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Tie banking-client solutions to specific manufacturer solutions Create a new search...
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LeapThought has found 55 LeapLines
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LeapLine |
Trend, Type, Function, Action | |
 |
Tie banking-client solutions to specific manufacturer solutions |
z - no trend,
tactic,
z - no function,
tie
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Lead Generation Solutions |
z - no trend,
solution,
sales,
z - no action
|
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Niche-specific to a specific client base (such as the affluent) |
z - no trend,
product attribute,
sales,
z - no action
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Opportunity to distribute product solutions, tools and sales materials |
z - no trend,
objectives,
sales,
z - no action
|
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Enriched Web Solutions through Proprietary Electronic News Feeds and other Content Products |
content management,
solution,
content,
z - no action
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Tie specific content updates with user preferences (e.g., tie stock news to user’s portfolio, advice columns to specific client needs) |
content management,
content consideration,
content,
z - no action
|
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Facilitates niche- and expertise marketing - the Internet may be the greatest tool to distribute very specific knowledge on very specific subjects. Prospects looking for specific types of service can find the Internet a tremendous research utility. Professionals who have a niche or expertise become valuable destinations and resources for these clients. |
z - no trend,
internet benefit,
marketing,
z - no action
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Relation to our bank and traditional banking |
channels,
strategic consideration,
sales,
z - no action
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Manufacturer guides what tools are used |
vendor management,
finding,
operations,
guide
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Let their output be private branded, but the administration tool and content be manufacturer-owned |
vendor management,
tactic,
marketing,
let
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Manufacturer can subsidize wholly or partially to clients |
z - no trend,
tactic,
z - no function,
subsidize
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Tie education and sales process to manufacturer product lines |
vendor management,
tactic,
sales,
tie
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Embed banker-facing components within manufacturer context |
vendor management,
tactic,
content,
embed
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Leveraging competitive research, client interviews and current positioning, determine client’s desired position among competitors |
competition,
market assessment activities,
research,
determine
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Relationship-intensive in nature, requiring expertise on specific, individual situations |
customer loyalty,
product attribute,
sales,
z - no action
|
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Target products to specific segments |
segmentation,
customer research,
marketing,
target
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Target products to specific segments |
segmentation,
marketing strategy activities,
management,
target
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Determine appropriate bundles for specific segments |
segmentation,
marketing strategy activities,
marketing analytics,
determine
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A basic 'counts and amounts' customer base report based on 5-10 key customer-facing dimensions over one specific timeframe. |
data analytics,
data report elements,
data analytics,
z - no action
|
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Client dissatisfaction |
CRM,
threats,
z - no function,
z - no action
|
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client customer contacts |
CRM,
organizational component,
service,
z - no action
|
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Establish client escalation logic |
CRM,
tactic,
service,
z - no action
|
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Map client behavior- usage paths |
z - no trend,
market assessment activities,
z - no function,
map
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A unique market or client perspective is identified and formalized |
z - no trend,
content activities,
marketing,
formalize
|
|
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Includes client’s values and their families |
z - no trend,
service characteristic,
z - no function,
includes
|
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Conduct interviews with key client staff |
change management,
assessment activities,
HR,
conduct
|
|
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Views client throughout their lifetime |
customer loyalty,
service characteristic,
CRM,
views
|
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Determine client’s target customer type |
CRM,
marketing strategy activities,
research,
determine
|
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Determine analysis type that best suits client’s presentation requirements |
z - no trend,
recommendations,
research,
determine
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Place to-be client on positioning framework in relation to competitors |
competition,
market assessment activities,
consulting,
place
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The financial agent is a most-valued client and sales channel to the FSIs |
sales force productivity,
finding,
agents,
z - no action
|
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Usually through the course of business, a unique marketplace (client base) with unique needs are identified |
z - no trend,
market assessment activities,
marketing,
identify
|
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What tone and style do client’s prefer? |
content management,
content consideration,
content,
z - no action
|
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What is our client’s threshold for complexity or technicality? |
content management,
content consideration,
content,
z - no action
|
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A sales follow-up tool to enable an objective 1 to 1 client communication event |
sales force productivity,
solution,
sales,
z - no action
|
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Propagate mind-share perpetually (i.e., consistently be on the client’s mind) |
z - no trend,
marketing objective,
marketing,
propogate
|
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Draft and refine formal definition of CRM and eCRM, including what client believes eCRM will be in the future |
CRM,
CRM assessment,
CRM,
draft
|
|
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Build textual and graphical representation of client’s brand vision |
branding,
branding activities,
marketing,
build
|
|
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Determine core messages that define the client brand |
branding,
branding activities,
marketing,
determine
|
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Define and develop client brand characteristics |
branding,
branding activities,
marketing,
define
|
|
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Develop client positioning statement |
branding,
branding activities,
marketing,
develop
|
|
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Conduct client interviews |
consulting,
consulting activities,
project management,
conduct
|
|
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Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) |
competition,
market assessment activities,
research,
create
|
|
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Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) |
competition,
market assessment activities,
research,
create
|
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Based on client needs |
z - no trend,
service characteristic,
service,
based
|
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Develop client branding mission statement |
branding,
branding activities,
advertising,
develop
|
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Conduct client-segment audience research |
segmentation,
research activity,
research,
conduct
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Conduct working session with client leadership |
leadership development,
change management activities,
management,
conduct
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Highly valued data on agents, agent preferences and experiences, and extremely valuable proprietary aggregated data on client preferences and experiences |
CRM,
organizational component,
data analytics,
z - no action
|
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Review existing client studies |
research,
research activities,
research,
review
|
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Results from the LeapThought © Document Database: Tie banking-client solutions to specific manufacturer solutions LeapThought has found 80 files.
| Solution evaluation criteria and requirements - deal breakers- 1 Powerpoint slide |
 |
This graphic describes evaluation criteria and requirements of various technology solutions.
SEE DETAIL PAGE and DOWNLOAD
|
| Starting with point solutions, and then extending to the full solution- 1 Powerpoint slide |
 |
This neat graphic illustrates how a solution can be built with small point solutions, and then slowly build up to a large system, presumably one that was strategically envisioned/planned.
SEE DETAIL PAGE and DOWNLOAD
|
| E-business service offerings- 1 Powerpoint slide |
 |
This graphic/list shows how a web development and outsourcing company frames its core service offering of e-solutions and staff augmentation.
SEE DETAIL PAGE and DOWNLOAD
|
| Knowledge management/learning company composition- 1 Powerpoint slide |
 |
This disc shows components of a knowledge management or distance learning or web-based training (WBT) company.
SEE DETAIL PAGE and DOWNLOAD
|
| Relation Management objectives and tactics- 1 Powerpoint slide |
 |
This slide provides a list of tactics through which to achieve four common relation management objectives that apply across multiple industries as a simple two level graphic.
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|
| Emerging biotechnology information and communication challenge- 1 Powerpoint slide |
 |
This graphic describes the challenges that a biotechnology firm must face when strategizing marketing opportunities.
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|
| Delivering Customer-Driven Marketing Solutions- 1 Powerpoint slide |
 |
This framework/continuum shows five marketing activities that would crudely appear in a continuous marketing cycle.
SEE DETAIL PAGE and DOWNLOAD
|
| CRM solution benefits- 1 Powerpoint slide |
 |
This slide provides a list of the benefits an organization reaps by adopting a CRM solution. Provided in an easy-to-read graphic, this information applies across many disciplines and industries.
SEE DETAIL PAGE and DOWNLOAD
|
| Tacit benefits of the new system: Knowledge management- 1 Powerpoint slide |
 |
This slide lists three tacit (or difficult-to-measure) benefits of knowledge management systems and programs. They are: capitalize and extend under utilized knowledge capital, measure and improve continuously, realize/optimize existing system inv
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|
| Users and permission levels- 1 Powerpoint slide |
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This graphic describes users and permission levels within a website.
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|
| Quantitative benefits of the system: Increased revenue- 1 Powerpoint slide |
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This illustration shows return on investment (ROI) for implementing a system or program. This example uses lead conversion as its return basis.
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|
| Current situation of database marketing initiatives- 1 Powerpoint slide |
 |
This chart shows a very top level database implementation approach (presumably an analytics or marketing database). The approach is repeated four times to represent different business units. One phase is shaded in.
SEE DETAIL PAGE and DOWNLOAD
|
| Strategic Marketing Planning, Support and Management- 2000 word MS Word file |
 |
This 2,000 word proposal outlines a marketing project to create a strategy framework and a 12-month communication plan. It would be used to close this described work. It contains a project overview, marketing...
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| Examples of new marketing activity- 1 PowerPoint slide |
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This short list shows three new marketing activities with descriptions and example tactics.
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|
| Market Strategy and Launch Proposal- 6 page MS Word file, 2166 words |
 |
This proposal outlines a business planning and marketing strategy proposal to build a new online offering. It would be presented from a consulting firm or marketing agency to a client.
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