| A | B |
|---|
| DGC | Deposit Growth Checking - high rate checking account for bank customers who use electronic banking services. |
| PPG | Profit Performance Group - Performs comprehensive profit enhancement projects for banks. |
| ODP | Overdraft Privilege. Flagship product for banks that pays overdraft items up to a certain limit. |
| PROS | Pinnacle's Mystery Shopping product. |
| CLM | Construction Loan Manager - A product for banks with construction loans. This service manages construction lending for the bank. |
| SalesLogix | Our Contact Management System - All communication with a client (or potential client) is recorded in SLX. |
| BusinessMap | A software application to help sell DGC. Shows clients where opportunities for growth lie. |
| Fresh Start | A program that can keep a bank customer from being charged off. Turns the ODP balance into a short-term loan. |
| Prospector | An analysis tool that pulls information for future clients from SLX. |
| Surveyor | An analysis tool that pulls information about current clients from SLX. |
| Joe Gillen | CEO |
| Jeanne Gillen | Over training and marketing. Joe's better half. |
| Daryl Toliver | Director of Client Services |
| CSM (Client Services Manager) | The project manager for a bank. Assigned to the bank once an ODP contract has been signed. |
| AE (Account Executive) | The salesperson prospecting to get the client. Hands off to CSM once contract is signed |
| Client Support Site (customer support portal) | A client support site for implementing and maintaining ODP. |
| Discovery Questions | A list of questions the client completes during implementation phase of ODP. |
| Control Panel | Management site for client services. Back door access to Client Support Site. |
| Dave Mann | Director over Account Executives |
| Lon Dupre | ODP Product Manager. He is the ODP product developer |
| Mary White | Handles the scheduling of all AE's and CSMs. She assigns CSM's to a client. She also assigns trainers to clients. |
| Hema Patel | Client Services Administrator. Handles contracts once they're turned in to Pinnacle. |
| Candy Grasty | Sales Support Assistant. She supports all AE's. |
| Rebecca Dishman | Business Relationships Manager. |
| Warren Edwards | Business Systems Analyst. Customized SLX and a great technical SME for SLX. |
| James Wooster | Network Support Engineer. Main contact point for any network or pc concerns. |
| Dave DiAngelo | Network Systems engineer. A great resource for internal pc questions, as well. |
| Drew DiAngelo | Senior Program Developer. |
| Bill Cohn | Director of I.T. Reports to Daryl |
| Kay Alley | Project Manager for DGC |
| Mike Otter | Senior Relationship Manager for ODP. Handles what was formerly known as Client Care. |
| Tuck Ackerman | Our compliance director. Makes sure we are compliant with all fed. regulations concerning ODP and our other products. |
