Utilize industry best practices stored in the Total Expert platform to nurture and successfully deliver customers to the outcomes – debit card activation, e-statement enrollment, paired-product utilization – that are best for them and the bank.
Customers’ financial needs change throughout their lifetime. Utilize data to understand customers’ situation, tailor messaging to their needs, and initiate actions – staff or marketing automation – when messages attract interest.
Depositor retention is a function of their use of bank technology. Promote customer usage of online and mobile banking to run their financial life. Engage borrowers near the term of their loan to offer options for their next consumer, auto or HELOC loan.