Financial institutions want every possible marketing advantage. That’s why RFG continually enhances iNTEGRATOR. Release 7 offers new levels of functionality, including advanced campaign management, a flexible profit model and a powerful report generator.  Below is a list of new features and enhancements included with Release 7.

• Advanced Campaign Manager
  iNTEGRATOR’s Campaign Manager facilitates tracking, measurement and reporting of multiple marketing campaigns. You can leverage Next Best Cross Sale or survey recommendations for maximum marketing efficiency. Campaign Manager tracks promotion codes and control groups and facilitates email channel splits. It includes an ROI calculator and Survey Manager.
   

• Flexible Profit Model
  While many clients rely on the profitability methodology offered through the CEO Strategies Group program, some clients have requested functionality to adjust the profit model by specific variables or import profitability from an external system. They asked. We delivered. iNTEGRATOR now provides flexible transfer pricing, with multiple replacement rate sources, and a loan loss allocation model based on credit score – flexible score ranges and allocation amounts with a direct tie back to anticipated loss amount by loan type. The model includes expense, loan loss and fee overrides.
   

• Credit Card, Investment/Insurance and Activity-based Segmentation
  Target your Balance Rollers, Electronic Oriented or Established Investors! RFG has preset iNTEGRATOR with several unique segmentation schemes developed from our proprietary database research programs. Knowing a household’s account activity and non-traditional product usage is valuable, but the ability to take action on that information is invaluable. That’s why RFG has made it simple to target, track and measure these unique segments.
   

• Powerful Report Generator
  iNTEGRATOR 7 provides a powerful and flexible new function for creating sophisticated reports. Add your own fields and labels to design header, footer and detail sections. Specify multi-level field relationships, field aggregation, criteria for printing and field sorting. Set field and label attributes (font, color, bold, underline). You can also preview your report while defining the layout. These custom reports are easily exported to Word, Excel and many other formats.
   

• iNTEGRATOR Web (iWEB) Enhancements
  iWEB includes new relationship management functionality such as contact notes, data editing and screen/view customization. Now you can customize iWEB to provide your front-line staff with the information most critical to their sales and service objectives.
   

• Sales Tracking Reports
  iNTEGRATOR 7 expands organizational hierarchy to allow you to define your own regions, branches and officers for sales tracking. New Performance Summary and New/Lost/Reassigned reports provide period comparisons by region, branch or officer.