North Carolina-based, community bank, Peoples Bancorp (NASDAQ: PEBK), Fincentric Corporation and inBusiness Services today announced the signing of a contract to provide Peoples Bank with an integrated lead generation and Customer Relationship Management (CRM) solution which will utilize the companies frontline service representatives and automate its sales tracking into a centralized contact management system.
Implementation will begin in May 2006.
"Having a fully integrated CRM solution accessible to our front-line sales staff makes us well-positioned for future growth," said Tony Wolfe, President and Chief Executive Officer, Peoples Bank. "The software solution will provide the needed flexibility to expand our customer services operations and enable our frontline service representatives to generate an exponential volume of warm leads that result in increased revenue."
Fincentric's Wealthview Leadbuilder and inBusiness' 360ºView CRM solution will enable Peoples to seamlessly distribute targeted marketing offers to frontline service professionals in the course of their regular customer service interactions, as well as maximize the effectiveness of their marketing campaigns. The Leadbuilder solution is embedded at the teller platform and works alongside a bank's existing core banking, marketing analytics, lead management and CRM system.
"Frontline service representatives at Peoples Bank will now be able to capture customer responses with the click of a button," said Robert Nygren, President and CEO of Fincentric. "The combined Wealthview Leadbuilder and 360ºView solution will allow qualified leads to be communicated instantly to Peoples' sales professionals, ensuring no sales opportunities are lost. It will also increase their lead referral volume by turning everyday customer interactions into revenue generation opportunities."
"inBusiness Services is pleased to provide this integrated partnership to Peoples Bank," said Kevin Anderson, President of inBusiness Services. "We have a strong partnership with Fincentric and look forward to delivering enhanced software, on-site training and support. The power of 360 View CRM combined with Leadbuilder's front-line presentation engine will have a great impact on Peoples' future growth."
Fincentric was selected by Peoples Bank 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 provide reduced cost of system ownership, advanced technology and a straight forward path to future innovation.
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.