Ventus Solutions Launches CRM Strategy Workshop Offering For the Financial Services Industry

The Ventus Customer Relationship Management (CRM) Strategy Workshop serves as an important step in creating a tangible link between a financial services firms business strategy and a superior customer experience.

Los Angeles, Calif. --- November 12, 2001 --- Ventus Solutions, a professional consulting firm that helps financial services firms optimize customer relationships, today announced the availability of financial services focused CRM Strategy Workshop that will help transform banks, credit unions and lenders into customer-centric organizations.

Today, a key goal of many financial services firms is building a plan for acquiring new clients, while retaining the loyalty of current customers. Thats where our CRM Workshop comes into play," said Ventus Practice Leader Dean Stehlik. The CRM Strategy Workshop, designed specifically for banks, credit unions and lending companies, is carefully orchestrated over a four week period. At the end of the Workshop, key deliverables include an actionable CRM strategy roadmap detailing how a company can begin to transform from its current business model to a more customer-centric financial institution. In the preliminary stages, Ventus consulting team meets with the executives and managers of the organization in order to build consensus on the strategic direction of the company. In aligning the goals and objectives of the company, Ventus formulates a tangible solution to remedy the customer anxieties financial services firms face on a day-to-day basis.

CRM Workshop Offers Tangible Solutions
Unfortunately, many other consulting firms have standardized CRM solutions that are used across varied vertical industries and therefore become limited in serving any one industry well. Ventus is focused in the financial services industry and thus has an edge over other firms generic solutions. Targeted workshops optimize profitable company-customer relationships by catering to the growing expectations of financial services customers in the 21st century marketplace.
Over many years, we have listened to our financial services clients and developed a best of breed CRM planning approach that addresses the specific needs of our focused client base." said Ventus President Nick Yarymovych. The CRM Strategy Workshop is a culmination of years of research, client feedback, Big-5 consulting methodologies, all distilled down into an efficient and high impact Workshop offering for financial services firms. Our focused Workshops encourage financial organizations to know their clients, integrate delivery channels, and create a customer-centric culture." added Mr. Yarymovych.

Often times, companies allocate resources inefficiently on customers that have varied service needs and varied levels of profitability. By segmenting clients, Ventus has found that targeted marketing expenditure increases ROI significantly. Moreover, the CRM Strategy Workshop analyzes an organizations customer needs in order to optimize those customer relationships. Combining preference indicators with an understanding of customer value as well as the cost of interactions, financial institutions can make intelligent decisions about which behaviors to encourage and which products to promote.

About Ventus Solutions
Ventus Solutions, based in Los Angeles, is a strategy and technology solution provider focused on the customer-facing needs of financial services organizations and credit unions.
Ventus Solutions has helped many financial services organizations transform into customer-centric organizations. Ventus has an experienced team of consultants with the deep financial services expertise necessary to design and execute effective customer relationship strategies and implement best of breed technology solutions for retail banks, credit unions and lenders.