Using SEDONA's IntarsiaTM CRM solution, CornerBank will be able to combine customer information in its trust and investment departments with transactional customer information from the bank's core processing system, resulting in more efficient service. Additionally, Intarsia will enable CornerBank to convert a manual lead tracking process to an automated system, allowing the bank's loan officers and personal bankers to qualify leads and focus on those particular prospects.
"Combining Intarsia with CornerBank's internal processing system allows the bank to add value to their infrastructure by adding a CRM component to their back-office systems," said Mike Crofts, vice president of sales, SEDONA Corporation. "Intarsia will provide a comprehensive CRM environment that is rich in functionality and will help the bank with its customer service, customer retention, and profitable, new account acquisition efforts."
Intarsia CRM was specifically designed as a cost-effective solution for small- and mid-sized financial institutions. The industry-specific, Web-based application assists with determining cross-selling and up-selling opportunities and features profitability management, sales and referral tracking, reporting, and campaign management functions. Additional productivity tools include de-duplification of leads and contacts; easy import and export of data; customizable mailing list creation; and the capability of sending and coordinating a single contact to multiple lead paths should they be candidates for multiple opportunities.
"Intarsia will allow us to put our customer information into a more useable form for all of our employees so they can do more accurate planning in the back office and deliver better customer service on the front lines," said Dobbs.
Headquartered in King of Prussia, Pa. with offices throughout the United States and Canada, SEDONAs solutions enable the entire financial institution to help identify, acquire, foster, and retain loyal, profitable customers.