Banking

Bank marketing teams often spend too much time and budget getting branded materials to branch locations and end-customers. Front line staff know what they need but often don’t have easy ways to communicate these needs to centralized marketing team members. Excelsior Integrated brings a proven process and an easy-to-use web application, allowing front line and marketing staff the means to manage the processes according to their proper roles.

Clients access their own secure online portal to manage inventory, place orders, automate replenishment for low-stock items, administer staff access, and utilize in-depth reporting including order status, tracking, order history, shipping details, and more. All branch operations have appropriate levels of control over local inventory of forms and branded collateral. Corporate staff can automate every-day items replenishment and control total spend. Centralized list management also enables easy deployment of outbound email campaigns and variable data direct mail programs, all from an integrated web platform.

Eliminate Waste, Save Time and Money

Excelsior Integrated’s marketing fulfillment solutions help bank marketing teams eliminate the inherent waste in their operations including unorganized inventory, over/under print production, delayed responses to branch order requests, and the time lost distributing everyday items to branch locations. We accomplish this by moving marketing material fulfillment directly into the hands of front line branch managers. Corporate has more time to focus on bigger marketing initiatives, while also gaining efficiencies and lowering costs. See how we saved MountainOne Bank time and money in this case study.