Turn customer interactions into revenue-generating marketing opportunities
It's a fact. Your most valuable customers are those who buy four or more of your products-and deliver 120% profitability*. However, these customers typically comprise just 10% of your customer base. The majority of your customers (60%) are likely to have only one or two of your products-and deliver a significantly smaller or even negative profitability margin*.
Fincentric Leadbuilder can help you turn these statistics around. Fincentric Leadbuilder is a teller referral software tool that works with your existing systems to increase customer share of wallet, grow fee income, and create more profitable relationships with your customers.
Every time a customer contacts your bank, our specialized software will automatically search your marketing campaign file and present the best offer for that specific customer. Tellers will see a targeted, customized message pop up onscreen. All leads are then automatically routed for follow-up.
Fincentric Leadbuilder works by:
- Automatically alerting tellers of marketing campaign opportunities during regular transaction sessions
- Presenting ready-to-use targeted marketing messages on desktop screens in everyday language
- Providing offers that are current, a good fit, and have not already been purchased, applied for, or declined by the customer
- Routing "one-click" leads to the appropriate department for follow-up
- Managing lead lists and tracking the success of your campaigns automatically
- Being compatible with the industry-standard Microsoft technology so your tellers are up to speed quickly and easily
* Developing & Implementing World Class Sales & Service Performance. Financial Selling Systems, Inc. 2006.
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