• Umpqua Holdings Corporation
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  • Umpqua Bank Chooses 360 View CRM to Enhance Their Customer Relationships and Manage Employee Incentive Plan
    Company Release - 01/08/2008 08:00


    inBusiness Services announced today that Umpqua Bank has licensed their 360 View CRM software in an effort to enhance their customer relationships and improve their employee incentive process.

    "We wanted to find a system that was in sync with our strong focus on service culture and the customer experience," said Kay Liming, EVP of Central Operations and Support Services for Umpqua Bank. "The 360 View product gave us a solution for both our CRM and employee incentive program needs conveniently all wrapped into one platform."

    360 View(TM) CRM is a software solution that integrates a financial institution's core products and services with 3rd party offerings to build a three-hundred-and-sixty degree view of the customer relationship; independent of any core customer information file (CIF) limitations. 360 View CRM was developed specifically for financial institutions in effort to help them be more responsive to customer and prospect needs by better managing referrals, incidents, customer touches, personal follow ups, cross-sells, customer profitability and attrition, intelligent prospecting, pipelines, employee incentives, and customer and product on-boarding campaigns.

    "We are beyond excited to have Umpqua Bank choose us as their relationship management vendor of choice," said Kevin Anderson, President of inBusiness Services. "Our team is on a mission to develop the best relationship management solution for financial institutions on planet Earth," continued Kevin, "and we can't think of a better partner at this point to help us achieve our goal than 'The World's Greatest Bank,' Umpqua Bank."

    "We are looking forward to 2008 and the introduction of 360 View CRM into our culture," continued Kay Liming. "It is our desire to have everyone at Umpqua Bank use 360 View daily in effort to increase the banking experience for each of our customers."

    About inBusiness Services

    inBusiness Services, developer 360 View CRM, is a privately held software development corporation based in Nashville, Tennessee and is committed to its primary mission: To Develop, Deliver, and Support the best relationship management software solution for financial institutions on planet Earth! 360 View CRM is recognized as a leader in the relationship management movement within the financial institution industry and is endorsed by the Independent Community Bankers of America. Solution, Movement, Community -- visit with inBusiness Services online at www.threesixtyview.com.

    About Umpqua Bank

    Umpqua Bank, headquartered in Roseburg, Ore., is a subsidiary of Umpqua Holdings Corporation (NASDAQ: UMPQ) and has 147 locations between Napa, Calif. and Bellevue, Wash., along the Oregon and Northern California Coast and in Central Oregon. Umpqua Bank has been recognized for its innovative customer experience and banking strategy by national publications including the Wall Street Journal, New York Times, BusinessWeek, Fast Company and CNBC. The company also ranked 34th on Fortune Magazine's 2007 list of the country's "100 Best Companies To Work For." Umpqua Holdings also owns retail brokerage subsidiary Strand, Atkinson, Williams & York Inc., which has locations in Umpqua Bank stores and in dedicated offices throughout Oregon and Southwest Washington. Umpqua Bank's Private Client Services Division provides tailored financial services and products to individual customers. Umpqua Holdings Corporation is headquartered in Portland, Ore. For more information, visit www.umpquabank.com.

    Source: inBusiness Services

    Contact: inBusiness Services Chris Green, 615-242-0007 cgreen@inbizservices.com or Umpqua Bank Lani Hayward, 503-727-4132 lanihayward@umpquabank.com