Terrence Martin

Terrence Martin Email and Phone Number

Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions. @ CFS Insight
naperville, illinois, united states
Terrence Martin's Location
Naperville, Illinois, United States, United States
Terrence Martin's Contact Details

Terrence Martin work email

Terrence Martin personal email

About Terrence Martin

Credit Union Data Integration Expert as well as Sales and Business Development Professional in the Credit Union Analytics, Predictive Analytics, and Custom Software market. Specializing in 3rd Party data integration into Credit Union Data Warehouses as well as Symitar's (division of Jack Henry) Advanced Reporting for Credit Unions (ARCU) data-warehouse business intelligence platform. Developed Internet Marketing, Facebook|Google|LinkedIn Advertising, and Social Media expertise at CFS Consulting Group, Zacks Investment Research, Harris Bank, Kodak, and Consulting Projects. Increased profitability and cut costs, while maintaining volume. High customer retention and satisfaction. Developed innovative Online and Offline programs to drive sales and market share gains. Designed superior cross-selling systems for further penetrating existing customers with new products. Considered to be creative, innovative, and an “Out-of-the-box” thinker with an entrepreneurial spirit.- Developed unique Online Affiliate Programs designed to expand Zacks’ retail investor audience by 5 times and increase sales by 50%+- 100% retention rate of customers- Increased Online Loan Account Applications Over 440% at Harris- Managed Mortgage Sales Team to achieve $65M Mortgage sales goal within 5 months at Harris- Turned-around the private label business into a profit center netting 22% at KodakSpecialties: Business Intelligence Software SalesPredictive AnalyticsCustom Software SalesSocial Media ExpertInternet Marketing ExpertBusiness DevelopmentSales Management

Terrence Martin's Current Company Details
CFS Insight

Cfs Insight

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Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions.
naperville, illinois, united states
Website:
cfscg.com
Employees:
9
Terrence Martin Work Experience Details
  • Cfs Insight
    Credit Union Consulting, Data Integration, Analytics, Account Manger, Business Dev, Sales, Marketing
    Cfs Insight Jun 2011 - Present
    Greater Chicago Area
    Consulting with Credit Unions about data integration of key systems into their data warehouse (such as Meridian Link Loan Origination system, Digital Banking platforms, Credit Card systems, Mortgage Origination and Servicing systems, etc.), as well as using Analytical Models for Member Retention, Loan Growth, Membership Growth, Account Anomalies, Predictive Analytics and more.
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  • Cfs Consulting Group
    Credit Union Consulting, Data Integration, Account Manger, Business Development, Sales, Marketing
    Cfs Consulting Group Jun 2011 - Present
    Chicago, Illinois, United States
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  • Cfs Consulting Group | Client American Airlines Federal Credit Union
    Credit Union Consulting, Data Integration, Account Manger, Business Development, Sales, Marketing
    Cfs Consulting Group | Client American Airlines Federal Credit Union Jun 2011 - Present
  • Consulant | Client Re/Max Office
    Social Media, Advertising Consultant, Business Development
    Consulant | Client Re/Max Office Jun 2018 - Present
    Bolingbrook, Illinois, United States
  • Key Account Manager | Company Sales Activity Management
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Sales Activity Management Jun 2009 - Jun 2011
  • Sales Activity Management
    National Account Manager
    Sales Activity Management 2009 - Jun 2011
    Greater Chicago Area
    CRM Software Subscription sales to the Financial Services industry.
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  • Market Trading Guru.Com
    Social Media, Online Marketing, Consultant
    Market Trading Guru.Com Jun 2007 - Jun 2011
    Provided Social Media and Online Marketing to companies as well as manage a Blog to educate investors and traders on trading strategies for the S&P, Stocks, T-Bonds, and Forex.
  • Consulant | Client The Chicago School Of Trading
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Consulant | Client The Chicago School Of Trading Jun 2009 - Jun 2010
  • Consulant | Client Judd International
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Consulant | Client Judd International Jun 2009 - Jun 2010
  • Consulant | Client Vance Publishing
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Consulant | Client Vance Publishing Jun 2009 - Jun 2010
  • Key Account Manager | Company Zacks Investment Research
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Zacks Investment Research Jun 2009 - Jun 2010
  • Key Account Manager | Company Harris Bank
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Harris Bank Jun 2009 - Jun 2010
  • Key Account Manager | Company Eastman Kodak
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Eastman Kodak Jun 2009 - Jun 2010
  • Key Account Manager | Company Kodak Polychrome Graphics
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Kodak Polychrome Graphics Jun 2009 - Jun 2010
  • Key Account Manager | Company Chariot Capital Advisors
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Chariot Capital Advisors Jun 2009 - Jun 2010
  • Key Account Manager | Company Lifetouch
    Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager
    Key Account Manager | Company Lifetouch Jun 2009 - Jun 2010
  • Zacks Investment Research
    Business Development Director
    Zacks Investment Research Jan 2009 - Jun 2009
    Responsible for developing programs in conjunction with Investment Sites to market Zacks.com subscription services to individual investors. Created a unique Affiliate program designed to reach a targeted audience 5 times larger than current prospect mailing list at no cost. Also responsible for marketing and selling Zacks.com Stock and Mutual Fund subscription services to Independent Broker-Dealers for their Advisors and Registered Representatives.
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  • Zacks Investment Research
    Regional Sales Manager
    Zacks Investment Research Dec 2006 - Jan 2009
    Responsible for Marketing and Selling Institutional Equity Research, Data, Data Bases and Internet Software Platforms to Institutional Money Managers such as Mutual Funds, Banks, Hedge Funds, Pensions, Trust Departments, etc. Developed effective Email techniques that yield eight times the average of qualified leads. Over 98% customer retention.
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  • Harris Bank
    Vp, Business Development Manager
    Harris Bank Nov 2005 - Dec 2006
    Created and implemented on-line marketing campaigns for Harris Bank's lines of business. Developed and created highly successful email campaigns as well as actionable banner ads that resulted in an increase of online applications for Deposits and Loans by 440% in 67 days.
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  • Harris Bank
    Vp, Sales Manager
    Harris Bank Jan 2005 - Nov 2005
    Managed two successful teams, an inbound Mortgage Sales Team and a Group Banking Team. The Mortgage Sales Team originated mortgage loans and cross-sold other banking products. The Group Banking Team built relationships with companies to bring the "bank" to them, through special offers and discounts. Exceeded all sales and revenue goals by at least 3%.
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  • Chariot Capital Advisors/World Equity Group
    Registered Representative/Financial Advisor
    Chariot Capital Advisors/World Equity Group Apr 2002 - Jan 2005
    Provide financial advice and money management services including insurance products and retirement planning for clients. At Chariot Capital Advisors provided money management services for High Net Worth clients. Series 7, 63, 65 and Life Licenses.
  • Eastman Kodak
    National Channel Sales Manager
    Eastman Kodak Jan 1998 - Apr 2002
    Generated new business, delivered volume, negotiated contracts and maintained relationships with key private label Graphic Arts companies. Achieved margin goals of $1.6M through cost control programs and Business Development programs.
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  • Eastman Kodak
    Dealer Relation Manager
    Eastman Kodak Dec 1997 - Dec 1998
    Managed branded sales to dealers. Integrated three Graphic Arts companies’ products resulting in inventory reduction, improved product quality and more focused product offerings.
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  • Eastman Kodak
    Channel Manager
    Eastman Kodak Aug 1996 - Jan 1998
    Managed Newspaper & OEM Segments: $20M business. Raised prices 10% in a highly competitive market while meeting sales goals. Additionally managed branded sales to dealers (Retail Dealers) and conflict Management. Integrated three Graphic Arts companies’ products (from acquisitions) resulting in inventory reduction, improved product quality and more focused product offerings.
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  • Eastman Kodak
    Product Manager
    Eastman Kodak May 1994 - Aug 1996
    Managed Professional Photo’s largest portfolio of products, including Professional Paper, Display Media and Wide Format Inkjet material with sales over $246 million. Responsible for all supply chain forecasting and demand planning, advertising, training and promotions. Created the most successful promotion Kodak’s Professional Division ever had.
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  • Eastman Kodak
    National Account Manager
    Eastman Kodak Oct 1991 - May 1994
    Responsible for the account management of Professional Photo’s largest National Accounts. Managed these accounts through frequent face-to-face meetings and sales calls. Focused on maximizing client satisfaction and cultivating sales of these complex customers through consultative selling. Influenced and related to all levels within these organizations. Provided superior customer satisfaction resulting in a Customer retention rate of 100%.
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  • Eastman Kodak
    Technical Sales Representative
    Eastman Kodak Apr 1986 - Oct 1991
    Managed a territory consisting of Professional Photo’s Key Resellers (Distributors), Labs and Photographers. Prepared proposals via a RFP process. Attended trade shows to generate leads; then followed up on all leads. Provided superior customer satisfaction resulting in a Customer retention rate of 100%.
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Terrence Martin Skills

Financial Advisory Consulting Market Web Marketing Insurance Vendors Sales Cost Finance Offerings Product Management Keywords Data Conversion Management Revenue Insurance Planning New Account Initiation Kodak Highly Resourceful Private Label Web Content Retirement Planning Profit Consumer Cross Selling System Charges Relationship Management Google Adwords Strategy Creative Solutions Purchased Life Insurance Sold Inventory Budgeting Cooperation National Accounts Training Characteristics New Companies Gross Margin Product Development Earlier Shares Capital Newspapers Partnerships Campaigns Chariot Educational Consulting Advertising Agency .net Cut Segments Channel Sales Yahoo Customer Feedback Applications Mortgage Marketing Business Development Communication Negotiation Dealers Marketing Project Contractual Agreements Cost Control Listener Market Share Thinking Money Management Increased Profitability Responsibility Packaging Banking Growth Strategies Art Oracle Enterprise Manager Banner Ads Graphics Harris Mortgage Lending On Line Financial Services Margin Improvement Equities Project Portfolio Management Rate Manufacturing Netting Email Marketing Key Accounts Versatile Product Offerings Organic Search Conversion Rate Series 7 Securities Selling Product Quality Web Pages

Terrence Martin Education Details

Frequently Asked Questions about Terrence Martin

What company does Terrence Martin work for?

Terrence Martin works for Cfs Insight

What is Terrence Martin's role at the current company?

Terrence Martin's current role is Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions..

What is Terrence Martin's email address?

Terrence Martin's email address is tm****@****ero.net

What is Terrence Martin's direct phone number?

Terrence Martin's direct phone number is +163074*****

What schools did Terrence Martin attend?

Terrence Martin attended Rochester Institute Of Technology, Rochester Institute Of Technology, Rochester Institute Of Technology.

What skills is Terrence Martin known for?

Terrence Martin has skills like Financial Advisory, Consulting, Market, Web Marketing, Insurance, Vendors, Sales, Cost, Finance, Offerings, Product Management, Keywords.

Who are Terrence Martin's colleagues?

Terrence Martin's colleagues are Kathy Angle, Natalie Hernandez Jaeger, Daniel Zamora, Kevin Schoonmaker, Morgan Bates.

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