Third Pary Referral Tracking
By admin | July 18, 2008
Connections now has the ability to track referrals received from existing account holders or third parties. These referrals are tracked by the employee receiving the referral directly through the Connections’ tracking system. Detailed instructions for this tool may be found under the Documents section of Admin Functions.
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Call With Confidence Program
By admin | July 18, 2008
Ensure your call program excludes households that are registered with the FTC Do Not Call Registry. Simply list the area codes you wish to contact each year and MSI will ensure those listed on the registry are not added to your Connections call programs.
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Insite Automated Survey Tool
By admin | July 18, 2008
Redefine your approach to surveys with Connections. new survey tool. Easily create product specific surveys linked directly to your website. Surveys may be anonymous or may reference individual respondents. Report results are returned in a summary format or may be expanded to gain additional InSite.
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Relay Reporting Solution
By admin | July 18, 2008
Stay knowledgeable, formulate strategic objectives and cultivate profitable results with a wealth of reports built from daily institutional data. Simply click to select fields and instruct Connections to build your table relationships for you. Add graphics for a greater visual impact and schedule automated reports in either Excel or PDF format.
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MSI Support Center
By admin | July 18, 2008
A critical component of MSI’s Connections software is the customer support center. At MSI we are committed to bringing each and every customer the highest quality customer service possible. Since we know that speed and quality is important in supporting your needs, MSI offers several methods of customer support.
What methods of support does MSI provide?
- Trained professionals to handle your needs
- Live telephone support
- E-mail support
- Online ticket center to enter, track and monitor questions and issues
- Extensive online knowledge base
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Custom Reporting
By admin | July 18, 2008
Customers that currently utilize Crystal Reports, Microsoft Access, or Microsoft Excel now have the capability to interface with Connections’ latest reporting software LINKS. LINKS is a powerful tool that transfers data from Connections to your local computer utilizing a powerful ODBC interface.
The advantages of LINKS are:
- Broad data access
- Flexible formatting
- End-user interactivity
- Effective report maintenance and distribution
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Management Reporting
By admin | July 18, 2008
Databases by themselves are simply a collection of records. Without the ability to analyze the data, you cannot fully understand them or act on the results. With CONNECTIONS’ management reporting system, you have a whole host of standard reports to analyze the activities of your employees, branches, and overall institution performance. More over you have an easy to use report writing tool to develop any custom report of our choosing.
Among the many reports that CONNECTIONS offers are:
- Pipeline Report
- Institution Performance Report
- New Account Activity Report
- Employee Performance Report
- Loan Officer Productivity Report
- Marketing Program Responses
- Business Trends
- Current Statistics
- Profitability Reports
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Profitability Analysis
By admin | July 18, 2008
Leveraging your investment is a critical component in every financial institution. Connections Profitability module gives community financial institutions a tool to determine the net profit of each account, leading to meaningful profitability measures of households, products, branches and market regions. This is a dynamic tool that, used on an ongoing basis, can significantly improve bottom line results.
How will Connections help you leverage your investment?
- Market profitable account types to existing households
- Retain high value households
- Profile profitable households
- Leverage unprofitable relationships
- Increase fee income
- Increase product profitability
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Trust and Wealth Management
By admin | July 18, 2008
The demand for wealth management solutions is increasing rapidly. There are more than 2.5 million high net worth individuals in North America who control trillions of dollars in investable financial assets and these assets are expected to triple in the next few years. Competition to win and retain these clients is increasingly important.
MSI has integrated CONNECTIONS with ClienTracs to bring our customers the first web-enabled enterprise wide wealth and retail management system for community financial institutions.
What will this system provide your wealth management and trust divisions?
- Financial profiling and planning tools
- Automatic referral system
- Mapping of financial goals
- Sales preparation tools
- Client management (activities, follow-up, contact and pipeline)
- Automated lead generation system
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Client and Prospect Tracking System
By admin | July 18, 2008
Today’s innovative financial institutions need tools to better manage the needs of their clients and potential clients. They need a real-time system that manages client relationships and tracks the activities of their employees that serve their clients. MSI’s client and prospect tracking system (Contact Management) was designed specifically for financial institutions like yours.
What can the contact management system do for your institution?
- Track prospect information in real-time
- Track employee activities throughout the sales process
- Schedule follow-up activities
- Record history in each household profile
- Receive and review management alerts
- Make referrals to internal employees or outside representatives
- View custom performance measurement
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