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Dave Buerger – Co-Founder & CEO
Darin Chong – Co-Founder & COO
Tony Salamone – SVP Sales & Client Services
1-Click Lending Made Easy
Please use theInnovation ConferenceEvent App to check-in to this session S729
Agenda
• Industry Priorities
• “New Normal” in Consumer Expectation
• Solution Overview
• Demo
• Panel Discussion and Q&A
Current Financial Perspective – Growth Priorities
Current Financial Perspective – Growth Priorities
Current Financial Perspective – Tech Priorities
Current Financial Perspective – Tech Priorities
Current Financial Perspective – Marketing Priorities
Current Financial Perspective – Marketing Priorities
30% of consumers plan to increase their
usage of non-traditional financial service providers.
New Competition
2007
Everything Changed.
Optimized Experiences
How do financial institutions leverage technology to cater to
the on-demand mindset?
New Expectations
Think “1-Click”
MAKE IT EASYI want it RIGHT NOW.
MAKE IT PERSONALKnow me. Understand my needs & preferences.
MAKE IT ACCESSIBLEBe ready when and where I need you.
Take full advantage of your three most valuable assets:
Captive Relationships·Established Delivery Channels·Transaction Data
We Empower Consumers with
Perpetual Loan Approval
Data-Driven Decisioning
NO Loan Applications
Unprecedented Transparency
“1-Click” Offer Activation
Deeper Relationships
Our cplXpressTM lending and marketing automation platform is
the first and only omni-channel, preapproved consumer lending solution.
OMNI-CHANNEL
Our technology ties directly into your transaction platforms, delivering
personalized offers at every digital and physical banking touchpoint.
How it Works
Segmentation & targeting
Assign additional product offers based on credit profile, current product ownership, and relevancy
Communicate offers at all touchpoints
Convert leads to funded loans
Campaign Analytics
30% Average Pre-Approval Rate
Results
January 2016 January 20171900 Loans1060 Loans
81% increase 117% increase
February 2017February 20161353 Loans 2946 Loans
December 2015
740 Loans 1730 LoansDecember 2016
133% increase
Pre-approved Lending Leaps 110% in 90 Days!
DEMO
Distribution Models
On-Premise Software
o Internally hosted on-premise installation
o CUneXus provides consultation, training and support
o Direct mail fulfillment services provided by Westamerica
o FI works directly with credit bureau to order prescreens
o 90-day implementation
Full-Service Solution
o Full-service hosted option
o Outsourced hosting and campaign management
o Harland Clarke provides consultation, training and support
o Harland Clarke orders prescreens
o 90-day implementation
Implementation Options
Don’t let me down.
Contact your Relationship Manager, or
Tony Salamone(877) 509-2089 x114
You can earn 10 points toward the
Innovation Game right now!
Please go to “Schedule” in the
mobile app, find this session, and
take a short survey to provide
feedback.
Surveys will remain open for 2
hours.
Survey code is S729
22NCR Innovation Conference 2017: Confidential
Please give us your feedback!
Dave Buerger – Co-Founder & CEO
Darin Chong – Co-Founder & COO
Tony Salamone – SVP Sales & Client Services
PANELISTS
Xxx
Xxx
Xxx
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1-Click Lending Made Easy