Fin-tastic!

Fincentric Corporation announced today that FNB Southeast has selected Fincentric and inBusiness Services to deliver an integrated lead presentment and customer relationship management tracking system to its 17 retail branches and 120 frontline staff. Under terms of the contract, Fincentric’s Leadbuilder and inBusiness’ 360 View CRM solution will be deployed in the hopes of allowing qualified leads to be communicated instantly to FNB Southeast sales staff to maximize effectiveness of marketing campaigns.

inBusiness Services’ 360 View is a CRM solution designed especially for financial institutions and seeks to enable a complete view of customer relationships. The announcement marked Fincentric Corporation’s second move of note in recent days. Approximately two weeks ago, Fincentric and Interprise Solutions Inc. announced a joint marketing alliance to provide Canadian credit unions with electronic delivery and cheque-image statements through MemberDirect Services, an internet banking solution used by more than 300 Canadian credit unions. The Interprise DOXIM document management solution contains automated forms and document archiving, theoretically allowing credit union staff to auto-populate forms with extant or new data, and view, print, send and archive documents through a browser-based DOXIM document management solution.

Fincentric Wealthview Banking is a customer-centric, core retail banking system. Interprise DOXIM helps automate business processes through a secure web framework, enabling rules-based archival, retrieval and e-delivery of business- and member-critical documents. Headquartered in Markham Ontario, the company sells its solutions throughout North America. Fincentric Corporation is a leading provider of core retail banking and customer value management software to the global financial services industry. Fincentric’s Wealthview family of integrated products seeks to enable financial institutions to leverage customer knowledge to deliver personalized service and product offers. Fincentric has strategic alliances with TELUS, Microsoft and Intel, and today supports financial institutions in over 20 countries.

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