Proprietary/Confidential

A BetterWaytoManageOrderingandDistributionofMarketingMaterials

Presentation materials and video replay will be provided within one week.

Have questions? Use the questions panel – we’ll field them as we go and during the Q&A recap at the end of the call.

December 14, 2016

Today’sAgenda

● ChallengesforFinancialInstitutionMarketers

● ABetterWaytoOrderandDistributeMarketingMaterials

● HowaTwo-PersonMarketingTeamImprovedEfficiencyandProductivity

● SolutionDemo

● Q&A

2 ©2016HarlandClarkeCorp.Allrightsreserved.

Today’sPresenters

3

DebraCorwinVicePresidentPrintSolutionsProductMarketingHarlandClarke

SteveHesseDirectorWebServicesWrightBusinessGraphics

ChallengesforFinancialInstitutionMarketers

4

Savetime

Control

Onestop

Highlypersonalizedmaterials

Self-service

©2016HarlandClarkeCorp.Allrightsreserved.

FI MarketerGoals

Typicalprocesstomailpostcards● Manystepstofollow● 10to21businessdays

o Designo Proofso Approvalso Printo Mail

● Twotofivehoursperpiece

ChallengesforFinancialInstitutionMarketers

5 ©2016HarlandClarkeCorp.Allrightsreserved.

ComplexTime-consuming

LOANOFFICERStep1

•Loanofficerwantstoco-brandwiththeirRealtor partner

•EmailsrequesttoMarketing

MARKETINGStep2

•Scheduletimetodeveloptemplate•EmailsPDFtoloanofficer forapproval

LOANOFFICERStep3

•EmailsRealtor PDFforapproval•EmailschangesorapprovalbacktoMarketing•FillsoutRealtorCo-brandingapprovalformtoRealtor

MARKETINGStep4

•Makeschangestopostcard•EmailsLoanOfficer updatedPDFofpostcard

LOANOFFICERStep4

•EmailsRealtor updatedPDFforapproval•SendsfinalapprovaltoMarketing

REALTORStep5

•Signs,scansandemails/mailsRealtorco-brandingagreement

MARKETINGStep6

•EmailsrequestformaillisttobescrubbedagainstcompanyDoNotContactlist

•EmailsvendorscrubbedlistwithPDFtocompletemailing- or- sendsPDFofpostcardtoprintvendor

PRINTVENDORStep7

•Printsandshipspostcardstoloanofficer

LOANOFFICERStep8

•Printslabelsandappliestopostcardalongwithstamp- 1-3hours

•Takespostcardstopostofficeformailing

Improvedprocesstomailpostcards● Fewerstepstofollow● Fewerbusinessdays

o Designo Proofso Approvalso Printo Mail

● 20to30minutesperpiece

IncreaseEfficiencyandProductivity

6

ü Efficientü Self-serviceü Compliant

©2016HarlandClarkeCorp.Allrightsreserved.

LOANOFFICERStep1

•Logsintostorefront•Selectspostcardfromlibrary•PostcardisautofilledwithLOANOFFICERcontactinfoandphotooptions

•LOANOFFICERselectsRealtorlogoandheadshotfromlibraryoruploadsanewone

•LOANOFFICERuploadshomeinfo,photos,etc.•LOANOFFICERuploadsmailinglist•LOANOFFICERsubmitsorderandsendsapprovalrequesttotheRealtor

REALTORStep2

•Receivesemailrequestingapprovalofpostcardandacceptscompanymarketingagreementwithinemail

MARKETINGStep3

•Marketingreceivesorderandapproves,denies,oreditsdirectlywithinstorefront

PRINTVENDORStep4

•Receivesorder,scrubslistagainstDoNotContactwhichis automaticallyaddedtoeachpostcardalongwithpostage

IncreaseEfficiencyandProductivity

FROM:

● Upto50hours

● Manualsystem

● Manysteps

● Frustrating

7

TO:

● Lessthanthreehours

● Reducedapprovaltime

● Reducedmarketinginvolvement

● Easy

©2016HarlandClarkeCorp.Allrightsreserved.

> > >BRAD[BrandResourceAndDistribution]

OurCustomizedOnlineSelf-ServicePortal

8

BRADHelpsIncreaseEfficiencyandProductivity

BRADenablesyouandyourbranchestoprintallyourbrandedmarketingmaterials– ondemand– quicklyandeasily

9 ©2016HarlandClarkeCorp.Allrightsreserved.

BRAD’sBenefits

10 ©2016HarlandClarkeCorp.Allrightsreserved.

BRAD Is Personal

BRAD Is Fast and Cost-Efficient

BRAD Is Compliant

BRAD Is Easy to Manage

BRAD Gives You Control

BRAD’sVersatility

● BRADworksformultiplebusinesssegments● Advertisingandadplacement● Tellertraining● Loanmarketing

● BRADmanageschange● Branchopenings● Quarterlymarketingrefresh● Multiplebrands(importanttoholdingcompanyinitiatives)● Brandacquisition● Productlaunches● Eventplanning

● BRADunifiesorderingprocesses● Businesscardandstationery● Formsandsupplies● Brochures,flyers,disclosures● Printandmail

11 ©2016HarlandClarkeCorp.Allrightsreserved.

BRADinAction

“[BRAD]savesusseveralhoursaweek.”

“TheHarlandClarketeammadeitaneasyexperience.”

“Iwasverypleasedwithhowquicklyourportalwasimplemented–

andsurprisedbyhoweasilyourbranchesbecamecomfortableusingtheportal.”

LindaSalyerMarketingAssistant

FirstBank&TrustCompany

12

BRADinAction

● Two-personmarketingdepartment

● 21branches

● 300+employees

● Supportthecommunityschoolso Advertisinginsportsprograms

o SponsorYearbooks

● Stockingbranches

● Maintaininginventory

● Updatingartfiles

13

ChallengesforFirstBank&TrustCompany

● Fastimplementation

● Easyintegration● Easytouse● High-qualityproduction

● Self-servicetool● Fastorderinganddelivery● Competitiveprice

● Eliminatedinventory● Simplifiedmarketing

materialmanagement

HowBRADHelped

Demo:BRADfromHarlandClarke

14

Q&AWrapUp

Typeyourquestioninthequestionspanel

Debra CorwinVice President, Print Solutions Product Marketing,Harland Clarke

Steve HesseDirector, Web Services, Wright Business Graphics

Presentationmaterialsandvideoreplaywillbeprovidedwithinoneweek.

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