United Community Bank deploys Fincentric's Wealthview Leadbuilder and 360 View CRM

Source: Fincentric Corporation

Fincentric Corporation, a leading global provider of core retail banking software to financial institutions, and inBusiness Services today jointly announced they have signed a contract to provide United Community Bank with a best-of-class software solution.

Fincentric's Wealthview Leadbuilder and inBusiness' 360 View CRM solution will combine lead presentment and CRM tracking into one integrated system. Implementation will begin this month.

"An integrated CRM solution will utilize our frontline service representatives for lead generation and automate our sales tracking into a centralized contact management system," said Craig Metz, Executive Vice President of Marketing, United Community Bank. "This combination will assist United in achieving its financial goals by responding to our immediate sales needs."

United Community Bank selected Fincentric by working through inBusiness Services, a financial software development firm which provides software solutions for financial service providers. The combined integration of Wealthview Leadbuilder and 360View CRM will allow marketing campaigns to be pushed to United Community Bank's front-line staff in order to automate their referral and sales production process.

"Our goal is to help United Community Bank benefit from delivering highly targeted marketing campaigns to customers during service interactions," said Robert Nygren, President and CEO of Fincentric. "Fincentric's strategic alignment with inBusiness Services will assist United in turning customer interactions into revenue-generating marketing opportunities resulting in increased lead generation."

"It's a pleasure to have been chosen to help United Community Bank to create, track, and retain profitable life long customers," said Kevin Anderson, President of inBusiness Services. "The power of 360 View CRM combined with Leadbuilder's front-line presentation engine will have a great impact on United's future growth."

Wealthview Leadbuilder is for financial institutions that wish to utilize their frontline service representatives for lead generation, to turn customer interactions into revenue-generating marketing opportunities. The software directs MCIF-generated marketing campaigns to the frontline and allows service representatives to communicate offers to customers during service interactions.

360 View CRM is for financial institutions that wish to better track referrals, customer touches, past activities, "to do's", incidents, goals & incentives, profiles, profitability, attrition, cross-sell (complete with full reporting), powerful marketing campaign management, customer view integrated with core and third-party service providers, and an intelligent prospect wizard geared toward new branch opening and product penetration.

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