Micronotes Cross-Sell for Digital Channels

Through intelligent questions tailored to discover individual customer situations and preferences, Micronotes Cross-Sell automatically offers appropriate products and services and quickly qualifies customers for follow-up, conversion and retargeting. And by asking the questions during active banking sessions and at logout the solution boosts the likelihood that customers will interact.

How It Works

• Through the use of advanced data analytics and rules, customers are targeted for specific interviews, such as auto or mortgage loans
• Customers are presented with a question that draws them into a brief, 12-second interview that pinpoints product needs and automatically makes a conversation-relevant offer
• Micronotes Cross-Sell emails requested information to the customer and allows them to schedule an appointment or request a phone call
• Leads are routed via email to the appropriate account or service representative within the financial institution, including all interview response details and contact information
• Micronotes Cross-Sell nurtures the lead with reminder emails

Benefits

• Delivers $20 of value per online customer per year, across all types of products
• Reduces costs through efficient, automated lead generation
• Delivers highly qualified leads – 20 percent of leads become sales
• Improves cross-selling productivity, drives revenue and improves retention by routing warm leads immediately to customer service representatives
• Improves decision-making at the management level through lead generation and activity reports
• Keeps conversations relevant and progressive by targeting customers based on previous responses