Promotion of self-service options for opening Business Accounts, sending periodic emails and/or SMS to the client and agent regarding missing files, and providing links to the forms for uploading the missing files.
Insurance Cross Selling with Underwriting Automation
Automates the Insurance Cross Selling, promoting, underwriting, and e-closing new policies to a segment of your current portfolio.
Credit Card Pre Approval Cross Selling
A promotion to a segment of the current customer base that has pre-qualified to offer them a credit card.
Discovering the momentum for cross selling insurance policy
Leads are automatically monitored to predict the opportunity window for cross selling insurance policies before their existing policy with another company expires
Cross Selling for Investment Accounts
Automated cross selling for investment accounts with educational content to a segment of your clients and creates a score based on the customer’s interaction.
6 Ways to improve automated cross-selling campaigns
It is well known that the incremental cost of selling to current customers is generally much lower than selling to…
Renewal is a continuous selling process that starts at onboarding
Renewal is an ideal time to cross-sell, up-sell and sometimes even down-sell. It is also a time to gather feedback…
Mapping Process makes Digital Transformation less abstract
– This article explains how the processes of the customer journey in the insurance industry can be mapped to small…
Customer centric data model for Insurance
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in insurance.
Designing a Customer-Centric Customer Journey for Banks – Examples
In this digital age we are living, banks face the challenge of not only attracting customers, but also keeping them…
Creating opportunities with SMEs lending for banks and credit unions
In this new postpandemic credit cycle, SMEs will be not only one of the most important economic sectors, but also…
Automations for Payment Processing Companies
Keep up with technologyMaximize adoption of new payment technologies, improve efficiency, effectiveness and costs, track your members, notify, alert, and more. Automate your…