Cobranding Personal Financial Statement 2010

One of the Top Five KEY Ingredients to Customer Loyalty...
"Make Things Easier for Customers."

There is no easier way to complete a Financial Statement than to use the Personal Financial Statement 2010. And now banks and lending institutions are capitalizing on the opportunity to offer this easy-to-use tool as a client benefit to their customers.

"The benefits are great for us and our clients. We get the information we need printed legibly and our customers can update their financials painlessly." Manatee Bank

Manatee Bank in Florida co-branded the software to use as an incentive to bring in new customers. By offering a time saving tool to business owners the bank was able to generate new business and improve current customer relationships and loyalty. As a part of an overall strategy, Manatee used the software as a client benefit that strengthened their message of providing tools for the "busy business owner."

"Making the loan process easier for lending institutions and customers!"

COBRANDING BENEFITS

BENEFIT ONE - Total Customization of Packaging and Delivery Options

There is an option to fit any institution's goals and objectives in regard to marketing. customization and customer delivery.

	Delivery Options: Software CDs in CD jacket or DVD case, unlimited internet downloads, and/or stand-alone Kiosk.
	Institution's logo and branding on CD or DVD packaging.
	Institution's logo and marketing message featured on main welcome screen when software is opened.
	Institution's logo and contact information on every financial statement printout.
	Optional rotating splash screens for additional marketing and advertising of institution's services.
	Licensing and package pricing to fit any size institution.

BENEFIT TWO - Customer Loyalty is Built by Offering a Valuable Service

	Clients can save their Financial Statement and update when necessary.
	Saves time for clients who are constantly updating their Financial Statement.
	Ease of Use - Written in a format that takes the confusion out of completing a Financial Statement.
	Client can generate an accurate and professional looking Financial Statement through an easy step-by-step process.
	Institution's no longer have to answer time-consuming questions such as “What is an asset?” or “What is a contingent liability?” A How-to section and Glossary is included to answer most questions.

BENEFIT THREE - Institution Benefits

	Institution's marketing message throughout customized branding of the software.
	Customer loyalty by providing a service and benefit the customer will continue to use and appreciate.
	Promotional incentive for new customer traffic.
	Institution will remain on the cutting edge of technology.
	Speeds up the loan application process.
	No more, hard to read, inaccurate, handwritten Financial Statements.
	Eliminates errors in addition and subtraction to give accurate calculations.
	Saves the institution processing time which saves money.

Testimonials

"After securing a 100% loan, I'm sold on the Personal Financial Statement Software."
Chris Henderson - 1st time Home Buyer

"I am in the business of buying and selling real estate. I purchase 40-50 properties a year. Each time I visit my banker, he needs an updated financial statement. With your software, I can update my Net Worth in minutes. This means a lot to me, since I seem to be updating my Net Worth at least 20 times a year."
Robert Crabshaw - Real Estate Investor

"An unaudited financial statement we had used a few years ago in our business had been prepared by our accountant at a cost of about $500. Since the financial statement was outdated I really did not wish to spend that much, or more, again for the accountant to prepare another one..." Read More
David R. Murray,
President, Murray Enterprises, Inc.