Class Descriptions (listed alphabetically)
360 View – Developer Insights Into The Future - General Session
Tue. 1:00-2:00pm - Waylon Envik, VP of Software Solutions
This is a special future outlook of 360 View provided by the lead developer and his team. You will get insight into the current big development issues for 2010 SR1 and beyond. This is always a popular session and everyone’s best chance to look into the “special sauce” recipe to better understand what it takes to produce an offering like 360 View.
360 View Marketing Introduction
Mon. 9:30-10:30am - Chelsea Daniel & Andrea Renner, 360 View Project Managers
This introduction to 360 View Marketing will give attendees a good overall understanding of all basic marketing functions including list creation, data mining, campaign and offer creation, prospect imports, and discussion of overall system design. This session is perfect for anyone wishing to have a basic introduction to the 360 View marketing system.
360 View Reports - General
Tue. 9:30-10:30am - Tim Jones, Customizations Specialist
This session will highlight a series of integral, and often overlooked, 360 View reports to discuss with the class; explaining each report’s intended use, benefit, and underpinnings. The session will also explain how the 360 View data dictionary has been used in the past to create custom reports and how this will change in the future with the advent of “report views” in the 2010 SR1 release of 360 View.
360 View Reports - MCIF
Tues. 3:40-5:00pm - Misty Hollamby, Installation/Support Specialist & Joyce Colin, Director Professional Services
You will explore the MCIF features/reports of 360 View in this session. Learning about analytical marketing reports like Account Distribution by Product Category, Branch Summary of Average Services per Customer, Customer Summary Report, Household Penetration Report, Household Product Group Cross-Sell Report, Household Service Penetration Report by Marketing Product Group, and more.
360 View SmartPops - General Session
Tue. 8:30-9:30am - Panel Discussion
Moderator, Chris Green, co-founder inBusiness Services
The panel consisting of current 360 View users of “pop-up” technology, 360 View developers, and other 360 View professionals, will discuss the benefits of using “pop-up” technology in conjunction with CRM to achieve amazing results both in ROI and customer satisfaction.
Advanced Incentives
Tue. 2:00-3:30pm - David Acevedo, Director of Incentives
This session is geared towards those institutions looking to implement a Goal & Incentive Plan that supports their strategic plans and budgets. Key strategic goals include core deposit growth, fee income, brokerage/investment referrals, commercial/small business loan production and consumer loan/mortgage production and developing a plan that supports these key goals. Advanced Incentives includes discussions on the success of team based and individual based plans, rewarding employees for cross-selling, focusing sales employees on selling the “right” products/services to maintain profitable branch locations. This course will also review sample plans for Retail/Branch Employees, Commercial Loan Officers, Brokerage/Investment Advisors and Call Center Staff.
Advanced Marketing I
Mon. 2:00-5:00pm - Waylon Envik, VP of Software Solutions
This is an advanced course; to attend you should have a good understanding of the basic features of 360 View Marketing including Lists, Campaigns, Offers, Cross-sells, and Prospect Imports. This half-day session will concentrate on helping you better understand the 360 View Customer and Account Wizards, how 360 View Profiles can be used to aid any campaign, and how to properly use Prospect and Customer list imports.
Advanced Marketing II
Tue. 9:30am-12:00pm - Waylon Envik, VP of Software Solutions
This is an advanced course; to attend you should have a good understanding of the basic features of 360 View Marketing including Lists, Campaigns, Offers, Cross-sells, and Prospect Imports. This half day session will concentrate on helping you better understand 360 View Marketing Campaigns – continuous versus term, using saved Lists, how to use “triggers” to populate your campaign -- New Customer, New Account, and Customer Lists, campaign Offers, and success reports.
Advanced Parameters
Mon. 3:40-5:00pm - Chelsea Daniel & Andrea Renner, 360 View Project Managers
This session will delve into “the man behind the curtain” or the parameters that drive much of the functionality of 360 View. Key parameter forms will be discussed as often hidden functionality is unveiled. You will be surprised by what 360 View can already do, if you just pull the right lever here or there. Join us as we analyze important parameters such as Activity Logging On Behalf Of privileges, Tax ID Exclusion, Household Address Exclusion, Private Activity and Deletion Permissions, and more. If you don’t already know about some of the parameters just mentioned, you need this class.
Automating Your Sales Process
Mon. 10:40am-12:00pm - David Acevedo, Director of Incentives
Tue. 2:00-3:30pm - Kevin Anderson, Co-founder inBusiness Services
This session will include a detailed overview of the 360 View system functions that comprise Sales Automation. You will learn how to form one strategic sales plan that will help any sales team improve their calling efforts, activity tracking, relationship understanding, personal follow ups, and result in higher close rates of new business. This session is great for anyone wishing for that “ah ha” moment where the many disparate functions of 360 View come together in one symphony of sales.
Behind The Numbers, 360 View Profitability Reporting
Mon. 9:30-10:30am - Terry Bellenfant & Chris Green, Co-founders inBusiness Services
This session will present a series of 360 View Profitability reports and discuss in detail the calculations behind each report, the definition of specific fields, and discuss the best use for each report. This session will benefit anyone currently using 360 View Profitability and those interested in getting in the game of Customer Profitability by showing you how all the data crunches to actionable form.
Building Pipelines using 360 View
Mon. 3:40-5:00pm - Joyce Colin, Director of Professional Services
Tue. 10:40am-12:00pm - Joyce Colin, Director of Professional Services
This Pipeline workshop will give you the tools and knowledge, through best practices and maintenance review, necessary to begin creating pipelines for all lines of business in your institution. Pipeline provides dynamic and instant reporting of your business processes and status steps. Pipeline is useful for employees to track their own production, whether it’s loans, deposits or other services. Full roll-up reporting allows for Management to track and report individual production, branch production, region production and bank-wide production, for up-to-the-minutes results on the Pipeline for all lines of business. Bring along sample reports that your bank utilizes today and see how you can transform that process into 360 View Pipeline Management and create efficiencies your institution will enjoy for years to come!
Company Overview - General Session
Mon. 8:30-9:30am - Kevin Anderson & Terry Bellenfant, Co-founders inBusiness Services
After a general conference welcome, there will be a presentation presenting a corporate summary of 2008 and the first half of 2009. This will include a review of corporate milestones, internal staff and process changes, and some of the new features added to the 360 View software during this time.
Delinquency Management
Mon. 10:40am-12:00pm - Kevin Anderson, Co-founder inBusiness Services
This session is devoted to a detailed overview of best practices in Loan Past Due and DDA Overdraft collections using the 360 View Delinquency Management modules as a basis for the discussion. This session will teach you how to better track and report on your past due loans and DDA overdrafts while teaching you how to set up and print loan and overdraft collections letters. This session is great anyone wishing to learn how to improve their collection efforts by leveraging relationship management.
Funds Transfer Pricing Is Your Friend - General Session
Mon. 1:00-2:00pm - Richard Cioli, The Kafafian Group
This general session led by Dick Cioli, VP of The Kafafian Group—a firm well known in the financial industry as “the profitability guys”—will discuss why net interest margin is the most significant contribution to bottom-line profitability, making Funds Transfer Pricing (FTP) the first and foremost internal profitability measure for financial institutions. You will learn how FTP can be used to price your current accounts to market using “matched maturity duration” and best practice characteristics of FTP. This informative session will benefit everyone in a better understanding of FTP and its effect on customer profitability calculations.
Incentive Tool
Mon. 2:00-3:30pm - David Acevedo, Director of Incentives
If you’ve licensed or you are considering licensing the inBusiness Standard Goal and Incentive Tool then you should attend this course where we will discuss the Tool features and go through a sample plan allowing users to see the ease of setup and maintenance of a plan which allows your institution to pay for new account openings and referrals while also tracking deposit and loan production and growth by individual employee and branch. Current users are encouraged to attend for their insight as well as to discuss recommendations for future enhancements to the Standard Tool.
Integrating 360 View with Microsoft Outlook
Tues. 3:40-4:40, Kevin Anderson, co-founder inBusiness Services
This session will not only cover existing 360 View/Outlook integration features but will also give you first insight into the newly developed integration features to be made available in 2010 SR1 release of the software. You will learn how to best take advantage of Outlook when using 360 View to enhance your sales efforts.
Marketing Campaign Suggestions
Mon. 10:40am-12:00pm - Waylon Envik, VP Software Solutions & Chris Green, Co-founder inBusiness Services
This campaign workshop will discuss sample campaigns that any institution should consider running, if they are not already, and show how to set these up using the 360 View Campaign Marketing systems. This session will benefit anyone wishing to take home a new idea for a marketing campaign or in order to learn how to better track a current campaign already in progress.
Premier Profitability
Tue. 2:00-3:30pm - Terry Bellenfant, Co-founder inBusiness Services, Ben Parish, Senior Software Developer, and Chris Green, Co-founder inBusiness Services
This session will go behind the scenes of 360 View Profitability to show how you can have Funds Transfer Pricing, Loss Provision, Cost Allocation, and Relationship Householding all play together to get the best measure of Customer and Account profitability. You will learn about each profitability maintenance tabs, how customer and account level profitability is used throughout 360 View CRM, and discovery the power of the 360 View Profitability Widgets which make profitability accessible to the average user.
Prospecting & Profiling, the “rock and roll” of 360 View
Tue. 10:40am-12:00pm - Chelsea Daniel, 360 View Project Manager & Ben Stein, 360 View Programmer Extraordinaire
Attend this workshop and learn how to use Prospecting and Profiling within 360 View. You will learn how to import Prospect Lists, create unique customer and prospect Profiles, how to make the two interact, and how to make all of this information actionable through Marketing Lists and 360 View Campaigns. This will be a fun session, not to be missed for those wishing to increase their customer acquisition acumen.
Streamline Customer Service Requests Through Incidents
Mon. 2:00-3:30pm - Joyce Colin, Director of Professional Services
Tue. 2:00-3:30pm - Joyce Colin, Director of Professional Services
This Incident workshop will teach you how to automate the resolution process of customer service requests and, more importantly, service the customer better by increasing service levels. Use 360 View as your call center tool or use it institution-wide and allow any employee to create a customer incident and pass it along for resolution within seconds. Repeated customer inquires can easily be answered by anyone, resulting in improved customer service. Bring along sample forms, lists and/or logs that are utilized today to fulfill or track a customer service request and see how you can automate and process the request faster and easier!
View It Your Way, Using 360 View Widgets
Mon. 9:30-10:30am - Michael Hopkins, Director 360 View Customizations
Tue. 9:30-10:30am - Michael Hopkins, Director 360 View Customizations
This session will explore the various standard 360 View widgets, what types of information can be displayed in a widget, and what is involved in creating custom widgets. This session is great for anyone wishing to maximize their 360 View system benefits simply by bringing more pertinent information to the desktops of their users.
What-If-Pricing Scenarios
Mon. 9:30-10:30am - Kevin Anderson, Co-founder inBusiness Services
Tue. 3:40-4:30pm - Chris Green, Co-founder inBusiness Services
This session will include a detailed overview of how the 360 View What-If-Pricing system works. Attendees will learn the difference between system calculations for ROE, Interest Spread, and Customer Yield and how these can be used to create unique pricing scenarios. This session is designed to teach attendees how to create, analyze, securely save, and share loan or deposit pricing scenarios.
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