Converged Solution: The Power of One

Cradle to grave solution converging:

• Telemarketing
• Customer data entry &
• Transaction document creation with network integration

New paradigm: LastPeak agent as Customer e-loan agent:

• Telemarkets targeted bank customer lists
• Pre-qualifies customer credit
• Enters customer data
• Prepares documents

Transmits loan package to Customer workflow network for Customer closing agent LastPeak Value:

• Highly skilled & trained telemarketing agent
• Highly skilled data entry and form creation
• Rapid response by Customer-dedicated team
• Compelling cost

Customer ROI:

• Modern e-commerce transaction for Customer via his/her home
• Customer satisfaction means greater loyalty
• Pro-active marketing to targeted customers as CRM tool
• Customer understood & process made simple
• Increased revenue

Old paradigm:

e.g. mortgage lead/loan transaction: mid-level employee(s) market, credit qualify & document prep inbound loan application – high cost in time and labor

	Power Of One
2 Prongs Shape the P1 SmartMarketing™ Tool		Human Interface: Proactive upsell E-commerce look & feel
Smart Marketing Customer Satisfaction = Increased Revenue		Back End Process: BPO efficiency Quality @ low cost