A Different Level of Performance
(Avg. unique interviewees/unique views/mo)
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.
Better Score, More CustomersFinancial 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 NeedsGood 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 EngagementMicronotes 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.
|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
InterviewInterview each customer individually about his/her needs and automatically deliver a response-based offer
|Net Promoter® Score (NPS®)||✔||✔||✔|
|Security Quick Facts||✔||✔||✔|
|Custom Product Campaigns (1/mo. max)||✔||✔|
|Referral campaigns to Promoters identified in the NPS® campaign||✔||✔|
AudienceDecide 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||✔|
ChannelsCoordinated multi-channel interview marketing enables coherent campaigning across channels
|Online banking logout||✔||✔||✔|
|Online banking login||✔||✔|
|Mobile App banking login||✔|
Lead RoutingRoutes individual leads according to lead type and bank preference
|Automatic secure email lead routing||✔||✔|
|Referrals pushed to CRM||✔|
ReportingEnables channel and campaign performance measurement
|NPS® Score & underlying strengths and weaknesses||✔||✔||✔|
|Interaction & segment reports||✔||✔||✔|
|Full look to book analytics||✔||✔|
Integration RequirementsHere's what's required from the bank-side
|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