% is great for an institution in 18 months but what about exceeding 500% – pretty cool huh..  

Secondly; the continued maturity and growth of 360 View as a service tool is incredible and with continued client led enhancements each year we will continue distancing ourselves from the competition. 

Lastly (for this post anyways); the addition of new clients each and every month.  YTD we have added more than Ten Billion new assets to our client team total and project to add another Twenty Billion + by 4th Quarter.  Overall we now exceed Forty Five Billion in client assets and project to surpass Seventy Billion very soon.  Yes, we are being blessed!

From a 360 View sales and marketing perspective – a combination of good people in Joyce Colin and David Acevedo with the continued support being the ICBA’s Preferred Service Provider (PSP) of CRM technology - we are being noticed and look forward to sharing 360 View with you soon.

Take Care!

KA

 

 

 

 

Daily life with “Plan B”

Hello Everyone;

We all seem to have plans in life for personal and business direction and sometimes we seem to deviate from the original plan to accomplish desired results.

As my Pastor leads a series called “Plan B”, it certainly hits home with respect to me.  Each day I awake with a plan of attack and before my car pulls onto the road, my initial plan “A” seems to have already encountered changes and I am already working within plan “B” for the day.  Do I truly have a plan “B” in my pocket?  Not really.  I seem to shoot from the hip in the process of figuring things out based on the altering events of the day.

Plan “B” does have a simple understanding for me though: 

GOD, grant me the serenity
to accept the things I cannot change;
the courage to change the things I can;
and the wisdom to know the difference.

When I think about the Serenity Prayer – it sure helps with perspective!

Maybe it will help you too.

KA

 

360 View CRM & Return On Investment (ROI)

Hello Everyone;

I am asked many times to explain how 360 View creates ROI. 

It is actually a very simple formula:  How much did you pay us compared to how much time did we save (efficiency) your employees + how much new business was directly related to this new efficiency (new products x product value – expenses = Gained Income) again compared to normal growth not attributed to new 360 View system. 

It really is a simple formula. After reading my post on March 26 regarding “post it note CRM” you will get a flavor of the efficiencies and lost business without 360 View.  If you are curious to how much money you are either losing or leaving on the table by not utilizing 360 View, just email me and I will get you an ROI projections report. 

Just recently we received a report showing a client/parnter with first year ROI of greater than 500% and they are only eight months into 360 View usage. 

What do you have to lose by kicking the 360 View tires?

KA  

    

  

Financial Industry Thoughts

You have to love the Financial Institution market space and all the subtle nuances and regulations being maintained by each to ultimately service their clients.  From time to time I enjoy plodding thru the regulatory sites “just for fun” and to see the latest industry specific changes.  As well, sometimes I am blessed with the opportunity of listening to industry friends describe how things have changed and potential ”gotchas”.  

A couple recent and random thoughts that may be of interest to you too:

1) When choosing a card processing direction, how often does the possibility of assumed charge-off liability cross your mind?  Seriously, as a former banker I know the relative revenue gained by institutions would be washed away with just one fraud case and thus my thought is to seek someone that protects my bank from these charge-offs while also providing the ultimate service standard. 

2) When choosing a core / data processing partner it should be most important that you demand flexibility to work with other companies so as to gain the collaborative effects.  Why?  Clients require more these days and the rule of thumb I go by is the “waking up factor”.   Ok, what does this mean? Let me provide a non-industry example of taking your car to the shop for engine repairs;  Shop Y is known as a great service center for engines but has now decided to utilize those engine experts in manufacturing front window glass, which creates diversion of interest from being the best at engines.  Although it is very important to see out the front glass when the engine is running and important the engine is running while you are looking out the glass – neither set of talents-to-task should be mixed because neither can wake up ready to FOCUS on being the best at building engines and designing glass simultaneously.   So the moral to my original thought is making sure a core / data processing partner is flexible and willing to allow you to choose the best fit.

Hopefully my random thoughts make sense.

KA       

The View 08′ – Outstanding Agenda

Hello Everyone; 

Each year inBusiness Services listens to our friends of the business (clients) and schedule meaningful events at our annual users meeting.  This year we have some incredible features being discussed, great learning workshops, and of course we are rolling out the talented Heather Reed on Monday night to perform for our guests.  If you have called us at inBusiness then you have probably spoken to Heather as she does a great job answering phones and many other behind the scene tasks.

360 View continues separating further from the competition for a simple reason – “we get it”.   What does that mean?  Community is where we all learn from our peers, thus you will find no better CRM Community than at The View 08′.

If you are a client and have not registered I highly encourage it.  If you are kicking the tires about CRM and want to know more give us a try as we welcome your registration and attendance (caution: almost 100% of prospects that attend are hooked on 360 and join our Community of users soon thereafter).

Register Here:    http://www.threesixtyview.com/conference_registration.cfm 

See you in Nashville!

KA