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inBusiness Services announces the hiring of David Acevedo as Director of Sales Incentives
Nashville, TN, February 19, 2008 -- inBusiness Services announced today the hiring of David Acevedo as Director of Sales Incentives for 360 View CRM.
In his new role as Director of Sales Incentives, David will help existing and new 360 View CRM software user institutions build a strong strategy for their sales and incentive tracking. “I am happy to be joining the inBusiness team,” says David. “I have had the privilege to work with inBusiness and 360 View CRM in my past role with Interchange Bank and believe strongly that their relationship management software is the future of relationship management for community banks.”
David was most recently Senior Vice President and Sales Director for NVE Bank, a $575 million community Bank in New Jersey. Prior to joining NVE Bank, David served 17 years with Interchange Bank, a $1.8 billion commercial bank headquartered in New Jersey, where his last title was Senior Vice President and Director of Sales. In his role as Director of Sales, David was responsible for directing and facilitating activities designed to improve the bank’s selling efforts and programs throughout the organization. In addition, David worked with Department Heads on annual goal planning and developed and designed sales incentive programs company-wide. David’s experience is diversified in the financial services industry, having held senior level positions in Retail Banking, Commercial Banking, Marketing and Investments and Insurance.
David comes to us at a time when 360 View’s community of users is growing rapidly,” reports Chris Green, Co-Founder inBusiness Services. “David will enable us to build on our standard goal and incentive tracking with an overlay of strategy planning that will enable our customers to achieve even greater results.”
With 20 plus years of banking and sales experience, David plans to use his talents to develop a strong sales incentive plan that will help any community bank to better motivate their employees to achieve exceptional growth results. “It is my goal,” said David, “to help 360 View users enhance both customer and employee relationships while improving overall profitability.” In addition, David Acevedo will assist in inBusiness in their sales efforts as well.
David Acevedo can by reached by email at dacevedo@inbizservices.com or directly by phone at 201-264-2022.
About inBusiness Services
inBusiness Services, based in Nashville, Tennessee, is the developer of the 360 View suite of software solutions for financial institutions; included in the suite are 360 View CRM, Loan Past Due Manager, DDA Overdraft Manager, and Loan Extension Manager. Founded in 2001, inBusiness Services is a privately held company supporting over 100 financial institutions throughout the United States and continues to be committed to its primary mission -- To Develop, Deliver, and Support the best relationship management software solution for financial institutions on planet Earth. Visit with inBusiness Services online at www.threesixtyview.com.
Media Contact: Chris Green, cgreen@inbizservices.com
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Umpqua Bank Chooses 360 View CRM to Enhance Their Customer Relationships and Manage Employee Incentive Plan
Nashville, TN, December 19, 2007 (Business Wire) -- inBusiness Services announced today that Umpqua Bank has licensed their 360 View CRM software in an effort to enhance their customer relationships and improve their employee incentive process.
"We wanted to find a system that was in sync with our strong focus on service culture and the customer experience," said Kay Liming, EVP of Central Operations and Support Services for Umpqua Bank. "The 360 View product gave us a solution for both our CRM and employee incentive program needs conveniently all wrapped into one platform."
360 View CRM is a software solution that integrates a financial institution's core products and services with 3rd party offerings to build a three-hundred-and-sixty degree view of the customer relationship; independent of any core customer information file (CIF) limitations. 360 View CRM was developed specifically for financial institutions in effort to help them be more responsive to customer and prospect needs by better managing referrals, incidents, customer touches, personal follow ups, cross-sells, customer profitability and attrition, intelligent prospecting, pipelines, employee incentives, and customer and product on-boarding campaigns.
"We are beyond excited to have Umpqua Bank choose us as their relationship management vendor of choice," said Kevin Anderson, President of inBusiness Services. "Our team is on a mission to develop the best relationship management solution for financial institutions on planet Earth," continued Kevin, "and we can't think of a better partner at this point to help us achieve our goal than "The World's Greatest Bank", Umpqua Bank."
"We are looking forward to 2008 and the introduction of 360 View CRM into our culture," continued Kay Liming. "It is our desire to have everyone at Umpqua Bank use 360 View daily in effort to increase the banking experience for each of our customers."
About inBusiness Services
inBusiness Services, developer 360 View CRM, is a privately held software development corporation based in Nashville, Tennessee and is committed to its primary mission: To Develop, Deliver, and Support the best relationship management software solution for financial institutions on planet Earth! 360 View CRM is recognized as a leader in the relationship management movement within the financial institution industry and is endorsed by the Independent Community Bankers of America. Solution, Movement, Community -- visit with inBusiness Services online at www.threesixtyview.com.
About Umpqua Bank
Umpqua Bank, headquartered in Roseburg, Ore., is a subsidiary of Umpqua Holdings Corporation (NASDAQ: UMPQ) and has 147 locations between Napa, Calif. and Bellevue, Wash., along the Oregon and Northern California Coast and in Central Oregon. Umpqua Bank has been recognized for its innovative customer experience and banking strategy by national publications including the Wall Street Journal, New York Times, BusinessWeek, Fast Company and CNBC. The company also ranked 34th on Fortune Magazine's 2007 list of the country's "100 Best Companies To Work For." Umpqua Holdings also owns retail brokerage subsidiary Strand, Atkinson, Williams & York Inc., which has locations in Umpqua Bank stores and in dedicated offices throughout Oregon and Southwest Washington. Umpqua Bank's Private Client Services Division provides tailored financial services and products to individual customers. Umpqua Holdings Corporation is headquartered in Portland, Ore. For more information, visit www.umpquabank.com.
Media Contacts:
inBusiness Services : Chris Green, 615-242-0007, cgreen@inbizservices.com
Umpqua Bank : Lani Hayward, 503-727-4132, lanihayward@umpquabank.com
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ICBA Network News Publication on Customer Segmentation
inBusiness Services has recently placed an article on customer segmentation in the ICBA's Network News Publication.
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ICBA Taps inBusiness Services to Provide 360 View CRM
Nashville, TN, April 12, 2007 -- inBusiness Services announces their selection by the Independent Community Bankers of America (ICBA) as an ICBA Preferred Service Provider for customer relationship management (CRM) software.
From left to right: Chris Green, Co-founder and CMO inBusiness Services; Ben Buehler, Director of Services ICBA; Terry Bellenfant, Co-founder and CFO inBusiness Services, and Kevin Anderson, Co-founder and President inBusiness Services
inBusiness Services is the developer of 360 View™ CRM, a relationship software solution that integrates a financial institution’s core products and services with 3rd party offerings to build a three-hundred-and-sixty degree view of the customer independent of any core customer information file (CIF) limitations. 360 View CRM was developed specifically for financial institutions in effort to help them be more responsive to customer and prospect needs by better managing referrals, incidents, customer touches, personal follow ups, cross-sells, customer ranking and attrition, intelligent prospecting, pipelines, marketing lists, and customer and product on-boarding campaigns. The 360 View suite of software products also includes a Demand Deposit Account Overdraft Manager, Loan Past Due Manager, and Loan Extension Account Program.
According to the 2006 ICBA Technology Survey, 31 percent of community financial institutions plan to evaluate CRM applications in the next 12 to 18 months. ICBA responded by selecting the inBusiness Services’ 360 View suite of products. “As more and more community banks examine the advantages of implementing CRM Software, we are excited to have teamed up with inBusiness Services, which is well suited for community banks,” said Dan Clancy, senior vice president of services for ICBA.
“We are extremely pleased to have the ICBA’s support, which demonstrates that our solutions can help community banks improve their operations by managing customers more efficiently and profitably,” said Kevin Anderson, co-founder and president of inBusiness Services. “Our relationship with the ICBA is a great recognition to our team and the powerful tool we have created with 360 View CRM,” adds Terry Bellenfant, co-founder and CFO of inBusiness Services.
“As a user of inBusiness Services’ products, we are impressed with the installation expertise, customer support and training which the company delivers,” said David Hayes, president and CEO of Security Bank. “In addition, inBusiness Services has a demonstrated commitment to the community bank market.”
About inBusiness Services
inBusiness Services, founded in 2001 by Kevin Anderson, Terry Bellenfant, and Chris Green, is a privately held corporation based in Nashville, Tennessee. inBusiness Services’ 360 View suite of software solutions includes – 360 View CRM, 360 View DDA Overdraft Manager, 360 View Loan Past Due Manager, and 360 View Loan Extension Account Program. inBusiness is committed to its primary mission: To Develop, Deliver, and Support the best relationship management software solution for financial institutions on planet Earth! Visit with inBusiness Services online at www.threesixtyview.com.
About Independent Community Bankers of America
The Independent Community Bankers of America represents the largest constituency of community banks of all sizes and charter types in the nation, and is dedicated exclusively to representing the interests of community banks through advocacy, education and services for the benefit of the customers and the communities they serve.
With nearly 5,000 members, representing more than 18,000 locations nationwide and employing over 268,000 Americans, ICBA members hold more than $908 billion in assets, $726 billion in deposits, and more than $619 billion in loans to consumers, small businesses and the agricultural community.
Whether located in small towns, suburbia or big city neighborhoods, community banks grow our towns and cities by funding small business and using local dollars to help families purchase home, finance college and build financial security.
ICBA supports fair competition in financial, supports maintaining the separation of banking and commerce, believes in a balanced financial system and opposes the concentration of economic and financial services resources. ICBA member banks create symbiotic relationships with the communities they serve, favor local decision-making while adhering to the highest business practices and ethical standards, and support a democratically governed association where each member bank has a voice and a vote.
ICBA is committed to providing the highest professional standards in community banking and tailors its programs specifically for community bankers. Through ICBA educational courses, certification options and continuing education programs, community bankers are better able to serve their customers and stay profitable. Visit with the ICBA online at www.icba.org.
Media Contacts:
inBusiness Services – Chris Green, 615-242-0007, cgreen@inbizservices.com
ICBA – Karen Tyson, 202-821-4454, karen.tyson@icba.org
ICBA – Bill Grassano, 202-821-4457, bill.grassano@icba.org
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Joyce I. Colin to head new Professional Services Division at inBusiness Services
Nashville, TN, March 28, 2007 -- inBusiness Services announces the creation of a new Professional Services division to be headed by Joyce I. Colin, former CIO of Interchange Bank of New Jersey.
In her new role as Director of Professional Services, Joyce will offer existing and new 360 View CRM user institutions strategy and process implementation consulting designed to help the financial institution get the most from their use of the 360 View software. “The Professional Services division is the answer to what our clients and prospective clients have been asking for,” says Kevin Anderson, Co-Founder of inBusiness Services. “It is the next level beyond our standard Project Management assistance, providing hands-on strategy assistance through the software installation process to answer tough questions such as -- How have other institutions successfully rolled out CRM in their organization? How can we get the most from our use of Pipeline within 360 View? Who should we include on the CRM Committee? Who from inBusiness can be onsite to champion CRM during and after installation?”
I am excited to be teaming up with inBusiness Services,” says Joyce. “For the longest time I have been on the outside rooting for the success of the 360 View software and team; it feels good to finally be on the inside.” Joyce comes to inBusiness by way of Interchange Bank, New Jersey, where she was not only responsible for the successful implementation of 360 View CRM but responsible for the $1.8 billion dollar bank’s Information Technology Strategic Direction. Prior to her last role as CIO, she was responsible for Bank Operations and Data Processing. Joyce has worked with the Fiserv/ITI Core Systems for over 19 years and has served in the banking industry for over 25 years. In addition to providing 360 View Professional Services, Joyce will assist in sales efforts as well.
Joyce I. Colin can by reached by email at jcolin@inbizservices.com or by directly by phone at 201-741-4029.
About inBusiness Services
inBusiness Services, based in Nashville, Tennessee, is the developer of the 360 View suite of software solutions for financial institutions; included in the suite are 360 View CRM, Loan Past Due Manager, DDA Overdraft Manager, and Loan Extension Manager. Founded in 2001, inBusiness Services is a privately held company supporting over 100 financial institutions throughout the United States and continues to be committed to its primary mission…To Develop, Deliver, and Support the best relationship management software solution for financial institutions on planet Earth. Visit with inBusiness Services online at www.threesixtyview.com.
Media Contact: Chris Green, cgreen@inbizservices.com
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i_TECH promotes 360 View
Click here to view the i_Tech Spring 2007 Newsletter.
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inBusiness Advertises In TBA Magazine
inBusiness Services has recently placed an advertisement in the Tennessee Banker Association's magazine.
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inBusiness Services Granted Exclusive Right to Co-Brand and Co-Sell EnableSoft's Foxtrot PortMerge to the nation's ITI Banks
Nashville, TN - April 2, 2003 - inBusiness Services announced today that they have entered into an agreement with Orlando, FL based EnableSoft that grants inBusiness Services the exclusive right to co-brand and co-sell EnableSoft's Foxtrot Port Merge program to the more than 3000 US banks utilizing Information Technology, Inc.'s (ITI) bank data processing software. inBusiness Services will sell and market EnableSoft's port merge software under the name outReach Financial - Port Merge, powered by Foxtrot®.
outReach Financial - Port Merge, powered by Foxtrot®, will enable ITI banks a safe means of automating what has traditionally been a labor intensive and time consuming process of merging portfolios to eliminate duplicate individual customer records. The merge software includes a PC-based database application to sort and analyze the client's portfolio data identifying and tagging Customer Identification File (CIF) records as likely merge candidates and grouping each set of merge record candidates while identifying the probability that a merge operation is appropriate.
For example, records with identical name, address, SSN, and phone numbers will be grouped as "EXACT MATCHES" while records that are exact matches after applying equivalencies from the software's knowledge base will be in a "LIKELY MATCH" group. A user-friendly Windows application allows for swift review of merge candidates. Since all pertinent portfolio information is available for viewing on a single screen, it is a simple matter to analyze and make merge/no merge decisions and re-assign the lead record if appropriate. "EXACT MATCHES" may be merged en masse and "LIKELY" matches reviewed; significantly reducing the time required for the review step. The software provides the scripts that merge the data real time/online using the host system screens and functions just as it would be accomplished manually. All of the customer and address records are added to the surviving portfolio (if they are not already there) and the accounts are then pointed to the lead or surviving port. If no addenda remain and the "merged" portfolio can be deleted, it is. Since the scripting process uses actual host application screens to affect the merge of customer records, all of the normal host edit checks remain in place, providing an extra level of security to the process.
"We are pleased to have played a part in helping EnableSoft develop this CIF port merge software and know what a great need it will fill within the ITI banking community," said Kevin Anderson, president inBusiness Services. EnableSoft's CEO, Rick Milam is quoted as saying, "We have been very impressed with inBusiness's grasp of the ITI technology and their professionalism. This partnership brings much more to the ITI user community than either company could offer on it's own. It is truly a non-zero sum game!"
About inBusiness Services
inBusiness Services, based in Nashville, Tennessee and founded in 2001, provides financial consulting, products, and software solutions uniquely for banks. The outReach FinancialTM suite of software is user friendly and designed with input from community banks to help bridge the large gaps often left by core software providers. outReach Financial software will automate DDA Management, Past Due Management, Loan Extensions, Customer Relationship Management, and CIF Merge processes, improving operational efficiency while boosting a bank's bottom line. inBusiness Services is online at www.inbizservices.com. Bank partners include - Cumberland Bank, Carthage, TN, Security Bank, Dyersburg, TN, United Community Bank, Blairsville, GA, Citizens Bank, Russellville, AL, Bank of New Albany, New Albany, MS.
About EnableSoft
In the early 1990s, the founders of EnableSoft assisted financial institutions in the transfer and conversion of data from branches of newly acquired banks to their clients' host systems. However, most of their clients were unable to access the databases and source code embedded on their mainframe and midrange host systems, and the programming resources needed to write programs to access the data were unavailable or prohibitively expensive. Their clients were required to manually re-enter the converted data on their host systems - a tedious, costly, time-consuming and error-prone process. Using data-scripting technology, a team of software developers created an innovative solution that automated the entire process of accessing data from the acquired branches, converting the data using a PC database, then transferring the data to the institution's host. This distinctive scripting solution was named "Foxtrot®." Spurred by the success of Foxtrot, these entrepreneurs started an Orlando-based company in 1995 called EnableSoft to further develop Foxtrot and other innovative business efficiency technology solutions for all types of businesses throughout the world. Over the years, the company has developed a full range of business efficiency solutions to help organizations overcome the information technology challenges they face every day. Today, EnableSoft's products and services include Foxtrot Enterprise as well as other solutions designed for use by non-technical staff members to help businesses deal with today's most demanding information technology issues.
Contacts
inBusiness Services - Chris Green (615) 242-0007
EnableSoft - Victor Smith (407) 894-6510
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inBusiness Services and Advanced Network Solutions jointly host community banking conference
Nashville, TN - April 1, 2003 - inBusiness Services and Advance Network Solutions announced today that they are jointly hosting a banking conference on April 28th and 29th at the Radisson Hotel at Opryland. Day one of the conference will be an executive level overview covering many "hot topics" such as Internet Security, Business Continuance Planning, Thin Client Technology, Loan Review, and Finding Lost Money through managing Overdrafts, Past Dues, and Customer Relations. Day two will feature a breakfast and a select-drive-scramble golf tournament held at Springhouse Golf Course.
David Hayes, President and CEO of Security Bank in Dyersburg, TN and the current Vice-Chairman of the ICBA (Independent Community Bankers of America) will be the keynote speaker at the conference. David's address, titled "Its People and Technology" - Traits and Values of Community Banks, will speak to the values and traits that Community Banks must possess today to attract and retain customers as well as discussing how The Check Truncation Act will affect community banks.
"We are excited to have David Hayes, one of our bank partners and someone that means so much to the banking community, deliver the keynote address for the conference," said Kevin Anderson, President of inBusiness Services. "The conference is full of feature rich information addressing many current concerns of community banks that should make for a great event."
You can register for the conference by calling Chris Green at 615-844-6146, Jud Wells at 615 244-1998, or online at www.inbizservices.com/annualconference/registration.html. Conference fees are: conference and golf -- $115, conference only -- $75, Golf only -- $40. A block of rooms is reserved for the conference at the Radisson at Opryland under the name ANS/inBusiness Conference. For room reservations, call directly at 1-615-231-8800. The registration deadline for the conference is April 11, 2003.
About inBusiness Services
inBusiness Services, based in Nashville, Tennessee and founded in 2001, provides financial consulting, products, and software solutions uniquely for banks. The outReach Financial suite of software is user friendly and designed with input from community banks to help bridge the large gaps often left by core software providers. outReach Financial software will automate DDA Management, Past Due Management, Loan Extensions, Customer Relationship Management, and CIF Merge processes, improving operational efficiency while boosting a bank's bottom line. inBusiness Services is online at www.inbizservices.com. Tennessee bank clients include - Cumberland Bank, Carthage, The Farmers Bank, Portland, Security Bank, Dyersburg, and Bank Tennessee, Memphis. About Advance Network Solutions Advance Network Solutions is based in Nashville, Tennessee and was founded in 1998 to promote growth, profitability, and productivity for its clients by strengthening complex business networks.
Advance Network Solutions (ANS) has been very successful supporting banking networks that use the major data processing systems. Supporting this type of network can be tricky and requires a great deal of technical expertise, especially when the bank experiences daily computer problems and struggles with determining the return it will receive by upgrading its systems. ANS often acts as an "accountability" partner, providing alternate options for the bank to consider when the demands of a core-processor appear too expensive or unmanageable. ANS is online at www.ansolutions.com.
inBusiness Services and ANS are Strategic Partners
inBusiness Services and Advance Network Solutions are strategic partners that share their expertise to better serve and support each other's bank clients. Advance Network Solutions hosts inBusiness Service's outReach Financial software which enables banks from around the country easy and reliable access to perform daily operations. The two companies are also located in the same office building at 105 Broadway, Suite 300, Nashville, TN 37201.
Contacts
inBusiness Services - Chris Green (615) 844-6146
Advance Network Solutions - Jud Wells (615) 244-1998
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