We are proud to announce our new “CRM for Branches” platform, based on the automated generation of cross-selling and up-selling proposals according to a bank’s customer profile.
When a customer visits a branch, the account manager has a “short window of opportunity” where to propose a banking product.
Based on data mining techniques and on the bank’s marketing rules, our CRM platform pushes the offer with the highest chance to win in front of the teller. A full sales cycle follows (lead, opportunity, proposal, subscription,…).
Contact us for a detailed presentation