Insight Ecosystems

Retail Banking Conference

admin — Thu, 23 Jan 2014 00:00:00 GMT

Workshop B: Improving Performance in the New Banking Environment: Mission Impossible?

With economic pressures driving down profits and all eyes on efficiency, retail bankers are looking at ways to shrink branch staff and increase performance at the same time. Sound like the banking version of "Mission Impossible"? It doesn't have to be. This workshop will showcase a new, innovative model that transforms business intelligence into a bank-wide automated, daily dashboard — featuring a scorecard designed to motivate staff, while effectively monitoring and managing performance. Learn how one bank leveraged this technology to exceed its debit card, opt-in, e-statement and deposit goals, even after a staff reduction.

Include the following code when you register for a $250 discount:
Code: IE250

Presented By: Ted Triplett, Chief Marketing Officer, INSIGHT ECOSYSTEMS; Tami Armstrong, Vice-President, Marketing Director, NATIONAL BANK AND TRUST COMPANY

American Banker - Banking Analytics Symposium

admin — Mon, 15 Jul 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

For a baseball franchise, analytics play a vital role in developing strategy, tactics and techniques. Banks can apply the same approach to gain a competitive advantage, improve performance and drive growth and profitability. This entertaining and lively session will share the story from the movie Moneyball through the eyes of a bank. You not need know anything about baseball to discover how to hit home runs by turning data into insight and insight into results.

American Banker: 18th Annual Small Business Banking Conference

admin — Tue, 25 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Arkansas Bankers Association: Bank Management Seminar

admin — Tue, 25 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Texas Bankers Association: Annual Convention

admin — Tue, 25 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Indiana Bankers Association: Annual Convention and Tradeshow

admin — Tue, 25 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Nebraska Independent Community Bankers Management Conference and Trade Show

admin — Mon, 03 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Young Bankers of Kansas Fall Convention

admin — Mon, 03 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Maine Bankers Association 120th Annual Convention

admin — Mon, 03 Jun 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Community Bankers of Washington Annual Convention and Tradeshow

admin — Mon, 15 Apr 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Southeastern Conference of Community Bankers

admin — Wed, 27 Mar 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Retail & Small Business Banking Conference

admin — Thu, 07 Feb 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

CFO Conference

admin — Wed, 06 Feb 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

CFO Conference

admin — Wed, 06 Feb 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

ABA National Conference for Community Bankers

admin — Wed, 06 Feb 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

CFO Conference

admin — Wed, 06 Feb 2013 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

New Hampshire / Vermont Bankers Conference

admin — Mon, 06 Feb 2012 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Michigan Bankers Association BEST Conference

admin — Mon, 06 Feb 2012 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

Being on the front lines of cutting-edge analysis won’t guarantee you success. But, it’s always better to be in the game than watching it from the bench. This session will not only put you in the game, but it will help you perform better!

Session objectives and takeaways include:

A better understanding of data analytics
How to apply the concepts behind Moneyball to acquire and retain the best customers at the lowest cost
How data analysis can improve decision making and results
How an enterprise-wide approach to analytics can help improve employee, branch and bank performance
How the use of analytics can help banks gain a competitive advantage and compete against bigger financial institutions with larger budgets

North Dakota/South Dakota Annual Convention

admin — Mon, 06 Feb 2012 00:00:00 GMT

Winning with Analytics: What Banks Can Learn from Moneyball

American Bankers Association Marketing Conference

admin — Fri, 01 Apr 2011 00:00:00 GMT

Understanding and Leveraging Customer Profitability

Understanding the profitability of your clients and products can have a tremendous impact on your marketing results. With tighter marketing budgets, every dollar invested in marketing must deliver measurable return on revenue. If you don’t know the who, what and why’s of customer profitability how can you prove your marketing plan had anything to do with your bank’s profit growth?

In this session attendees will learn the fundamental importance of customer and product profitability and how to leverage this knowledge to increase sales, improve retention, lower costs and improve profits.

Session Objectives and Takeaways:

Provide a high-level overview of methodologies used to determine account, household and product profitability.
Teach participants how to divide customers into useful and actionable segments based on profitability and develop and implement strategies to improve the profitability of each of these segments in your customer base.
Describe how to utilize customer profitability intelligence to improve marketing initiatives, develop targeted cross-sell programs, focus retention efforts, etc.

Two Session Times:

Monday, September 19 3:30pm – 5:00pm
Tuesday, September 20 10:45am – 12:00pm

Michigan Bankers Association BEST Conference

admin — Fri, 01 Apr 2011 00:00:00 GMT

Uncertain Times Demand Extraordinary Leadership

Ted is known for his contagious enthusiasm and excitement. In this lively session, Ted will show you precisely what it takes to be a leader, providing strategies to help you lead successfully in tough economic times. You will take away valuable insights on how to motivate and guide your organization through times of great change.

Minnesota Bankers Association Marketing Conference & Women in Banking Conference

admin — Fri, 01 Apr 2011 00:00:00 GMT

Don’t Blame Your Customers for Not Staying: How to Build Stronger Customer Relationships

Ted is known for his contagious enthusiasm and excitement. In this lively session, bank marketers will take away valuable insights on how to strengthen new and existing customer relationships. Ted will provide participants with the actionable ideas and tools they need to develop a relationship marketing strategy that will help them increase retention, cross-sell opportunities and the lifetime value of their customers.

Michigan Bankers Association BEST Conference

admin — Fri, 01 Apr 2011 00:00:00 GMT

Team Banking: A New Culture of Internal Partnerships Focused on External Relationships

Commit to a culture of Team Banking and expand, attract and retain bank clients more effectively across all business lines. Tami will share the elements of a Team Banking approach including values that guide the philosophy, tools that enhance team success and build business, internal networking to achieve goals and keys to team managed relationships. Plus, learn how National Bank and Trust created Team banking buy-in and linked behaviors with a year-long fun and a competitive Team Banking Contest.

Five Ways to Produce Effective Cross-Sell Results

Ted Triplett — Thu, 05 Jun 2014 15:46:57 GMT

Many bankers spend a considerable amount of time developing their cross-sell strategy, only to see little return on their efforts. Why does this happen? According to Harvard Business School Press, 90 percent of well-formulated strategies fail due to poor execution.

Now, I’ll take that one further: Failing to generate real, ...

3 Steps to Create Cross-Sell Success

Ted Triplett — Thu, 05 Jun 2014 15:43:10 GMT

It’s easy to build a case for cross-selling additional products and services to customers. The hard part is developing a program that’s measureable and effective.

Cross-selling is essential to developing strong, lasting customer relationships. Therefore, the first phase of creating a successfully cross-sell program should be a series of value-focused ...

An Effective Cross-Sell Strategy: Both High-Tech and High-Touch

Ted Triplett — Thu, 05 Jun 2014 15:39:00 GMT

Short of developing clairvoyant abilities, is it possible to determine the best product or service to offer a customer?

It is when you use next-best, or predictive, modeling — the piece of data analytics that helps banks model and make predictions. In fact, any cross-sell program worth its salt should ...

Cross-Selling: It's Important, But Often Neglected

Ted Triplett — Wed, 23 Oct 2013 16:56:42 GMT

It's one of the basic rules of retention: The more products you sell to a customer, the less likely they are to leave your bank.

Just look at the proof. According to Bank Intelligence Solutions (BIS) from Fiserv, a customer with just one product at their bank will stay for ...

How to Measure, Monitor and Manage Through a Scorecard

Ted Triplett — Thu, 01 Aug 2013 16:35:00 GMT

The slow economic recovery and new government regulations are forcing banks to squeeze the last penny out of every dollar. Banks large and small have been looking for ways to conserve cash, do more with less, combine efforts and invest in only what matters—to improve performance and increase efficiency.

To ...

Develop a Dialogue with Your New Customers

Ted Triplett — Mon, 13 May 2013 08:00:00 GMT

You’ve done it. The prospect has opened an account with your bank. Now all you have to do is to keep them happy and move on to the next new customer, right?

Attracting new customers is only the first step. Keeping them is a challenge. By getting to know your ...

Show Customers that Their Opinions Matter

Ted Triplett — Wed, 27 Mar 2013 16:07:47 GMT

Like a lot of banks, you may routinely survey your customers. After all, soliciting feedback via surveys, assessments or questionnaires is an excellent way to discover how your customers feel about their relationship with your bank.

But are you really using the information to help your customers? Asking for feedback ...

Justify Marketing as an Investment by Measuring Your Success

Ted Triplett — Sun, 10 Feb 2013 07:00:00 GMT

As the economy continues to regain its strength, financial institutions large and small have been looking for ways to conserve cash, do more with less, combine efforts and invest in only what matters.

According to the 2012 ABA Bank Marketing Survey Report, respondents listed budget and cost controls (25.3 percent) ...

Show Management That With the Right Tools Your Bank Can Accurately Measure Retention

Ted Triplett — Sun, 03 Feb 2013 07:00:00 GMT

Most senior management teams believe their bank has an attrition problem.

Their assumption, however, generally is based on conventional wisdom. They see statistics showing the average attrition rate for banks in the United States at 14.6 percent. They hear a branch manager mention it seems like the bank has closed ...

Analytics: Your Next Best Thing to a Crystal Ball

Ted Triplett — Sun, 27 Jan 2013 07:00:00 GMT

In today’s competitive environment, it’s important for banks to maintain and grow customer relationships in order to sustain profitable growth. But as banks continue to attract new customers through acquisition, existing customer churn undermines this growth.

“Churn” refers to both the percentage of customers who end their relation with a ...

An Integrated Strategy Optimizes Customers' Lifetime Value

Ted Triplett — Fri, 27 Jul 2012 12:00:00 GMT

When it comes to maintaining and growing customer relationships, too many banks are failing to integrate their strategies. Instead, they focus their resources in just one area.

Customer acquisition, retention and cross-selling strategies aren't new ideas for bank marketers. Most banks execute acquisition campaigns to drive in more deposits. Most ...

One Answer to Retention is Right in Front of You

Ted Triplett — Mon, 14 May 2012 06:00:00 GMT

With the uncertainty that lingers from the financial crisis fallout, banks continue to face the question of how to hold on to existing customers. One solution lies within a vast, yet largely untapped segment of their current customers.

Yes, it's true that banks should continue to actively protect their top ...

Customers Would Pay More —if Banks Would Find Out What They Really Want

Ted Triplett — Thu, 15 Dec 2011 07:00:00 GMT

It's no secret that banks are being forced to deal with new government regulations. They're also searching for answers on how these new regulatory measures will impact their customer relationships. Many banks assume that eliminating free checking or charging a fee on debit cards would negatively affect customer retention and ...

Why Pre-Boarding is Essential to Attracting and Keeping Profitable Customers

Ted Triplett — Mon, 17 Oct 2011 07:00:00 GMT

It’s been long recognized that checking accounts are the workhorse of retail banking and create the best opportunities for other relationships to develop between the bank and its customers—check cards, bill pay, and the like. At any given time, 16 to 26 percent of the population is seeking a new ...

Join us at the ABA Marketing Conference 2011

Team Insight — Fri, 09 Sep 2011 15:00:00 GMT

Join us at the ABA Marketing Conference and learn more about how our services and solutions can help you build stronger, more profitable customer relationships!

Visit us at Booth #314 (near Cyber Lounge)
September 18-20, 2011
Marriott Baltimore Waterfront

FREE Book Signing by PeterSheahan

ABA keynote speaker and bestselling author...

National Bank and Trust Company Selects Insight Ecosystems for MCIF/CRM Replacement

admin — Mon, 21 Nov 2011 05:00:00 GMT

For immediate release

LITTLE ROCK, AR. - November 21, 2010

Insight Ecosystems announced today that The National Bank and Trust Company (NB&T) has selected Insight Ecosystems to replace its current MCIF/CRM system.

Insight's "ecosystem" will provide NB&T the ability to see ...

Insight Ecosystems Hires Ted Triplett as Chief Marketing Officer

admin — Mon, 04 Apr 2011 07:00:00 GMT

For immediate release

LITTLE ROCK, AR. - April 4, 2011

Insight Ecosystems, a provider of data management, business intelligence, and performance management services to retail banks, today announced the addition of Ted Triplett as Chief Marketing Officer.

Ted Triplett is a ...

Market Leader Bank of the Ozarks Selects Banker’s Insight for Contact Management and Sales Force Automation

admin — Mon, 15 Nov 2010 05:00:00 GMT

For immediate release

LITTLE ROCK, AR. - November 15, 2010

Insight Ecosystems announced today that Bank of the Ozarks, headquartered in Little Rock, AR with $3.2 billion in assets and 86 locations throughout Arkansas, Texas, Georgia, North Carolina, South Carolina, Florida, ...

Insight Ecosystems Releases Banker's Insight 4.0 for Banking Business Intelligence

admin — Wed, 11 Nov 2009 08:00:00 GMT

For immediate release

LITTLE ROCK, AR. - November 11, 2009

Insight Ecosystems LLC has released Banker's Insight 4.0, a major update to the company's market-leading business intelligence solution for the financial services industry.

The already powerful Banker's Insight Dashboard has ...

Insight Ecosystems Expands Executive Team

admin — Mon, 23 Feb 2009 15:52:00 GMT

For immediate release

LITTLE ROCK, AR. - February 23, 2009

Insight Ecosystems, a provider of data management, business intelligence, and performance management services to retail banks, today announced the recent additions of John Lee as Chief Operating Officer and Bum Lee ...

Insight Ecosystems Fills Smaller Banking Niche

admin — Mon, 03 Nov 2008 13:34:00 GMT

Arkansas Business magazine highlights Insight Ecosystems in this article.

Market Leader Bank of the Ozarks Selects Banker's Insight for Performance Management and Marketing

admin — Tue, 30 Sep 2008 15:49:00 GMT

For immediate release

LITTLE ROCK, AR. - September 30, 2008

Insight Ecosystems today announced that Bank of the Ozarks, headquartered in Little Rock, AR with $3.1 billion in assets and over 70 locations throughout Arkansas, Texas and North Carolina, has implemented ...

Insight Ecosystems Announces Banker's Insight 3.0 Banking Business Intelligence Solution

admin — Tue, 09 Sep 2008 15:47:00 GMT

For immediate release

LITTLE ROCK, AR. â€” September 9, 2008 Insight Ecosystems LLC today announced the immediate availability of Banker's Insight 3.0, a major update to the company's market-leading business intelligence solution for the financial services industry. Banker's Insight ...

Insight Ecosystems announces the availability of Banker's Insight Release 2.0

admin — Sat, 31 Mar 2007 15:43:00 GMT

For immediate release

LITTLE ROCK, AR. - March 31, 2007 Insight Ecosystems today announced the availability of Banker's Insight Release 2.0, a new update to the company's innovative business intelligence solution for the financial services industry. Banker's Insight discovers and communicates ...

Insight Ecosystems announces the introduction of a revolutionary solution for the banking industry

admin — Mon, 01 May 2006 15:40:00 GMT

For immediate release

LITTLE ROCK, AR. - May 1, 2006 Insight Ecosystems announces the introduction a of revolutionary new solution for the banking industry, Banker's Insight. Banker's Insight is an integrated solution for real time business insight that uses new technologies ...