2010 Remote Deposit Capture - Legal & Compliance - Marketing & Sales

Tom Houston, T. Houston Technology Group, has released the 2010 Remote Deposit Capture Toolkit© for banks and credit unions. According to Houston, “This is the most comprehensive Remote Deposit Capture Toolkit available and includes all of the documents needed for Legal & Compliance and Sales & Training. A total package!”
Financial institutions should be careful about purchasing cheap agreements and not considering all of the documents required to comply with FFIEC Guidelines for Risk Management of Remote Deposit Capture. Houston added, ”The FFIEC guidelines are clear about the responsibilities of financial institutions providing Remote Deposit Capture and future federal and state audits will require proper documentation.”
Legal & Compliance and Sales & Training Documents Include:
  • Business Agreement
  • Consumer Agreement
  • Checklists
  • Pre-implementation
  • Monthly
  • Annual
  • Risk Assessment
  • Self Risk Assessment
  • Risk Analysis Worksheet
  • Application
  • Underwriting Policy
  • Customer Setup Form
  • Project Timeline
  • Audit Work Program
  • Board Policy
  • Customer Policy (per FFIEC)
  • Vendor Oversight Policy
  • Sales & Pricing Strategies
  • Sales Made Easy Program
  • Marketing Examples
  • Employee Training Program
  • Customer Presentation
Remote Deposit Capture Toolkit Also Includes Sales CD and FFIEC Risk Management Video
Remote Deposit Capture Sales - CD

The CD was developed to help contact officers answer the daunting sales questions:
* How do I get started?
* Who are the best prospects?
* What if they say my price is too high?
* How and when should I ask for the sale?
Houston said, “One of the major benefits of using a CD was to allow the sales representative to mentally prepare for a sales call during the drive. Reinforcing a critical concept close to a meeting time keeps the ideas fresh, makes the call smoother and improves the chance of closing a sale.”
Remote Deposit Capture Sales - CD
Tracks include:
1. Aim High – How to Set Goals
2. Marketing & Sales Committee
3. Seven Banks – Best Prospect for Selling
4. Golden Chain – Eliminating Cold Calls
5. Visualize the Sale – See It – Sell It!
6. Price is Too High – Overcome Price Objections
7. Pipeline – Important Step in Sales and How to Manage it
8. Self Service – Understand this Concept and be Successful
9. Pistol Pete’s Socks – How Ordinary People Become Legends
10. Once Engaged-Stay Engaged – Protecting Your Investment in Sales
11. Crown Yourself – When You are Great at Something – Make Sure the Worlds Knows

Strengthen Customer Retention

Two ways to Purchase:
$3,995.00 and Optional Maintenance of
$395.00 Per Year – or –
$75.00 per Month* and $995.00
* System May Be Cancelled After First
Year Without Penalty.

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