AIM

Program Guide

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Online Banking

AIM

Assisted Integration and Merger


Part of a series of Banking Optimization Solutions: Lift™ • MaxCAP™

 

The Assisted Integration and Merger (“AIM”) solutions from PROFIT INSIGHT® ensure products, business processes and underlying drivers meet and exceed performance expectations before and after a conversion. AIM™ helps banking executives make the right decisions in fi ve sectors of their business:

  • PRODUCTS
    Blending checking, savings, money-market, time, line-of-credit, loan and credit card options is essential to maintain customer experience and acceptance.
  • SERVICES
    Connecting a variety of platforms including on-line banking, business/cash management services, remote deposit capture, etc. is critical to maintaining consistency across all lines of business.
  • PRICING
    Continuing, aligning or discarding rates and fees for loan and deposit products ensures compliance and maintains market competitiveness.
  • VENDORS
    Removing duplicated, overlapping and/or competing vendor contracts lowers operating costs and improves service delivery.
  • PROCESSES
    Consolidating, eliminating or integrating all business processes maximizes technology utilization and minimizes waste.

RESULTS

  • Ensure a seamless transition
  • Enhance customer experience
  • Improve conversion decisions

Areas of Focus

  • Product Comparison and survival mapping
  • Process evaluation and integration-gap analysis
  • Customer impact analysis
  • Key decision templates with financial impact assessments
  • Customer communications and internal training
  • Deposit pricing integration

AIM™ keeps current customers loyal and attracts new ones before, during and after the conversion.

Make the right decisions before and after conversion.