Are you effectively leveraging your CRM to communicate with your prospects and clients? Learn how FNB has used creative ways to use Advisor modules to enhance the system’s CRM functionality, and how that translates into NextGen.
Using Your CRM to Creatively Communicate with Clients
1. Season 17, Episode 4: Using your CRM to Creatively
Communicate with Clients
Wake Up! With Harry & Blaine
2. F.N.B. Corporation
• Pennsylvania-based bank
established in 1864
• More than $33B in assets &
400 branches across 7 states
• Currently utilize Client
Advisor, Exception Advisor,
Portfolio Risk Advisor, and
Statement Analyzer
3. F.N.B. Corporation and Baker Hill
• F.N.B. has been a client since 1992
• Converted from STAN to Advisor in 2007
• Corporate-wide use for CRM
– 3,500 Users
– 19 unique lines of business
4. Marketing campaigns
• Use of classifications &
tracking items
– How do we identify which prospects to
enroll?
– How do we track the progress of the
campaigns?
7. Native Baker Hill NextGen® CRM
Core Data Baker Hill
CRM
Loan Docs,
Core, Baker
Hill NextGen
Underwriting
Pipeline
Decisioning
8. Tailored access via public API
Core Data
Baker Hill
CRM
Loan Docs,
Core, Baker
Hill NextGen
Underwriting
Pipeline
Decisioning
Baker Hill
Data
Interchange
9. Connector toolkit API
Core Data
Baker Hill
CRM
Loan Docs,
Core, Baker
Hill NextGen
Underwriting
Pipeline
Decisioning3rd Party API