Rediscover Your Customer
Rediscover Your Customer
Emerging technologies like AI and Machine Learning along with omnichannel platforms are opening up immense opportunities for banks and financial institutions to optimize their operations for cross-selling and upselling. In a recent Gartner study, cross-sell and upsell were considered among the top three priorities for product marketing teams across industries.
pennApps Cross-sell empowers financial institutions to define business rules to identify, consolidate and aggregate their customers with cross-sell potential. Further, it supports them to package products based on the specific needs of their customers.
Benefits
Increase Sales
- Identify high value customers
- Provide visibility into customer portfolio
- Provide customized offers based on client profiles
- Efficiently search and track the leads
Achieve Operational Efficiencies
- Streamline customer information processing- Prospects on-boarding
- Track customer interaction and diarize customer follow up
Improve Risk Management and Risk Assessment
- Offer a single view of customer credit and related account data
- Apply rules based on customer track records like return cheques, overdue
- Dashboards for Management tracking and decision making
Features & Functionalities
Define flexible products for bank needs
Configure Products Rules
Define controls for management
Define eligibility questions
Prospect customer data capture
Duplication checks
Workflow based approvals
Integration to CIF or central systems
System lead generation
Product based eligibility checks
File uploads for bulk lead generation
Campaign leads management
Workflow based lead management
