3. Customer Centric Solutions for C&I Banking Cross-Industry Solutions Siebel Finance – C&I Customer Centric Service Sales Force Automation Business Intelligence Customer Data Integration Call Center and Service Marketing Automation Channel Management Territory Management Events Management Enterprise Banking Intelligence End to End Credit Management Collaborative Cross Selling
4. Current State Inconsistent coverage and delivery Actions disconnected from desired business results Limited insight Change takes weeks or months… if ever
5. Becoming a Customer Centric C&l Bank Segment customer base based on present and future revenues, ascertain appropriate strategies and impact Match product solutions to customers, identify and analyze creative opportunities Leverage coverage to create additional opportunities. Coordinated & collaborative coverage, information sharing
Note that this this slide has a linked object on top of the slide an automatically updates from another file. The actual logos are underneath the object. Try to point out a few logos that have resonance and/or cache. Most of these are straight C&I and are “Collaborative Sell” solutions. There are a few exceptions however” Call centers: Barclays Bank of America ABN Amro (don’t know much about this one) Small Business Bank of America (OnDemand) Zurcher Kantonalbank Equities research Bank of America (small implementation) Not familiar with National Dresdner Slide illustrates customers in the C&I Space Say, “Now lets take a look at a few of our customers in more detail” What they do: Profitable Cross Sell HSBC – Markets – equity & fixed income Bank of New York – all C&I business groups (30+) PNC – 6.x implementation all C&I business groups and all retail wealth (total bank) BNP – Equities UMB – Commercial and Wealth Standard – All C&I business groups (366 App) Standard – Small business (e cube) Key – just started implementing corporate already have retail on (total bank) FNB – Most C&I business groups. Credit origination. Fifth Third – All C&I business groups – UCM customer! - Societe Generale – CIB poor implementation, cannot be used as reference, improvement in 2006 expected. Equities good implementation but on 6.x BMO - ???? Lloyds – Good implementation will be expanding. Started with just RM/Coverage expanding to product groups in 2006 Goldman – Debt and equities, an Zurcher (Small Biz) Citigroup (middle market) Bank of America (Small Biz) National
![Siebel Financial Services A Complete Solution Set for C&I Bankers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)