How We Help - Maximize Cross Sell

Build longer-lasting relationships

The Challenge

Customers and members that use only one banking product are 10x more likely to switch institutions compared to those with three products. Today’s consumers and businesses prefer to research and compare products online.

Flip

The Solution

We’ve helped customers create digital cross-sell campaigns that outperform direct mail with an attractive ROI. Whether you want to cross-sell checking or savings products, make pre-approved offers, or motivate someone to refinance, we make it simple.

Flip

The Challenge

Flip

The Solution

Flip

Moving from 1 product to 3 decreases probability of switching from 50% to 5%.

Frederick Newell, “The New Rules of Marketing” (McGraw-Hill)

Moving from 1 product to 3 decreases probability of switching from 50% to 5%.

Bank Intelligence Solutions (BIS) from Fiserv

Cross-sell before they shop around

The Challenge

Here’s an unpleasant fact: One third of customers opened a new product from a competing bank or credit union. Most institutions either cross-sell too soon or aren’t proactive enough.

Flip

The Solution

Reach consumers and businesses with relevant, personalized offers at the right time - before they choose a competing institution.

Flip

The Challenge

Here’s an unpleasant fact: One third of customers opened a new product from a competing bank or credit union. Most institutions either cross-sell too soon or aren’t proactive enough.

Flip

The Solution

Reach consumers and businesses with relevant, personalized offers at the right time - before they choose a competing institution.

Flip

1 out of 3 banking customers who opened a new product purchased it from an institution other than their primary one.

Bain & Company, “Customer Loyalty in Retail Banking: Global Edition 2013,”
November 2013

1 out of 3 banking customers who opened a new product purchased it from an institution other than their primary one.

Bain & Company, “Customer Loyalty in Retail Banking: Global Edition 2013”

Target the right audience automatically

The Challenge

You can write the best copy. Design a great layout. Make a sweet offer. If your targeting rules aren’t right, your campaign will underperform.

Flip

The Solution

Use the platform to leverage just about any datapoint to automatically target the right customers and members without having to build a complex decision tree.

Flip

The Challenge

You can write the best copy. Design a great layout. Make a sweet offer. If your targeting rules aren’t right, your campaign will underperform.

Flip

The Solution

Use the platform to leverage just about any datapoint to automatically target the right customers and members without having to build a complex decision tree.

Flip

Deliver personalized offers that convert

The Challenge

Building personal relationships is easier when you’re face to face. That doesn’t mean that digital customers deserve generic communications.

Flip

The Solution

With our rich personalization feature, you can use any datapoint to easily create tailored messages and offers. Motivate customers to act and show them that you know them.

Flip

The Challenge

Building personal relationships is easier when you’re face to face. That doesn’t mean that digital customers deserve generic communications.

Flip

The Solution

With our rich personalization feature, you can use any datapoint to easily create tailored messages and offers. Motivate customers to act and show them that you know them.

Flip