Use Cases > Cross Selling and Product Utilization

Cross Selling and Product Utilization

Work smarter with more accurate data, information and marketing automation to cross sell your banking and financial services.

The Problem

Accessing customer data to make informed decisions and develop highly targeted customer segments requires a lot of time and resources from IT.

The Solution

澳门网上平台大全 integrates with core banking data and provides intuitive segmentation tools allowing you to access granular account holder insights without any assistance from IT. Through 澳门网上平台大全’s advanced campaign management system, financial institutions deploy highly personalized and relevant messages to customers across all touchpoints.

Making this Use Case Actionable

  1. Increase Product Utilization

    Use your core data to encourage account holders to swipe their debit card, draw on their HELOC, pay bills online, utilize MRDC, renew CDs and more.

  2. Increase Products Per Customer

    Increase products per customer by cross-selling the right products and services to the right customers.

  3. Personalized Marketing

    Deliver personalized relevant customer experiences based on your account holders products with your FI, held away accounts, and Key Lifestyle Indicators (KLIs).