Outsourced staffing and operation of bank CRM and Marketing Information Systems
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Outsourced staffing and operation of bank CRM and Marketing Information Systems |
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Table of Contents
Will there be a research analyst dedicated to our bank?Yes. Each client bank has a specific person assigned to
them. This means your analyst will be familiar with your products, your branches
and your people. They will have access to your account history, so it will be
easy to update reports or lists you have requested in the past. Your research
analyst will also be supporting other non-competing banks which allows you to
reduce your costs. What if my research analyst is not available?Our research analysts work in teams, so in addition to your primary analyst you will have a back-up familiar with your bank. How will I communicate with our research analyst?Research analysts are always available by phone to discuss your information needs or to strategize . For routine information requests, you can fill out an electronic request form and submit it via secure email or fax. All requests will be acknowledged and confirmed by phone with an expected completion time. How will you send information back?In most cases we will send your reports electronically to ensure the fastest turnaround. You can specify the format you want for each request: formatted reports, spreadsheets allowing additional manipulation, mailing label format or delimited text files. Do you limit the number of people in the bank who can request information?We know that the more people in the bank who use the MCIF the more valuable it will be. Therefore we accommodate requests from any number of people or departments in your bank. On the other hand, we know that many banks want to control the access to potentially sensitive information within the bank. Accordingly, we institute a procedure of passwords and request confirmations to reflect your institution’s desires for maximum utility and responsible controls. What about privacy?Under the language of Gramm-Leach-Bliley, Quantisis
Research is a non-affiliated third party service provider acting on behalf of
the bank.. Further, our contract explicitly prohibits us from disclosing our
using customer information other than to carry out the purposes for which it is
provided to us. Accordingly, your relationship with Quantisis does not trigger
any additional reporting or opt-out requirements. Furthermore, your customer data, as well as any lists reports or analyses generated from it are kept in strictest confidence in accordance with your privacy policy. Why is Quantisis cheaper than in-house?Quite simply, we can do it cheaper because we do more of it. While it is not cost effective for a bank to dedicate a person to MCIF operation, our research associates support more than one non-competing institution. So you have the benefits of a full time resource, you pay only a portion of the cost. Back to Top |
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Copyright © 2007
Quantisis Research, Inc.
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