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Fincentric Provides Rainier Pacific Bank Consolidated View of the Customer
Fincentric Corporation, a leading global provider of enterprise wealth management and core banking software, announced that Rainier Pacific Bank has launched Fincentric's i-Wealthview Wealth Management(TM) system.
"The i-Wealthview system will help provide us with the necessary platform to present a single consolidated view of the customer through a new customer relationship management tool, regardless of the customer's product mix in banking, mortgage, insurance or brokerage," said John Hall, Rainier Pacific's president and CEO. "This will enable us to analyze the customer's portfolio across the enterprise, offer relevant products and services based on their personal objectives, and help them make informed decisions.
"The i-Wealthview system will help provide us with the necessary platform to present a single consolidated view of the customer through a new customer relationship management tool, regardless of the customer's product mix in banking, mortgage, insurance or brokerage," said John Hall, Rainier Pacific's president and CEO. "This will enable us to analyze the customer's portfolio across the enterprise, offer relevant products and services based on their personal objectives, and help them make informed decisions.
"
Based in Tacoma, WA, Rainier Pacific Bank serves over 43,000 customers in the Pacific Northwest and manages US $490 million in assets. It provides a full range of banking services, property and casualty insurance, and financial planning and investment services. Deploying Fincentric's i-Wealthview Enterprise server, along with built in applications for enterprise Customer Value Management, completes phase one of the bank's i-Wealthview implementation.
The bank will be implementing Fincentric's full suite of core banking and wealth management products to accommodate its converged offering of banking, insurance, and investment services. Modules of i-Wealthview to be implemented by Rainier Pacific early 2003 include i-Wealthview Banking(TM), i-Wealthview Data Aggregation(TM), and i-Wealthview Personal Portal(TM), which will provide Rainier Pacific customers a single point of access to their entire financial services portfolio.
"With the capability of a consolidated view of the customer's total net worth, Rainier Pacific Bank will now see the customer's full relationship with the institution," said Mike Cardiff, Fincentric president and CEO. "This enables them to develop new products and services, customized treatment strategies along with targeted sales, marketing and referral campaigns--all towards building customer retention, growth and overall profitability."
Based in Tacoma, WA, Rainier Pacific Bank serves over 43,000 customers in the Pacific Northwest and manages US $490 million in assets. It provides a full range of banking services, property and casualty insurance, and financial planning and investment services. Deploying Fincentric's i-Wealthview Enterprise server, along with built in applications for enterprise Customer Value Management, completes phase one of the bank's i-Wealthview implementation.
The bank will be implementing Fincentric's full suite of core banking and wealth management products to accommodate its converged offering of banking, insurance, and investment services. Modules of i-Wealthview to be implemented by Rainier Pacific early 2003 include i-Wealthview Banking(TM), i-Wealthview Data Aggregation(TM), and i-Wealthview Personal Portal(TM), which will provide Rainier Pacific customers a single point of access to their entire financial services portfolio.
"With the capability of a consolidated view of the customer's total net worth, Rainier Pacific Bank will now see the customer's full relationship with the institution," said Mike Cardiff, Fincentric president and CEO. "This enables them to develop new products and services, customized treatment strategies along with targeted sales, marketing and referral campaigns--all towards building customer retention, growth and overall profitability."
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