Johnson Bank licenses Financial Profiles online CRM platform

Source: Financial Profiles

Financial Profiles Inc., the standard for planning and advice solutions, announced today that Johnson Bank has signed a multi-year license agreement to deploy its Web-based version, Profiles+ Professional, company wide.

Johnson Bank, a $3.7 billion diverse financial-services company, will distribute the comprehensive planning tool to their trust and private banking group that serves 50 branches in Wisconsin and Arizona.

"Financial Profiles' Web-based platform will enable us to quickly and effectively identify client needs to increase sales opportunities and customer loyalty," said Mike Van Den Heuvel, senior vice president of trust for Johnson Bank. "This application will be an integral part of our continued strategy to treat our customers like family by providing tailored service and actionable advice."

Profiles+ Professional gives bank representatives the power and flexibility to handle a diverse cross-section of customers. The modular presentation and analysis format allows financial services professionals to foster a collaborative relationship and helps motivate clients to take action. Johnson Bank opted to deploy the Web-based version of Financial Profiles' Profiles+ Professional application in order to simplify implementation and IT management hurdles, thereby lowering Johnson Bank's total cost of ownership.

"Financial services will play a significant role in expanding the value proposition and sustaining the competitive advantage of the banking market. We have purposefully designed our suite of solutions to accommodate this growing need," said Jim McClafferty, president and CEO of Financial Profiles, Inc. "We are committed to make it easy for financial services firms, like Johnson Bank, to implement cost effective solutions across an entire enterprise with the purpose of increasing sales and productivity while further improving customer loyalty."

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