Financial facilities.

transcript

Sales & Marketing Meeting

July 19 – 20, 2005

HBE Financial Facilities

•The goal is to have a regular stream of information from HBE delivered to prospects.

•Branding your Credit Union – April 11, 2005–2,000 Credit Union prospects (assets - $50MM+)

•Branding Strategies – Banks - June 20, 2005–3,700 Bank prospects (assets - $75MM to $1 Billion)

•August – TBD

•October - TBD

Direct Mail

Branding Your Credit Union

Branding Strategies for Banks

Direct Mail

•Direct Mail features response mechanism

•All pieces will be available as pdf files that can be e-mailed

•pdf files are potential additions to qualifications books – Tab 7

•pdf files will be added to the website

Advertising

•Narrowly targeted publications

•Credit Unions

•Community and Independent Banks

•Currently features project, satisfied client and call to action

–aesthetic design–testimonial–invitation to call HBE

•Alternative approaches being considered

Credit Union Ads

Credit Union Media Flow Chart

Bank Ads

Bank Media Flow Chart

Presentations

•PowerPoint–Template–Flexible elements–Project profiles–Images

•Creativity–Boards–Customization (What is unique about this prospect?)–Fun

PowerPoint Planning Select Profiles

Northwest Federal Credit UnionHerndon, VirginiaJuri Valdov, President(703) 709-8900

Anheuser-Busch Employees’ Credit UnionSt. Louis, MissouriDavid J. Osborn, President/CEO(314) 771-7700

Wilkes-Barre VA Employees Federal Credit UnionWilkes-Barre, PennsylvaniaRobert M. Burton, President(570) 819-3337

Wright-Patt Credit UnionFairborn, OhioDouglas Fecher, President(937) 429-3340

Olin Community Credit UnionEast Alton, IllinoisDonald R. Reedy, President(618) 258-3168

Dubuque Bank & TrustDubuque, IowaNelson P. Klavitter, Vice President(563) 589-2158

First National Bank of St. LouisO’Fallon, MissouriRichard J. Bagy, President(636) 240-8300

Bank of Lake VillageLake Village, Arkansas Mr. Terence J. Alpe, President(870) 265-2241

Morgan Federal BankFort Morgan, Colorado Michael M. Berryhill, President(970) 867-2443

Greenfield Banking CompanyGreenfield, IndianaPaul E. Easton, President(317) 462-1431

Trade Shows

•Targeted Shows

•Pre-Show Mailers

•Treasure Chest and/or Lobster Promotion

•Follow-up

Trade Shows

Public Relations

•Personnel–New People–Promotions

•Projects–Recent Wins (with rendering)–Milestones (ground breaking, grand opening)

•Initiatives

Public Relations

Qualifications Books

1. Background & Qualifications

2. Steps For A Successful Building Program

3. Planning Study For Your Bank/Credit Union

4. Frequently Asked Questions

5. Project References

6. Relevant Experience

7. Relevant Articles

MEMORANDUM TO: Wes Morgan Patty Apo FROM: Jeanine Fitzpatrick Financial Facilities - Sales DATE: June 24, 2005 RE: Booklet Request Contact Information: Number of Books Requested: Client Name & Address: Delivery Instructions: Project Profiles to be used: References to be used:

Your responsibility

•What is unique about this prospect?

•What do you want them to see/know about HBE?

•What experience is most relevant (geography, type ofproject, etc)?

•What are their possible issues/concerns?

•Who are we up against?

•When do you need it?

•Don’t forget to read it?

Web Site

•New pdf information

•Re-writes

•Ideas for increased use of web site

–E-mail a link to article of interest

–Include website in correspondence

–Give us a heads up and we’ll modify/add something

Web Site

Traffic report on web site

Where are the hits?

Where can we improve?

See if we can get key info on both Fin Fac and Hospitalinterest (hits) for past 6 months

Financial facilities.

Business