COA
COATM
Incentive Management

COATM for Banking
For banks and credit unions that want to grow, or operate with greater efficiency, Enterprise-wide Opportunity Management (EOM) is vital. EOM makes it possible to quickly recognize and properly respond to customer opportunities no matter where or how they originate.  Results include higher sales, increased profits, better retention, and greater employee productivity. The customer experience is also greatly enhanced making Opportunity Management a win-win.

Rooted in Customer Relationship Management, Sales Force Automation, and Marketing Automation, EOM leverages the advantages of these practices while mitigating the drawbacks. EOM also eliminates the need to purchase and maintain separate systems. COATM is a proven and powerful EOM platform that lets all departments and lines of business proactively engage customers across any channel. It is the vital link between CRM, SFA, and marketing.

COATM is flexible and comprehensive it delivers everything in the diagram above and then some. The following COATM modules reflect specific types of opportunities and outcomes; you decide how broad, or narrow, your opportunity pipeline is:

A key differentiator of COATM is how it does more than simply "corral" opportunities. Data mining and decision management components of COATM use advanced analytics and business rules to identify, qualify, and prioritize opportunities as they emerge. Then COATM assigns and distributes the opportunities for follow up, guiding each one to completion. COATM ensures that everything is tracked, measured, and reportable, bringing structure and accountability to areas and activities that are a challenge to manage. Best of all, the entire process is automatic and occurs on a continual basis.

To learn more, request the paper Opportunity Management with COATM.

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