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Marketing
Power
for calling officers

Customer Contact
& Event Manager

for Wealth and 
Relationship Management

With Getty^sm calling officers and
relationship managers and may now:

• Review client and household account 
  product and service relationships

• Maintain contact notes

• Look-up customer’s telephone, fax 
  and e-mail addresses

• Quickly send individual or group 
  marketing letters and mailings

Features 

• Document library speeds production of letters, 
  lists and envelopes.

• Provides management reports including calling officer portfolio analysis, lost balances, and product line analysis

• Fully-integrated with Microsoft Office^TM 

Benefits

• So simple to use, the program 
  will actually get used

• Permits control of data 
  without a prohibitive investment in programming

• Provides data integrity 
  to keep your mail lists clean

• Speeds production of mailings 
  to save time and improve productivity

Now your private bankers, relationship managers, wealth and trust officers and commercial bankers can:

• Review customer account level, individual and household relationship summaries–before they 
  call the customer

• Quickly sort assigned customers by name, balances and product types

• Efficiently select clients to receive a specific letter or include the customer in scheduled mailings, event invitations or marketing campaigns

• Select the type of letter they want to send out, 
  and then batch one name or a mailing list to a central administrator

Getty^sm

• Features centralized record keeping to 
  protect data integrity

• Automates letter, envelope 
  and label merge functions

• Prints audit trails so you know which records 
  were collected for mailings and when data records were changed

• Interfaces with other applications including available links to ACT and Goldmine

• Accepts data from on-line or MCIF systems