Stop Guessing.

Start Asking!

With interview marketing

Try it out →



Solving the Digital Engagement Problem







By replacing banner ads with interviews, Micronotes engages as many customers in one month as banners engage in five years.



A Different Level of Performance

Engagement Rate

(Avg. unique interviewees/unique views/mo) 

Clickthrough Rate

(Avg. clicks/impressions)

Conversion Rate

(Avg. leads/clicks)


Our Solutions

Micronotes' targeted interview technology combines big data analytics with the closing power of in-branch sales interviews to turn the digital banking channels into revenue generators. 


More Leads, More Revenue, Faster!

Micronotes Cross-Sell™ radically improves the productivity of bank cross-sell efforts by leveraging the digital banking channels to interview customers and deliver individually tailored offers on financial products without interfering with core banking functions. 





NPS® Measurement

Better Score, More Customers

Financial institutions, like most businesses, need to measure and improve customer loyalty – and compare current levels to competitive benchmarks.  Net Promoter® Score  is a widely adopted method for measuring, comparing, and improving customer loyalty. 





Anticipating Customer Needs

Good predictions are particularly important in cross-selling where customers expect that the enterprise knows them - and the best way to demonstrate that you know your customers is to accurately anticipate their needs.  



Social Media for Better Engagement

Micronotes Social™, bridges the gap between digital banking and social media, enabling financial institutions to target customers in social media based on bank held data to broaden the bank’s digital footprint and efficiently cross-sell.




Marketing for the Texting Generation

Deployed via SMS, much like an alert, Micronotes Mobile-SMS automates the referral process by interviewing customers on their mobile phones about unfinished banking business and sending referrals to front line staff. 



Getting Started


  Micronotes Cross-Sell Plan Comparison  


When it's time to stop guessing and get started asking. 

 As low as $750/mo


When you need real cross-sell results that move the needle right now!

  As low as $750/mo


When you're committed to multi-channel digital cross-selling over the long haul.

  As low as $750/mo
Monthly Pricing


Interview each customer individually about his/her needs and automatically deliver a response-based offer
 Net Promoter® Score (NPS®) ✔ 
 Security Quick Facts ✔  ✔  ✔ 
Life Events  ✔  ✔  ✔ 
Custom Product Campaigns (1/mo. max)   ✔  ✔ 
Follow-up interviews   ✔  ✔ 
Referral campaigns to Promoters identified in the NPS® campaign   ✔ 


Decide whom to interview about which product
Logout audience when core banking business is done ✔  ✔  ✔ 
Target using demographics, account info, and interview responses   ✔   ✔ 
Target using predictive analytics and machine learning        ✔  


Coordinated multi-channel interview marketing enables coherent campaigning across channels
Online banking logout ✔  ✔  ✔ 
Online banking login   ✔  ✔  
 Mobile App banking login     ✔  
Mobile SMS      ✔  
Social media        ✔   

Lead Routing

Routes individual leads according to lead type and bank preference
Automatic secure email lead routing   ✔  ✔ 
Referrals pushed to CRM      ✔  


Enables channel and campaign performance measurement
NPS® Score & underlying strengths and weaknesses ✔   ✔  ✔ 
Interaction & segment reports ✔  ✔  ✔ 
Full look to book analytics   ✔  ✔ 

Integration Requirements

Here's what's required from the bank-side
Online Banking - Insertion of JavaScript at logout landing page 
Online Banking - Insertion of JavaScript at login landing page  
Mobile Banking - Insertion of JavaScript at login landing page  
Secure data transfer of marketing customer information file  
Email set up for follow-up emails    ✔ 
Secure email set-up for lead routing  
Campaign review by marketing
App design review by marketing



Net Promoter® and NPS® are registered trademarks of Bain & Company, Satmetrix Systems and Fred Reichheld

Get Started Now!