David Trotter Executive Vice President, Head of Treasury Management Sales and Marketing, Wells Fargo

1. § On this slide put the image of the stage coach
from a distance that you sent me
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2. Meet your banker
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3. About Us
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4. Controlled Disbursement
Know your funding totals early—reduce excess balances and overdrafts
§ Daily notification of the dollar amount of checks that will clear against your account, and the earliest available
reporting (by 10 a.m. ET) through our Wilmington, Delaware; Savannah, Georgia; Chapel Hill, North CaroXXXa;
and Van Wert, Ohio locations
§ These four locations combine Controlled Disbursement with the Perfect Presentment® service, which compares
checks to your issued check file and to our stop payment database prior to posting to your account
§ With the Perfect Presentment service, you can view exceptions same day, after 1:00 p.m. PT, or the next day at
5:00 a.m. PT.
How it works:
© 2012 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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5. Source: Paragon Innovations, Inc.
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6. Source: Paragon Innovations, Inc.
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7. Source: Paragon Innovations, Inc.
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8. Source: Paragon Innovations, Inc.
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9. Source: Paragon Innovations, Inc.
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10. Source: Paragon Innovations, Inc.
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11. Source: Paragon Innovations, Inc.
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12. Source: Paragon Innovations, Inc.
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13. Source: Paragon Innovations, Inc.
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14. Source: Paragon Innovations, Inc.
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15. FUTURE
STATE
CURRENT
STATE

16. Not Easy
§ Sales
§ Marketing
§ Lines of Business
§ Product
§ Brand Compliance
§ Legal
§ Regulatory Compliance
§ Corporate Marketing
§ Intellectual Property
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17. WARNING!
Map not to scale. For
illustrative and planning
purposes only. You may
find that construction
projects, traffic, weather,
or other events may cause
conditions to differ from
the map results, and you
should plan your route
accordingly. Always consult
a qualified professional for
advice.
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18. What did we do?
Critical Items
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19. Item #1: Engage Each Other
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20. Item #2: Develop Shared Vision
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21. Item #3: Get Experienced Partner
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22. Item #4: Full, Ongoing Commitment
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23. Item #5: Complete, customizable tools
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24. Item #6: Promote Success
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25. Dealing with Sales
What Marketers Need to Know
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26. Keys for Marketing Dealing with Sales
§ Yes we are all ADD.
§ We watch Mad Men so have a complete
understanding of the creative process.
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27. Sales View of the Creative Process
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28. Keys for Marketing Dealing with Sales
§ Yes we are all ADD.
§ We watch Mad Men so have a complete
understanding of the creative process.
§ We think we know exactly what we want but have
no clue.
§ Get Sales on your side and you can move
mountains.
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29. Dealing with Marketing
What Sales Needs to Know
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30. Keys for Sales Dealing with Marketing
§ They read Dilbert and think you remind them a
lot of the pointy haired fellow.
§ If you had any vision or creativity you would be in
Marketing. You are not so enough said.
§ Rules are not viewed as general guidelines for
others to follow.
§ Just saying “that’s not it” is not helping. Provide
clear guidance and examples of what you want.
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31. Alignment Takeaways
§ Need buy-in from the top
§ Have to be all-in (resources, tools, training)
§ An “interpreter” is a good idea
§ Execute, Execute, Execute
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32. § On this slide put the image of the stage coach
from a distance that you sent me
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