More Leads, Faster
Micronotes Cross-Sell™ technology radically improves the productivity of bank cross-sell efforts by leveraging the online banking platform to interview customers and deliver individually tailored promotions on financial products without interfering with core banking functions.
Invitation to Interact In-Session and at Online Banking Logout
- Our digital cross-sell technolgy is initiated in-session and at online banking logout-- much like a post logout advertisement commonly used by Financial Institutions.
- The consumer is presented with a "next best product" tile and an invitation to converse with the bank to receive a customized promotion.
Discover Customers' Needs and Preferences in a Short MicroInterview
- Customer answers 2-3 questions about her financial product needs and preferences and selects her promotion preference.
- Micronotes then emails the requested promotion to the customer
- Nurtures the lead with a reminder email as the expiration date approaches.
Campaign Reports Allow Financial Institutions to Analyze Results and Follow-Up
- Micronotes reports on leads generated by segment to the Financial Institution for analysis
- Follow-up in order to close the sale through other contact points like phone, ATM, online banking, and in branch visits.