Credit Card Pre Approval Cross Selling

Credit Card Pre Approval Cross Selling | Credit Card Pre Approval Cross Selling | DANAConnect | Credit Card Pre Approval Cross Selling

What is Credit Card Pre Approval Cross Selling?

Credit Card Pre Approval Cross Selling is a promotion to a segment of the current customer base that has pre-qualified to offer them a credit card. The acceptance of the promotion is facilitated with a link included in the message. Once the card has been accepted, an executive receives a ticket containing the prospect’s information. Additionally, it can be integrated with automations for enabling the customer to auto-create their dossier like Checklist for digital customer onboarding and other automations like Digitally Issued Service Contract, as well as a sequence of receiving and activating the credit card.

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Objectives:

  • Promote credit card cross selling to current client portfolio.
  • Include a direct link to accept the account opening.
  • Create an internal ticket for sales agents or executives.
  • Optionally make an automated digital onboarding and Sequence of reception and activation of credit card.

Solution:

An email or SMS is sent to a specific segment of the customer portfolio offering the opportunity for a credit card pre-approval. The email includes a button for the customer to accept the offer and open the new account.

Customization options:

  • Written and graphic content of all communications.
  • Customer information that is dynamic and personalized.
  • Ticketing and CRM integration.

Implementation timeframe:

  • 4 to 8 weeks

Pre requirements:

  • Have a DANAConnect Advanced account.
  • Have the data of the contacts already segmented -> You can request the segmentation service from DANAConnect: Data model for banks

Cross Channel Strategy:

  • Email
  • Web forms for uploading data and accepting terms.
  • SMS as an alternative channel

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