Affinity™
Straight Through Profitability Management
Copyright ©
®
Proprietary and Confidential
1
Affinity: Integrated CRM Platform
•
•
•
Affinity delivers the ultimate CRM solution by tightly integrating
four highly customizable facets of customer relationship
management: Sales, Marketing, Finance, Customer Support
Affinity combines best of breed Open-Standard technologies
with patented innovations
Affinity and its components have been deployed and are used
extensively in major financial services firms
Provider
Sales
Reps
Provider
+ Management
Provider
Customer
Provider
Service
Provider
Provider
Marketing
Customer
Candidates
Fees
Commissions
Clients
Copyright ©
®
Provider
Provider
Finance
Affinity™
Proprietary and Confidential
Assets
Transactions
2
Quantitative Profitability
Management: Sales
•
•
Affinity’s Sales Force Automation (SFA) module empowers your sales force to
quickly view and capture pertinent client information.
Sales Bulletin Board – Create an online website for your sales teams
– Central Brochure and FAQ Repository
– Hierarchical, customizable presentation
– Online Sales-related Forum
•
Referral Tracking
– Centralized Referral Entry
– Customizable Inter-departmental Workflow
•
Answer key sales questions:
– Which of my clients have the greatest investable assets?
• Appendix A: My Opportunities
– Which of my clients produce the most revenue?
• Appendix A: My Opportunities
– Which of my clients have assets in competitive firms?
• Appendix A: CRM Search Page
• Appendix A: Contact Drill-Down
Copyright ©
®
Proprietary and Confidential
3
Quantitative Profitability
Management: Marketing
• Affinity’s Marketing Decision Support data model enables
your marketing team to plan, track, and analyze
marketing campaigns.
• Instantly access a robust and flexible database using
standard SQL or any third-party user interface query tool
• Use feedback captured in the SFA module to improve
follow-up campaigns and zero in on the desired
information
– Appendix A: Campaign Configuration
• Instantly add free-form or drop-down fields to the SFA
module to capture new information about clients.
• Reporting system automatically incorporates and reports
on user-defined fields.
– Appendix A: Campaign Reporting
Copyright ©
®
Proprietary and Confidential
4
Quantitative Profitability
Management: Finance
•
•
•
Affinity’s Financial Billing module enables automated
commissions calculations by reconciling opportunities within
the SFA module with financial transactions from external
systems.
Build customized commission rules based on arbitrary criteria
(such as client, environment, temporal, or transactional
attributes) to give exactly the right incentive to your sales force
Integrated Fee Management
– Sales Commission
– Service Pricing
•
View real-time commission payouts
– Appendix A: Payout – Commission Driven Prioritization
•
View real-time rule violations or warnings
– Appendix A: Asset Flows: Pending Workbench
– Appendix A: Asset Flows: Rejected Workbench
Copyright ©
®
Proprietary and Confidential
5
Quantitative Profitability
Management: Customer Support
• Affinity’s Customer Support tracking module monitors
your customer service department and holds each
member personally accountable for their customer
contacts and workload
• Measure sales force productivity in real time
– Appendix A: Support Productivity
– Appendix A: Support Workload Dynamics
Copyright ©
®
Proprietary and Confidential
6
Incentive-Driven Sales Workflow
Follow Up
(Personalized
Workbench)
Opportunity
(Projection+
Ownership)
Exception
Queue
Reconciliation
Provider
Provider
Sales
Rep
Clients +
Assets
Approved
Queue
Commissions
Copyright ©
®
Proprietary and Confidential
7
Appendix A: Payout – Commission
Driven Prioritization
Customizable fee components
Copyright ©
®
Proprietary and Confidential
Computed total columns
8
My Opportunities
Drilldown to Different Forms
Role-driven security
Copyright ©
®
Proprietary and Confidential
9
Asset Flows: Rejected Workbench
Workflow creates customizable workbenches with assignable and drillable entries
Copyright ©
®
Proprietary and Confidential
10
Asset Flows: Pending Workbench
Export to Excel
Copyright ©
®
Proprietary and Confidential
11
CRM Search
Configurable Tabs
Configurable Field Names
(supports multiple languages)
One-click Sort
Searchable Headers
One-click Print View
Copyright ©
®
Proprietary and Confidential
12
Contact Drill-down Page
Ability to add new fields
Hierarchical data structures
Many accounts to one lead
Copyright ©
®
Proprietary and Confidential
13
Support Workload Dynamics
Bar charts quickly
pinpoint spikes or
drops in workload and
productivity
Copyright ©
®
Proprietary and Confidential
14
Support Productivity
Heatmaps show relative
under- and overperformance by color
shading
Copyright ©
®
Proprietary and Confidential
15
Campaign Configuration
Copyright ©
®
Proprietary and Confidential
16
Campaign Reporting
Copyright ©
®
Proprietary and Confidential
17
Appendix B: Technology
•
Three-tier enterprise application
–
–
–
•
Relational database
Java Servlet middle tier
HTML-Javascript zero-footprint client
Hosted on multiple Linux servers for
–
–
high availability
fast performance
•
•
–
•
•
1.5 million rules per transaction
Average rate of 500 transactions per second
lower TCO
All batch processing is ACID compliant (Atomic, Consistent, Isolated, Durable),
delivering maximum reliability for critical financial transaction processing.
Highly modular architecture supports multi-level customization, including:
–
–
–
–
–
Copyright ©
HTTPS APIs
Batch file parsing and loading interfaces
Dynamic loading of customized Java classes and libraries (enables custom reports and workqueues)
Configurable HTML template loading (enables customized forms)
Drop-in PL/SQL procedure support (enables arbitrarily complex validation and workflow rules)
®
Proprietary and Confidential
18