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PRIORITY GOALS 3rd Quarter 2013
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PRIORITY GOALS SPECIFIC ACTION MEASUREMENT / TARGET
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PRIORITY GOALS SPECIFIC ACTION MEASUREMENT / TARGET
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PRIORITY GOALS SPECIFIC ACTION MEASUREMENT / TARGET
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PRIORITY GOALS SPECIFIC ACTION MEASUREMENT / TARGET
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Reference: KPI Report (Sept 2011 to May 2013)
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KPI
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CROSS SELLING PROJECT With an Affiliate (proposed)
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AFFILIATE: LDB
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GOALS : To introduce LDB to Insurance customers who are
requesting for installment payment on insurance premium. : To offer customers to open an account of either : a. checking account b. savings account/auto-debit arrangement
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FACTS : About 80% of renewals are installment basis. Ave
FACTS : About 80% of renewals are installment basis Ave. monthly renewals Installment : At present, about 30% of installment transactions have no pdc’s No checking account -80
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1. LDB to provide the following to LICA Insurance
PROCEDURE: 1. LDB to provide the following to LICA Insurance a. Application form, Signature specimen, etc. b. List of requirements c. Bank branches directory 2. LDB to extend special accommodations to LICA Insurance referred clients: a. Low opening deposit b. Low maintaining balance c. Same day release of check books 3. LICA INSURANCE to offer customers without Checking account to open an account with LDB.
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BENEFITS : LDB : Additional depositors to the bank LICA Insurance : PDC’s will guarantee payment of outstanding balance without need of follow-up / demand
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PERFORMANCE MEASUREMENT :
Ave. No. of Customers per month Ave. No. of Installment payment With PDC’s (estimate) Without PDC’s (estimate) Target for endorsement to LDB % 80 x 20% = 16 new accounts / mo.
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THANK YOU.
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