SolonisFI High Performance Banking

1. High Performance Banking

3. Alignment of strategies and goals with training, expectations and accountabilities, marketing, and technology.

5. Continuity

6. Easy to use

7. All Employees

8. Track & Report

9. Software is a tool ….only a tool Technology Technology

11. Expectations

12. Accountabilities

13. Training People Technology

15. Trackable

16. Refine, Refine People Technology

18. Set Goals

19. Set Expectations

20. Enforce Accountabilities

21. Provide Tools

22. Provide Feedback

23. Constantly Refine People Technology

25. Growth

26. Acquistion

27. Cost Management People Technology

28. Front Line Execution Individual Expectations New Goals / Key Performance Indicators / Behaviors & Tasks Individual Accountability New Roles / Responsibilities / Behaviors / Tasks Job Descriptions (Relative To Sales Systems) Individual Feedback Reports / Scorecard / Incentives / Rewards Sales Meetings & Coaching Sessions Management’s Expectations Sales Strategy (Retention / Growth / Acquisition / Cost) On Boarding Retention System New Accounts Referral System Opportunity Management Life Events Campaign Management Service Events Coaching

30. Life Events

31. Campaigns

32. On Boarding

33. New Account Opening

34. Opportunity Management

35. On Boarding

36. Service Incident Mgt

37. Retention

39. Solonis Modules 1. Solonis Customer Portal 2. Solonis Window 3. Solonis Decision Support System 4. Solonis Performance Management

40. Solonis Modules 1. Solonis Customer Portal Contact Management A Single ‘View’ & Profile of Each Customer SFA & Opportunity Management Automated Referral & Alert Creation, Management & Reporting New Account Opening Process (With Cross-Sell) & Action Plans Tailored For Multiple Views Coach’s Corner + + + + + + +

41. Basic Software Features Contact Management Task and Appointment Management Referral Management Referral, Sales, Service Tracking and Reporting

42. Advanced Software Features Financial Alerts Life Event Capture and Best Practices Campaign Management Service Incident Management Prompting Capabilities Coaching – Goals and Scorecards

43. Solonis Modules 1. Solonis Customer Portal 2. Solonis Window Pop-Up Window For: Tellers Call Center Operators Automated Referral & Alerts Business Rule Driven Prompting & Scripting For Active Listening Integrated With Incentive System Reports: ‘My Activity List’ + + + + +

44. 2. Solonis Window

45. 2. Solonis Window

46. Solonis Modules 1. Solonis Customer Portal 2. Solonis Window 3. Solonis Decision Support System Business Rules For Alerts & Referral Routing & Task Reminders Event-Driven Sales Process (Life, Financial, Service, Marketing) Data Mining / Business Intelligence Embedded Customer Strategies & Action Plans Business Rules For Cross-Channel Integration Work Flow Automation + + + + + +

47. Solonis Modules 3. Solonis Decision Support System

48. Solonis Modules 1. Solonis Customer Portal 2. Solonis Window 3. Solonis Decision Support System 4. Solonis Performance Management Coaching Reports Opportunity Management Reports Sales Management & Pipeline Reports Service Reports Marketing Reports Scorecard & Key Performance Indicators + + + + + +