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LKCS
Overview
• Today’s marketing and operational decisions are based on data!
– Fast and easy access to that data is critical
– Ability to understand the data is the difference between success and failure
Overview
• Not a “techie”? No problem!
– LKCS designed DataFlex with you in mind. That means no SQL or Database training
– Ability to perform multi-dimensional analysis
– Easily identify and respond to opportunities and challenges
Reporting
• Not just your typical data tables and graphs
• Interactive reports and dashboards give you instant access to information
• Drill down as far as you need to go – all the way to customer level
• Drag and drop identifiable elements where you want them
• Video tutorials on standby when needed
DataFlex Dashboards
• Perfect for snapshots and historical trends
• Combination of tables, graphics, gauges, dials and other graphical indicators
• Self-service – determine how you want to see your data
• Delivered via web browser, optional delivery via e-mail or Smart Phone, optional ability to embed in Office (Word, PowerPoint, Excel) documents.
DataFlex Reports
• From highly graphical business reports to multi-page data tables – AVAILABLE INSTANTLY
• Fully Interactive –– Rearrange and reformat the data (drag and drop and
formatting toolbar) – sort rows, roll up categories, add/remove columns of data
– Parameter prompts ensure you get the data you want –select account types, demographics, branch locations, and more
– Save any report layouts you wish to keep
– NO PROGRAMMING REQUIRED
Reporting Demonstration
• Demonstration
The End Result
• DataFlex Reporting Enables:
– Customer Analysis • View a complete picture of a customer’s relationship with
you.
– Marketing Analysis• Identify cross-sell opportunities by analyzing customer
information to create distinct segments based around product type(s) and balance level(s) which can then be used in product development, targeted marketing, or relationship pricing
The End Result (continued)
– Promotion Analysis• Couple demographic data and customer relationship data to
optimize promotions• Track success of marketing campaigns
– Branch Analysis• Compare account penetration, marketing campaign
success, and new account acquisition between branch locations
Out of the Box
• Over 120 dashboards and reports ready to use and customize.
• Over 60 targeted marketing campaigns ready to launch and track.
• Assistance with reports, extracts and tracking, marketing expertise and ideas.
• Secure, concurrent access for multiple employees.
• New content and tutorial videos being added regularly.
It’s In the Data
• Standard Deposit/Share and Loan Files– Standardized data sets LKCS can work with you to get
– Available from all DP systems
• Appended Demographics– Age, income, gender, presence of children,
homeowner/renter, mortgage amount, home purchase price, available equity range, etc.
• Additional Data Sources Can Be Incorporated– Credit cards, mortgage loans, additional
demographics, etc.
Pricing
• Bundled pricing for DataFlex Reporting and DataFlexMatrix Mailing
– Initial Setup/Programming/License/Training Fee
– Monthly Charge
– Data Append Charge (based on number of account holders)
– Charge Per Letter Mailed– Custom Report Charges (Optional)
Thank You
What questions can I answer for you?
Tim TurczynSenior Sales Representative
(815) [email protected]
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