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Micronotes is solving the dull, maddening, but mission critical problem of cross-selling for financial institutions. Our KulaX™ lead-generation platform brings the best in-branch sales interviews online – where customers are increasingly spending their time.
Through advanced targeting and quick advisory interviews, KulaX is able to convert up to 2% of a financial institution’s online population into warm leads, since customers request these offers, each month. And these aren’t your typical lead, these leads have details! For example, we don’t just generate an auto loan lead, we generate warm situational leads with personal preferences:
Lead Detail
Lead 1: Already has an auto loan, would like to refinance, chose a $20 Starbuck’s gift card to close
Lead 2: Is buying a car now and has visited dealerships, chose a $50 gas card to close the loan
Lead 3: Is just starting the buying process and is interested in learning more about the car buying program and getting pre-approved before shopping, chose a $20 cash deposit to get pre-approved
Now those are the kind of leads that turn into sales and happy customers! Contact us today to learn how to get started with KulaX – the most productive cross-sell tool for financial institutions.
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