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METAVANTE SIGNS BANK OF MARIN FOR LEADING CUSTOMER RELATIONSHIP MANAGEMENT SOLUTIONEnterprise Contact Management to Boost Bank’s Level of Customer ServiceMILWAUKEE, Sept. 4, 2001 – To further retain and expand its customer base, Bank of Marin (Nasdaq: BMRC) has implemented the new Metavante Enterprise Contact Management in its suite of Customer Relationship Management (CRM) products and services. Metavante Corporation is the technology subsidiary of Marshall & Ilsley Corporation (NYSE: MI).Based in Corte Madera, Calif., Bank of Marin is committed to providing its customers with personal service and partnership achieved through cutting-edge technology within the framework of a strong customer care philosophy. Bank of Marin has shown steady growth since its inception in 1989, at which time it became a Metavante Financial Technology Services client, using such core banking products as deposit, loan and customer information system. In addition, Bank of Marin uses other Metavante solutions, including EFT and Card, Electronic Banking, Electronic Presentment and Payment, Wealth Management and CRM. Metavante Enterprise Contact Management, powered by Onyx Software, will help Bank of Marin provide its customers with products and services that focus on their needs and enable the bank to continue delivering unparalleled customer service, which has resulted in a high degree of customer loyalty. Metavante announced in May 2001 its selection of Onyx to expand its hosted CRM solution for financial services clients. Enterprise Contact Management affords the following benefits: ·Ability to identify new product sales opportunities and provide rapid follow-up with customers on the right product to meet their needs; ·Ability to share consistent information across the entire organization, regardless of geographic location; ·Provides a complete view of all customer relationships by capturing all customer contact information across all channels of contact and utilizing the integration of data from several databases and other systems; ·Timely completion of customer service issues and adherence to service levels; ·Tracking of issues, touch points, and sales. “As our customer base grows, knowing each customer well becomes more challenging,” said Bob Griswold, president and CEO, Bank of Marin. “Both the suite of financial technology solutions provided by Metavante, and now Enterprise Contact Management -- the most recent addition to our CRM strategy -- are a natural fit with our belief in technology as a complement to personal service. The proof is in our high degree of customer retention. With customer expectations increasing daily, we believe Metavante Enterprise Contact Management will further enhance our customer care capabilities, which ultimately will result in greater profitability.” “Our long-standing relationship with Bank of Marin demonstrates the positive results of a top-down commitment to a comprehensive CRM strategy and the supporting technology,” said Linda Fischer, vice president and general manager, Metavante Customer Relationship Management. “This is a very customer-centric organization with the vision to recognize the opportunities presented by effectively leveraging a CRM approach to customer retention and the capabilities of using cutting-edge technology.” Metavante delivers a complete, integrated customer care solution that offers analytical and decision support capabilities, channel integration, sales and service automation, and financial professional services consulting. Metavante provides CRM products and services to more than 660 financial service organizations, assisting them in obtaining a complete understanding of their business and customer relationships. About Bank of Marin Headquartered in Corte Madera, Calif., Bank of Marin (Nasdaq: BMRC) is a California State chartered bank, which operates eight branch offices throughout Marin County and southern Sonoma Counties. Bank of Marin currently has offices in Strawberry, Corte Madera, San Rafael, Northgate, Ignacio, Novato and Petaluma. The bank also has an Investment Advisory & Trust Services division, which is located at the Corte Madera location. About Metavante Corporation With more than 3,500 clients, including the largest 20 banks in the United States, Metavante Corporation is a leading financial services enabler, providing virtually all the technology an organization needs to offer financial services. Metavante offers customer relationship management, electronic banking, electronic funds transfer and card solutions, electronic presentment and payment, financial technology services, private label banking, and wealth management solutions. Headquartered in Milwaukee, Wis., Metavante is wholly owned by Marshall & Ilsley Corporation (NYSE:MI). For more information, see www.metavante.com. Editorial Contact: Tim Kobussen Metavante Corporation 414-357-3651 tim.kobussen@metavante.com top of page |
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