Customer Value Management

Turn strong relationship management into healthy ROI. Through customer value management, financial institutions receive support at each stage of the relationship management process. It provides a quick-view interface with client value and risk; shares call activity management to any relationship manager; prioritizes opportunities by probability of close, stage, and anticipated close date; tracks sales opportunity types, amounts, and fees; and actively helps your team manage and improve the number and quality of referrals.

Omnichannel marketing allows banks and credit unions to grow deposits and loans systemically while keeping costs low, expanding margins and engaging more account holders. Get the highest ROI through evaluating relationships, targeting key markets, and boosting sales and retention.

1. Set Goals—Use the data to run an Opportunity Assessment and work together to select a growth goal.
2. Determine Targets—Predictive analytics identifies those members with the capacity and propensity to deposit more money or have furtner credit needs with you.  
3. Execute Campaigns— Direct mail • Email • Digital • Social media • Branch/call center contact lists 
4. Track Results— Meticulously monitor, track and report on the results.

Baker Hill NextGen® Omnichannel Marketing determines which accounts are profitable and which need nurturing so you can effectively identify and communicate to key target markets.

Create growth based on data, not guesswork. Knowing the profitability of an account, officer, channel, product or branch is critical. When you leverage the right solution, your data can be transformed into strategy, giving voice and insight to financial decisions. Find the ability to execute your entire marketing plan with a single access point to gain deep insights into your products, branches, staff, and account holders. Eliminating silos and incomplete information to give you a complete picture of marketing campaign performance and profitability.

Gain and retain business through a focus on the sales management stage of the relational cycle, addressing the need to attract and retain valuable clients. From there, each institution can maximize client relationships through the capture and manage pertinent client and prospect information, including contacts, call activity and touch history, products and collateral, sales opportunities, client classification and segmentation, relationship groups, client-specific relationship plans, referrals, and correspondence groups.  

Make communication with your customers a two-way street by allowing them to connect with you on their terms. Easily and securely exchange documents and communication. This added transparency and convenience will help remove the stress your customers often feel when they aren’t able to visit a branch in person for day-to-day banking needs.